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How should the documents be arranged for export agency? Please give me some pointers

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The company I work for plans to find an agent to export products. I don't know much about arranging documents for export agency. I'd like to ask, what documents are generally required for export agency? What are the functions of these documents respectively? Are there any special precautions during the preparation process? I hope professional people can help me answer in detail. Thank you so much!

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Professional consultant answers

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

Cost control consultantConsult

The following are the main documents usually required for export agency:

First is the commercial invoice. It is a list of the shipping prices issued by the exporter to the importer. It is the basis for bookkeeping by both the buyer and the seller, and also the general description for customs declaration and tax payment for imports and exports. The information such as the description of the goods, quantity, unit price, and total price should be filled in accurately.

The packing list is used to describe the details of the goods packaging, such as the form of packaging, quantity, gross weight, and net weight, so that the importer and the customs can understand the situation of the goods packaging.

The bill of lading, as a receipt of the goods, proof of the transportation contract, and document of title, is of great importance. It is necessary to ensure that the information on the bill of lading is consistent with that on other documents, especially the consignee, the notify party, and the description of the goods.

There is also the certificate of origin, which proves that the goods originate from a specific country or region and can enjoy the corresponding tariff preferences. The real and accurate origin information should be provided as required. In addition, an insurance policy may also be required, etc., depending on the trade terms specifically. When preparing the documents, it is necessary to ensure that the information on each document is consistent, meets the requirements of the trade contract and the letter of credit (if any), and is prepared and submitted in a timely and accurate manner.

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

Senior customs declaration consultantConsult

Generally, there will be a customs declaration form. This is an important document for declaring to the customs when the goods are imported or exported. The information of the goods should be filled in truthfully, including the commodity code, etc., otherwise it will affect the customs clearance.

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

International logistics consultantConsult

There is also a draft. It may be used when the settlement is made by letter of credit or collection method. It is used by the exporter to claim the payment from the importer. Attention should be paid to the filling, for example, the amount in words and figures should be the same.

Andrew Huang
Andrew HuangYears of service:7Customer Rating:5.0

Supply chain optimization expertConsult

The inspection and quarantine certificate is also common. If the goods need to be inspected and quarantined, this certificate proves that the goods meet the relevant standards. It should be applied for according to the prescribed process and obtained in a timely manner.

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

Foreign trade tax refund consultantConsult

The export license is required if the exported products belong to the controlled category. It is necessary to understand the policies in advance and apply according to the requirements, otherwise the products cannot be exported.

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

Document expertConsult

The shipping advice is also important. It is the notice sent by the exporter to the importer after the goods are loaded on the ship, so that the importer knows that the goods have been loaded on the ship and the estimated arrival time at the port, etc., which is convenient for the importer to prepare to receive the goods.

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

Business coordination consultantConsult

The beneficiary's certificate proves that the exporter has fulfilled the obligations stipulated in the contract or the letter of credit. It should be accurately issued according to the relevant requirements.

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

Compliance and risk managerConsult

The customs invoice is required by the customs of some countries. It is used to verify the value and origin of the goods, etc. It should be filled in according to the format prescribed by the customs of the destination country.

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

Settlement and payment expertConsult

The consular invoice is the invoice authenticated by the consul of some countries. Its function is similar to that of the customs invoice. It is necessary to understand in advance and handle the consular authentication according to the requirements.

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

Customer service consultantConsult

The verification and cancellation form for export proceeds was commonly used before. Although it is no longer used in some areas after the reform, some businesses may still be involved. It is used to verify and cancel the situation of receiving foreign exchange. It should be operated according to the regulations of the local foreign exchange administration.

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