How does Planfix help us hit customs cutoffs?

Planfix enforces required documents with checklists, routes exceptions to owners, and applies SLAs to prep and filing. You see milestones, risks, and storage windows on dashboards so you avoid delays and demurrage.

Can we funnel supplier documents from email and messengers?

Use email to ticket and channel to task to capture invoices, packing lists, and certificates in one queue. Rules and auto triage route items by supplier, incoterm, or product to the right team instantly.

Is Planfix audit-ready for import compliance?

Every change to a field is logged with user, time, and value. Access controls keep sensitive data compliant.

Import Management & Customs Documentation Software

Q: Can Planfix control landed cost variance?

Yes. Track planned vs. actual costs with data tags and reports. Reconcile supplier, broker, and carrier invoices to each shipment to stabilize landed cost and protect margin.

Clear customs predictably

Use no code workflows, email to ticket and channel to task, auto triage, SLA timers, approvals, role permissions, document checklists, and live dashboards.

Automation in Planfix

Classify goods with confidence

Build complete commercial packets

Coordinate clearance and delivery

Classify goods with confidence

Confirm HS codes with guided fields and linked sources.

Keep a complete audit trail for each classification decision.

Reduce disputes and penalties with defensible records.

Tracking whatever you need

Build complete commercial packets

Match invoices and packing lists to purchase orders line by line.

Use checklists to enforce required documents every time.

Version and store files for quick retrieval during reviews.

Checklists

Coordinate clearance and delivery

Track exceptions and MTTR across brokers and carriers.

Use SLAs and milestones to hit cutoffs with room to spare.

Reconcile supplier, broker, and carrier invoices to protect margin.

Report designer

Start fast

Turn email to ticket in minutes. Pipe supplier invoices, packing lists, and certificates into one queue. Add auto triage and SLA timers to stop mismatches before they reach customs.

Email-to-task rules

The “aha” moments

First pass clearance rises when a document checklist is enforced. Landed cost variance drops as broker and carrier invoices are reconciled to each shipment.

Why it matters

Correct classification with sources attached reduces penalties and rework. Clean invoices and packing lists cut customs queries and storage fees. Real-time milestones and SLAs prevent demurrage and missed cutoffs. Central archives make audits fast and stress free.

Is this you?

You chase corrections across email threads and lose time. Your first pass clearance rate is unpredictable. Last-minute document fixes cause frustration. Penalties and storage charges are a constant worry. There is no single source of truth for shipments and files. Landed cost varies and margins suffer.

How it works — process every order correctly

Classify goods with guided fields and sources. Validate invoice, packing list, and purchase order line by line. Brief brokers with complete packets for faster clearance and lower MTTR. Reconcile supplier, broker, and carrier invoices to control landed cost and protect margin.

Document templates

Clear faster at lower cost

SLA timers on document prep help you hit filing cutoffs. Exception queues surface discrepancies before arrival. Dashboards track free time and storage risk so you avoid demurrage.

Stay audit ready and compliant

Immutable histories on every field and file help you pass audits with confidence. Retention tags and access controls help you meet internal and external rules.

What you will achieve

First pass clearance becomes the norm. Audits take hours, not weeks, with full traceability. You scale volume without adding headcount.

Complex setup?

Templates for PO, shipment, and customs cases with no code fields

Scattered email?

Convert email to ticket and channel to task, then auto route by rules

Change resistance?

Approvals, roles, and simple views matched to each team.

Why choose Planfix

Spreadsheets lose versions and context. Planfix keeps one source of truth with histories. Email inboxes hide deadlines. Planfix sets SLAs, alerts, and clear owners. Generic CRMs miss customs details. Planfix tracks document checklists and landed cost.

Document checklists