User guide

1.How the workflow fits together

TradeOS folds a shipment's three hardest jobs into one continuous flow:

• Step 1 — Determine the correct 6-digit HS code for the product.
• Step 2 — Analyze the duty gap: compare the MFN rate against the best preferential FTA rate to find the savings.
• Step 3 — Draft the matching Certificate of Origin (C/O).
• You can try it instantly without an account; sign in to save history, generate C/O forms and set up monitoring.

2.HS code classification

Enter a product description (or upload a product photo) and the destination market; you get back a 6-digit HS code with a confidence score, a description, a “why this code” justification, and the alternative codes considered.

Any result below 90% confidence is automatically flagged for review — have a customs specialist or broker check it before declaring.

• Enter a description or upload a photo; quick examples are provided.
• Click “Verify” to see the GRI rules applied, the decisive factors, and cross-check links to official tariff databases (VN Customs, UK Trade Tariff, EU Access2Markets) — links are system-generated, never AI-invented.
• Sign in and click “Confirm” to save an audit record and clear the review flag.

3.FTA duty-savings analysis

Enter one or more past shipments (description, invoice ref, destination, USD value, and the duty rate already paid if known), or upload an invoice and let the system parse it into shipment rows.

For each shipment it shows the recoverable duty gap between the MFN rate and the best FTA rate, with the rate source and which C/O form is required. When no tariff data exists, it says so rather than guessing.

• Add 1–50 shipments manually, use “Load Demo Data”, or upload an invoice (PDF/Excel/CSV/XML/DOCX/image, up to 30 MB).
• Four FTAs are covered: EVFTA, RCEP, CPTPP, UKVFTA.
• Results stream in live per shipment (typically 10–30 seconds).
• Metering note: each shipment analyzed uses 1 credit (this is the only metered feature).

4.Certificate of Origin (C/O) drafting

Once the best FTA is identified, the system selects the correct C/O form and pre-fills it from shipment data: EUR.1 (EVFTA/UKVFTA), Form E (RCEP), or REX self-certification (CPTPP — an origin statement on the invoice).

Fields are tagged AUTO (filled by the system) or MANUAL (you enter them — e.g. signature, date, transport). If required fields are missing, the form is marked “Draft — not ready to submit” with a checklist. Export to PDF.

• Open it from the FTA analysis results — click “Generate” on the relevant shipment.
• The system checks the Rules of Origin (RoO) and fills the AUTO fields.
• Complete the missing MANUAL fields, then download the PDF.

5.Compliance monitor

Add HS codes to a watchlist (with an alert email). The system scans Vietnam's Công Báo daily and alerts you to tariff changes, FTA updates, rule-of-origin changes or regulatory updates affecting the codes you watch.

Each alert shows the source, circular number, effective date and affected HS codes. The page also suggests codes to watch based on the ones you classify most.

• Available for signed-in accounts.
• Add an HS code + email → alerts arrive by email when something changes.

6.Dashboard, History & Usage

Dashboard: your compliance overview — year-to-date savings, shipments analyzed, average savings rate, FTAs utilized, pending-review count, a trend chart and a recent-shipments table.

History: a full record of every shipment analyzed (date, invoice, product, HS code, FTA, savings, status) with filters and pagination. Usage: credits used/remaining this cycle and the reset date.

7.Guest mode vs signed-in

Guest mode (no account): analyze 1 shipment per request for a quick savings read; results aren't saved and C/O can't be generated.

Signed in: save history, confirm HS codes with an audit trail, generate C/O forms, run monitoring, and get a per-plan shipment quota (trial or paid).

8.Plans & free trial

Free trial: 3 shipments (lifetime, automatic on first use). Starter: 50 shipments/month — $99/mo. Growth: 200 shipments/month — $299/mo. Enterprise: contact sales.

Subscribe from the Pricing page → checkout via Lemon Squeezy. To manage or cancel: go to Dashboard → “Manage billing” to open the Lemon Squeezy customer portal (change card, change plan, cancel). Billing is in USD.

• Exceeding your shipment quota pauses analysis until you upgrade.
• Cancelling keeps access until the end of the paid period.

9.Limitations & disclaimer

TradeOS results are decision support — not legal, customs, or tax advice. Please verify before you declare officially.

Current scope: four FTAs are live — EVFTA, RCEP, CPTPP, UKVFTA. More agreements will be added over time.