First, customer inquiries

Second, the quotation

(Respond to the customer in time to confirm the product name, model, manufacturer, quantity, delivery date, payment method, packaging specifications, cabinet type, etc. )

Third, get the order (confirm the purchase order)

Four. Business approval

Five, issued a production notice (order from the factory, arrange the production plan and procurement plan)

After the delivery date is determined and the following conditions are met, the business department can issue a production notice to inform the factory to produce on time.

1. If it is a customer paying by letter of credit (commonly used), it is usually confirmed that the letter of credit has been received. After receiving the letter of credit, it should be audited to check whether there are any mistakes, whether the delivery date can be guaranteed and other possible problems. If there are any problems, you should ask the customer to correct them immediately.

(Attachment-1: Documentary Letter of Credit Process)

A. The buyer and the seller stipulate in the trade contract that payment shall be made by documentary credit.

The buyer informs the local bank (issuing bank) to open a letter of credit in favor of the seller.

The issuing bank requires another bank to advise or confirm the letter of credit. (Note: Generally, intermediate banks need to be added, usually Swiss banks)

The advising bank informs the seller that the letter of credit has been opened.

E. the seller submits the documents to the designated bank. The bank can be the issuing bank, or the paying bank, accepting bank or negotiating bank specified in the letter of credit. )

The bank examines documents according to the letter of credit. If the documents meet the requirements of the letter of credit, the bank will make payment, acceptance or negotiation according to the provisions of the letter of credit.

A bank other than the issuing bank sends the documents to the issuing bank.

H. After examining the documents, the issuing bank shall make payment to the bank that pays, accepts or negotiates according to the letter of credit in the form agreed in advance.

First, the issuing bank will deliver the documents after the buyer pays, and then the buyer will pick up the goods against the documents.

(Attachment -2: Where to check immediately after receiving the letter of credit)

A. Are the names and addresses of the companies of the buyer and the seller exactly the same as those printed on the invoice?

Does the payment guarantee mentioned in the letter of credit meet the requirements of the beneficiary?

C. is the amount in the letter of credit correct? The total amount of the letter of credit shall be consistent with the contract, including all the fees payable under the contract.

D. do the payment terms meet the requirements? Exporters usually demand immediate payment unless they are targeting certain countries or certain importers. Under the condition of usance letter of credit, the term of the draft should be the same as that stipulated in the contract.

E. Do the trade terms mentioned in the letter of credit meet the original requirements of the beneficiary?

F can the documents and shipping documents be delivered to the bank within the validity period?

G. can you provide the required shipping documents?

H. Are the insurance clauses consistent with those in the sales contract?

1. Insurance risks. The beneficiary should contact China People's Insurance Company to decide whether to accept the applicant's request. The expenses beyond the insurance scope stipulated in the sales contract shall be borne by the insured.

J. the insured amount. Most letters of credit require insurance at 1 10% of the CIF invoice value.

K. Is the description (including free items) and quantity of goods written correctly? If any omissions or errors are found in the inspection conducted according to the above items, the following points shall be determined immediately and necessary measures shall be taken:

A) Can you change the contents of the plan or document accordingly to match them?

B) Should the buyer be required to amend the letter of credit, and who should pay the amendment fee?

C) In case of doubt, you can consult the contact bank or advising bank of this unit. Note: You can only decide to modify it if the applicant, beneficiary and relevant bank agree.

(Attachment -3: Letter of Credit Settlement)

Article 10 of the Uniform Customs and Practice stipulates: "All letters of credit must clearly indicate whether they are applicable to immediate payment, deferred payment, acceptance or negotiation."

A. immediate payment (the beneficiary sends the documents to the paying bank. The bank examines the documents and the terms of the letter of credit, and pays the beneficiary after they are consistent. )

B. Deferred payment (the beneficiary sends the documents to the bank that undertakes the deferred payment, and after the bank verifies that the documents conform to the terms of the letter of credit, it will pay according to the maturity date that can be determined in the letter of credit. )

C. Acceptance draft (the beneficiary sends the documents and the issued usance draft to the bank handling the letter of credit, the "acceptance bank". After the bank verifies that the documents meet the conditions of the letter of credit, it accepts the draft and returns it to the beneficiary.

