Customs & Global Trade — Overview

The Customs add-on: HS code classification, import/export declarations, freight and carrier coordination, and duty/tariff reconciliation.

Module Overview

The Customs & Global Trade add-on brings together the people, master data and daily workflows a trade compliance and logistics team needs to move goods across borders: classifying products under the Harmonized System, filing export and import declarations, screening trade partners for sanctions, tracking shipments through clearance, benchmarking freight rates, and reconciling the duties and tariffs paid on every declaration. It is a wired, purchasable package gated by a tenant entitlement and per-user Customs roles.

At a glanceGovernance screens: Roles, Customs & Trade Team (staff)
Operational master data: HS Code Catalog, Incoterms & Delivery Rules, Customs Brokers & Agencies, Trade Compliance & Sanctions
Daily operations: Export/Import Declarations, Clearance Status, Certificates & Origin Docs, Freight Rate Benchmark, Global Shipment Tracking, Carrier & Forwarder Hub, Landed Cost Calculator, Duty & Tariff Ledger, AI Doc Matcher

What each team member does

Role	Focus
Customs Manager	Full authority across the add-on — approves declarations and audit findings, owns the whole operation
Customs Declarant / Broker Liaison	Prepares and submits export/import declarations, manages HS codes, brokers and certificates
Compliance Officer	Reviews trade compliance and sanctions screening, approves declarations and audit findings
Logistics Coordinator	Coordinates freight rates, carriers/forwarders and global shipment tracking

See Roles & Capabilities for the full seeded role list and what each one can do.

Secure Trade Documents & Sharing

Beyond import/export execution, freight coordination and duty audit, the add-on protects the files they rely on: encrypted, role-based access to invoices and declarations, sensitive-data masking, watermarking and audit trails, secure mobile access, and OTP-protected, approved sharing with brokers, forwarders and authorities. See Secure Trade Documents & Sharing.

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Frequently Asked Questions

What roles does the Customs add-on ship with?

Customs Manager, Customs Declarant / Broker Liaison, Compliance Officer and Logistics Coordinator. See Domain Roles & Capabilities.

Who prepares a declaration versus who approves it?

The Customs Declarant / Broker Liaison prepares and submits export and import declarations; the Compliance Officer (or Customs Manager) reviews and approves them, including sanctions and compliance checks.

Can a Customs user see other add-ons' data?

No. A Customs role only exposes Customs and shared platform capabilities — it has no visibility into other add-ons' records.

Is it available out of the box?

Yes — Customs is a wired package; a tenant admin activates it and the seeded roles install on first open.