Prior to contract signing for low-code projects 100Small and medium-sized foreign trade enterprises within the number of people to prepare a super-detailed list of information
（With exclusive advice on MiCount）
100Prevalence of small and medium-sized foreign trade enterprises with fewer than「Business Processes Across Domestic and International Borders、Cumbersome documentation and high compliance requirements、our customers/Supplier fragmentation、Digital tools toExcel/Mail-based、Multi-tasking in core positions（e.g. sales and follow up）」characteristics。This list is provided by MiCount（Shanghai Siyang Information Technology Co.）——JianDaoYun Gold Services Provider Compilation for the Fourth Consecutive Year，Relying on the annual average400Experience in landing low-code projects，Combined with foreign trade industry「(purchase) order-declare at customs-logistic-foreign exchange collection (finance)」Full Process Pain Points，Simplify complex documentation requirements，refinement**document field、Compliance Points、Data linkage requirements**，supplemented with「Low-cost alternatives、Calculator Technology Assisted Action、Tips for avoiding the pit」，Both to ensure that the project is accurate，Minimize the threshold of customer information preparation，Avoidance of additional workload.
I. General basic information (Ultra-detailed simplified version, Suitable for foreign trade enterprises)
Core principles：Refuse to pile up complex qualification documents，prioritize“Reuse of existing documents+Oralized Compliance Statement”，MiCount assists in the whole process of transformation，Customers only need to provide basic materials，No additional standardized documentation required.
| Type of information | concrete content | Field-level detail requirements（Foreign Trade Enterprise Adaptive Version） | mandatory field/optional | Form of submission | Time frame for submission | responsible body | Exclusive advice from Arithmetic Technologies（Includes assisted movement+Tips for avoiding the pit） |
|---|---|---|---|---|---|---|---|
| Enterprise main body qualification | Copy of business license | 1. Clear display of the unified social credit code、Scope of business（need to include“Import and export of goods”“Import and export of technology”catalog）、Name of legal representative；2. Stamped with the fresh seal of the enterprise（fuzzy and ineffective）；3. Remaining validity period≥6months，Proof of renewal is required if expiration is imminent（if any）. | mandatory field | high definition (photo, audio or television)PDFscan（The cell phone needs to be facing the right way to take a picture，shadowless、legible） | First day of contract negotiations | Client Administration/Robam (brand) | 1. assisted movement：If the customer only has a motor vehicle to take pictures，MiCount can help optimize cropping、Improve clarity；2. Tips for avoiding the pit：Photocopies without fresh seals are invalid，Avoiding late docking customs、Qualification review rejected at the time of the bank；3. alternative：No electronic seal filed for the time being，available“Official seal photo+Scanned handwritten signature of the legal person”temporary use，Freshly stamped at the time of contract signature. |
| Foreign trade core qualification documents | 1. Import and export business right filing form（Or Customs import and export goods consignee and consignor record receipt）；2. electronic portICCard front and back photos（if any）；3. Foreign Exchange Settlement Account Information（account opening bank、username、Forex Code）；4. If special categories are involved（e.g. food、cosmetic products），Import and export licenses are required（e.g. food business license、Cosmetics record certificate）. | mandatory field | PDFscan、photographs（electronic portICCards need to clearly display the card number） | First day of contract negotiations | Client Administration/Head of Foreign Trade | 1. assisted movement：Checking the validity of qualification documents，If the filing information is out of date，Remind customers to keep up to date；2. Tips for avoiding the pit：electronic portICCard needs to be verified for activation，Avoiding the inability to log in to the system at a later stage of customs clearance；3. Additional recommendations：Foreign exchange account information is organized separately intoExcel，Facilitates quick entry when interfacing with the system. | |
| Project Counterparty Confirmation Sheet（Alternative to complex authorizations） | 1. core field：Docker's name、duties（Recommended for Head of Foreign Trade/Robam (brand)，Need to be able to shoot the demand、recognizeCompliance Points）、cell phone number、microsoft、inbox、emergency contact；2. Clarification of competence：tick“Requirement Confirmation、Programmatic signatures、Payment Approval、Receiving and Inspection Confirmation、Confirmation of compliance documents”five（Foreign trade enterprises need to focus on labeling compliance authority）；3. Handwritten signature of the counterpart+dates. | mandatory field | Word version (Calculus Technologies provides templates, The customer fills in the signature and takes a picture/Scan Returns) | First day of contract negotiations | customer interface | 1. assisted movement：Off-the-shelf confirmation form templates are available，Clients only need to fill in the blanks and sign，No need to write your own；2. Tips for avoiding the pit：Avoid specifying“Clerks without compliance judgment”counterpart，Leads to customs clearance、Repeated demand for the collection and remittance process；3. Additional recommendations：synchronize1Named Alternate Docker（e.g. order taker），Preventing interruption of work by the primary counterparty's travel. | |
| Organizational Chart（Foreign Trade Business Orientation） | 1. Labeling of core departments and number of personnel: Foreign Trade Department (total number of people), sales department (1-2 people), Customs Brokerage Department (1 person, outsourceable), financial affairs (1 person), executive (administrative) (1 person); 2. Mark the name and contact information of each department head. Clarification of outsourced positions (e.g. customs clearance, logistic) Matchmaker and partner information; 3. No job-level segmentation required No job-level segmentation required, emphasize "Who is responsible for interfacing with clients/customs (i.e. border crossing inspection)/logistic/banks". No job-level segmentation required. | mandatory field | hand-painted picture、PPTscreenshot (computing)、ExcelForms are available（needlessVisioprofessional graph） | Prior to contract signing3working days | customer interface | 1. assisted movement：After the customer provides a hand-drawn drawing，The arithmetic science and technology help translates into a regulatedExceltabular，Clearly labeled outsourcing partner interfaces；2. Tips for avoiding the pit：If the enterprise does not have an independent customs department，Need to clarify the contact information of outsourced customs brokers and the docking process，Avoiding delays in customs clearance at a later stage；3. Additional recommendations：Architecture diagrams need not be aesthetically pleasing，At its core, it is clear“Responsibility for the whole process of foreign trade”. | |
| Core project requirements | Statement of project objectives（Spoken version，Alternative quantitative reporting） | 1. core field: 3-5Core business objectives (No need to quantify, Articulate the actual needs), Functional requirements, Usage Scenarios; 2. typical example: "goal1: Substitute forExcelforeign trade ledger, Fulfillment of orders-declare at customs-Tracking the whole process of foreign exchange collection；functionality：Create an order online、Automatic generation of customs declaration documents、Synchronization of collection and remittance status; take: Foreign trade salesman to check the progress of orders on a daily basis, Financial reconciliation of foreign exchange receipts"; functionality: Create an order online, Automatic generation of customs declaration documents, Synchronization of collection and remittance status Foreign trade salesman to check the progress of orders on a daily basis, Financial reconciliation of foreign exchange receipts"; 3. annotate (e.g. a character with its pinyin) "must be realized" and "Optional Realization" (D.O.R.). Optional Realization" (Distinguish between core and value-added needs). | mandatory field | Word version (Calculus Technologies provides templates), microsoft text, Speech to text is available | Prior to contract signing5working days | customer interface（Can be combined with foreign trade/Head of Finance） | 1. assisted movement: If the client does not express himself clearly, Arithmetic Science and Technology through "5methods of questioning" priming and combing (e.g. "Which pain point in the foreign trade process are you most interested in solving? "priming and combing (e.g. "Which pain point in the foreign trade process are you most interested in solving? feature??Which external subjects to interface with?"), Organized into normative goal statements; 2. Tips for avoiding the pit: Avoidance of vague expressions (e.g., "Improving the efficiency of foreign trade"), clarity required "Improve the efficiency of which block". the efficiency of which block" (e.g. "Efficiency of customs declaration document generation"), Preventing later functionality from deviating from requirements; 3. Additional recommendations: Priority combing "Urgent and necessary" demand for, Optional Requirements Additional recommendations: Priority combing "Urgent and necessary" demand for, Optional Requirements (e.g. customer profiling) Added gradually through secondary development at a later stage, Controlling Initial Costs. Controlling Initial Costs. |
| List of foreign trade process pain points（simplified version，Sort by session） | 1. By foreign trade segment3-5The core pain points: Client Development, Order Negotiation, declare at customs and quarantine inspection, Cross- border logistics, Receipt and settlement of foreign exchange, tax rebate1-2. 2. border logistics, Receipt and settlement of foreign exchange, tax rebate1-2; 2. Each pain point contains: Existing operational processes (1-2 line Each pain point contains: Existing operational processes (1-2 line description), Specific manifestations of pain points, Existing interim solutions; 3. typical example: "Customs clearance pain points: Existing processes→Follow-up Clerk to organize documents, Send to outsourced customs broker, offline reconciliation; point of pain→Delays in customs clearance due to missing documents, Time to send to customs broker, offline reconciliation. Customs clearance due to missing documents, Time-consuming verification2hourly/single; interim program→untimely1Days to organize documents, double-check". check". | mandatory field | Excelsummary table（Calculus Technologies provides templates，Customers only need to fill in the blanks） | Prior to contract signing5working days | Client Foreign Trade/follow up on orders/Head of Finance（Docker summary） | 1. assisted movement: After the matchmaker collects the pain points of each segment, MiCount helps to categorize and organize, distill core, get rid of "Cannot be resolved through the system" disadvantages (e.g. "Exchange rate fluctuations"); 2. "Cannot be resolved through the system" disadvantages (e.g. "Exchange rate fluctuations"); 2. Tips for avoiding the pit: Need to label pain points "Whether it affects order delivery/Security of foreign exchange receipts Tips for avoiding the pit: Need to label pain points "Whether it affects order delivery/Security of foreign exchange receipts" (e.g. "Errors in documentation lead to customs seizure"), Prioritize core pain points; 3. Additional Recommendations: not distinguishing between "Frequency of pain points/Scope of impact", Just write about the actual problem, Details to be provided in the report. Additional recommendations: not distinguishing between "Frequency of pain points/Scope of impact", Just write about the actual problem, Details to be added by Arithmetic Technologies when researching. | |
