Customs Brokerage
Customs brokerage: declaration, customer file, tracking.
Challenges
- The declaration and the client file are kept in separate places.
- When the tariff heading changes, the duty calculation is updated by hand.
- Nobody tracks the release of guarantees.
- Goods whose warehousing period has expired go unnoticed.
Workflows
From file to declaration
- The client file is opened with its goods and document list.
- The tariff heading is set and duties and guarantees are calculated.
- The declaration is linked to the file and the registration details are recorded.
Guarantees and bonded warehousing
- The guarantee provided is held on the file record.
- Once the release condition is met, the guarantee is closed.
- Before the warehousing period expires, a reminder lands on the worklist.
Documents
- Customs declaration
- Brokerage service invoice
- Letter of guarantee record
- Bonded warehouse in/out slip
Reports
- File and declaration status
- Duty and guarantee summary
- Warehousing period tracking
- Service revenue by client
Metrics
- File closure time
- Revenue per declaration
- Outstanding guarantee amount
- Number of expired warehousing periods
Compliance
- Customs legislation
- Customs broker licence
- Bonded warehouse authorisation
Glossary
- Customs declaration
- Official document record tied to a file
- Tariff heading
- Tariff classification on the product record
- Guarantee
- Security record whose release condition is tracked
- Bonded warehouse
- Special warehouse location with period tracking
FAQ
Can I link the declaration to the client file?
Yes — the file opens with its goods and document list, and the declaration attaches to it with its registration details.
Are duties recalculated when the tariff heading changes?
Yes — the tariff heading is held on the product record and both duty and guarantee are recomputed when it changes.
Can I track the release of guarantees?
Yes — the guarantee stays open on the file and is closed once the release condition is met.
Can I monitor the warehousing period?
Yes — a reminder lands on the worklist before expiry, and goods past the deadline are reported separately.
Can I see service revenue per client?
Yes — the brokerage fee is posted to the file, so revenue breaks down by client and by declaration.
