2021-01-24 20:38:55 youke

外贸接单流程(图1)

      

1. customer inquiry: generally, before the customer places an order, there will be relevant inquiry to the business department to understand the details.

2. quotation: the business department shall reply the inquiry of the customers in time, determine the name, model, manufacturer, quantity, delivery date, payment method, packing specification and cabinet type of the goods, and make formal quotation to the customers with proforma invoice.

3. get the order: after negotiation, receive the formal order from the customer.

4. make production order: after getting customer's order confirmation, make order to factory and arrange production plan.

5. business approval: after the business department receives the order, it first makes the business audit form. fill in the "export contract audit form" truthfully and list all kinds of estimated expenses as far as possible. for contract approval, fax of customer order and purchase contract with factory should be attached. the audit form should be signed by the salesman, approved by the department manager, and then submitted to the management department for approval before implementation. if the amount is large, or there are terms such as advance payment and commission, it should be approved by the general manager of the company. after the contract is approved, the sales order is made and handed over to the department planner for follow-up.

6. issue production notice: after the delivery date is determined, the business department can issue production notice under the following conditions, inform the factory to produce on time: 6.1: in case of l / c payment, the customer usually confirms that the l / c has been received one month before the delivery date. after receiving the l / c, the salesman and the documenter shall review the l / c respectively to check whether there is any error, whether the delivery date can be guaranteed, and other possible problems. if there is any problem, the customer shall immediately ask the customer to amend the l / c.

6.2: in case of t / t payment, confirm that the deposit has arrived. 6.3: if it's a loan customer or collecting foreign exchange through bank d / a, it needs to be confirmed by the manager.

7. inspection

7.1: inform the company inspector to inspect the goods one week before the delivery date.

7.2: if the customer wants to inspect the goods by himself or by 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.

7.3: if the customer designates a third party inspection company or jusheng bank 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. inform the factory of the inspection time after confirmation.

8. prepare basic documents. packing information provided by the factory, export contract, export commercial invoice, packing list and other documents (should be made by the business merchandiser and handed over to the documenter).

9. commodity inspection: if it is a national legal commodity inspection product, when placing an order to the factory, it is necessary to explain the requirements of commodity inspection, and provide the export contract, invoice and other information required for commodity inspection. in addition, it is necessary to tell the factory the export port of the products in the future, so that the factory can handle the commodity inspection. you should get the certificate / slip of commodity inspection and replacement one week before delivery.

10. chartering and booking:

10.1. if the contract signed with the guest is fobchina clause, usually the guest will appoint the transportation agent or shipping company. should contact the forwarder as soon as possible, inform the shipping intention, know about the export port to be arranged, shipping date, etc., q confirm whether the factory's delivery can be at least one week earlier than the shipping date, and whether the shipping date can meet the customer's requirements. a written order should be sent to the shipping company two weeks before the delivery date. usually, the order paper can be obtained one week before the ship leaves.

10.2 if the seller pays the freight, the seller shall consult the shipping company or shipping company about the shipping date, freight rate, port of departure, etc. as soon as possible. after comparison, choose the shipping company with favorable price, good reputation and suitable shipping schedule, and tell the salesman to inform the customers. if the guest does not agree, choose another shipping company approved by the guest. two weeks before sailing, the warehouse shall be determined in writing, and the procedure is the same as above.

10.3. if the goods are not enough for a small container and need to be transported in bulk, the bulk position shall be determined from the forwarder. when you get the warehousing paper, you need to know the closing time, warehousing declaration requirements, etc.

10.4. when ordering the warehouse to the transportation company, it is necessary to fax a written paper to indicate the shipping date, type and quantity of containers, port of destination, etc., so as to avoid mistakes.

11. arrange the trailer cabinet:

11.1. after the goods are ready and passed the inspection, entrust the trailer company to pick up and load the containers. 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 should be faxed to the trailer company: confirmation of placing container, shipping company, number of placing container, power of attorney for towing container, time of loading container, type and quantity of container, address of loading container, customs broker, port of loading, etc. if there is an inspection company to see the container, it should make a special statement, not late. and request to send back a copy of the listing information, listing the counter number, license plate number, driver and contact number, etc

11.2. fax a copy of the loading information to the factory, indicating the time, type, warehouse number, order number, license plate number and contact number of the driver. 11.3. the factory is required to fax a loading notice to the business department as soon as possible after the container leaves the factory, indicating the departure time of the container, the actual loading quantity, etc., and recording the packing number and seal number as the data of the bill of lading. it is required that the seal must be kept in mind after the cabinet is installed in the factory.

