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Customs — Screen Workflows

End-to-end flows across the Customs add-on screens.

Onboard the Customs team

Admin activates Customs
→
Open Roles (seed templates)
→
Open Customs & Trade Team
→
Assign roles to staff

Prepare, submit, clear a declaration

The Declarant prepares and files; the Compliance Officer checks and approves; Logistics tracks the shipment through to arrival:

Classify goods (HS Code Catalog)
→
Prepare declaration (Declarant)
→
Screen for compliance/sanctions
→
Approve declaration (Compliance Officer)
→
Track clearance status
→
Reconcile duty & tariff ledger

Who can do what

StepTypical role
Classify goods with an HS codeCustoms Declarant / Broker Liaison
Prepare and submit a declarationCustoms Declarant / Broker Liaison
Screen a party or shipment for sanctionsCompliance Officer
Approve a declaration or audit findingCompliance Officer, Customs Manager
Benchmark freight rates and manage carriersLogistics Coordinator
Track a shipment worldwideLogistics Coordinator
Reconcile duty and tariff chargesCustoms Declarant / Broker Liaison, Customs Manager

Frequently Asked Questions

What gates each step?
Each action needs the matching capability; a Declarant can prepare and submit declarations but cannot approve them or approve audit findings.
Do these flows require the package?
Yes — every Customs screen is guarded by tenant entitlement plus a Customs role.
Where do I set up the master data used here?
On the Operational Setup screens (HS codes, Incoterms, brokers, compliance rules).
Can roles be customized?
Yes — define custom Customs roles from the Roles screen (Customs and shared platform capabilities only).