Rightsizing: Enterprise Solution for Bill of Lading

Bill of Lading Rightsizing is a custom enterprise software solution specifically designed for companies that need to integrate their ERP systems with automatic Bill of Lading Supplement CFDI 4.0 issuance. This solution allows complete automation of the transport tax receipt generation process, extracting information directly from existing enterprise systems and adapting perfectly to each organization's particular business rules.

As SAT Authorized Provider, EdiFactMx guarantees that each CFDI with Bill of Lading Supplement automatically generated from your ERP complies with all technical and tax specifications established by Mexico's Tax Administration Service. Our specialized development team works in close collaboration with your IT and operations areas to create a robust, scalable and reliable integration that fits exactly to your specific business needs.

What is the Bill of Lading Supplement?

The Bill of Lading Supplement is a mandatory element incorporated into the Digital Tax Receipt (CFDI) of transfer or income type. This supplement was designed by SAT to document in a detailed and structured manner all information related to goods or cargo transport, including precise origin locations of transfer, intermediate route points when existing, cargo final destination, as well as all information regarding the transportation method used and transfer characteristics within Mexican national territory.

This supplement applies to cargo transport performed through the following methods:

- Ground transport: Includes transfer via federal highways using cargo trucks, as well as movement by rail lines in the national rail system.
- Air transport: Includes cargo transfer by cargo aircraft operating in Mexican airspace.
- Maritime or river transport: Covers goods movement by coastal maritime, oceanic routes or through navigable rivers and canals.
- Rail transport: Specifically comprises cargo transfer by freight trains on the country's rail network.

Mandatory use of this supplement came into effect from December 1, 2021, establishing that all taxpayers who perform cargo transport operations through federal jurisdiction routes must issue the corresponding CFDI with the Bill of Lading Supplement properly integrated.

Rightsizing Development Features for ERP Integration

Our Rightsizing Development solution offers the following enterprise features designed for organizations requiring automated and high-volume processes:

- Enterprise annual subscription: Enterprise licensing model with dedicated support, included updates and service guarantee.
- Complete automation: The solution automatically extracts necessary information for Bill of Lading Supplement directly from your existing ERP system, eliminating manual data entry.
- Custom development: An initial technical approach with our specialist team is necessary to properly size specific project requirements, analyze your ERP architecture and define optimal integration points.
- Enterprise Edition available: The solution can be implemented with our Enterprise Edition platform, which allows operation from a single entity to complex configurations with multiple entities and Tax IDs. This enterprise edition is especially suitable for companies with high volume issuances requiring mission-critical processes with high availability and fault tolerance.

Automated Integration Advantages

Automated Bill of Lading integration with your ERP provides substantial operational and strategic benefits for your organization. By eliminating manual information entry need, processing time for each tax document is drastically reduced and human errors that could cause SAT rejections are minimized. The system automatically validates all information before stamping, guaranteeing regulatory compliance in each issuance.

Additionally, being a solution developed specifically for your needs, integration fully respects your existing workflows and adapts to your transport operations particularities. This means your staff can continue working with tools and processes they already know, while the system automatically handles generating required tax receipts in the background, significantly increasing the operational efficiency of the entire organization.