| Project Time Plan（simplified version，Suitable for the peak season of foreign trade） | 1. Core time points: Requirements research start date, Research Deadline, System development completion date, Pilot order go-live day, Full process official go-live day, Acceptance deadline; 2. annotate (e.g. a character with its pinyin) "High season window for foreign trade". official go-live day, Acceptance deadline; 2. annotate (e.g. a character with its pinyin) "High season window for foreign trade" (e.g. "Christmas window for foreign trade"). "(e.g., "Christmas Order Season October-December, Need to avoid the top line"), Flexible and adjustable hours; 3. Clarify Clarify responsibility for extensions (simplified version: Non-Customer Extension, Calculating Technology Undertaking; Customer data overdue/temporary). Clarify responsibility for extensions (simplified version: Non-Customer Extension, Calculating Technology Undertaking; Customer data overdue/Temporary adjustments during peak season lead to delays, schedule extension). | mandatory field | Excelsummary table（Calculus Technologies provides templates，Date only）、WeChat Confirmation Record | Prior to contract signing3working days | bilateral counterpart | 1. assisted movement：According to the rhythm of the customer's foreign trade season，MiCount helps to create a reasonable time plan，reserve7-10three-day buffer，Avoid concentrated order delivery periods；2. Tips for avoiding the pit：High volatility in foreign trade operations，Avoid stereotyping“non-adjustable”timing，Preventing project delays due to peak season orders at a later stage；3. Additional recommendations：No need for a Gantt chart.，Simple list labeled with date、Corresponding actions and peak season precautions are sufficient. | |
| Budget and procurement requirements | 1. Budget scope: Clarify the total budget range (e.g. "3-5 million" "5-8 million"), no need to split the breakdown. 2; 2. Type of procurement: tick "Newly purchased low-code platform", "Secondary development of existing platforms", "Platforms+Factory". Type of procurement: tick "Newly purchased low-code platform" "Secondary development of existing platforms" "Platforms+Foreign trade document template package" "Platforms+logistic/ Customs Interface Docking". Customs Interface Docking"; 3. Payment method preference: tick "prepayment50%+payment for goods received50% ""prepayment30%+payment for goods received50 Payment method preference: tick "prepayment50%+payment for goods received50%", "prepayment30%+progress payment40%+payment for goods received30%", Clarify whether foreign exchange payments are supported (if any). payments are supported (if any). | mandatory field | microsoft/Records of telephone communications (MiCount organized into written confirmation sheets), Word version | First day of contract negotiations | Client Boss/financial affairs | 1. assisted movement：Based on budget scope，MiCount offers“Cost-effective function combination program”，Foreign Trade Core Functions（Document Generation、Process Tracking）prioritize，non-core function（e.g. data analytics）accept one's situation as dictated by one's needs；2. Tips for avoiding the pit：Clarify whether it contains“interface fee”“Post-operation and maintenance costs”，Avoid disputes over hidden fees at a later stage；3. Additional recommendations：Preferred by small and medium-sized enterprises“One-time payment+basic operation and maintenance (BOM)”，Controlling long-term costs，Interface interfacing can be accounted for separately according to actual requirements. | |
| User and Permission Basics | List of system users（simplified version） | 1. core fields: name and surname, Departments/a job (Such as foreign trade salesman, salesman, financial affairs, Robam (brand)), cell phone number (For login authentication), Whether foreign data viewing privileges are required, Terminal Preferences (PC-based/mobile); 2. annotate (e.g. a character with login authentication), Whether foreign data viewing privileges are required, Terminal Preferences (PC/mobile); 2. annotate (e.g. a character with its pinyin) "sensitive competence" (Such as foreign exchange account information view, Customer Core Data View). Allocated to core staff only; 3. No need for statistics "Number of concurrent users", MiCount is configured to the actual number of userslicense (res.), and the number of users of the license (res.). No need for statistics "Number of concurrent users", MiCount is configured to the actual number of userslicense (reserve5A backup account.). | mandatory field | Excelsummary table（Calculus Technologies provides templates，Customers only need to fill in the blanks） | Pre-requirement research2working days | customer interface | 1. assisted movement：Calculus Technology automatically matches base permissions to foreign trade jobs（If the salesman is only open for order creation/Tracking Permissions，Financial Open Collections/Tax Refund Authority），Customers do not need to manually design；2. Tips for avoiding the pit：Foreign data permissions need to be strictly controlled，Avoiding Customer Information、Foreign exchange data breach；3. Additional recommendations：Mobile Preferred“Enterprise WeChat/WeChat small program”，Convenient for salespersons to check the progress of orders when they are out docking with customers.. |
II. Exclusive materials for foreign trade segmentation scenarios (Ultra-detailed simplified version + Full Scene Recommendations)
Core principles: by "general trade (i.e. importing and exporting without processing)/cross-border e-commerce/trade involving assembly", "three types of small and medium-sized foreign trade enterprises mainstream scenarios", Refinement of information requirements, and "three types of small and medium-sized foreign trade enterprises". Three types of small and medium-sized foreign trade enterprises mainstream scenarios, Refinement of information requirements, replenishment" Reuse of existing foreign trade documents, Succession of foreign trade enterprises in the market, and replenishment" Reuse of existing foreign trade documents, Spoken Compliance Descriptions Replace Standard Documentation "enhancement program, Combined with the experience of low-code landing in the foreign trade industry of MiCount, Ensure that information is relevant to actual operations, Balancing compliance and practicality.
(i) general trade (i.e. importing and exporting without processing) (traditional foreign trade, Includes commodities, industrial products, consumer goods) (i.e. importing and exporting without processing) (traditional foreign trade, including commodities, industrial products, consumer goods)
Core features：Large order volume、long period（1-3months）、heavily laden with documentation（commercial invoice、packing slips、Customs declarations, etc.）、Need to interface with Customs/freight forwarder/Bank Multi-Body、High compliance requirements、Specification of foreign exchange collection process.
| business module | Specific information | Field-level detail requirements（Adaptation for Foreign Trade Enterprises） | mandatory field/optional | Form of submission | Exclusive advice from Arithmetic Technologies（assisted movement+alternative+Tips for avoiding the pit） |
|---|---|---|---|---|---|
| Order and Customer Management | Foreign trade order template（currently available） | 1. Provide customers with current foreign trade orders (1-2Chang's example, Both Chinese and English); 2. The core fields need to contain: order number, Client Name (English (language)), Customer Contacts, Diethylammonium chloride/model number (Chinese-English), quantities, price of item (multi- currency/Chinese Yuan (CN)). currency/Chinese Yuan (CNY)), total amount, trade term (FOB/CIF/CFR, etc.), terms of payment (L/C/T/T/D/P, etc.), delivery period, harbor (port of departure/ destination port), packing requirements. No need for standardized templates, Existing documents are sufficient (Even if it's a screenshot of the order confirmation by email). Existing documents are sufficient (Even if it's a screenshot of the order confirmation by email). | mandatory field | Word/Excelfile、Screenshot of email、Documentary Photographs | 1. assisted movement：By existing order format，Designing online order templates，1:1Restore Fields，additional“Order Status Tracking”“Document Linkage”field，Automatic synchronization to follow up、Finance module，Does not change the customer's operating habits；2. alternative：If the customer does not have a fixed order template，MiCount offers3General templates for foreign trade industry（Chinese-English version），Customers choose the best fit；3. Tips for avoiding the pit：trade term、Payment methods need to be clearly labeled，Avoiding late deliveries、Disputes arising from the collection of foreign exchange. |
| Customer Information List（simplified version） | 1. Sort by customer name (Each client1 line); 2. core field: Customer's English Name, country/as suffix city name, means prefecture or county (area administered by a prefecture level city or county level city), contact details (inbox, telephones), Docker's name, Client Type (end customer/ middleman), Payment Type (payment customer/ middleman), by customer name (Each client1 line). middleman), Payment Credit Rating (e.g., "excellent quality/general/prudence"), History of cooperation (e.g., "3 years of collaborative work, no credit rating, no credit rating, no credit rating, no credit rating, no credit rating, no credit rating, no credit rating, no credit rating, no credit rating, no credit rating. No overdue receipts"), specialityrequest (e.g. "Certificate of origin required"), "Chinese documents are required for customs clearance", and "No overdue receipts"). "Chinese documents are required for customs clearance at the port of destination"); 3. No need to organize historical order details, Only core order is not required. No need to organize historical order details, Only core customer information is sufficient. | mandatory field | currently availableExcelledger、Handwritten lists（MiCount helps organize it into normative tables，Chinese-English parallel texts） | 1. assisted movement：Verify customer name consistency（Accurate Chinese and English correspondence），Exclusion of terminated customers，Setting up encrypted storage of customer information；2. alternative：If the customer does not have a customer list，MiCount assists from the mail、Extracting information from historical orders，Organized into a list of norms；3. Tips for avoiding the pit：Customer Core Information（inbox、telephones）Needs to be accurate，Avoid order communication、Error while sending documents. | |
| Order Follow-up Ledger（currently available） | 1. core field: order number, Client Name, offerings, sum of money, progress of payments (e.g. "prepayment30%booked"), production schedule (e.g. "Stocking completed"), Customs clearance status, logistics state, remittance status, progress on tax refunds; 2. providing close to3Example of an order follow up ledger for a period of months, No need for complete historical data; 3. annotate (e.g. a character with its pinyin) "Exception orders" Processing records (e.g. "Overdue receipts, Communicated Customers"). | mandatory field | Excelfile、Handwritten ledgers photographed | 1. assisted movement: Conversion of existing ledgers into an online tracking module, Automatic update of order status, Setting up exception alerts (e.g. "Advances overdue" "Customs declaration overdue"); 2. alternative: Clients without ledgers, Customs declaration overdue"; 3. "Advances overdue" "Customs declaration overdue"); 2. alternative: Clients without ledgers. Abacus provides easy follow up templates, Only core status needs to be recorded, Avoid complex entries; 3. additional recommendations: Online ledger Abacus provides easy follow up templates, Only core status needs to be recorded, Avoid complex entries; 3. Additional recommendations: Online ledger and mail linkage, Important communication records can be uploaded as direct attachments, Easy traceability. | |
