A standard DMS for overseas new-car 4S retail and auto distribution of Chinese new-car exports
One thread built around the new car: group HQ orders and ships new cars from the OEM, overseas stores sell them to end customers, distributors and corporate fleets draw from the same chain, and service and parts follow. HQ sees everything, the store works in it every day, the distributor orders through a portal. The whole new-car journey from lead to handover runs online (test drive, quotation, finance and insurance, invoice and registration, handover), delivery is tracked end to end (committed, expected and actual dates with OTD), and returns are a closed loop (credit NF-e with stock and finance rollback).
Internal workspace, distributor portal, mobile, group wallboard and brand website - five apps, ready out of the box
Three layers: Suanshu Technology (vendor) ships the "Suanshu Haiyuan" product; this demo runs on the tenant brand TF-Cooper.
A long cross-border chain, many roles and mismatched numbers. Once the new car is sold, the books never reconcile - and it gets heavier.
The real fear in new-car export is not slow sales but an unclear month-end: units sold, unit cost and margin all come from each region reporting for itself. The system turns new-car deals, registration and handover, unit cost and margin into one book - click a number and reach that car and that order.
The same new car comes in model years, range versions, option packs and extras, and every store quotes differently, so staff misquote easily. The system keeps model, trim, options and model year as one master data set, with approvals on quotations, so prices no longer clash between stores.
Only a few new cars sit in the overseas warehouse while stores, distributors and corporate fleets all ask for them. The system allocates by reservation lock and priority: who locked which VIN, when, and when it was released - all on one record.
HQ reads reports from email, stores report in spreadsheets, and the numbers never reconcile. One master data set and one definition let HQ and the store read the same book.
Ordering, booking, loading, clearance and duty payments involve many steps and scattered documents. The system turns them into a stateful document flow: no certificate, no shipment; no file, no clearance.
How duty and surcharges land on each vehicle, and what a vehicle really costs, is the most painful number in export business. The system allocates by VIN and feeds unit cost and margin.
Purchasing in CNY or USD, selling in BRL - every FX move changes the margin. Both definitions and the rate parameters are stored side by side, so cost and price never fight each other.
Orders, credit usage, deliveries, receipts and payment terms end up in chat history. The portal lets distributors order and reconcile themselves, while HQ controls the money through one receivables aging view.
Warranty claims, parts stock and customer follow-up leave no trace, so retention and reputation stay random. Appointment, intake, work order, parts, claim and revisit form one closed loop on the same VIN.
The new car is at the factory, at sea, in clearance, in the warehouse, in the store - every stage is chased by phone, and no one can answer when the customer asks. The system breaks one delivery into trackable stages with a committed date, owner and countdown per stage, and raises an alert before it slips.
Customer returns, distributor returns and rejected PDI units are handled by chat: the car comes back, the invoice is not reversed, stock is not rolled back, and warehouse and finance keep two sets of books. The reverse flow links intake, triage inspection, credit NF-e, stock rollback and customer refund into one auditable document flow.
Handover checks, return intake and scan-based stock moves all wait until someone is back at a computer, so today's field state only appears tomorrow. Mobile writes straight to the database, and still queues forms locally when the network drops and replays them on reconnect.
Nine steps, one document flow. From order to delivery to repair, every new car has a single source of truth.
Order new cars from the Chinese OEM: models, quantities, trade terms and settlement currency, with approvals on record.
Booking, container loading, VIN list and arrival forecast. Shipping requires a complete document set - one missing paper stops the shipment.
Declaration, inspection, duty payment and release. Only a complete dossier clears - every day at port costs money.
Duty and surcharges are allocated to each new car by VIN, producing the real unit cost you can price from.
Pre-stock inspection of the new car: appearance, electrical check, accessories (charger, keys, tool kit) and result.
Inbound, bin location, store transfers, stock counts and aging alerts - see at a glance how much cash sits in the warehouse.
Lead, test drive, quotation, deal, payment, invoice, registration and handover - the full 4S journey on one new car.
Appointment, intake, work order, parts, warranty claim and revisit - a complete lifecycle record for every new car.
Customer returns, distributor returns, rejected handovers and warranty material returns all start in one place: reverse PDI triage, credit NF-e reversing the original invoice, stock rollback, and customer refund with receivables write-off rolled back in step.
