Export Checklist
This checklist allows you to assess the progress of your exporting initiative or to get a snapshot of the entire process.
Before Exporting:
- Carefully examine the pros and cons of exporting to ensure it is viable
- Conducting a SWOT Analysis of your Export Capability
- Develop and implement an export plan
- Obtain an order
- Obtain an export license (if applicable)
- Process order for production
- Order any supplies or inventory if required to fill the order
- Make any necessary product modifications for the export market including but not limited to product adaption, redesign, labeling or packaging
- Prepare and send invoice to confirm terms of sale
- Arrange for agreed upon payment method from buyer (Ex: letter of credit, cash, credit card, terms, etc.)
- Prepare required documentation including but not limited to commercial invoice, packing slip,shipper's instructions, certificate of origin, standards documentation, health/sanitary certificateas required.
- Arrange for shipping and any additional documentation (Ex: invoice(s), special packaging or marking list, insurance, certificate of insurance and bill of landing as required), considering consulting with a knowledgeable freight forwarders and/or customs broker insure to arrange for successful preparation and delivery of product.
- Pack order and cross reference to invoice and packing slip
To Export:
- Arrange for shipment of product
- Complete export declaration if required
- Submit any permits if required
- Track Shipment
- Confirm receipt of goods
- Confirm receipt of payment if not paid prior to delivery
- Provide any required after-sales support
- Follow-up with client to check stock and need for additional product
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