Overview
Jobs Management is the central orchestration hub for all customs and trade operations. Every import, export, or cross-border transaction starts as a job, which serves as the master record that connects all related activities, documents, and stakeholders.
The Job as Mission Control
Think of each job as the command center for a specific customs operation. Whether you’re handling a simple import or managing complex IMMEX manufacturing operations, the job record provides:
- Single Source of Truth: All data, documents, and activities connected to one operation
- Workflow Automation: Pre-defined processes that adapt to your operation type
- Team Collaboration: Assign tasks, communicate internally, and track progress
- Compliance Tracking: Ensure all requirements are met before advancing stages
Key Capabilities
Intelligent Job Creation
Jobs can be created through multiple channels:
- Manual Entry: Full-featured form for custom operations
- Order Integration: Automatically triggered from purchase orders
- ERP Sync: Direct creation from SAP, Oracle, or NetSuite transactions
- API Webhooks: Real-time job creation from external systems
- Email Parsing: Extract job details from forwarded email communications
Operation Templates
Define reusable operation templates that encapsulate your business processes:
- Import Operations: Apparel import, electronics import, industrial equipment
- Export Operations: Manufacturing exports, re-exports, temporary exports
- IMMEX Operations: V1 virtual operations, A1 returns, manufacturing flows
- Special Regimes: Bonded warehouses, duty drawback, free trade zones
Each template includes:
- Required documents and data points
- Workflow stages and approval gates
- Compliance checks and validations
- Stakeholder roles and responsibilities
Advanced Tracking
Monitor every aspect of your operations:
- Stage Progression: Visualize job movement through your workflow
- Document Status: Track which documents are complete, pending, or missing
- Compliance Gates: Automatic holds when requirements aren’t met
- Classification Status: Monitor HTS code assignment progress
- Screening Results: Real-time compliance screening outcomes
- Financial Tracking: Cost accumulation and billing readiness
Team Collaboration
Coordinate across your organization:
- Task Assignment: Delegate specific activities to team members
- Internal Messaging: Communicate without leaving the platform
- @Mentions: Tag colleagues for immediate attention
- Activity Feed: Complete audit trail of all actions
- File Attachments: Share documents with context
Integration Ecosystem
Jobs serve as the integration point for all your systems:
- Upstream: Orders from ERP/e-commerce trigger job creation
- Parallel: Products, classifications, and compliance data enrichment
- Downstream: Jobs create shipments, clearances, and pedimentos
- Bidirectional: Real-time status updates flow back to source systems
Business Impact
Efficiency Gains
- 50% reduction in manual data entry through automation
- 3x faster job setup using operation templates
- 90% decrease in missing document delays
- Zero data silos with centralized operation management
Risk Reduction
- 100% compliance verification before advancement to shipping
- Audit-ready documentation with complete activity logs
- Proactive alerts for SLA violations and missing requirements
- Role-based access prevents unauthorized changes
Scalability
- Handle 10x operation volume without adding headcount
- Multi-organization support for customs brokers and 3PLs
- White-label capabilities for branded client portals
- API-first architecture for unlimited extensibility
Real-World Applications
Scenario: Automotive Parts Importer
An automotive manufacturer imports 200+ shipments monthly from suppliers across Asia and Europe:
- Jobs auto-created from SAP purchase orders
- AI classification suggests HTS codes for 2,000+ SKUs
- Compliance screening runs on all suppliers and consignees
- Broker receives complete, verified data package
- Result: 5-day reduction in clearance time, 95% first-time filing accuracy
Scenario: IMMEX Manufacturer
A maquiladora manages virtual and actual customs operations:
- V1 pedimentos for manufacturing inputs (raw materials)
- A1 pedimentos for finished goods exports
- Inventory reconciliation with production schedules
- Regulatory compliance for temporary import program
- Result: Zero audit findings, automated IMMEX reporting, 40% reduction in customs admin costs
Scenario: E-commerce Fulfillment
A 3PL processes hundreds of daily B2C shipments:
- Jobs created from order management system webhooks
- Automated classification using historical data
- Bulk shipment creation for consolidated clearance
- Customer self-service portal for tracking
- Result: Same-day processing, 99.8% on-time delivery, 60% support ticket reduction
Mexican Customs Expertise
COEX One deeply understands the Mexican customs environment:
- Pedimento Generation: Full support for all pedimento types and regimes
- IMMEX Operations: Virtual operations (V1), returns (A1), transfers (V5)
- Annex 24 Compliance: Electronic invoicing requirements
- VUCEM Integration: Direct filing to Mexican customs portal
- COVE Validation: Automated validation code handling
- SAT Regulations: Up-to-date with Mexican tax authority rules
Getting Started
Setting up Jobs Management takes minutes:
- Define Your Operations: Select from pre-built templates or create custom workflows
- Configure Integrations: Connect your ERP, WMS, or e-commerce platform
- Set Up Team: Assign roles and permissions to your users
- Create Your First Job: Start with a test operation to familiarize your team
- Automate: Enable triggers and notifications for hands-free operation
What’s Next
Once your jobs are in the system, you can:
- Generate shipments in Q3 for customs clearance
- Process classifications for accurate tariff determination
- Run compliance screening on all parties
- Create pedimentos for Mexican customs filing
- Analyze performance metrics across all operations
Jobs Management is where successful customs operations begin. Start orchestrating with confidence today.