| price list（currently available） | 1. Provide a price accounting sheet that is currently in use by the customer（1-2Chang's example）；2. core field：product costs、freight fee、insurance premium、tariffs（prediction）、margins、Amount quoted（multi-currency/Chinese Yuan (CNY)）、exchange rates（Exchange rates at the time of accounting）、Corresponding cost-sharing of trade terms；3. No need for complex formulas，Only the accounting logic needs to be clarified. | optional（Suggested Required Fields，Facilitate automatic system accounting） | Excelfile、Handwritten accounting sheets photographed | 1. assisted movement：Sorting out accounting logic，Design of online automated accounting modules，Input of basic data（(manufacturing, production etc) costs、exchange rates、freight fee）After the quote amount is automatically generated，Supports multi-trade terms switching；2. alternative：Clients without a statement of accounts，Calculus Technologies offers a generic template for foreign trade offers，Built-in basic formulas；3. Tips for avoiding the pit：Exchange rates to be marked“Date of accounting”，Recommendation for early warning of exchange rate fluctuations，Avoiding quote losses. | |
| Customs declaration and inspection and document management | Commonly used foreign trade documents template（currently available） | 1. Core documents：commercial invoice、packing slips、a customs declaration form（Blank templates/Completed Example）、copy of a bill of lading（if any）、certificate of origin (commerce)（if any）；2. Documents need to contain core fields：order number、invoice number、Diethylammonium chloride/model number（Chinese-English）、quantities、gross weight/net weight、volumetric、sum of money、trade term、port of departure/destination port；3. No need to provide a full set of documents，per document1-2An example will suffice.. | mandatory field | Word/Excelstencil、PDFscan、Documentary Photographs | 1. assisted movement：Design document automation module，Extracting information from order data，Generate commercial invoices with one click、Packing list and other documents，Supports switching between English and Chinese，Compliance with customs norms；2. alternative：Customers without fixed templates，Abacus provides standard templates recognized by Customs，apply directly；3. Tips for avoiding the pit：The document fields need to be the same as the order、Consistent customs declarations，Avoiding Customs seizure due to field discrepancies. |
| HSCode list（core product） | 1. Sort by product name (1 line for each core product); 2. core field: Diethylammonium chloride (Chinese-English), HSencodings (10 digits), Filing elements (such as "material (that sth is made of), use, norm"), tax rebate, Whether commercial inspection is required, Is it an endangered Species (if any); 3. annotate (e.g. a character with its pinyin) "Confirmation status" (e.g. "Recorded with Customs", "To be confirmed"). Customs" "To be confirmed"). | mandatory field | Excelsummary table（Calculus Technologies provides templates）、Handwritten lists | 1. assisted movement: examine HSCoding accuracy, If in doubt, Assistance with customs or professional body confirmation; Design System Module, press the HSCodes automatically match filing elements, tax rebate, Reduce manual entry errors; 2. alternative: No HSCoded Clients, MiCount based on product HSCodes automatically match filing elements, tax rebate, Reduce manual entry errors; 2. alternative: No HSCoded Clients, MiCount based on product information, fulfillHSList of coding recommendations, Use after customer confirmation; 3. Tips for avoiding the pit: HSCoding needs to be accurate, Avoiding Tax Refunds Blocked Avoiding Tax Refunds Blocked Due to Incorrect Coding, Customers fines. | |
| Customs declaration process description（colloquial speech） | 1. Describe the existing customs clearance process: "Documentation preparation→Docking customs brokers→Customs declaration→Customs clearance→let pass". Customs clearance→let pass" Operator of each segment, docking method (on-line/below the line), Time required; 2. Clarify information on Customs clearance→let pass" Operator of each segment, docking method (on-line/below the line), Time required; 2. Clarify information on outsourced customs brokers (name (of a thing), contact details, docking station, Services cost standards); 3. annotate (e.g. a character with its pinyin) "Customs declaration exception handling process" (e.g. "Documentation errors leading to audit Documentation errors leading to audit rejections, How to modify the restatement"). | mandatory field | microsoft text、speech-to-text、On-site verbal description（Arithmetic Science and Technology Organized Records） | 1. assisted movement: Transform spoken processes into online standardized processes, Clarify the responsible person and time point of each link. Documents docked to customs brokers can be synchronized online, Reduced offline delivery; 2. Tips for avoiding the pit: Clarify the time limit for Tips for avoiding the pit: Clarify the time limit for submission of customs declaration documents (e.g. "before sailing3Days to submit"), Setting up document submission Additional recommendations: outsourced customs clearance, The system reserves the interface for customs brokers, Facilitate real- time inquiry on the progress of customs declaration documents. Additional recommendations: outsourced customs clearance, The system reserves the interface for customs brokers, Facilitate real-time inquiry on the progress of customs declaration. | |
| inspect goods/Special regulatory information（if any） | 1. List of products involved in commodity inspection: Diethylammonium chloride, HSencodings, Commodity Inspection Requirements (e.g. "Each batch must be inspected" "sampling"), Commodity inspection process (e.g. "origin commercial"). Each batch must be inspected" "sampling"), commodity inspection process (e.g. "origin commercial inspection (CIQ)→port commodity inspection (commerce)"). inspection (CIQ)→port commodity inspection (commerce)"); 2. special regulatory documents: e.g. Certificate of Permission for Import and Export of Endangered Species (CIQ), CIQ, CIQ, CIQ, CIQ, CIQ, CIQ, CIQ, CIQ, CIQ). Special regulatory documents: e.g. Certificate of Permission for Import and Export of Endangered Species, Food Hygiene Certificate, Cosmetics record certificate (for special categories); 3. Verbalized description of the commercial inspection counterpart and contact information. Verbalized description of the commercial inspection counterpart and contact information. | optional（Required for special categories） | PDFscan、oral statement、Excelsummary table | 1. assisted movement：System Design Commodity Inspection Reminder Module，Automatic reminder of commercial inspection time by order progress，Recording of commercial inspection results，Corresponding documents；2. alternative：Customers with no experience in the commodity inspection process，Abacus provides industry-standard commercial inspection process templates，Assistance in docking with commodity inspection organizations；3. Tips for avoiding the pit：Commodity inspection documents need to be consistent with the customs declaration documents，Reserve time for commercial inspection in advance，Avoiding disruption to sailings. | |
| Foreign Exchange Collection, Settlement and Tax Refund Management | Receipt of foreign exchange record ledger（currently available） | 1. core field: order number, Client Name, Amount of foreign exchange received (multi-currency/Chinese Yuan (CNY)), exchange rates, Date of receipt of foreign exchange, terms of payment, bank account number, remittance status (e.g. "payable in full", "partially"). foreign exchange, terms of payment, bank account number, remittance status (e.g. "payable in full", "partially arrived"), Example Exception Description (e.g. "exchange rate difference"); 2. providing close to3Example of Receipt Record for a Month, No need for complete historical data. | mandatory field | Excelfile、Screenshot of bank flow（Coding sensitive information） | 1. assisted movement：Design of online collection tracking module，Automatically linked orders，Record details of foreign exchange receipts，Support foreign currency and RMB conversion，Synchronization to the finance module；2. alternative：Clients without ledgers，Abacus provides simple templates for collection and remittance records.，Only core information is required；3. Tips for avoiding the pit：The amount of money received must be verified with the amount of the order，Labeling exchange rate differences，Facilitates financial accounting of profits. |
| Tax Refund Checklist and Process | 1. Information required for tax refunds: VAT special invoice, Customs Declaration Refund Coupling, export invoice, receipt of foreign exchange (if any); 2. Tax Refund Process Description (colloquial speech): "Data collection→Financial Audit→Tax Declaration→Tax refunds arrive "Operator of each segment, Time required; 3. Labeling the tax refund cycle (e.g. "general 2-3months"), tax rebate (Sort by product). （Labeling the tax refund cycle (e.g. "general2-3months"), tax rebate (Sort by product). | mandatory field | Excelsummary table、oral statement、Photographs of existing tax return information | 1. assisted movement: Design of tax return information management module, Automated collection of documents required for tax refunds, Completeness of labeling information, Setting up tax return filing reminders, Synchronizing the progress of tax refunds; 2. labeling information, Setting up tax return filing reminders, Synchronizing the progress of tax refunds; 2. Tips for avoiding the pit: Tax refund information needs to be filed within the specified time limit (e.g. "tax refund"). Tips for avoiding the pit: Tax refund information needs to be filed within the specified time limit (e.g. "post-export90within a few days"), Avoid overdue tax refunds; 3. Additional recommendations: VAT invoices need to be accompanied by customs declarations, Order fields are consistent, Automatic system checking, Reducing the number of taxpayers who are required to pay tax, and the number of taxpayers who are not required to pay tax. Additional recommendations: VAT invoices need to be accompanied by customs declarations, Order fields are consistent, Automatic system checking, Reducing the risk of tax refund audit rejections. | |
| Foreign exchange risk management statement（colloquial speech） | 1. Existing foreign exchange risk management modalities (e.g., "Locked-in exchange rate", "natural hedge", "Deferred settlement of foreign exchange"); 2. " "Deferred settlement of foreign exchange"); 2. Responses to exchange rate fluctuations (e.g. "The exchange rate is lower than 6.8Spension of foreign exchange settlements when"). The exchange rate is lower than 6.8Suspension of foreign exchange settlements when"); 3. Indicate whether foreign exchange derivatives Indicate whether foreign exchange derivatives are used (for example, forward settlement, if any). | optional | oral statement、microsoft text | 1. assisted movement：Systematically set up early warning of exchange rate fluctuations，Bind to real-time exchange rate interface，Automatic alerts when exchange rates reach set thresholds；2. alternative：Clients with no foreign exchange management experience，Abacus provides fundamental foreign exchange risk management advice，Simplified operational processes；3. Additional recommendations：Small and medium-sized enterprises may be prioritized“Locked order rate”exclusionary rule，Reducing exposure to exchange rate fluctuations. |
(ii) cross-border e-commerce (B2B/B2C, Includes Amazon, Ali International Website, free-standing station)
Core features：Small order lots、high frequency、Multi-platform operation、Logistics by Express/special-purpose phone line (e.g. for trains, buses etc)、Need to interface with platform backend/Logistics Services Provider、Clients are decentralized and have diverse needs、High timeliness of after-sales response.