Everything runs on the VIN: from a handover sheet you can trace a new car back to the purchase order, and from a work order back to the allocated import tax.
Port loading, showroom, workshop, overseas warehouse, dealer store and mobile field work — six scenes, one ledger.
Menus follow the new-car thread: workspace, find customers, sell new cars, hand over, service, import, distribution, accounting, system.
These eight decide whether a new-car export business can count its money, deliver on time and take a return cleanly - and where a generic ERP differs from a localized standard product.
Lead, test drive, quotation, deal, finance and insurance, invoice and registration, handover - a new car completes the whole 4S journey in the store, and the same master data serves wholesale distribution and corporate fleets, without a second system.
Duty, surcharges, freight and insurance are allocated to unit cost by VIN, so prices hold and margins are provable.
Purchasing in CNY/USD, selling in BRL. Rates and tax parameters are maintained centrally, and cost never fights price.
One vehicle, one file on the VIN. From arrival, PDI and inbound to store transfer and new-car handover, the state has one truth.
Distributors get their own portal: self-service ordering, credit and terms, delivery confirmation, stock reporting. HQ controls them with credit, deposits, aging and rebates.
One new-car delivery is split into six trackable stages - purchasing and shipping, clearance, tax allocation, PDI and inbound, transfer in transit, store handover. Each has a committed date, current status, owner and countdown, with automatic alerts when it slips.
New-car returns, part returns, rejected handovers and warranty material returns all start in one place: reverse PDI triage, credit NF-e reversing the original invoice, stock rollback, and customer refund with receivables rollback - fully approved and logged.
A new-car deal is not the finish line: the customer record, service history, follow-up and satisfaction, plus repurchase and trade-in opportunities, all hang off that car - turning "sold a car" into "managing a customer".
Roles, permission points and data scope: each person sees only the stores, amounts and actions that belong to them.
Group-wide new-car volume and delivery KPIs, unit margin and channel contribution; every number opens into that new car and its owner.
Shipping and clearance, tax allocation and new-car unit cost, inventory and transfers, receivables and distributor reconciliation.
The full 4S new-car journey from lead to handover, service intake and work orders, store new-car stock and performance.
Self-service ordering, credit and terms, delivery confirmation, channel stock reporting, rebate checking.
Import, inventory, sales, service, finance and system administration with full desktop operations and approvals.
Sales follow-up, scan-based stock moves, work order progress and approvals - usable on the floor.
B2B ordering platform: place orders, confirm delivery, report stock, check terms and reconcile.
Cockpit metrics on the wall; click a number to drill into the result set during the morning meeting.
Public site for models, stores and lead capture, feeding the lead pool with automatic assignment.
A region pack defines which licences and customs documents a market needs, which language and currency it uses, and how tax is calculated.
Business code knows packs, not countries. Entering a new market means adding a pack, with no change to business logic - this is why a standard product can be delivered quickly.
Completeness rules live in the pack too: which documents are mandatory before shipping, before clearance and before registration. Completeness rates and reminder rules follow the pack.
Next: pack_mx (Mexico), pack_ph (Philippines) and more, on the same interface. Country differences never enter the main code base.
Different backgrounds, the same problem: the cross-border chain and local new-car retail must become one set of books. Below are typical scenarios by customer type, and what changes once the system is in place.
HQ in China · stores overseas
Once volumes grow, the hard part is no longer selling but explaining how many new cars were sold and what each one earned: overseas receipts lag, and customs declarations, freight and duty sit with colleagues in different countries, so the monthly review depends on what each region reports.
Multiple stores · multiple shareholders · one standard
Each store keeps its own spreadsheets and new staff learn from whoever is around; the same new car is quoted differently across stores, service orders and parts do not reconcile, and opening a second store means starting over.
Multiple brands · multiple regions · a channel network
Downstream orders come by phone and chat, while credit, terms, delivery confirmations and rebates live in separate books; cross-territory selling and price undercutting surface late, and bad debt only at year end.
Import trading first, moving into local retail
Strong on goods and documents, weak on local new-car retail and service: cars are sold, but nobody tracks who the customer is, when service is due or whether parts are available.
Pick one import lane and one store, run shipping, clearance and allocation, overseas warehouse and new-car handover end to end, and get the first trustworthy unit cost.
Open the second and third store with the same role and permission templates; group reports roll up automatically instead of collecting files store by store.
