Trade Documents
Find, filter, preview, compare and export bills of lading and customs declarations in Muin, and run a compliance check over a trade document.
The trade document explorer finds your shipping and customs paperwork, shows the fields extracted from each, and exports the result.
When you’d use this
- A broker asks for every customs declaration in a quarter, with declared values.
- You need the bill of lading for a container and only remember the consignee.
- Two declarations need comparing.
- You want to check a document against a regulation.
Find a trade document
- Go to Sidebar → Trade → Export → Documents.
- The screen opens pre-filtered to trade document types: bill of lading, customs declaration, trade license and import permit.
- Narrow it:
- The search box takes a filename or a
tag:valuepair. - From date and To date limit the range.
- Type:, Status: and Tags: chips toggle on and off.
- Field Filters filters on the extracted fields.
- The search box takes a filename or a
- The table shows Filename · Type · Status · Created · Updated by default. Use Columns to add extracted fields.
- Click a row to preview, double-click to open the document.
- Select two or more rows and Compare & Synthesize reads them together.
- Export offers CSV and Excel.
What gets extracted
Two of the four preset types have extraction schemas, so only these produce extracted-field columns:
Bill of Lading: B/L Number, Shipper, Consignee, Carrier, Port of Loading, Port of Discharge (all six required), plus Goods Description, Weight and Containers.
Customs Declaration: Declaration #, Importer, Exporter, Origin Country, Goods, Declared Value, HS Codes, Duties.
Trade license and import permit have no schema today. You can still file and find them; they simply show no extracted fields. To track what a license still allows and when it runs out, add it on Licenses and attach the document there.
A commercial invoice schema also exists, for the invoice that travels with a shipment.
Running a compliance check on a document
Besides the Trade screens, a general Compliance Check can be run you run against one document, on demand, from the document itself rather than from the explorer.
It returns, per requirement: the requirement, a status of pass, fail, partial or not applicable, the evidence it found, and a recommendation, plus an overall status and a pass rate. The result is a reading aid for your team, not a determination.
You choose what it checks against: a named standard (GDPR, HIPAA, SOX, PCI DSS, ISO 27001), one of your own policy documents, a free-text description of the policy, or the default “general compliance review”. No customs or trade standard is in that list, so for a customs requirement give it your own policy document or describe the requirement in the free-text option.
What it affects
- Nothing in the explorer changes a document.
- A compliance check is a read: it produces a result you read, not a status on the document.
- Extracted fields are what make a document findable by content, so a document that failed processing is findable only by filename.
When it goes wrong
| What you see | What it means | How to clear it |
|---|---|---|
| “Unable to load documents” / “The document list could not be loaded. Retry, or check back shortly.” | The document service did not answer. | Click Retry. |
| “No documents found” | Your filters exclude everything. | Clear the type, status, tag and date filters. |
| A trade license or import permit with no extracted fields | Those two types have no extraction schema. | Expected. Use the standard columns, and add licenses on Trade → Export → Licenses. |
| An export that never downloads | The export failed, and there is no error toast for it. | Narrow the filters and try again. |
| A compliance check that finds nothing relevant | It ran against a standard that has nothing to say about customs. | Re-run it against your own policy document, or describe the requirement in free text. |
| No Documents in the Trade menu | Your role does not hold the trade documents permission, or the module is not enabled. | Ask an administrator. |
Next step
- Customs entries and licenses: entries tied to POs, and licenses with what they still allow.
- Trade module overview: every Trade screen.
- Tariff refunds: a refund package for your broker.