Import planning workflow

1. Start with a narrow scenario

Create one saved scenario per product, origin, destination, and shipment value. Do not mix multiple HS codes in one estimate unless you are deliberately creating a blended planning case. Use the status field to move a scenario from draft to broker review to confirmed.

2. Capture classification assumptions

Record the product description, material, use case, HS/HTS code, and who suggested the code. If the code comes from a supplier, save it in the SKU catalog as supplier-provided until it is reviewed.

3. Save source evidence

Save the source URL, retrieval date, source type, confidence label, route, and HS/HTS code in Source snapshots. For China → United States planning, seed the official-source checklist before sending a packet for broker review.

4. Separate base duty from additional tariffs

Keep base duty, Section 301-style tariffs, anti-dumping/countervailing duties, safeguard duties, and other trade-remedy duties separate. This makes the estimate easier to review and easier to update when one rate changes.

5. Model landed cost and pricing

Use freight, insurance, fixed fees, tax rate, and target margin to estimate landed cost and suggested unit price. Compare the result with your selling price before approving a purchase order.

6. Export for review

Copy the summary, share the calculator link, download the CSV, export the broker review packet, or create a private broker-review link. A review link lets the broker or internal reviewer mark the scenario as confirmed or needs more information while keeping the source links, cost assumptions, and open questions in one place. Treat the estimate as a planning document until reviewed.

7. Update after confirmation

When the broker confirms a code, rate, Incoterms treatment, or fee, update the scenario and move its status to confirmed. Update the SKU catalog from supplier-provided or internal review to broker-confirmed when the classification has been reviewed.

Reliance boundary

Use this workflow to organize review, not to replace review. A saved scenario, source snapshot, or broker packet is not a final customs filing, legal opinion, tax opinion, customs ruling, or guaranteed duty result. Verify final classification, valuation, origin, tax base, trade remedies, and documentation with official sources and qualified professionals.