What Documents Does an Agent Need to Prepare for Export?

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Our company plans to engage an agency for export business. We heard that the agency will help prepare documents on our behalf. We'd like to understand, exactly which documents does an export agent prepare? Are these documents crucial for the export process? We hope experienced friends can provide a detailed introduction, so we can have a clear understanding and avoid problems during cooperation.
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Robert Tan
Robert TanYears of service:5Customer Rating:5.0

International Market Development AdvisorStart a Chat

Agency export typically involves preparing various key documents. First is the commercial invoice, which details information about the export goods, such as description, quantity, unit price, and total price, serving as the basis for payment settlement between buyer and seller.

The packing list is also very important. It specifies the packaging details of the goods, including the dimensions, weight, and quantity of goods in each package, making it convenient for customs and the consignee to understand the packaging situation of the goods.

The customs declaration form is an essential document for declaring exports to customs. Its content covers various information about the goods and trade methods, and it is crucial for whether the goods can clear customs smoothly.

The bill of lading is an important document for cargo transportation, representing ownership of the goods and stipulating the rights and obligations between the carrier and the shipper. In addition, a certificate of origin may also be prepared, proving the country of origin of the goods and affecting the import country's tariff policies. These documents are integral throughout the export process and play a vital role in successfully completing the transaction.

References: How are agency fees for imported products generally charged?
Richard Wu
Richard WuYears of service:8Customer Rating:5.0

Global Trade Operations ExpertStart a Chat

A bill of exchange is generally prepared; under the letter of credit payment method, it is a document used by the exporter to demand payment. Additionally, there's the inspection application form; if goods require inspection and quarantine, this document is needed to declare to the inspection and quarantine department.

Thomas Li
Thomas LiYears of service:7Customer Rating:5.0

Import Licensing AdvisorStart a Chat

The insurance policy is also a common document prepared by an agent. If the goods need to be insured, the agency will assist in its creation. It specifies the rights and obligations between the insurance company and the insured, and claims for losses during cargo transportation can be made based on it.

David Chen
David ChenYears of service:10Customer Rating:5.0

Trade Compliance AdvisorStart a Chat

Other documents that an export agent may prepare include the shipping advice. After the exporter loads the goods onto the ship, they should promptly send a shipping advice to the importer, to allow the importer to prepare for receiving the goods and other related matters.

Michael Zhang
Michael ZhangYears of service:10Customer Rating:5.0

Customs Clearance SpecialistStart a Chat

The export license may also be prepared by the agency. Exports of certain specific goods require an export license issued by relevant departments to comply with the country's trade control regulations.

Anthony Luo
Anthony LuoYears of service:10Customer Rating:5.0

Trade Compliance ExpertStart a Chat

The GSP certificate of origin is also relatively common. It is a certificate of origin issued under a system of tariff preferences that developed countries grant to developing countries for their exports of manufactured and semi-manufactured products, which is general, non-discriminatory, and non-reciprocal.

Linda Guo
Linda GuoYears of service:3Customer Rating:5.0

Trade Dispute MediatorStart a Chat

A weight memo (or weight list) may also be prepared sometimes. It mainly indicates the weight of the goods and is very important in transactions where cargo weight is emphasized.

Sophia Wang
Sophia WangYears of service:6Customer Rating:5.0

International Logistics CoordinatorStart a Chat

In addition to the bill of lading, other transport documents, such as air waybills (applicable to air transport), may also be prepared by the agent, to clarify relevant information about cargo transportation.

Olivia Liu
Olivia LiuYears of service:6Customer Rating:5.0

Foreign Exchange Risk ManagerStart a Chat

A beneficiary certificate may also be prepared. This is a certificate issued by the exporter as required by the letter of credit, to prove that they have fulfilled relevant obligations, such as shipping on time.

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