| business module | Specific information | Field-level detail requirements（Adaptation for Foreign Trade Enterprises） | mandatory field/optional | Form of submission | Exclusive advice from Arithmetic Technologies（assisted movement+alternative+Tips for avoiding the pit） |
|---|---|---|---|---|---|
| Platform operation and order management | List of cross-border platforms and description of back-office permissions | 1. List of operating platforms: Platform name (e.g. Amazon, Ali International Website, Shopee), Store Name, Head of Operations, Platform backend login privileges (Whether read-only permissions can be opened, For order synchronization); 2. Labeling order rules for each platform (e.g. "", ""). Privileges (Whether read-only permissions can be opened, for order synchronization); 2. Labeling order rules for each platform (e.g. "Amazon orders need to be 24Ship"). Labeling order rules for each platform (e.g. "Amazon orders need to be 24Ships within hours"), After-sales rules (e.g. "Returns and exchanges time limit"); 3. Clarify the need for "Unified management of multi-platform orders". | mandatory field | Excelsummary table、oral statement、Screenshot of the platform store | 1. assisted movement：Docking platform open interface（e.g. AmazonMWS、Ali International WebsiteAPI），Automatic synchronization of multi-platform orders to low-code systems，Unified management of orders、send out goods、aftermarket，Avoiding cross-platform switching operations；2. Tips for avoiding the pit：Platform backend privileges are only open“read-only (computing)/Order Export”scope of one's jurisdiction，Avoiding Account Security Risks；3. alternative：Platforms without interface privileges，furnish“Timed export of orders+Batch import system”programmatic，Streamline operations. |
| Order Processing Flow Description（colloquial speech） | 1. Describe the existing order processing flow: "Platform ordering→Order Audit→get ready supplies→ask for a doggy bag (at a restaurant)→ send out goods→Logistics Tracking→after-sales Services". send out goods→Logistics Tracking→after-sales Services" Operator of each segment, Time required, docking method; 2. expository Exception orders" processing flow (e.g. "Customer Cancellation" "address error"); 3. "Labeling of documents at each stage of the process (e.g. "delivery note, courier face sheet"). | mandatory field | microsoft text、speech-to-text、On-site verbal description（Arithmetic Science and Technology Organized Records） | 1. assisted movement：Transform spoken processes into online standardized processes，Setting up automatic flow of order status，Automatic alerts for abnormal orders，ask for a doggy bag (at a restaurant)、Shipments are supported by scanning code confirmation，improve efficiency；2. Tips for avoiding the pit：Clarify delivery timeframes across platforms，Setting up shipment reminders，Avoiding time-out penalties；3. Additional recommendations：Uniform numbering rules for multi-platform orders，Easy and quick access、haunt. | |
| Product Information List（online store） | 1. core field: offeringsID (In-platform numbering), Diethylammonium chloride (Chinese-English), Specification, selling prices (multi-currency/ Chinese Yuan (CNY)), (manufacturing, production etc) costs, stockpile, delivery depot, Whether it is a hot product, Platform category, A costs, stockpile, delivery depot, Whether it is a hot product, Platform category, A cost, production etc. Chinese Yuan (CNY)), (manufacturing, production etc) costs, stockpile, delivery depot, Whether it is a hot product, Platform category, After-sales policy (e.g. "after-sales", "after-sales", "after-sales", "after-sales", "after-sales", "after-sales", "after-sales", "after-sales", etc.). Policies (e.g. "be in favor of7no-questions-asked return"); 2. providing close to10The core product information can be, No need for full store products. for full store products. | mandatory field | Excelsummary table、Screenshot of platform product backend（MiCount helps extract information） | 1. assisted movement：Design Product Information Management Module，Synchronize platform product data，Automatic updating of stock quantities（Decrease in inventory after orders are shipped），Support batch modification of product information；2. alternative：Customers without a product list，Abacus assists in exporting product data from the platform's backend，Organized into a list of norms；3. Tips for avoiding the pit：Diethylammonium chloride、Specifications need to be consistent with the platform，Avoiding customer complaints、Order disputes. | |
| Cross-border Logistics and Warehouse Management | List of logistics Services providers and cooperation agreements（simplified version） | 1. List of logistics Services providers: name (of a thing) (e.g. DHL, FedEx, freight forwarding company, Specialized Logistics), contact details, docking station, Type of transportation (courier/air transportation/sea freight), Scope of Services (nations/as suffix city name, means prefecture or city hall). station, Type of transportation (courier/air transportation/sea freight), Scope of Services (countries/as suffix city name, means prefecture or county (area administered by a prefecture level city or county level city)), Freight rates (e.g. "emphasize $50, extended weight (of program) $20"), limit rates (e.g. "$50, extended weight (of program) $20, extended weight (of program) $20"). Simplified Cooperation Agreement: Marking of core provisions (Freight Settlement); 2. Simplified Cooperation Agreement: Marking of core provisions (Freight Settlement Method, Claims Rules, Commitment to timeliness). | mandatory field | Excelsummary table、Agreement to take pictures/scan | 1. assisted movement: Docking logistics Services provider interface, Realize automatic generation of logistics single number, Real-time synchronization of logistics status to the system and customers, Supports batch printing of courier manifests; 2. tips for avoiding the pit: Clarify synchronization of logistics status to the system and customers, Supports batch printing of courier manifests; 2. Tips for avoiding the pit: Clarify Tips for avoiding the pit: Clarify logistics claim rules (e.g., "Loss of goods/How to claim for damage"), System logging of logistics exceptions, Facilitates subsequent matching of claims; 3. Additional recommendations: According to product characteristics, target market, recommended cost-effective logistics solutions, small and medium-sized logistics solutions, and the need to improve the efficiency of the logistics system, the need to improve the efficiency of the logistics system, and the need to improve the efficiency of the logistics system. Additional recommendations: According to product characteristics, target market, recommended cost-effective logistics solutions, Small and medium-sized enterprises can give preference to dedicated logistics. |
| Warehouse inventory ledger（currently available） | 1. core field: Diethylammonium chloride, Specification, stockpile, storage location (e.g. "repositoryAdistrict rack1"), Inventory warning value (Below this value to remind replenishment), lead time (Time from procurement to warehousing), Availability; 2. no need to organize historical inventory data, Providing an up-to-date inventory status is sufficient (nearly 1Weekly Updates). | mandatory field | Excelfile、Handwritten lists for photographs（Abacus helps with the entry system.） | 1. assisted movement：Batch import system，Checking the accuracy of data，Setting up inventory alerts，Automatic reminder to replenish stock when it falls below the warning value，Synchronization to the procurement module；2. alternative：Clients without ledgers，Arrangements for arithmetic science and technology1-2Hourly on-site inventory，Direct generation of initialized inventory data；3. Tips for avoiding the pit：Inventory quantities need to be accurate，Avoid oversold（Platform orders shipped out of stock）or backlog. | |
| Packing and labeling specifications（colloquial speech） | 1. Packing requirements: Packaging Material (e.g. "cardboard box, bubble wrap"), Packaging specification (e.g. "30cm×20cm×10cm"), weight limit; 2. Packing requirements: Packaging Material (e.g. "cardboard box, bubble wrap"), Packaging specification (e.g. "30cm×20cm×10cm"), weight limit; 2. Bill posting requirements: Face Sheet Information (Fields to be included), display unit (e.g. on a postage stamp), Whether customs declaration is required (Cross-borderB2C); 3. annotate (e.g. a character with its pinyin) "Special Product Packaging Requirements" (e.g. "Fragile items require reinforced packaging"). | optional（Suggested Required Fields，Avoiding shipping errors） | oral statement、On-site photo shoot（Packaging Example、Example of a face sheet） | 1. assisted movement：comb and pack、POSTING SPECIFICATIONS，Designing the online operation guideline module，Labeling Considerations，Newbies can get started quickly；2. alternative：Clients without clear specifications，Abacus provides universal packaging for cross-border e-commerce、Stickers templates；3. Tips for avoiding the pit：Face sheet information needs to be accurate（customer address、contact details、Product Information），Avoidance of misdirected shipments、lost item. | |