A new market only adds a region pack (licences, documents, taxes, currency, language) - business logic and habits stay the same.
Scenarios above are grouped by customer type and do not name specific customers; actual references and engagement scope are subject to commercial discussion. The first market in production is Brazil (pack_br).
Feature list, product intro deck and brochure — download, print or forward to your team and partners.
Every feature across ten modules, the business chain, roles and permissions, and region packs — for shortlist comparison and internal review.
算数·海辕-功能清单.xlsx XLSX · 25.8 KB Download all materials ↓For demos and business development: pain points, chain, modules, strengths, scenarios and rollout, slide by slide.
算数·海辕-功能介绍.pptx PPTX · 60.7 KB Download all materials ↓A printable full brochure: positioning, chain, modules, FAQ and contact — for forwarding and filing.
算数·海辕-宣传手册.docx DOCX · 46.9 KB Download all materials ↓These three files are in Simplified Chinese; contact us for English / Português versions. Need English / Portuguese versions or a customised feature list? Talk to us. →
The demo environment holds a full new-car data set for an overseas Chinese-brand 4S group: from domestic shipping, clearance and tax allocation, warehouse transfers, to store new-car deals, handover and service work orders - all linked upstream and downstream.
Open the live demo
The login page offers one-click sign-in, so no typing is needed, and the demo data can be reset to factory state at any time.
The questions that come up most often in partner and channel discussions.
A standard product. Country differences are extracted into pluggable region packs (licences, documents, taxes, currency, language), so delivery means switching a pack rather than changing business code. Customer-specific fields use custom fields and customer-specific options use data dictionaries, both maintained by the customer.
New cars are the thread, but it is not only a sales system. It goes deep on the new-car journey - lead, test drive, quotation, deal, finance and insurance, invoice and registration, handover, home-charger installation - and hangs service, parts and warranty off the same vehicle record, because in export business the real profit comes after the first handover.
The interface supports Chinese, English and Portuguese; accounting supports CNY, USD and BRL in parallel with parameterized FX rates. The default language and currency of a market are defined by its region pack.
Yes, and the VIN is the thread. Shipping, clearance, allocation, PDI, inbound, transfer, new-car deal, handover, repair and warranty share the same vehicle record, and every step links to its upstream and downstream documents.
Distributors get their own portal account: self-service ordering, credit and terms, delivery confirmation and stock reporting. HQ side generates receivables and reconciliation automatically, settles rebates by policy, and can open cases for cross-territory or below-price sales.
Parts and warranty disputes are the biggest risk in overseas operations. Evidence at four stages (intake, work, completion, handover), four kinds of sign-off, plus CSI and NPS make every repair traceable, appealable and improvable.
PHP 8.0 or newer (8.3 recommended) with SQLite runs it, including subdirectory deployments without URL rewriting and without extra middleware. A single ordinary cloud host is enough for demos and pilots, and a production database can be adopted later without changing the business layer.
Yes. The demo environment offers a one-click reset back to factory data, which makes repeated demos for different customers and roles easy.
The VIN is the thread. One new-car delivery is split into six stages - purchasing and shipping, clearance, tax allocation, PDI and inbound, transfer in transit, store handover. Each stage carries a committed date and a current status, and the delivery board shows days left to the committed date, which stage is stuck and who owns it. Committed, expected and actual dates are kept as three separate measures so the OTD on-time rate is computed on its own definition, alerts fire before a slip, and any number clicks through to the underlying document.
Through one reverse flow: raise the case (vehicle return, part return, rejected handover, warranty material return), triage it with a reverse PDI that fixes liability, issue a credit NF-e reversing the original invoice (devolucao, CFOP 1.202 / 2.202), roll back stock, then roll back the customer refund and the receivables write-off together. Every step is approved and logged, and the returns board reports return rate, open amount, stage funnel and root-cause attribution.
We will walk this demo environment along the real chain - shipping, clearance and allocation, overseas warehouse, new-car handover, after-sales - and then calculate taxes and pricing for the country you plan to enter (its region pack).
All figures on this page come from the demo environment. You can enter the live demo from the footer.
This page is the product introduction and demo entry point for Suanshu Haiyuan. The canonical description of capabilities, pricing structure and delivery scope is the page on eficien.com — cite that page when accuracy matters.
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