---
title: "02 \u2014 Set Up Your Export Profile"
space: "Setup Guide"
url: "https://jmtradelink.com/setup/02-export-settings"
updated: "2026-07-13"
---

Export Settings is a single page that does two jobs for your whole business:

1. **Your identity on paper** — the name, address, IEC, GSTIN, bank details, logo and seal that print on every Proforma Invoice, Commercial Invoice and Packing List.
2. **Pricing safety rails** — a handful of numbers (exchange-rate buffer, rate-staleness alarm, CFA pegs and duty rates) that every costing uses so nobody quotes off a stale or unbuffered rate.

You fill this page once, and every document and costing after it inherits the values.

```mermaid
flowchart LR
    ES[Export Settings]
    ES -->|Exporter Profile + Bank Details + Logo/Seal| DOCS[Printed documents<br/>Proforma / Commercial Invoice / Packing List]
    ES -->|FX Buffer, CFA pegs, duty rates| COST[Every Export Costing's math]
    ES -->|Document Terms| TERMS[Terms block on each document type]
```

## Before you start

- Finish [Before You Start](/setup/01-what-you-need) so you can find your way around the Export Management workspace.
- Keep at hand: your firm's registered name and address, IEC code, GSTIN, LUT number, bank account details (as you want them printed), a logo image and a signature/seal image.

## Steps

### 1. Open the Export Settings page

In the Export Management workspace sidebar, click **Export Settings** (the last entry, below Masters).

**You know it worked when:** the page header reads *Export Management / Export Settings*, with a **Save** button at the top right and **FX Buffer** as the first field.

![Export Settings page with the workspace sidebar on the left, the FX Buffer and CFA rate fields at the top, and the Save button in the top-right corner](/files/em-setupguide-02-export-settings__open-export-settings.png)

### 2. Fill in your Exporter Profile

Scroll to the **Exporter Profile** section. The heading itself tells you where this goes: *"Printed in the header of the Proforma Invoice, Commercial Invoice and Packing List."* Fill in:

- **Exporter Name** — your firm's name exactly as it should print, e.g. `M/s. JUGATMAL CHANDAK`.
- **Exporter Address** — the full registered address, on as many lines as you want printed.
- **IEC Code**, **GSTIN**, **LUT No** — straight off your certificates.
- **Email**, **Phone**, **Contact Person**, **Website** — your buyer-facing contact block.

**You know it worked when:** every field shows the value you typed, and the page title shows an orange *Not Saved* mark (that is normal until step 8).

![Exporter Profile section filled in with firm name, address, IEC code, GSTIN, LUT number, email, phone, contact person and website](/files/em-setupguide-02-export-settings__exporter-profile.png)

### 3. Upload your logo and seal

Still in Exporter Profile:

- **Company Logo** — click the field and upload your logo image. It also appears in the header of the web pages your vendors see when they quote rates.
- **Signature / Seal** — upload the signature-and-seal image that stamps your printed documents.

**You know it worked when:** each field shows a `/files/...` path with a **Clear** button, and both files are listed under **Attachments** in the right-hand sidebar.

### 4. Paste your Bank Details

In the **Bank Details** box, type your remittance block exactly as it should print — beneficiary, bank name, branch, account number, IFSC, SWIFT, AD code. The help text under the box confirms where it lands: the footer of the Commercial Invoice.

**You know it worked when:** the box shows your bank block line by line, just as you want the buyer's bank to read it.

### 5. Set the pricing safety rails

Scroll back to the top section. Each field has a plain-language explanation underneath it on screen:

- **FX Buffer** — an amount added on top of the day's exchange rate. Your foreign-currency **costs** convert at this buffered (safer) rate, while your **quote prices** convert at the real base rate — so small currency moves don't eat your margin.
- **Rate Staleness Threshold (Days)** — template charge rates older than this many days get flagged as stale when a new costing copies them from your costing template, so you re-check before quoting. `14` is a sensible starting point. (Vendor-rate expiry is governed separately by each rate's Valid Till date — see [Pull Rates & Pick the Cheapest Mix](/setup/09-combinations).)
- **Max Combinations** — a ceiling on how many vendor mixes the system will build when comparing combinations (you will meet this in [Pull Rates & Pick the Cheapest Mix](/setup/09-combinations)). If the system refuses to generate combinations, prune old vendor rates or raise this number.

**You know it worked when:** the three fields show your numbers and their grey help text still reads sensibly against them.

![Pricing safety rails block showing FX Buffer, Rate Staleness Threshold, Max Combinations, the two CFA Franc pegs and the two duty rates, each with its on-screen explanation](/files/em-setupguide-02-export-settings__pricing-rails.png)

### 6. Check the CFA pegs and duty rates

If you ship to West-African CFA-franc destinations, four more numbers drive the landed-cost math:

- **CFA Francs per EUR** — the CFA is treaty-pegged to the euro at `655.957`. Leave this alone unless your client works off a bank rate or the peg itself changes.
- **CFA Francs per USD** — used only for the informational USD-path landed cost shown beside the EUR path.
- **Customs Duty Rate (CFA per EUR)** — the official customs EUR-to-CFA rate that values the cargo for the import duty at destination.
- **Convertable Duty Rate (CFA per EUR)** — the commercial-bank EUR-to-CFA rate used for the duty tax base.

Both duty rates pre-fill every new costing, where you can still edit them per deal.

**You know it worked when:** the EUR peg reads `655.957000` (or your client's agreed bank rate) and the two duty rates match the current official and bank rates you work with.

### 7. Point each document at its terms

Back in the Exporter Profile section, on the right:

- **Contract Terms** — pick the Terms and Conditions record that acts as your default terms text. If you don't have one yet, start typing a name and choose *Create a new Terms and Conditions* from the dropdown.
- **Document Terms** table — one row per document type, so each printed document carries its own terms. Click **Add row**, choose the **Document Type** (Proforma Invoice, Sale Contract, Commercial Invoice, Packing List, and more) and link the **Terms** record for it. As the on-screen note says, a row here supersedes the single Contract Terms link above for that document.

**You know it worked when:** the table shows one row per document you print, each with a terms record beside it.

![Document Terms table with four rows mapping Proforma Invoice, Sale Contract, Commercial Invoice and Packing List to their Terms and Conditions records](/files/em-setupguide-02-export-settings__document-terms.png)

### 8. Save

Click **Save** (top right), or press Ctrl+S (Cmd+S on Mac).

**You know it worked when:** the orange *Not Saved* mark disappears from the page title. From now on, every document you print in [Print the Export Documents](/setup/13-print-formats) carries this letterhead and bank block, and every costing you build uses these rates and rails.

## A note on the Live Tracking section

You will see a **Live Tracking** section at the bottom of the page (Tracking Provider and API-key fields). It powers optional live container tracking and needs provider credentials.

> **One-time technical setup — ask your administrator.** Leave the Live Tracking fields blank for now; this guide does not cover them. If you later want live vessel/container tracking, your administrator can set up a provider and its API keys.