| After Sales & Customer Services | After-sales processing records（currently available） | 1. core field: order number, Client Name, Type of after-sales Services (e.g. "return merchandise, exchange goods, refund, complaint ..."). ") After-sales reasons (such as "Product quality issues, Logistics breakage, Clients don't want it."), Treatment, Outcome of the After-sales reasons (e.g., "Product quality issues, Logistics breakage, Clients don't want it..."), Treatment, Outcome of the process, Process, Processing time, Satisfaction; 2. providing close to3Example of a month's after-sales record, No need for complete historical data. | optional（Suggested Required Fields，Optimize after-sales process） | Excelfile、Screenshots of the platform's after-sales back office | 1. assisted movement：Designing the after-sales work order module，Automatically linked orders、Logistics Information，Record the whole process of after-sales handling，Support for statistical analysis of post-sale reasons，Targeted optimization of products or Services；2. alternative：Customers with no after-sales records，Abacus provides cross-border e-commerce after-sales work order templates；3. Tips for avoiding the pit：Clarify after-sales rules for each platform，Avoidance of irregularities in handling after-sales，Leads to platform penalties. |
| Customer Communication Record（typical example） | 1. furnish1-2Examples of individual customer communications (mails, Screenshot of the Platform's internal letter), Includes consulting, an order ( of goods), After-sales scenarios; 2. labeling Communication Points (e.g., "Customer inquires about shipping timeframe"). of goods), After-sales scenarios; 2. Labeling Communication Points (e.g. "Customer inquires about shipping timeframe", "Customer complaints about product quality") "Customer complaints about product quality"), reply; 3. Identify common communication tools (e.g. Mail, WhatsApp, Message from the Platform). | optional | Screenshot of email、Screenshot of the letter、Microsoft text description | 1. assisted movement：Organize common communication techniques，Designing a repository module，Operators can quickly pull up responses，Improve communication efficiency；2. alternative：Customers without standardized speech，Arithmetic Technologies offers a generic cross-border e-commerce conversation template（multilingual edition）；3. Additional recommendations：Important communication records are synchronized to the order module，Facilitates subsequent tracing，avoidsour customersa dispute. |
(iii) Trade involving assembly (customized processing/import processing, including light industry, spinning and weaving, electronic accessories)
Core features：Relying on offshore material processing、Processing trade manuals are required/electronic book、Material and finished goods to be written off、Strict compliance requirements、Involving imports of materials/Finished product export whole process control.
| business module | Specific information | Field-level detail requirements（Adaptation for Foreign Trade Enterprises） | mandatory field/optional | Form of submission | Exclusive advice from Arithmetic Technologies（assisted movement+alternative+Tips for avoiding the pit） |
|---|---|---|---|---|---|
| Processing Trade Qualification and Handbook Management | Processing Trade Manual/Electronic bookkeeping information | 1. Core information: Processing Trade Manual Number, Date of filing, validity period, List of filed materials, List of finished products on file, Unit Consumption Standard (Consumption ratio of parts to finished products), Customs Filing Return Receipt; 2. the electronic ledger requires a ledger The electronic ledger requires a ledger number, Screenshot of filing information, Write-off cycle (e.g., "Quarterly write-offs1 times"); 3. annotate (e.g., a character with its pinyin) "Manual with its pinyin) "Manual Status" (e.g., "in use", "Write-offs", "awaiting filing"); 4. "awaiting filing"). | mandatory field | PDFscan、Brochure Photography、Screenshot of the electronic ledger | 1. assisted movement：Sorting out manual filing information，Design Manual Management Module，Expiry date of the records manual、Recorded material/a finished product、Unit Consumption Standard，Setting up manual expiration reminders、Write-off reminders；2. Tips for avoiding the pit：Manual filing information should be with the actual import and export materials、Consistent finished product，Avoidance of discrepancies in write-offs；3. Additional recommendations：Electronic ledger can be interfaced with customs interface，Synchronization of write-off data，Reduce manual entry errors. |
| List of materials and finished products filed | 1. List of material filings：Name of material（Chinese-English）、HSencodings、Specification、Number of records、unit (of measure)、Country of import、Supplier Name、unit of consumption、attrition rate；2. Finished Product Filing List：Finished product name（Chinese-English）、HSencodings、Specification、Number of records、unit (of measure)、exporting countries、Client Name、Material name and quantity；3. Sort by manual number，Each manual1list of items. | mandatory field | Excelsummary table（Calculus Technologies provides templates）、Copies of manuals（MiCount helps extract information） | 1. assisted movement：Design material-Finished Product Correspondence Module，Automatic accounting of material usage according to unit consumption standards，Automatic deduction of corresponding material inventory after export of finished products，Ensure that the accounts are in line with the facts；2. alternative：Customers without separate lists，MiCount extracts information from the manual，Organized into a list of norms；3. Tips for avoiding the pit：Wear and tear rates need to be consistent with manual filings，Actual wear and tear in excess of filed，Need to apply for changes in advance to Customs，Avoiding write-off penalties. | |
| Description of the write-off process（colloquial speech） | 1. descriptivecurrently availableaudit and write offworkflows: "Import write-off of materials→Export write-off of finished goods→Write-off of manuals". Write-off of manuals" Operator of each segment, docking method (on-line/below the line), Time required, List of submissions; 2. Clarify the subject of write-off docking (e.g. "Literature"). Clarify the subject of write-off docking (e.g. "Local Customs, customs broker") and contact details; 3. annotate (e.g. a character with its pinyin) "Write-off exception handling process" (e.g. "Excessive material loss, Resolution of Write-off exception handling process" (e.g. "Excessive material loss, Resolution of discrepancies between finished product and filing"); 4. description of write-off data sources (e.g. "Electronic bookkeeping Description of write-off data sources (e.g. "Electronic bookkeeping data, a customs declaration form, inventory ledger"). | mandatory field | microsoft text、speech-to-text、On-site verbal description（Arithmetic Science and Technology Organized Records） | 1. assisted movement：Transform spoken processes into online standardized underwriting processes，Automated aggregation of data required for write-offs（Import of materials、Finished product exports、Inventory data），Generation of write-off statements，Simplified declaration by interfacing with the Customs Write-off System；2. Tips for avoiding the pit：Write-off data needs to be filed with the manual、Consistent customs declarations，earmark15-20Days write-off lead time；3. alternative：Customers with no underwriting experience，Abacus provides templates for processing trade write-off process.，Assistance in interfacing with customs professionals for guidance. |
III. New core complementary modules (required for foreign trade programs, not previously covered)
Core principles：spotlight“Foreign trade business specificity+Low-code project landing details”，Addition of previously omitted compliance、exposures、Key dimensions such as collaboration，all adopt“Simplification of information requirements+Spoken description+MiCount Assistance Program”，No additional workload for clients，At the same time to avoid the project landing hidden danger.
