1. Customer consultation:

Generally speaking, before the customer places an order, there will be related order inquiry so that the business department can know some details.

2. Quotation:

The business department responds to customers' inquiries in time, and determines the product name, model, manufacturer, quantity, delivery date, payment method, packaging specifications, cabinet type, etc. The peroforma invoice sends a formal quotation to the customer.

3. Get the order:

After negotiation, we received a formal order from our customers.

4. Place a production order:

After the customer's order is confirmed, place an order with the factory and arrange the production plan.

5. Business approval:

After receiving the order, the business department first makes a business audit sheet. Fill in the items in the "Export Contract Audit Form" truthfully, and list all kinds of estimated expenses as far as possible. The contract approval shall be accompanied by the fax of the customer's order and the purchase contract with the factory. The audit form should be signed by the salesman, approved by the department manager, and then submitted to the management for approval before implementation. If the amount is large, or there are terms such as advance payment and commission, it must be approved by the general manager of the company. After the contract is approved, a sales order will be made and handed over to the department process personnel for follow-up.

6. Release production notice:

After determining the delivery date, the business department can issue a production notice to inform the factory to produce on time when the following conditions are met:

(1) If it is a customer paying by letter of credit, it is usually confirmed to receive the letter of credit 1 month before the delivery date. After receiving the letter of credit, the salesman and the voucher clerk should review the letter of credit separately to check whether there are any mistakes, whether the delivery date can be guaranteed and other possible problems can occur. If there is any problem, the customer should be asked to change the letter of credit immediately.

(2) If it is a T/T payment customer, confirm that the deposit has been received.

(3): If it is a lending customer or receives foreign exchange through bank D/A, it needs the manager's confirmation.

7. Check:

(1) Inform the company inspector to inspect the goods one week before delivery.

(2) If the guest wants to inspect the goods by himself or the designated inspector, he should ask the customer to inspect the goods one week before the delivery date 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.

8. Prepare basic documents:

Make export contract, export commercial invoice, packing list and other documents (which should be made by the business merchandiser and handed over to the merchandiser) based on the packaging information provided by the factory.

9. Commodity inspection:

If it is a national legal commodity inspection product, you should explain the commodity inspection requirements when ordering from the factory, and provide export contracts, invoices and other materials needed for commodity inspection. But also tell the factory the export port of future products so that the factory can handle commodity inspection. You should get the inspection certificate/bill one week before delivery.

10. Chartering and booking positions:

(1) If the contract signed with the guest is FOB China, the guest will generally designate a transportation agent or shipping company. You should contact the freight forwarder as soon as possible to inform the delivery intention and understand the export port to be arranged, the shipping schedule, etc. And q confirm whether the factory delivery can be earlier than at least one week before the sailing date and whether the shipping schedule can meet the delivery date required by the guests. The written booking form should be sent to the freight company two weeks before the delivery date, and it can usually be obtained one week before the sailing 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 port of departure. After comparison, we choose a shipping company with favorable price, good reputation and suitable sailing schedule, and tell the salesman to inform the guests. If the guest disagrees, choose another shipping company recognized by the guest. Book the warehouse in writing two weeks before sailing, and the procedure is the same as above.

(3) If the goods are not enough for a small container and bulk cargo is needed, book the bulk cargo space 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 a warehouse with a transportation company, you must fax a written warehouse booking paper, indicating the scheduled date of shipment, the type and quantity of containers, the port of destination, etc. In order to avoid mistakes.

1 1. Arrange cabinet traction:

(1). After the goods are ready and qualified, entrust the trailer company to hoist the cabinet. Trailer companies should choose safe and reliable companies with reasonable prices to sign long-term cooperation agreements to ensure safety and punctuality. The following information needs to be faxed to the trailer company: booking confirmation/container release form, shipping company, booking number, power of attorney for towing containers, indicating container loading time, container type and quantity, container loading address, customs broker, loading port, etc. If the inspection company looks at the container, it should specifically state that it cannot be late. And asked to send back a cabinet information, listing the cabinet number, license plate number, driver and contact number.

(2) Fax a copy of the loading data to the factory, listing 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, stating the shipping time of the container, the actual shipment quantity, etc. 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.

12. Entrusted customs declaration:

At the same time, the documents required for customs declaration will be handed over to the cooperative customs broker, and the export customs declaration will be entrusted and the commodity inspection will be changed. There is usually two days for customs declaration (before the ship is intercepted). You should provide a container loading information, including cargo and quantity, port, shipping company, warehouse number, container number, sailing and closing time, trailer company, container type and quantity, contact person and telephone number of our company, etc.

13. 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 information should be made according to the letter of credit or customer's requirements, and the correct quantity of goods and some special requirements should be given, including the shipping certificate issued by the shipping company attached to the bill of lading.

(2) Urge shipping companies to issue samples of bills of lading and freight bills as soon as possible. After carefully checking the samples, confirm the contents of the bill of lading to the shipping company in writing. If the bill of lading needs to be confirmed by the guest, you should fax the sample of the bill of lading to the guest first, 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 transportation documents such as bill of lading in time after payment. Payment of freight should be registered.

14. Prepare other documents:

(1). Commercial invoice: among the documents required by the letter of credit, commercial invoice is the most stringent. The invoice date should be determined after the opening 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. If the invoice needs to be certified by the other embassy, it usually needs to be processed 20 days in advance.

(2) Format Certificate of Origin: Format Certificate of Origin shall be applied 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. For the goods transshipped through Hong Kong, it is usually necessary for China Commodity Inspection Company in Hong Kong to sign Certificate A to prove that the goods have not been reprocessed in Hong Kong.

(3) General certificate of origin: General certificate of origin can be handled in China Council for the Promotion of International Trade with lower requirements. It can be reissued not too long after delivery. If the certificate of origin needs the signature of the embassy, it must be processed 20 days in advance, just like an invoice.

(4) Notice of shipment: It is generally required to inform the guests of the details of 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 packages, shipping marks, port of destination agent, etc. Sometimes letters of credit require proof of delivery, such as fax report, letter delivery form, etc. , and pay attention to the processing within the time required by the guests.

(5) Packing list: The packing list shall clearly indicate the packing situation of the goods. It should show the quantity, gross weight, net weight and outer box size of each box. The total volume calculated according to the size of the outer box should be consistent with the indicated total volume. For the convenience of guests, the shipping mark and container number should be displayed. The weight and volume of the packing list should be consistent with the bill of lading.

15. Presentation:

(1) If a letter of credit is used to collect foreign exchange, all documents should be prepared within the specified prompt time, and carefully reviewed before being submitted to the bank for negotiation.

(2) If the remittance is received by telegraphic transfer, fax it to the guest immediately after obtaining the bill of lading, and then send the original bill of lading and other documents to the guest after confirming that the balance has been received.

(3). If T/T collects foreign exchange, it is required to collect the full amount as a counter, and it is necessary to wait for the foreign exchange to be collected before arranging counter hauling. You can send the original to the guests as soon as you get the bill of lading.

16. Business registration:

After each export business is completed, it should be registered in time, including computer registration and written registration, so as to make inquiries and statistics in the future.

17. File archiving:

All documents, letters of credit and negotiation documents must be kept for future reference.

18. Vouchers should pay attention to collecting information at ordinary times.

Freight rate changes, transportation dates, routes and other information to help sales people quote.