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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:

  1. Carefully examine the pros and cons of exporting to ensure it is viable
  2. Conducting a SWOT Analysis of your Export Capability
  3. Develop and implement an export plan
  4. Obtain an order
  5. Obtain an export license (if applicable)
  6. Process order for production
  7. Order any supplies or inventory if required to fill the order
  8. Make any necessary product modifications for the export market including but not limited to product adaption, redesign, labeling or packaging
  9. Prepare and send invoice to confirm terms of sale
  10. Arrange for agreed upon payment method from buyer (Ex: letter of credit, cash, credit card, terms, etc.)
  11. Prepare required documentation including but not limited to commercial invoice, packing slip,shipper's instructions, certificate of origin, standards documentation, health/sanitary certificateas required.
  12.  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.
  13. Pack order and cross reference to invoice and packing slip

To Export:

  1.  Arrange for shipment of product
  2. Complete export declaration if required
  3. Submit any permits if required
  4. Track Shipment
  5. Confirm receipt of goods
  6. Confirm receipt of payment if not paid prior to delivery
  7. Provide any required after-sales support
  8. Follow-up with client to check stock and need for additional product