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How should the process of foreign trade export agency be written specifically? What are the key points?

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I am recently responsible for recording the process of foreign trade export agency, but I haven't done related work before and I'm not quite sure where to start. I'd like to ask how the process of foreign trade export agency is usually written? Do I need to record every step in detail, or is it okay to just focus on the key nodes? I hope friends with experience can give some guidance so that I know the general framework and the places that need to be focused on.

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Professional consultant answers

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

International logistics consultantConsult

When writing the process of foreign trade export agency, first of all, it is necessary to clarify the key stages of the whole process. At the beginning is the stage of signing the entrustment agreement. Record the time, place and core terms of the agreement when the entrusting party and the agent reach the cooperation intention and sign the legally binding agreement.

Then comes the preparation and review of materials. Record the time when both parties prepare various export document materials, such as customs declaration forms, packing lists, etc., as well as the situation of the agent's review of the materials.

After that is the stage of handling goods. Record the production progress tracking and transportation arrangements of the goods, including the time nodes such as booking shipping space and loading the ship. Then there is customs declaration and inspection. Record the time and result of the declaration to the customs and inspection and quarantine departments. Finally, it is the settlement stage. Record the details of cost settlement, foreign exchange verification, etc. In short, we should not only pay attention to the key nodes but also appropriately record the important steps to ensure that the whole process is clearly presented.

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

Senior foreign trade managerConsult

You can write it in chronological order. Start from receiving the agency demand and write clearly the time when each action occurs, such as the day when you receive the customer's materials and the day when you complete the customs declaration. This can make the process clear at a glance.

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

Senior customs declaration consultantConsult

It is necessary to highlight the problems and solutions. For example, when encountering customs inspection during customs declaration, record the reason for the inspection, how to communicate with the customs, and finally how the problem was solved. This is very helpful for subsequent experience summarization.

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

Supply chain optimization expertConsult

Don't forget to record the communication situations with customers, suppliers, freight forwarders and other parties, such as the main contents of email exchanges and telephone communications. These are also very crucial for the progress of the process.

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

Settlement and payment expertConsult

Record the files involved in each link, such as the entrustment contract, bill of lading, etc. Indicate the file number and the acquisition time for easy query and traceability.

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

Foreign trade tax refund consultantConsult

You can draw simple charts for assistance, such as Gantt charts, which can intuitively show the time span and connection relationship of each stage and make the process clearer.

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

Compliance and risk managerConsult

For some important decisions, such as choosing which freight forwarder, record the decision basis and the participants so that it is convenient for later review.

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

Business coordination consultantConsult

Pay attention to the impact of policy and regulation changes on the process. Record the process changes made due to policy adjustments. This can reflect the compliance of the process.

Jennifer Wang
Jennifer WangYears of service:4Customer Rating:5.0

Market development consultantConsult

Regularly summarize the phased results, such as the work progress of a week or a month, and put them into the process record for easy overall control of the progress.

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