| Supplementary categories | Specific information | Field-level detail requirements（FTT Scenario Adaptation） | mandatory field/optional | Form of submission | Exclusive advice from Arithmetic Technologies（assisted movement+Tips for avoiding the pit） |
|---|---|---|---|---|---|
| 1. Foreign Trade Compliance Supplement（customs (i.e. border crossing inspection)/Tax Extension） | Customs credit rating and compliance record | 1. Core information: Customs credit rating (A/B/C/D category), Any record of customs penalties (if any, Explanation of the reasons for the sanction, Outcome of the process); 2. Any record of customs penalties (if any, Explanation of the reasons for the sanction, Outcome of the process); 2. General trade needs to be supplemented "Customs declaration error rate" (for the last 1 year), Processing trade needs to be supplemented "Manual write-off compliance" (for the last 1 year). General trade needs to be supplemented "Customs declaration error rate" (last 1 year), Processing trade needs to be supplemented "Manual write-off compliance"; 3. No official certification required, Spoken instructions are sufficient. | mandatory field | microsoft text、oral statement（Arithmetic Science and Technology Organized Records） | 1. assisted movement: Optimize system compliance checking rules based on credit ratings (e.g. ASimplified document review for class of enterprises. CEnterprise-like enhanced field validation); 2. Tips for avoiding the pit: If there is a record of penalties, clear points of rectification are required Tips for avoiding the pit: If there is a record of penalties, clear points of rectification are required, Targeted avoidance of similar problems in system design, Avoiding another violation. |
| Tax filing and invoice management details | 1. Invoice Issuance Rules: Statute of limitations for issuing VAT invoices (e.g. "post-export7within a few days"), Invoice header specification, whether it is necessary "invoice for export sales"; 2. header specification, whether it is necessary "invoice for export sales"; 2. Tax filing cycle: value-added tax (VAT), Frequency of corporate income tax returns, whether to entrust a third party with tax return filing (such as a tax company); 3. annotate (e.g. a character with its pinyin) "Income tax returns", "Income tax returns", "Income tax returns", "Income tax returns", "Income tax returns". with its pinyin) "Invoices and Orders/Customs declaration field consistency requirements". | mandatory field | oral statement、Example of existing invoice photographed | 1. assisted movement：Design of the invoice management module，Automatic order matching/Customs declaration fields，Ensure invoice compliance，Synchronized tax filing node reminders；2. Tips for avoiding the pit：The amount of the export invoice should be the same as the customs declaration、Logical consistency in the amount of foreign exchange received，Avoiding Tax Audit Dismissals. | |
| 2. Supplier Management（Foreign trade upstream extension） | List of core suppliers（simplified version） | 1. general trade (i.e. importing and exporting without processing)/cross-border e-commerce: Supplier Name, location, length of cooperation, lead time, Terms of payment (e.g. "prepaid30%+arrival and acceptance70%"), Whether it is a general taxpayer (Can you issue VAT invoices); 2. trade involving assembly: Name of material supplier (Chinese-English), Country of import, Customs declaration (self-management/act on behalf of Trade involving assembly: Name of material supplier (Chinese-English), Country of import, Customs declaration (self-management/act on behalf of sb. in a responsible position), Material Arrival Cycle; 3. furnish3-5A core supplier is sufficient. | mandatory field | Excelsummary table（Calculus Technologies provides templates）、Example of an existing purchase order | 1. assisted movement：Design of the vendor management module，Related Purchase Orders、Material inventory，Automatic reminder of lead times，Processing trade can be synchronized with the progress of import customs clearance of material parts；2. Tips for avoiding the pit：Vendors need to confirm that they can provide compliant bills，Avoid affecting tax refunds. |
| Vendor Reconciliation Process Description | 1. Reconciliation cycle (e.g. "every month5the other day"), Reconciliation (on-lineExcel/off-line documentation), Person responsible for reconciliation; 2. Exception handling: Differences in reconciled amounts, Material quality problem solving process; 3. Processing Trade needs to be supplemented with "Material reconciliation and manual filing consistency checking methods". | optional（Suggested Required Fields） | oral statement、Examples of existing statements | 1. assisted movement：Take the reconciliation process online，Automatic statement generation（Related Purchase Orders、inventory list），Supports online supplier confirmation，Reduction of manual checking；2. alternative：Without a fixed reconciliation process，Provide foreign trade industry general reconciliation template. | |
| 3. Data Security and Privilege Granularity（Specialized foreign trade sensitive data） | List of sensitive data and control requirements | 1. Core sensitive data: Customer Core Contacts, Foreign Exchange Account Information, HSCoded Confidential Product Information, Customers filing data; 2. control requirements: What data needs to be stored encrypted, What needs to be restricted from printing/derive, Which can be viewed only by core staff 2. control requirements: What data needs to be stored encrypted, What needs to be restricted from printing/derive, Which can be viewed only by core staff 3. annotate (e.g. a character with its pinyin) "Data Breach Response" (e.g. "How to deal with customer information leakage"). information leakage"). | mandatory field | Excelsummary table、oral statement | 1. assisted movement：Based on JianDaoYun security capabilities，Configure granular permissions（If sensitive fields are displayed desensitized、Approval required for export），Setting up operation log traceability；2. Tips for avoiding the pit：Cross-border data transfers are subject toGDPR（European Union Customers）、CCPA（U.S. Customers）request，System on encrypted transmission. |
| Multi-terminal Access Security Specification | 1. access scenario：Salesmen use cell phones on the go/tablet access、Overseas Customers/Requirements for the cooperating party access system；2. safety requirement：whether it is necessary“VPNinterviews”“IPwhitelisting restrictions”“Cell Phone Lock Screen Verification”；3. expository“Separation account recovery process”. | mandatory field | oral statement、Text of the description of security requirements | 1. assisted movement：Configuring Multi-Terminal Security Policy，be in favor ofIPwhitelisting、Device Binding，Separation account automatically expires，Overseas Access OptimizationCDNaccelerations+encrypted；2. Tips for avoiding the pit：Sensitive data caching needs to be turned off for mobile access，Prevent information leakage due to loss of devices. | |
| 4. Project Acceptance and O&M Refinement（Landing Guarantee Extension） | Receiving and Inspection Criteria（simplified version，quantifiable） | 1. Core indicators: Percentage increase in order processing efficiency (e.g. "Reduction in document generation time by 50%"), Customs declaration error rate reduction target, System Response Speed (e.g. "The page loads ≤2 seconds"); 2. Receiving and Inspection Methods: Pilot order testing (How many orders reach the standard?), Signature Confirmation Process for Departments; 3. No need for complex Documentation, Expository3-5The core indicators are sufficient. | mandatory field | Word version (Calculus Technologies provides templates), oral confirmation | 1. assisted movement：Embedding acceptance criteria in project plans，Automatic statistics on the achievement of indicators after the completion of development，Generation of acceptance reports；2. Tips for avoiding the pit：Indicators need to be relevant（If SMEs do not pursue“100%error-free”），Avoiding acceptance disputes. |
| Post-training and Iteration Requirements | 1. Training needs: Training Objects (salesman/follow up on orders/financial affairs), Training Methods ((of a shop) close/remotely), Duration of training, whether it is necessary "operation manual"; 2. training, whether it is necessary "operation manual"; 2. Iteration requirements: Clarify the need for regular feature optimization at a later stage (e.g., "operation manual"). Iteration requirements: Clarify the need for regular feature optimization at a later stage (e.g. "quarterly1small iteration"), New requirement prioritization rules; 3. annotate (e.g. a character with its pinyin). character with its pinyin) "Post-training assessment methods" (e.g. "practical test"). | mandatory field | oral statement、List of training needs | 1. assisted movement: Provide customized operation manuals (Suitable for foreign trade positions), Conducting door-to-door training, Provided after training1to1clarify doubts, Post-iteration into Services plans; 2. Tips for avoiding the pit: Multi-tasking in core positions in SMEs, Training Tips for avoiding the pit: Multi-tasking in core positions in SMEs, Training needs to be streamlined, Operator's training, and the need to be able to provide a clearer picture of what is going on in the organization. Tips for avoiding the pit: Multi-tasking in core positions in SMEs, Training needs to be streamlined, Operator's manual labeling "High Frequency Function Shortcut Keys". | |
| 5. Emergency response（Specialized foreign trade business fluctuations） | peak season for foreign trade/Special Scenario Emergency Response Program | 1. peak season emergency: Segregation of labor during order surges, System access stress response (e.g., "Need for capacity expansion"), Document processing priority; 2. special Scenes: Temporary cancellation of orders by customers, Logistics disruption, Process for capacity expansion. "Special Scenes: Temporary cancellation of orders by customers, Logistics disruption, Process for dealing with large exchange rate fluctuations; 3. Special Scenes: Temporary cancellation of orders by customers, Logistics disruption, Process for dealing with large exchange rate fluctuations; 3. Processing trade needs to be supplemented with "Emergency write-off program prior to the expiration of the manual". Processing trade needs to be supplemented "Emergency write-off program prior to the expiration of the manual". | optional（Suggested Required Fields） | oral statement、Handwritten draft of emergency procedures photographed | 1. assisted movement：System design emergency module，Support for emergency order cancellation、Logistics Exception Flag、Early warning of exchange rate fluctuations，Prepare for system expansion in advance of peak season；2. Tips for avoiding the pit：Emergency response processes need to be clear about who is responsible，System set up emergency approval channel，Reduction of processing time. |
| System Failure Pocket Program | 1. demand for peddling: Is it necessary in the event of a system failure to "Templates for offline operation" (e.g. Excelemergency desk), Data Backup Recovery Time Limit Requirements (e.g., "2Recovery within hours"); 2. Clarify the fault reporting process, Emergency Contacts and Response Times; 3. reporting process, Emergency Contacts and Response Times; 3. annotate (e.g. a character with its pinyin) "Need for alternate system access channels". access channels". | mandatory field | oral statement、List of emergency contacts | 1. assisted movement：Provision of offline emergency templates（Consistency with online system fields，Batch import after recovery），Configure automatic daily backups+Offsite Backup，open-minded7×24Hourly breakdown emergency access；2. Tips for avoiding the pit：Foreign trade documents are time-sensitive，Failure recovery timeframe needs to be written into the Services agreement. | |
| 6. Partner Docking Extension（Complementary third-party tools） | List of other core partners and matchmaking requirements | 1. type of partner: property developer, customers broker, freight forwarder, cross-border payment institutions, insurance Services provider (Cargo), transportation insurance; 2. core information: name (of a thing), docking station, contact details, Content of cooperation, Whether interfacing, etc. Transportation insurance); 2. Core information: name (of a thing), docking station, contact details, Content of cooperation, Whether interfacing with low-code systems is required (e.g., "Fiscal companies need to synchronize tax refund data"); 3. Label the flow of docking data and permissions. Label the flow of docking data and permissions. | mandatory field | Excelsummary table（Calculus Technologies provides templates） | 1. assisted movement：Sorting out partner docking priorities，Prioritize core partners（If the customs broker、property developer），Provide standardized interface interfacing solutions；2. Tips for avoiding the pit：Data sharing agreements are required when sharing data with third parties，Strict control of permissions in the system，Open only the necessary data. |
IV. Full-text articulation optimization and supplementary notes
1. contextualization: New module with previous "general trade (i.e. importing and export without processing)/cross-border e-commerce/trade involving assembly" Scenario Deep Adaptation, for example, for processing trade "Manual write-off compliance". /Scenario Deep Adaptation, for example, for processing trade "Manual write-off compliance", "Material supplier reconciliations", of cross cross-border e-commerce, "Trade involving assembly" and "Material supplier reconciliation". " "Material supplier reconciliations", of cross-border e-commerce "Multi-terminal secure access", all of which have been recognized by the international community. For example, for processing trade "Manual write-off compliance " "Material supplier reconciliations", of cross-border e-commerce "Multi-terminal secure access", All of them fit the corresponding scene pain points, No deviation from core requirements; 2. Principle of simplification of information: All new information is added without the need for additional standardized documentation by the customer. existing documents+Spoken description "rely mainly on, MiCount assists in the whole process of transformation, Maintain low threshold Requirements consistent with the preceding; 3. Services Extension Guarantee: Based on MiCount JianDaoYun Gold Services Provider Capabilities, New modules are available "assisted movement+". modules are available "assisted movement+Tips for avoiding the pit", Combined with annual average400Experience with low-key foreign trade projects, Target code foreign trade projects, Targeted avoidance of landing risks, At the same time, it is clear that the training, Respond to an emergency, Follow-up Services such as operation and maintenance, Ensure long-term stable operation of the project.