12. entrusted customs declaration: at the same time, the information required for customs declaration shall be submitted to the cooperative customs broker, and the export customs declaration and commodity inspection and customs clearance shall be entrusted. usually two days should be set aside for customs declaration (before the ship closes). when customs declaration is entrusted, a copy of container loading information shall be provided, including the cargo and quantity loaded, port, shipping company, warehouse number, container number, opening and closing time of the ship, trailer company, container type and quantity, contact person and telephone number of the company, etc.

13. obtaining transport documents:

13.1. the contents of the bill of lading supplement shall be faxed to the shipping company or freight forwarder within two days after sailing at the latest. replenishment should be done according to the requirements of l / c or customers, and give the correct quantity of goods, as well as some special requirements, including the shipping company's shipping certificate with the bill of lading, etc.

13.2. urge the shipping company to issue the sample bill of lading and freight bill as soon as possible. after carefully checking the samples, confirm the contents of the bill of lading in writing to the shipping company. if the b / l needs to be confirmed by the customer, fax the sample b / l to the customer first, and then ask the shipping company to issue the original after confirmation.

13.3. pay the freight and miscellaneous charges in time, and inform the shipping company to obtain the bill of lading and other transport documents in time after payment. payment of freight should be registered.

14. prepare other documents

14.1. commercial invoice: among the documents required by l / c, the requirements for commercial invoice are the most stringent. the date of invoice should be determined after the date of l / c and before the delivery date. the description of the goods in the invoice should be exactly the same as that in l / c, and the amount in figures and words should be correct. the terms of the invoice should be shown on the l / c, and the shipping mark should be shown. if the invoice needs to be certified by the other party's embassy, it should be handled 20 days in advance.

14.2. forma certificate of origin: forma certificate of origin should be applied to the inspection and quarantine bureau before delivery. it should be noted that the date of shipment should be before the delivery date and sailing date of l / c and after the invoice date. if the goods can not be handled before delivery, the certificate shall be issued after handling, and the documents such as customs declaration and bill of lading shall be provided. for goods transshipped through hong kong, the forma certificate is usually countersigned by the china commodity inspection company in hong kong to prove that the goods have not been reprocessed in hong kong.

14.3. general certificate of origin: general certificate of origin can be handled in china council for the promotion of trade, with lower requirements. it can be reissued not too long after delivery. if the certificate of origin needs to be countersigned by the embassy, it should be handled 20 days in advance, just like the invoice.

14.4 shipping notice: it is generally required to inform the customers of the details of shipment within a few days after the departure, including the name of the ship, flight number, departure date, expected arrival date, goods and quantity, amount, number of packages, shipping mark, destination agent, etc. sometimes l / c requests to provide proof of delivery, such as fax report, bottom sheet of sending letter, etc., which should be handled within the time required by customers.

14.5. packing list: the packing list shall clearly indicate the packing condition of the goods. to show the quantity of each box, gross weight, net weight, size of each box. the total volume calculated according to the size of the outer box should be consistent with the marked total volume. the shipping mark and case number should be displayed for the convenience of customers. the weight and volume of the packing list should be in accordance with the bill of lading.

15. presentation:

15.1. if l / c collection is adopted, all documents shall be prepared within the specified time of presentation, and the documents shall be strictly reviewed to ensure that there are no errors before they are submitted to the bank for negotiation.

15.2. if t / t collection is adopted, the original bill of lading and other documents shall be sent to the guest by fax immediately after obtaining the bill of lading and confirming the balance.

15.3. if the t / t collection requires full payment before the counter can be made, it is necessary to wait for the collection before arranging the trailer. after getting the bill of lading, you can send the original bill of lading to the guest immediately.

16. business registration: each export business shall be registered in time after completion, including computer registration and written registration, so as to facilitate future inquiry and statistics.

17. filing: all documents, l / c and negotiation documents must be kept in a complete set for future reference.

18. the documenter should pay attention to collect the information of freight rate change, shipping date, route, etc. in order to provide help for the salesman in quotation.


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