Trade and sourcing
Clear handoffs from specification to shipment.
Scoped counterparty review, inspection coordination, logistics and documentation support for physical trade.
Trade workflow
Four handoffs to define.
Specification
Define the material or product, grade, quantity, route and date.
Supplier review
Identify counterparties and document the evidence and open questions.
Inspection
Agree the sample or inspection criteria, reviewer and release decision.
Shipment coordination
Assign booking, documents and the final release handoff.
Counterparty review
Set review criteria and record entity names, source references, evidence dates and unresolved issues. The client decides whether the evidence is sufficient to proceed.
Inspection and logistics
Agree who appoints the inspector, approves sampling and receives the report. Confirm booking responsibilities, cutoffs, packing and documentation with the parties handling shipment.
Documentation support
Track the commercial invoice, packing list, inspection records and transport documents relevant to the route. Confirm responsibility for permits and customs declarations with qualified parties.
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