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Business setup · Industry

Import & export trading

USD/EUR proformas for buyers abroad, shipment documents collected per deal, imported stock sold at home, and invoices on terms.

Use in EraAll templates
modules
11
agents
3
workflows
2
sample services
3
site pages
4

What Era prepares for this business

For a trading company working both ways. Export: a buyer abroad receives samples, a proforma in dollars or euros with the Incoterm, pays an advance or opens a letter of credit, and the shipment is prepared with its commercial invoice, packing list, certificate of origin and bill of lading. Import: containers of goods arrive into the warehouse and are sold to domestic retailers in lira on 30-day terms.

Modules11

  • Sales
  • Quotes
  • Shop
  • Discounts
  • Product types
  • Invoices
  • Document requests
  • Website
  • Dashboards
  • Workflows
  • AI

Agents3

  • Proforma assistant

    Turns a buyer’s request into a draft proforma in their currency.

  • Shipment documents coordinator

    Opens the document checklist for every confirmed export and checks what buyers upload.

  • Collections follow-up

    Follows export advances and domestic invoices until paid.

Sample services and prices3

Comes with the setup; swap in your own prices.

Customs consultancy (per file)₺8,500
Sample shipping and consolidation₺3,500
Bamboo towel set (case of 24)₺9,600

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Import & export tradingAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Quotes
    • Shop
    • Discounts
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Proforma assistantReady
    • Shipment documents coordinatorReady
    • Collections follow-upReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Import & export trading

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era