Document and operations control for export sales

In export sales, a proforma is more than a price document. It carries product lines, dimensions, CBM, weight, package count, container calculation, PDF or Excel and Packing List outputs.

How to Manage Export Proforma, CBM and Packing List Workflows
1

Export proforma workflows should keep price, technical and loading information together.

2

CBM, weight, packages and container calculation should be part of the sales file.

3

Delbig connects proforma output with customer sharing, visit tracking and operational documents.

Which details matter in export proforma?

In export sales, dimensions, package count, CBM, weight and container impact matter as much as price. If these details are separated from the quote, loading planning becomes difficult.

  • Product, technical and commercial information should stay together.
  • Container scenarios such as 20DC, 40DC and 40HC should be considered.
  • Packing List and operational Excel outputs should connect to the same record.

How does Delbig support export sales?

Delbig can manage export proforma workflows with products, prices, customers, technical details, PDF or Excel outputs and sharing history in the same sales record.

  • Proforma PDF and Excel outputs are prepared in a controlled way.
  • Customer sharing and visit tracking connect to the sales record.
  • CBM, package and container details support operational decisions.

Frequently asked questions

Why is CBM important?

CBM shows the volume impact of products on container or transport planning. It is critical for export furniture sales and loading decisions.

Should Packing List be separate from proforma?

The document type can be separate, but using the same sales and product data reduces mistakes.

Review this workflow with Delbig

Share your sales, quoting, stock or operation flow with us; we will map the right Delbig setup for your team in a short meeting.