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Detailed features

Connected tools for the work behind every coffee shipment.

Explore sourcing, lab, stock, processing, export, shipment, traceability, partner visibility, and reporting in one operational platform.

Purchase & sourcing

Capture coffee purchase at the point where traceability begins.

Purchase is the first serious operational record in the coffee chain. coefex connects supplier,
arrival, weighing, price, ownership, crop year, origin, and lot creation so the operation does
not start with scattered paper.

Coffee purchase and sourcing workflow with supplier delivery, weighing, purchase record, and lot identity

What it solves

  • Supplier records separated from warehouse records
  • Purchase tickets that do not become usable stock data
  • Weak connection between origin, owner, and coffee lot
  • Manual reconciliation between purchase, finance, and warehouse teams

Key capabilities

  • Supplier, farmer, cooperative, and agent records
  • Purchase order or purchase ticket capture
  • Arrival, weighing, bag count, price, and ownership records
  • Automatic lot creation from purchase/receiving data
  • Crop year, origin, grade, processing type, and coffee state

Useful for

  • Exporters
  • Warehouses
  • Agents
  • Cooperatives and unions
  • Development projects focused on sourcing transparency
Purchase registerSupplier historyArrival recordLot creationSource traceability
Coffee lab & quality

Make lab work searchable, comparable, and connected to trade.

Lab is one of coefex's strongest independent entry points. It can serve exporters, buyers,
local buyer agents, standalone labs, coffee training institutions, and quality teams even before
the full trade operation is adopted.

Coffee lab workflow showing cupping, samples, quality evaluation, and digital lab records

What it solves

  • Cupping forms locked in paper or spreadsheets
  • Difficulty comparing samples across suppliers, origins, and buyers
  • Lab records disconnected from lots, purchase, and shipment
  • Buyer sample feedback lost in email or messaging apps

Key capabilities

  • Sample registration and lab queue
  • Cupping session management
  • Evaluator notes, descriptors, defects, and scoring
  • SCA/CVA-aligned workflow readiness
  • Buyer sample feedback and approval status
  • Quality history by lot, origin, supplier, and buyer

Useful for

  • Coffee exporters
  • Buyers and importers
  • Local agents of global buyers
  • Independent coffee labs
  • Coffee education and training institutions
Sample registerCupping sheetQuality reportBuyer feedbackTraining records
Stock & warehouse

Know what coffee is where, whose it is, and how it moved.

Coffee stock is not just quantity. It carries ownership, quality, origin, processing level,
crop year, location, reservation, and financing relevance. coefex keeps those dimensions together.

Warehouse stock control illustration with coffee bags, lot labels, tablet records, and warehouse dashboard

What it solves

  • Unclear lot balance across warehouses
  • Manual bag/kg reconciliation
  • Difficulty separating owned, stored, reserved, and financed stock
  • Weak visibility for management and lenders

Key capabilities

  • Lot, bag, kg, owner, supplier, warehouse, and location tracking
  • Incoming, internal, production, and outgoing movements
  • Reserved and available stock visibility
  • Multi-warehouse operation
  • Physical count and adjustment support

Useful for

  • Exporters
  • Warehouses
  • Banks and lenders
  • Import warehouses
  • Management and audit teams
Lot balanceWarehouse stockReserved stockOwner balanceMovement history
Processing management

Connect raw coffee, output lots, yield, quality, and traceability.

Processing changes both the physical and commercial identity of coffee. coefex tracks raw input,
output lots, yield, weight changes, quality movement, and history so processing does not break traceability.

Coffee processing workflow showing raw stock, processing equipment, output lots, and yield records

What it solves

  • Raw lots and output lots not clearly linked
  • Yield and weight changes handled manually
  • Quality changes not visible after processing
  • Weak explanation of how export stock was produced

Key capabilities

  • Processing order creation
  • Raw lot reservation and issue
  • Output lot creation and classification
  • Yield, weight, bags, and grade tracking
  • Processing rollback and correction support where configured

Useful for

  • Exporters
  • Processors
  • Warehouse teams
  • Quality teams
  • Traceability and reporting users
Processing orderRaw issueOutput lotsYield reportTraceability chain
Export contracts & documents

Keep buyer contracts, stock allocation, documentation, and shipment aligned.

Export execution fails when contracts, stock, documents, and shipment progress live in separate places.
coefex links the commercial commitment with the operational record.

Export contract management illustration with buyer, contracts, stock allocation, and export readiness records

What it solves

  • Contracts not connected to actual available lots
  • Document follow-up done manually across people
  • Unclear shipment readiness
  • Difficulty answering buyer or management questions quickly

Key capabilities

  • Buyer and contract records
  • Contract quantity, grade, destination, and delivery terms
  • Stock allocation to contract/shipment
  • Export document checklist and status
  • Commercial invoice and packing list support where configured

Useful for

  • Export teams
  • Documentation officers
  • Buyers and agents
  • Finance and management
  • Shipment coordinators
Contract positionAllocated lotsDocument checklistBuyer fileExport readiness
Shipment tracking

Turn shipment preparation into a visible workflow.

