Skip to content
TradeOps AI
Request a demo

CAPABILITIES

Six capabilities, from incoming email to payment collection

Illustrated with a Seller Deal: Benzene 3,000 MT, FOB Korea, loading in 2H November, with LC payment terms.

01

Email understanding and Deal matching

Read incoming email to identify its Deal and stage. No need to open every message and classify it from memory.

Incoming email · 11/12Northline Commodities · Operation

Please be advised that MT Aurora is substituted with MT Horizon. Revised laycan: 21–23 Nov 2026. Please confirm by 13 Nov, 12:00 KST.

Matched result
Deal
BZ-2611-01
Stage
Vessel confirmation (substitution)
Vessel
MT Aurora → MT Horizon
Laycan
11/20~22 → 11/21~23
Reply deadline
11/13 12:00 KST
RejectApprove
02

Standard Flow and progress tracking

Set the sequence and deadlines from Deal conditions, and continuously track which stages have been resolved.

  1. 01Review Deal Recap 10/28Complete
  2. 02Send contract / collect signed copy Outstanding 20 daysPending
  3. 03Confirm vessel MT Horizon · 1 substitutionComplete
  4. 04Receive DI 11/11Complete
  5. 05Receive LC 3 days to loadingWarning
  6. 06Review Daily itinerary ETA 11/21 06:00In progress
  7. 07Loading / receive SR Upcoming
  8. 08Send Drafts / Confirmation Upcoming
  9. 09Issue Invoice Upcoming
  10. 10LC Nego / Collection B/L date + 30 daysUpcoming
03

Documents and Payment management

Separate documents you need to send from items you still need to receive. Follow Invoice issuance, LC negotiation and payment collection through the due date.

To send

Contract
Sent
Vessel approval reply
Sent
Draft B/L · SR · CO
After loading
Invoice
Within 1 day of loading

To receive

Signed contract
Outstanding 20 days
DI
Received
LC
Missing
Draft Confirmation
After loading
PaymentInvoice issuanceLC NegoCollection on due dateReconciliation
04

Alerts and missing-step warnings

Alert before deadlines and keep warning until missing items are resolved. Deadline rules are configured to your company’s standards.

LC missing · 3 days to loading

Alert 7 days before loading → Strong warning 2 days before → Shipment blocked if LC is missing when loading starts

Invoice not issued

Send within 1 day of loading completion. Keep alerting until sent.

Laycan miss

11/11 MT Aurora ETA 11/24 → Alert: outside Laycan 11/20–22

Signed contract outstanding

Trading continues; keep this item pending until the signed copy is collected.

05

Vessel substitution history and Deal email groups

Vessels change frequently. Keep the history, continue Operations using the revised vessel and view all related email together.

Vessel history

  • 10/31 MT Aurora · 11/20~22 · Approved
  • 11/11 ETA 11/24 · Laycan miss
  • 11/12 MT Horizon · 11/21~23 · Approved

BZ-2611-01 emails

26 emails
Contract
2
Vessel confirmation
4
DI · LC
2
Daily Itinerary
18
06

Stage approvals and audit history

Operators review routine work; Managers approve material changes. Outgoing approval email is linked as candidate evidence and confirmed by an authorized person. The history records who approved what and when.

  1. Contract sentDirect approval
  2. Vessel approved · MT AuroraEmail evidence · Manager confirmed
  3. Substitute vessel approved · MT HorizonEmail evidence · Manager confirmed
  4. Inquiry on LC opening scheduleDirect approval
  5. Drafts sent · Confirmation · Invoice issuance · Receipt confirmedWaiting