What is Exim

Exim is an Export-Import management app for Indian exporters, built on top of ERPNext. It does not replace the standard sales and purchase cycle — it extends it with everything an export house needs after the deal is won: shipping and customs paperwork, letter-of-credit compliance, export incentive claims, foreign-exchange hedging, and export finance.

The app covers five domains:

How everything connects

The chain starts at a normal ERPNext Sales Order and fans out from the Sales Invoice:

flowchart TD
    SO["Sales Order<br/>(with ports, Incoterms, marks)"] -->|"Create ▸ Contract Term"| CT["Contract Term<br/>(LC / CAD + document checklist)"]
    SO --> SI["Sales Invoice"]
    CT -->|"checklist gates submission"| SI
    SI -->|"on submit"| DBK["Duty Drawback JV<br/>(receivable)"]
    SI -->|"on submit"| ROD["RoDTEP JV<br/>(receivable)"]
    SI -->|"on submit"| BRC["BRC Management<br/>(draft, auto-created)"]
    SI -->|"licence rows"| AAL["Advance Authorisation<br/>License (exports)"]
    PI["Purchase Invoice<br/>(duty-free imports)"] -->|"licence rows"| AAL
    SO -.->|"underlying"| FWD["Forward Booking<br/>(FX hedge)"]
    FWD -->|"utilized by"| PRE["Pre Shipment<br/>(PCFC loan)"]
    FWD -->|"utilized by"| PE["Payment Entry<br/>(customer receipt)"]
    PRE -->|"repaid by"| POST["Post Shipment loan"]
    PE -->|"reconciled in"| BRC
    DBK -->|"swept into"| DBKC["Duty Drawback Claim"]
    ROD -->|"swept into"| RODC["RoDTEP Claim"]

Every arrow above is automated — the only documents you create by hand are the ones you'd create anyway (orders, invoices, payments) plus the finance documents (Forward Booking, Pre/Post Shipment) when you use those facilities.

How Exim extends the core doctypes

Exim adds fields and behaviour to the ERPNext documents you already use:

• Sales Order — ports of loading/discharge, Incoterms (shipping terms), country of origin/destination, pre-carriage, marks & numbers, partial/trans-shipment flags, and a Create ▸ Contract Term button.
• Sales Invoice — a full Exim tab: FOB value per item, freight & insurance apportionment, duty drawback and RoDTEP rates per item, container details, BL/vessel/shipping bill numbers, hedging summary, and the LC document checklist. Submission triggers the benefit Journal Entries, the draft BRC, and licence consumption.
• Delivery Note — mirrors the invoice's packing, FOB, and duty fields.
• Purchase Invoice — shipping bill and port fields plus per-item Advance Authorisation licence consumption for duty-free imports.
• Payment Entry — a forward-contract grid so foreign-currency receipts utilize your hedges.
• Company — IEC code, REX number, and the ledger accounts used by the automatic benefit Journal Entries.
• Payment Term — extra due-date bases such as Day(s) after BL date, used for export credit terms.

Where to go next

1. Setup — one-time configuration before the first export invoice.
2. Export Sales Workflow — order → LC → invoice, step by step.
3. Export Benefits & Claims — drawback/RoDTEP math and claim consolidation.
4. Forward Booking & Hedging — FX forwards end to end.
5. Export Finance — PCFC and post-shipment loans.
6. BRC Reconciliation — proving realisation against shipping bills.
7. Licences & Compliance — AAL, LUT, document expiry.
8. Reports — Hedging Details and APEDA Return.