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Do you know what the ten documents for import and export freight forwarding are?

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I've just got involved in the import and export freight forwarding business and I'm not quite familiar with the documents. I'd like to know specifically what the ten import and export freight forwarding documents are. I hope you can introduce in detail the uses and functions of each document so that I can do my work better. Could you industry insiders please help answer this? Thank you.

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David Li
David LiYears of service:6Customer Rating:5.0

Senior customs declaration consultantConsult

The ten common documents for import and export freight forwarding are as follows:

1. Bill of lading: It is a receipt for the goods, a proof of the transportation contract and a voucher for taking delivery of the goods, and it is of crucial importance in international trade.

2. Commercial invoice: Issued by the seller to the buyer, it is used to state the transaction information such as the name, specifications, quantity, price of the goods, etc., and it is an important basis for customs declaration and tax payment.

3. Packing list: It records in detail the packing situation of the goods, such as the number of boxes, the size and weight of each package, etc., facilitating the customs inspection and the consignee to check the goods.

4. Customs declaration form: The document declared by the import and export enterprises to the customs, containing detailed information of the goods, and used for customs supervision, taxation and statistics.

5. Ocean freight booking note: The voucher for the freight forwarder to book shipping space with the shipping company, indicating the basic information and transportation requirements of the goods.

6. Dock receipt: It proves that the goods have been delivered to the designated dock and is an important voucher for obtaining the bill of lading.

7. Certificate of origin: It proves that the goods originate from a specific country or region and is used to enjoy preferential tariffs or trade restriction measures.

8. Insurance policy: It is the voucher for insuring against possible losses during the transportation of the goods.

9. Inspection and quarantine certificate: It proves that the goods have passed inspection and quarantine and meet the relevant standards and regulations.

10. Shipping order: It notifies the shipper that the goods have been allocated to a certain ship and voyage and requires them to load the goods on board on time.

William Yang
William YangYears of service:5Customer Rating:5.0

International logistics consultantConsult

Among the import and export freight forwarding documents, the bill of lading can determine the ownership of the goods, the commercial invoice can clarify the transaction value, the packing list helps to understand the details of the goods packing, the customs declaration form is essential for customs clearance, the ocean freight booking note initiates the transportation process, the dock receipt links the delivery of the goods with the acquisition of the bill of lading, the certificate of origin is related to tariff preferences, the insurance policy provides protection for the transportation of the goods, the inspection and quarantine certificate ensures the compliance of the goods, and the shipping order indicates the loading time.

Amanda Yang
Amanda YangYears of service:3Customer Rating:5.0

Cost control consultantConsult

Besides the above ten documents, there are also some other important documents. For example, the manifest, which is a document reflecting the actual loading situation of the goods, and the freight forwarder needs to transmit it to the customs accurately and in a timely manner. Additionally, the weight list is similar to the packing list but focuses more on the weight information of the goods and is sometimes necessary in specific trade scenarios.

Robert Chen
Robert ChenYears of service:6Customer Rating:5.0

Customer service consultantConsult

In import and export freight forwarding, the bill of lading is divided into original bill of lading and telex release bill of lading. The original bill of lading requires the original copy for taking delivery of the goods, while the telex release bill of lading releases the goods through electronic information, which is more convenient. The commercial invoice should be filled out in the prescribed format, the packing list should match the actual packing of the goods, and the customs declaration form should be filled out accurately, otherwise it will affect the customs clearance.

Joseph Zhou
Joseph ZhouYears of service:10Customer Rating:5.0

Senior foreign trade managerConsult

The ocean freight booking note should be filled out with accurate information in advance, the dock receipt should be properly kept, and the loss of it will affect the exchange for the bill of lading. The application for the certificate of origin should comply with the relevant regulations, the insurance policy should be insured reasonably according to the value of the goods, the inspection and quarantine certificate should be processed in a timely manner according to the requirements, and the shipping order should be loaded on board according to the prescribed time to avoid demurrage charges.

Sarah Zhang
Sarah ZhangYears of service:8Customer Rating:5.0

Document expertConsult

The price terms on the commercial invoice are crucial and affect the division of responsibilities and costs between the buyer and the seller. If there are special requirements for the packing of the goods, they should be noted on the packing list. There are differences in the filling out of the customs declaration form for different trade modes. The booking time of the ocean freight booking note should be grasped well to avoid the situation that the shipping space is tight and cannot be booked.

Michelle Chen
Michelle ChenYears of service:3Customer Rating:5.0

Business coordination consultantConsult

There will be relevant annotations on the dock receipt when the goods enter the yard, and attention should be paid to them. The requirements for the certificate of origin vary in different countries and regions, and it should be applied according to the regulations. Attention should be paid to the insurance clauses and the scope of exemptions on the insurance policy. The inspection and quarantine certificate should be processed according to the requirements of the types of goods and the destination. Attention should be paid to the change of the shipping schedule on the shipping order.

James Liu
James LiuYears of service:10Customer Rating:5.0

Foreign trade tax refund consultantConsult

The endorsement and transfer of the bill of lading should comply with the regulations, the amount on the commercial invoice should be consistent with the contract. The packing list should consider the requirements of the stability of the goods during the transportation process for the packing. The commodity code on the customs declaration form should be accurately classified. The special transportation conditions for special goods should be noted on the ocean freight booking note.

Elizabeth Li
Elizabeth LiYears of service:3Customer Rating:5.0

Compliance and risk managerConsult

During the circulation process of the dock receipt, attention should be paid to the signature confirmation of each link. The application for the certificate of origin should pay attention to the timeliness. In case of an accident, the insurance policy should be reported and claimed in a timely manner. If there is any non-compliance with the inspection and quarantine certificate, it should be rectified in a timely manner. When loading the goods on board according to the shipping order, attention should be paid to the loading and unloading state of the goods.

Emily Liu
Emily LiuYears of service:10Customer Rating:5.0

Settlement and payment expertConsult

The copy of the bill of lading sometimes also has an important role and can be used to check the information in advance. The heading of the commercial invoice should be accurate. The packing list should focus on the marking of the shipping marks of the goods. The declaration on the customs declaration form should be truthful, and the ocean freight booking note should pay attention to the special requirements of the shipping company.

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