Shipment is where operational, commercial, and documentation work converge. coefex helps teams track
packing, documents, container movement, dispatch, and final shipment status.

Coffee shipment tracking illustration with warehouse, container loading, dispatch, and shipment status records

What it solves

  • Shipment status unclear across teams
  • Packing list and stock movement not aligned
  • Documents prepared without live shipment context
  • Difficulty reporting progress to buyers or management

Key capabilities

  • Shipment preparation workflow
  • Packing and lot allocation
  • Container and dispatch records
  • Document status tracking
  • Shipment progress reporting

Useful for

  • Export teams
  • Warehouse teams
  • Documentation officers
  • Buyers and importers
  • Management
Shipment statusPacking listContainer recordDispatch recordBuyer update
Partner portals

Share visibility without losing control.

Banks, buyers, agencies, and authorities often need visibility, but exporters must remain in control.
coefex can support controlled access to selected reports and records.

Partner visibility and management dashboard illustration for stock, quality, shipment, finance, and portal reporting

What it solves

  • Banks relying only on physical inspection
  • Buyers requesting repeated status updates
  • Agencies lacking operational evidence for support programs
  • Exporters afraid to expose too much data

Key capabilities

  • Read-only partner access
  • Access by organization and role
  • Selected stock, shipment, quality, or report visibility
  • Bank/lender reporting portal
  • Exporter-controlled sharing scope

Useful for

  • Banks and lenders
  • Buyers and importers
  • Development agencies
  • Authorities and associations
  • Exporter management teams
Bank portalBuyer visibilityRead-only reportsAccess groupsShared dashboards
Traceability & EUDR readiness

Build compliance readiness from operational records, not last-minute paperwork.

coefex is not presented as a certified EUDR compliance product yet. The current value is readiness:
better source records, lot traceability, ownership history, processing links, quality records, and export documentation.

EUDR readiness and traceability illustration linking source records, lots, processing, documents, and shipment evidence

What it solves

  • Traceability attempted only at shipment stage
  • Source records separated from lots and documents
  • Processing breaking the traceability chain
  • Compliance evidence scattered across teams

Key capabilities

  • Source, supplier, and origin records
  • Lot movement history
  • Processing link between input and output lots
  • Quality and sample history
  • Export document connection

Useful for

  • Exporters selling to Europe
  • Buyers and importers
  • Development agencies
  • Compliance teams
  • Traceability-focused programs
Source chainLot genealogyProcessing traceDocument evidenceEUDR readiness
Dashboards & reports

Give management a connected view of coffee operations.

Reports should not be a separate manual exercise. coefex turns daily records into stock, purchase,
quality, processing, shipment, finance, and partner visibility.

Management dashboards and reporting illustration connecting coffee stock, quality, shipment, and partner reports

What it solves

  • Late reports built manually from spreadsheets
  • Different teams using different numbers
  • Management unable to see stock, processing, and shipment together
  • Weak reporting for banks, partners, and buyers

Key capabilities

  • Stock balance reports
  • Purchase and supplier reports
  • Lab and quality reports
  • Processing analysis
  • Contract and shipment status
  • Partner-ready dashboards

Useful for

  • Owners and executives
  • Operations managers
  • Finance teams
  • Export teams
  • Banks, buyers, and partner organizations
Stock dashboardQuality dashboardProcessing reportShipment reportPartner report
Administration & integration

Control users, access, setup, and gradual adoption.

Coffee operations involve many users and sensitive data. coefex supports role-based access,
approval controls, configuration, migration, and integration planning.

What it solves

  • Too many users seeing too much data
  • Manual approvals outside the system
  • Migration from old spreadsheets and systems
  • Need to start small without losing future expansion

Key capabilities

  • User roles and access groups
  • Approval controls where configured
  • Data migration support
  • Multi-company and multi-warehouse planning
  • Integration with ERP/accounting where needed

Useful for

  • IT and admin users
  • Management teams
  • Finance teams
  • Implementation teams
  • Growing coffee businesses
User rolesApprovalsData migrationConfigurationIntegration planning
Pilot paths

Start with the workflow that matters most.

Adopt one practical scope first, prove value, and expand when the team is ready.

Lab-first pilot

Sample registration, cupping, quality reports, buyer feedback.

Warehouse-first pilot

Lot balance, movement history, owner stock, reporting.

Export-first pilot

Contracts, stock allocation, documents, shipment tracking.

Bank visibility pilot

Controlled stock reports and lender access for selected coffee.