Give every customer a clearer path to the information your team needs. Bring intake, product records, and tariff review into a repeatable preparation process.
Your team brings the judgment. Trade Manager helps organize the information behind it.
01
Make onboarding repeatable.
A new customer's spreadsheet should be a starting point your team can work with. Use tailored intake workbooks, reusable mapping plans, and previews to prepare consistent records.
Map source fields to trade records
Review issues before loading
Reuse mappings for the next file
02
Ask more precise questions.
Missing product details can mean another round of calls and emails. The tariff stacker surfaces the facts a rule needs, giving your team a specific question to resolve.
Keep origins and product details together
See questions, warnings, and blocks
Retain the facts behind the result
03
Keep tariff decisions reviewable.
Examine the ordered stack, duty amounts, and reasons for each decision. Check recorded runs against published rule versions to identify results that need another look.
Review rates, value bases, and citations
Return to recorded calculation history
Review rule changes before publication
BUILT AROUND BROKER EXPERTISE
Better information supports better judgment.
Structured data and explainable results give your team a stronger basis for review. The brokerage's professional assessment remains central to entry preparation.