Export-Import Management Solution
Developed by FinByz Tech Pvt. Ltd.
The EXIM App for ERPNext streamlines the export-import process by automating every stage — from Proforma Invoice to Export Benefit Claims, Forward Contracts, and License Compliance.
It ensures compliance, accuracy, and transparency in international trade by minimizing manual work and enabling real-time tracking of export activities.
- Automate documentation and compliance workflows
- Eliminate manual errors and data duplication
- Improve claim management and currency tracking
- Ensure LC and license adherence
- Enhance financial visibility and control
Before installing the EXIM App, ensure the following:
- ERPNext version 14 or later is installed and running
- User has System Manager or Administrator role
- Company and Customer Master are configured in ERPNext
- Relevant export data fields (ports, incoterms, LC details) are defined
Navigate to your ERPNext bench directory:
cd ~/frappe-bench
bench get-app exim_app https://github.com/finbyz/exim_app.git
bench --site yoursite.domain install-app exim_app
bench restart
## 2. Initial Configuration
Step 1: Enable EXIM Features
Go to:
Selling > Setup > EXIM Settings
Set preferences for:
Export benefit tracking (RoDTEP, Drawback)
License and LC validation
Default shipping terms and ports
Step 2: Configure Company Export Information
Navigate to:
Accounting > Company
Fill in:
Port of Loading and Discharge
Default Inco Terms
Payment and Shipping Terms
LC Contract linkage settings
## 3. Custom Fields and Compliance
The EXIM App introduces several export-related fields to ERPNext documents to ensure compliance and traceability across the export cycle.
Key Field Additions
Proforma Invoice / Sales Order / Sales Invoice :
Port of Loading / Discharge
Inco Terms
Payment & Shipping Terms
Container & Shipping Line Details
Contract Terms (LC):
LC Number and Terms
Document Requirements and Checks
Compliance Clauses
Export Benefits:
RoDTEP and Drawback Rates
Claim Tracking and Script Numbers
Automatic Journal Entries
Forward Contract:
Contract Number, Amount, and Maturity Date
Utilization and Cancellation Tracking
License Management:
Advance Authorization License Number
Item- and Quantity-based Validation
## 4. Process Flow
Step 1: Proforma Invoice
Create standardized export quotations with all key details:
Port, Payment, and Shipping Terms
Inco Terms and LC references
Convert to Sales Order seamlessly — data auto-flows to later documents.
Step 2: LC Contract Terms:
Link Contract Terms Document with the Sales Order.
Record LC details, document requirements, and clauses to ensure compliance.
Step 3: Invoice & Document Generation:
From the Sales Invoice, navigate to the EXIM section and fill export data.
System auto-generates all key documents:
Commercial Invoice
Packing List
Export Value Declaration
Drawback Declaration
Draft B/L, VGM, and Annexures
Step 4: Export Benefits Tracking:
Automatically calculate and post RoDTEP and Duty Drawback amounts as receivables.
Generate claim documents and track submission status directly from ERPNext.
Step 5: Currency Risk Management:
Maintain and utilize Forward Contracts within Payment Entries.
Track utilization, handle cancellations, and auto-calculate gain/loss.
Receive notifications for upcoming maturity dates.
Step 6: License Compliance:
Record and validate Advance Authorization Licenses for imports/exports.
System prevents over/under utilization and alerts when nearing limits.
## 5. Supported Scenarios:
Multi-currency and multi-country exports
RoDTEP and Drawback claim automation
Forward contract and FX gain/loss tracking
Duty-free import license validation
Compliance with LC and export documentation standards
## 6. Benefits
Operational:
Automated export documentation
LC and license compliance validation
Time-saving with consistent data flow
Financial:
Maximize RoDTEP/Drawback claims
Track government receivables in real-time
Prevent currency losses via forward tracking
Strategic:
Complete export visibility
Inbuilt audit trail and team accountability
Scalable and compliant export operations
## Documentation
Full EXIM App user guide and setup details are available at:
https://finbyz.tech/exim-app
## License
GNU GPL v3 (see license.txt for details)
© FinByz Tech Pvt. Ltd. — All Rights Reserved