D negotiation (the beneficiary shall send the documents together with the sight or deferred draft drawn on the drawee as stipulated in the letter of credit to the negotiating bank. Negotiating banks can purchase documents and drafts after checking that the documents are in conformity with the provisions of the letter of credit.

2. If it is a customer paid by T/T, make sure that the deposit has arrived.

Six, inspection (if it is a single, do not need to wait until the goods arrive at the scene)

1. One week before delivery, notify the company inspector to inspect the goods.

If the guests want to appoint their own inspectors to inspect the goods, they should ask the customers to inspect the goods one week before delivery and inform the planning department of the inspection date.

3. If the guest designates a third-party inspection company or a fair company to inspect the goods, he should contact the inspection company two weeks before the delivery date to make an appointment for the inspection time, so as to ensure that the time is arranged before the delivery date. Notify the factory of the inspection time after confirmation.

Seven. Prepare basic documents

According to the purchase order and the packaging materials provided by the factory, make export contracts, export commercial invoices, packing lists, weight lists, certificates of origin, quantity lists, beneficiary certificates, quality certificates and other documents. )

Viii. Commodity inspection (one week before the delivery of the commodity inspection certificate/article)

The specific operation is as follows:

A. Receive a blank inspection application form marked with "SGS inspection number" (I.O.NO) and SGS-CSTC "ICN" from the customer, and notify the exporter to submit documents and arrange inspection.

B application for inspection: an inspection application form (RFI) with SGS inspection number must be filled in 7 days before the goods are exported, together with proforma invoice, proforma packing list and spare parts list, product technical specifications, samples, letter of credit and manufacturer's test report. (All documents submitted to SGS-CSTC shall be marked with SGS inspection number) and faxed to the nearest SGS-CSTC branch (China Import and Export Commodity Inspection Company). The detailed information of suppliers should be listed on the inspection application form.

C. Acceptance of inspection: SGS-CSTC does not charge exporters any pre-shipment inspection fees required by CISS national laws and regulations, and exporters are obliged to prepare goods and provide necessary manpower and equipment for the successful completion of inspection.

D application for notarization report: after the export goods are declared to the customs for shipment, the exporter must prepare the original bill of lading, invoice packing list, etc. And apply to SGS for a notarized report. After SGS-CSTC completes the inspection, it shall fax the final documents to SGS-CSTC Shanghai Economic Affairs Department by country. All documents submitted to SGS-CSTC shall be marked with SGS inspection number. Obtain the safety label issued by CSTC SGS.

Nine, contact the freight company

(Note-1: Procedures for contacting freight companies and documents to be filled in)

A. Fill in the consignment note according to the relevant shipping terms in the letter of credit or contract and send it to the freight company before the receiving deadline.

After the goods are loaded, the captain or the first mate will sign the first mate's receipt or the dock receipt.

Exchange the mate's receipt or dock receipt for the bill of lading of the freight company.

D. After the goods are shipped, a shipping notice can be sent to the foreign buyer, so that the other party can prepare payment, honor bills and handle receipt.

Specific operation steps:

I. Issuing consignment notes to freight companies

Two. The freight company sends back the bill of lading (S/O) and asks the shipper to deliver the goods to the designated loading place.

Three. The shipper will send the loading list and two copies (receipts) issued by the freight company to the customs for export declaration, and then send the packing list and receipt to the tally company.

Four. The freight company shall prepare the loading list (L/L) according to the S/O deposit and deliver it to the ship.

Verb (abbreviation of verb) The ship's first mate prepares a cargo stowage plan (C/P) according to L/L, and submits it to the freight company for stowage, and the cargo handling company arranges the planned shipment.

The consignor delivers the goods to the dock warehouse, during which the commodity inspection and customs will go to the port for inspection and customs clearance.

Seven. After the goods are loaded, the tally leader will check the S/O and the receipt (M/R), and leave the S/O and issue the receipt.

Eight. The tally leader shall hand over the Engine Management Record issued by the Chief Officer to the shipper.

Nine. The shipper takes the M/R to pay the freight (in the case of prepaid freight) and pick up the bill of lading (B/L).

