Jobs Module

What is the Jobs Module?

The Jobs module is the central orchestration hub of COEX One. Every customs and trade operation starts as a job—a master record that connects all related activities, documents, and stakeholders throughout the operation lifecycle.

Think of it as mission control for your customs operations. Whether you’re handling a simple import or managing complex IMMEX manufacturing workflows, the job record provides a single source of truth that ensures nothing falls through the cracks.

Core Capabilities

Job Creation

Jobs can be created through multiple channels:

• Manual Entry: Full-featured forms for custom operations
• Order Integration: Auto-trigger from purchase orders
• ERP Sync: Direct creation from SAP/Oracle/NetSuite
• API Webhooks: Real-time job creation from external systems
• Email Parsing: Extract job details from forwarded emails

Operation Templates

Pre-defined templates for common workflows:

• Standard Import: Consumer goods, electronics, apparel
• Export Operations: Manufacturing exports, re-exports
• IMMEX Flows: V1 virtual operations, A1 returns
• Special Regimes: Bonded warehouse, duty drawback
• Temporary Imports: Trade shows, repairs, samples

Each template includes:

• Required documents
• Workflow stages
• Compliance checkpoints
• Stakeholder roles

Stage Management

Visualize job progression through your workflow:

1. Initiated: Job created, basic data entered
2. Data Collection: Documents and details gathering
3. Classification: HTS code assignment
4. Compliance: Party screening, permits verification
5. Ready for Shipping: All requirements met
6. In Transit: Shipment created and moving
7. Clearance: Customs processing
8. Completed: Job closed and archived

Document Management

Centralized attachment of all related files:

• Commercial Invoices: PDF upload or API data
• Packing Lists: BOL, shipping manifests
• Certificates: Origin certificates, permits, licenses
• Correspondence: Email threads, broker communications
• Classifications: Supporting evidence for HTS codes
• Compliance: Screening results, clearance letters

Team Collaboration

Coordinate across your organization:

• Task Assignment: Delegate specific activities
• Internal Messaging: Communicate without email
• @Mentions: Tag colleagues for attention
• Activity Feed: Real-time updates on all actions
• Status Notifications: Automated alerts for milestones

Integration Points

Jobs connect to all other modules:

Upstream (Job Creation):

• Orders module → Purchase orders trigger jobs
• Operations module → Template selection
• ERP systems → Direct job creation

Parallel (Data Enrichment):

• Products → SKU master data
• Classifications → HTS code assignment
• Compliance → Party screening
• Invoices → Commercial documentation

Downstream (Next Steps):

• Shipments → Cargo booking and tracking
• Clearances → Customs filing
• Pedimentos → Mexican customs documentation

Business Benefits

Operational Efficiency

• 50% reduction in manual data entry
• 3x faster job setup with templates
• 90% decrease in missing document delays
• Zero data silos across systems

Risk Mitigation

• 100% compliance verification before shipping
• Audit-ready with complete documentation
• Proactive alerts for SLA violations
• Role-based access controls

Scalability

• Handle 10x volume without adding headcount
• Multi-organization support for brokers/3PLs
• White-label for client portals
• API-first for unlimited extensibility

Real-World Applications

Automotive Parts Importer

• 200+ monthly shipments from Asia/Europe
• Jobs auto-created from SAP POs
• AI classification for 2,000+ SKUs
• Broker receives verified data packages
• Result: 5-day faster clearance, 95% first-time accuracy

IMMEX Manufacturer

• Manages V1 and A1 pedimentos
• Inventory reconciliation with production
• Regulatory compliance automation
• Result: Zero audit findings, 40% cost reduction

E-commerce 3PL

• Hundreds of daily B2C shipments
• Jobs from order management webhooks
• Automated classification from history
• Result: Same-day processing, 99.8% on-time delivery

Module Structure

Harbours (Sub-Modules)

The Jobs module doesn’t work alone. It integrates with 10 harbours in Q1:

1. Jobs (this module) - Central coordination
2. Operations - Workflow templates
3. Orders - Purchase order management
4. Invoices - Commercial documentation
5. Products - Master catalog
6. Packing Lists - Cargo details
7. Inventories - Stock tracking
8. Classifications - HTS codes
9. Compliance - Party screening
10. Requests - Internal communications

Pods (Feature Sections)

Within each job, you have access to:

1. Overview - At-a-glance status
2. Hub - Primary workspace
3. Actions - Available operations
4. Remoras - Attached items
5. Nets - Relationships
6. Buckets - Collections
7. Desk - Active work
8. HomeWork - Pending tasks
9. ReportCards - Analytics
10. Docks - API integrations
11. Ports - External connections
12. BackPack - Templates & guides
13. Lockers - Stored files
14. Labs - Experimental features
15. Settings - Configuration

Getting Started

Setup (5 Minutes)

1. Define your operation templates
2. Configure team roles and permissions
3. Connect integrations (ERP, WMS, TMS)
4. Import existing jobs or start fresh

First Job (15 Minutes)

1. Click “New Job” or integrate from order
2. Select operation template
3. Fill in required data fields
4. Attach documents
5. Assign team members
6. Monitor progress

Optimization

• Enable automated job creation
• Set up notification rules
• Configure SLA thresholds
• Train team on workflows
• Refine templates based on patterns

Mexican Customs Excellence

COEX One deeply understands Mexican requirements:

• Pedimento Types: All import/export pedimento variations
• IMMEX Support: V1, A1, V5 operations
• Annex 24: Electronic invoicing compliance
• VUCEM: Direct portal integration
• COVE: Validation code handling
• SAT Rules: Up-to-date regulations

Competitive Advantages

vs. Manual Systems

• Automated workflows vs. spreadsheets
• Central data vs. scattered files
• Real-time collaboration vs. email chains
• Audit trails vs. paper trails

vs. Generic TMS/WMS

• Customs-specific vs. shipping-focused
• Classification & compliance built-in
• Mexican expertise vs. US-only
• Trade workflows vs. warehouse ops

vs. Customs Broker Portals

• You control your data vs. broker-locked
• Unlimited operations vs. per-transaction fees
• Direct integrations vs. manual entry
• Multi-broker support vs. single relationship

Integration Architecture

API Capabilities

RESTful API for all job operations:

• Create Jobs: POST /api/jobs
• Update Jobs: PATCH /api/jobs/:id
• Attach Documents: POST /api/jobs/:id/documents
• Change Stage: POST /api/jobs/:id/advance
• Query Jobs: GET /api/jobs?status=active

Webhooks

Real-time event notifications:

• job.created - New job initiated
• job.stage_changed - Workflow progression
• job.completed - Operation finished
• job.requires_action - Manual intervention needed

Pre-Built Integrations

One-click connections to:

• SAP, Oracle, NetSuite (ERP)
• Shopify, Magento (E-commerce)
• FedEx, UPS, DHL (Carriers)
• Flexport, Freightos (Freight)
• Livingston, Livingston (Brokers)

Pricing

Jobs module included in all plans:

• Starter: 100 jobs/month
• Professional: 1,000 jobs/month
• Enterprise: Unlimited jobs

Additional job packs available for seasonal spikes.

Next Steps

Ready to centralize your operations?

1. Book a Demo: See the module in action
2. Free Trial: 30 days, no credit card
3. Migration Support: We’ll help import your data
4. Training: Onboarding included with all plans

The Jobs module is where successful customs operations begin. Start orchestrating with confidence today.