MiCount（Shanghai Siyang Information Technology Co.）——Deep plowing foreign trade industry low code digital transformation，available“data combing→schematic design→system development→docking station→Training Operations and Maintenance”Full Process Services，depend onmicount.cnOfficial website technical support，Helping small and medium-sized foreign trade enterprises achieve compliance and efficient operation.
Matchmaking Consulting：XXX（cell phone number/microsoft） official website：micount.cn
III. Docking system and third-party application adaptation information (Foreign Trade Exclusive Edition)
Core principles：Combined with foreign trade enterprises“multi-system parallelism、High dependency on third-party tools”specificities，spotlight“System interface compatibility、Deployment Security、Third-party application adaptability”，Simplification of technical information requirements，furnish“Low-code platform+Eco Tools for Foreign Trade”Integrated docking program，Balancing data security with business efficiency.
| Adaptation type | Specific information | Field-level detail requirements（By type of business） | mandatory field/optional | Form of submission | Exclusive advice from Arithmetic Technologies（assisted movement+adaptation scheme+Tips for avoiding the pit） |
|---|---|---|---|---|---|
| Internal system interfacing（Foreign Trade Core System） | Inventory of existing internal systems and basic information | 1. Start-up foreign trade enterprises: Listing of systems in use (e.g. "Financial bookkeeping software, Excelledger, Summary Inventory"), Labeling system name, releases, user department, core functionality (e.g. "UFIDA T3bookkeeping, ExcelRecord orders"). Start-up foreign trade enterprises: Listing of systems in use (e.g. "Financial bookkeeping software, Excelledger, Summary Inventory"), Labeling system name, releases, user department, core functionality (e.g. "UFIDA T3bookkeeping, ExcelRecord orders"); 2. "Veteran Foreign Trade Enterprises: Additional system interface information (Is it openAPI, Interface Documentation Version), Data storage method (this locality/fig. high in the clouds), System Administrator Contacts and Privileges; 3. Core Docking System: Financial systems, Inventory management system, Order Management System (if any), CRMsystems (if any). | mandatory field | Excelsummary table（Calculus Technologies provides templates）、System Screenshot、interface documentation（if any） | 1. assisted movement: checking system compatibility, sorting out data docking links (e.g. "order system→Financial systems→Inventory system"), drawing up "Low-code platform at the core" system integration program; 2. adaptation scheme: no system systems"), draw up "Low-code platform at the core" system integration program; 2. adaptation scheme: none APIOlder systems with interfaces, furnish "Timed data export and import+Field auto-matching" programmatic; Systems with interfaces, Achieve real-time data synchronization; 3. Tips for avoiding the pit: Clarify the frequency of system data synchronization (e.g., "Real-time synchronization order data synchronization"). Tips for avoiding the pit: Clarify the frequency of system data synchronization (e.g. "Real-time synchronization of order data, Daily synchronization of inventory data"), Avoid data redundancy or delays. |
| Description of system interfacing requirements（colloquial speech） | 1. Core Docking Scenarios: Order Data Synchronization, Inventory data linkage, Financial data interoperability, Customer Information Sharing; 2. Clarifying data flows (e.g., "Low-code ordering system→Automatic generation of vouchers by the financial system"). Clarifying data flows (e.g., "Low-code ordering system→Automatic generation of vouchers by the financial system"); 3. Labeling of sensitive data docking requirements (e.g., "Foreign Exchange Account Information→Environmental Information System"). "Foreign Exchange Account Information, Encrypted transmission of core customer data is required"). | mandatory field | microsoft text、speech-to-text、Site Description（MiCount Organizer） | 1. assisted movement: Translating Spoken Needs into Technology Matching Programs, Clarify data field mapping relationships, Setting up data synchronization checksum rules (e.g. "Synchronization is only possible if the order number is the same"); 2. adaptation scheme synchronization checksum rules (e.g. "Synchronization is only possible if the order number is the same"); 2. adaptation scheme Commonly used financial systems for foreign trade enterprises (UFIDA, Kingdee) Off-the-shelf docking templates available, No additional development required. 3. Tips for avoiding the pit: Encrypted transmission protocols for sensitive data, Test data security after docking, Avoiding information leakage. leakage. | |
| Description of system docking privileges | 1. Provide access to internal systems (e.g. "Read-only access to financial systems, Inventory system read/write access"). Mark account password (Coding sensitive information, Provides only the scope of authority); 2. Clarify system administrator interface, Responsible for privilege opening, interface debugging coordination. Clarify system administrator interface, Responsible for privilege opening, interface debugging coordination; 3. Veteran companies are required to provide ITDepartmental contacts, Interfacing. | mandatory field | permission slip（Calculus Technologies provides templates）、List of contact information for administrators | 1. assisted movement: Application only "Minimum permissions required for operations", Recover temporary privileges in a timely manner after debugging is complete, Securing the system; 2. alternative: No ITSMEs in the sector, Calculus Technology sends technicians to assist with the system. Recover temporary privileges in a timely manner after debugging is complete, Securing the system; 2. alternative: No ITSMEs in the sector, Calculus Technology sends technicians to assist in privilege activation and debugging. in privilege activation and debugging.; 3. Tips for avoiding the pit: Prohibit the provision of system super-administrator privileges, Avoid data loss Avoid data loss due to misuse. | |
| Historical data migration requirements | 1. Define the type of historical data to be migrated (Order data, Customer Data, Inventory data, Financial data); 2. Labeled data time range (such as Labeled data time range (e.g. "Nearly 1Annual order data, All customer data"), data format (Excel/CSV/Database files); 3. Description of data cleansing Description of data cleansing requirements (e.g. "Exclusion of terminated clients, Correction of incorrect order information"). | optional（Suggested Required Fields，Ensuring business continuity） | Excel/CSVfile、Database backup files（if any）、Data cleansing instructions | 1. assisted movement：Provision of data migration tools，Assistance in cleansing historical data（de-emphasize、pick up、Harmonization of formats），Data validation after migration，Ensuring accuracy100%；2. adaptation scheme：huge volume of data（10More than 10,000 articles）Provision of a phased migration program，Avoiding the peak season for foreign trade；3. Tips for avoiding the pit：Backup original data before migration，Prevent data loss during migration，Post-migration commissioning1-2Weeks before the official switch. | |
| Deployment Method Adaptation | Deployment environment requirements statement | 1. Start-up foreign trade enterprises: Default Recommendation "Cloud Deployment", Labeling is required "Private deployment" (in the absence of special compliance requirements, Priority Cloud, reduce costs); 2. Private deployment" (In the absence of special compliance requirements, Priority Cloud, reduce costs); 2. Veteran foreign trade enterprises: If private deployment is required, Provide server configuration information (CPU, CPU, CPU, CPU, CPU, CPU, CPU, CPU, CPU, CPU, CPU, CPU, CPU, CPU). Enterprises: If private deployment is required, Provide server configuration information (CPU, random access memory (RAM), stockpile, operating If private deployment is required, Provide server configuration information (CPU, random access memory (RAM), stockpile, operating system), network environment (intranet/extranet access), Security Compliance Requirements (e.g. "Localized data storage"). Define access endpoint requirements (PC/mobile/Enterprise WeChat). | mandatory field | Confirmation of deployment requirements（Calculus Technologies provides templates）、Server configuration list（if any） | 1. assisted movement：Recommendation of adapted solutions according to the size of the enterprise——10Prioritize cloud deployments for enterprises with fewer people（No Server Maintenance），10Private deployment solutions for enterprises with more than one person and compliance needs；2. adaptation scheme：Cloud deployment using AliCloud/Tencent Cloud Foreign Trade Dedicated Server，Guaranteeing the speed of cross-border access；On-site commissioning Services for private deployments；3. Tips for avoiding the pit：Cloud Deployment Requires Confirmation of Enterprise Network Stability，Allow server installation time ahead of time for private deployments（1-2working days）. |
| Network and Security Environment Information | 1. Provide a description of the enterprise network environment (bandwidths, availability of firewalls, whether to restrict access to external networks); 2. sensitive industry (e.g. food, medical care) Compliance requirements need to be provided (e.g. "Equalization Level 2"). Networks); 2. sensitive industry (e.g. food, medical care) Compliance requirements need to be provided (e.g. "Equalization Level 2 certification"); 3. labeling is required Compliance requirements need to be provided (e.g., "Equalization Level 2 certification"); 3. Labeling is required for "Cross-border access rights" (e.g., "Overseas Customers/Operator access system"); 4. Labeling is required for "cross-border access rights" (e.g. "Overseas Customers/Operator access system"). | mandatory field | Network Environment Documentation、Firewall Configuration Rules（if any） | 1. assisted movement：Test network access speed，Optimize system access links，Securing Overseas Customers/Smooth cross-border access for business people；2. adaptation scheme：Businesses with firewall restrictions，Provide guidelines for port opening；3. Tips for avoiding the pit：Configuration required for cross-border accessCDNaccelerations，Avoid impacting business operations due to network delays，Data encrypted transmission is also enabled，Securing cross-border data. | |