X. After verification, the freight company will leave the M/R and issue the bill of lading to the shipper.

1. If the contract signed with the guest is FOB China, the guest usually designates a transportation agent or shipping company. You should contact the freight forwarder as soon as possible and send a written booking notice to the freight company two weeks before the delivery date.

2. If the seller pays the freight, he should consult the freight company or shipping company as soon as possible about the shipping schedule, freight rate and sailing port. And tell the guests that if the guests don't agree, they will choose another shipping company recognized by the guests and book the shipping space in writing two weeks before sailing.

3. If the goods are not enough for a small cabinet and need bulk goods, book the location of bulk goods with the freight forwarding company. When you get the warehouse receipt, you should also know the customs clearance time, warehousing declaration requirements and so on.

4. When booking shipping space from a transportation company, a written shipping space booking form must be faxed, indicating the scheduled shipment date, container type and quantity, destination port, etc. In order to avoid mistakes.

X. arrange to tow the cabinet.

1. After the goods are ready and qualified, entrust the trailer company to hoist the cabinet. Fax the following information to the trailer company: warehouse confirmation/container release form, shipping company, warehouse number, container towing power of attorney, indicating container loading time, container type and quantity, container loading address, customs broker and loading port.

2. Fax a copy of the loading information to the factory, indicating the loading time, cabinet type, warehouse order number, order number, license plate number and driver's contact telephone number.

3. The factory is required to fax a shipping notice to the business department as soon as possible after the container leaves the factory, indicating the departure time of the container and the actual shipment quantity. And record the package number and seal number as the information of the bill of lading. The factory is required to remember to put a seal on the cabinet after loading it.

XI。 Entrusted customs declaration

1, download filing data online.

2. Enter the customs declaration form offline

3. Upload the customs declaration form online

4. Online declaration and examination of customs declaration forms

5. Online declaration and confirmation of customs declaration

6. Customs review the customs declaration form (H883 system completed)

7, online query guarantee and receipt.

Twelve. Obtain transport documents

1. Fax the contents of the bill of lading to the shipping company or freight forwarder within two days after sailing at the latest. Supplementary materials should be made according to the letter of credit or the customer's requirements, and the correct quantity of goods and some special requirements should be given, including the shipping certificate attached with the bill of lading required by the shipping company.

2. Urge the shipping company to send the sample bill of lading to the guests as soon as possible, and then ask the shipping company to issue the original after confirmation.

3. Pay the freight and miscellaneous fees in time, and notify the shipping company to obtain the bill of lading and other transportation documents in time after payment. Payment of freight should be registered.

Thirteen. Prepare other documents

1. Commercial invoice (for finance): The invoice date shall be determined after the issue date and before the delivery date. The description of the goods on the invoice should be exactly the same as that on the letter of credit, and the figures and amounts on the text should be correct. The invoice terms in the letter of credit should be displayed, and the shipping mark should also be displayed.

2. Form a certificate of origin: apply to the inspection and quarantine bureau before delivery. It should be noted that the date of transportation should be before the delivery date and sailing date of the letter of credit and after the invoice date. If it fails to be handled before delivery, it is necessary to provide customs declaration, bill of lading and other documents for certification.

3. General certificate of origin: it can be handled in the China Council for the Promotion of International Trade, with lower requirements. It can be reissued not too long after delivery.

4. Shipment notice: It is generally required to inform the guests of the details of the shipment within a few days after sailing, including the name of the ship, flight number, sailing date, expected arrival date, goods and quantity, amount, number of pieces, shipping marks, port of destination agent, etc.

5. Packing list: It should show the quantity per box, gross and net weights per box, outer box size, shipping mark and box number, etc.

Fourteen Submission of documents

1. If a letter of credit is used to collect foreign exchange, all documents (export contract, export commercial invoice, packing list, weight list, certificate of origin, quantity list, beneficiary certificate and quality certificate) should be prepared within the specified prompt time, and the documents should be strictly examined to ensure that they are correct before being submitted to the bank for negotiation.

2. If telegraphic transfer is used to collect foreign exchange, fax it to the guest for payment immediately after obtaining the bill of lading, and then send the original bill of lading and other documents to the guest after confirming the receipt of the balance.

Fifteen. Business registration

Sixteen, file filing