| Post-deployment operations and maintenance requirements | 1. Clarify the person in charge of operation and maintenance and contact information, Labeled with or without internalIToperator; 2. Description of operations and maintenance requirements (e.g. "Daily Troubleshooting, system upgrade, Frequency of data backup"); 3. Description of operations and maintenance requirements (e.g. "Daily Troubleshooting, system upgrade, Frequency of data backup"); 3. Labeling of foreign trade peak season operation and maintenance requirements (e.g. "peak season7×24Hourly emergency response"). Labeling of foreign trade peak season operation and maintenance requirements (such as "peak season 7×24Hourly emergency response"). | mandatory field | Confirmation form for the head of operations and maintenance、List of operational and maintenance requirements | 1. assisted movement: furnish "basic operation and maintenance (BOM)+emergency response" services, no ITEnterprises with operations and maintenance staff can entrust MiCount with full responsibility for, Open green channel in peak season; 2. adaptation scheme: develop a operations and maintenance staff can entrust MiCount with full responsibility for, Open green channel in peak season; 2. adaptation scheme: Develop a Tips for avoiding the pit: Clarify the boundaries of operation and maintenance responsibilities, Automatic daily data backup, Monthly system inspections; 3. Tips for avoiding the pit: Clarify the boundaries of operation and maintenance responsibilities, Avoiding late troubleshooting buck-passing, O&M response time written into Services Tips for avoiding the pit | |
| Third-party application interfacing（Eco Tools for Foreign Trade） | List of third-party tools for foreign trade | 1. Classification of core tools：electronic contract（Baudrillard (name)、ea signature (on a banknote etc)）、Invoice management（airmail letter、expect all kinds of things）、Cross-border logistics（DHL、FedEx、Freight forwarding system）、external tradeB2BPlatforms（Ali International Website、Global Sources）、Cross-border payments（PayPal、WorldFirst）；2. List the name of the tool、Account Subject、Usage Scenarios、Whether you need to interface with low-code systems；3. Labeling Tool Interface Status（Is it openAPI、Whether interface documentation is available）. | mandatory field | Excelsummary table（Calculus Technologies provides templates）、Tool Account Screenshot、interface documentation（if any） | 1. assisted movement：Sorting out third-party tool docking priorities，Prioritize core tools（logistic、disbursement、receipt or bill for purchase），Non-core tools added gradually at a later stage；2. adaptation scheme：Commonly used foreign trade tools（Baudrillard (name)、airmail letter、Ali International Website）Off-the-shelf docking plugs available，No custom development required；3. Tips for avoiding the pit：Confirm interface privileges and fees with third-party tool Services providers in advance，Avoiding extra charges in the docking process. |
| Third-party tools to match demand | 1. Clarify docking scenarios and data flow (e.g., "After signing the electronic contract→Low code system automatically updates order status ""After generating the logistics order number→Synchronize to system and push to customers"); 2. Labeling data synchronization requirements ((in) real time/timed (of explosive etc)), Exception handling mechanism (e.g. "Automatic alerts for docking failures, Retesting mechanism"); 3. Describe the scope of authority (e.g. "Synchronize only order-related data, No other account information is involved in the tool. Describe the scope of authority (e.g. "Synchronize only order-related data, No other account information is involved in the tool"). | mandatory field | List of Matching Needs（Calculus Technologies provides templates）、oral statement | 1. assisted movement: Develop a third-party tool interface program, Clarify data field mapping relationships, Develop docking interfaces and perform cross-testing; 2. alternative: no APITools for interfaces, turnish "webhookpull back (of a key (in music) + timing synchronization)". cross-testing; 2. alternative: no APITools for interfaces, furnish "webhookpull back (of a key (in music)+timing synchronization " programmatic, Streamlining the docking process; 3. Tips for avoiding the pit: Test tool interface stability before docking, Setting up Tips for avoiding the pit: Test tool interface stability before docking, Setting up data synchronization failure warnings, Avoid impacting business processes due to tool interface issues. | |
| Third-party tool accounts and permissions | 1. Provide third-party tools to interface with required accounts and permissions (e.g. "Electronic Contracts PlatformAPIusername, Logistics system inquiry authority"), Coding sensitive information (e.g. password, keys); 2. Clarify the person responsible for tool Clarify the person responsible for tool alignment, Responsible for privilege opening, Interface Key Acquisition Collaboration; 3. Mark the account expiration date and renewal status. | mandatory field | Account privilege confirmation form、APIKey Screenshot（coding） | 1. assisted movement：Get only“Minimum permissions required for docking”，Interface key cryptographic storage，Update the key when docking is complete；2. alternative：unavailableAPIBusinesses with accounts，MiCount assists in matching tool Services providers，Request temporary docking privileges；3. Tips for avoiding the pit：Disable sharing of tool master account passwords，adoptionAPIkeys、Sub-accounts and other secure methods of interfacing，Reduce the risk of account compromise. | |
| Compliance and data security requirements | 1. Clarify third-party data docking compliance requirements (e.g., "Customer Information ComplianceGDPR, Payment data are in line with PCI DSS"); 2. DSS"); 2. Labeling data storage and transmission requirements (e.g. "Prohibit local storage of third-party data, need to Labeling data storage and transmission requirements (e.g. "Prohibit local storage of third-party data, need to useHTTPSencrypted transmission"); 3. Specialized industries (e.g. medical, foodstuffs) Additional compliance documentation required (if any). Specialized industries (e.g. medical, foodstuffs) Additional compliance documentation required (if any). | optional（Cross-border business、Required for special industries） | Compliance Requirements Explanation Document、Relevant Compliance Certificates（if any） | 1. assisted movement：Docking program meets foreign trade compliance requirements，Encrypted protocols for data transmission，Regular compliance testing；2. adaptation scheme：For EU customersGDPRCompliance Docking Program，For North American customersPCI DSSPayment Compliance Program；3. Tips for avoiding the pit：Cross-border data docking requires advance knowledge of target market data compliance requirements，Avoiding business interruption due to compliance issues. |
IV. SUPPLEMENTARY NOTE (Exclusive to Foreign Trade Enterprises)
1. Priority of submission of information: peak season for foreign trade (e.g. Christmas DayOctober-December, Before and after the Canton Fair)Priority may be Priority may be given to the submission of "Core Qualifications, Order templates, List of docking systems", Non-core information (Such as Non-core information (Such as historical data, Aftermarket Records) May be deferred to the requirements research phase, Avoiding disruption to the project schedule; 2. Technical Support Guarantee: MiCount offers "1-to-1 Technical Docking Specialist", for system interfacing, deployments, technical issues such as third-party application adaptation. For system interfacing, deployments, technical issues such as third-party application adaptation, offer a door-to-door Services/Remote Support, Opening of the peak season for foreign trade7×24Hourly emergency response channel; MiCount offers "1-to-1 Technical Docking Specialist". 24Hourly emergency response channel; 3. Commitment to confidentiality of information: All submissions (including qualification, customer information, interface key, and other information) are subject to confidentiality. Commitment to confidentiality of information: All submissions (including qualification, customer information, interface key, financial data) All encrypted storage, For low-code project landing only, Destroyed or returned at client's request at the For low-code project landing only, Destroyed or returned at client's request at the end of the project, Signing of formal confidentiality agreements, Eliminate data leakage; 4. Personalized Adjustment: If the enterprise is involved in If the enterprise is involved in special foreign trade scenarios (Such as cross-border e-commerce bonded warehouses, Carry-over of deep processing from processing trade). Matchmaker can be contacted to supplement the list of exclusive information, Abacus offers customized docking solutions.
MiCount（Shanghai Siyang Information Technology Co.）——JianDaoYun Gold Services Provider for the Fourth Consecutive Year，Relying on the annual average400Experience in landing low-code projects，Deep plowing into the digital transformation of foreign trade industry，available“Low-code platform building+system connection+Third-party application adaptation+Deployment Operations”All-in-one Services，Help small and medium-sized foreign trade enterprises to realize“(purchase) order-declare at customs-logistic-foreign exchange collection (finance)-audit and write off”Full Process Digital Management，Reduced operating costs，Enhance operational efficiency.