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Export documents

Export documents

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Export documents

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  1. Export documents • Learning objectives: • The students are required to • 1. Understand the importance of export documents in foreign trade; • 2. Master the types of export documents; • 3. Have a clear idea about the requirements of making out the export documents; • 4. Have a good command of useful words and sentences.

  2. An Introduction to Export documents • Ability objectives • Know how to read the relative export documents; • Know how to make out the relative export documents. • Job objectives • Have a clear idea about the flow chart of the export documents.

  3. Warm-up activities (1-1) • What should we learn from this book? • W should learn to read, check and make out proper foreign trade documents in English. • What do you know about foreign trade documents? • Foreign trade documents are mainly used in the international trade. They include: • 1. Financial documents: • Bill of exchange / Draft

  4. Warm-up activities (1-2) • 2. Commercial documents: • Invoice, Packing, List, • Bill of Lading, Insurance policy etc. • 3. Official documents: • Certificate of Origin, Customs Invoice, Inspection certificate etc. • 4. Other certificates: • Itinerary Certificate, Beneficiary’s Certificate, Copy of Cable/Telex/Fax

  5. Warm-up activities (1-3) • What is the purpose of learning? • It’s the basic skill needed for our future job. • Moreover, it is the necessary knowledge when we take part in such exams as “National Examination for Foreign Trade Salesmen ”, or “National Examination For Customs Declaration Staff ”.

  6. A general idea about export documents(2-1) • What does “ export documents” refer to? • By extension it refers to all the documents, papers and certificates which used to deal with the transportation, insurance , asking for inspection and customs declaration etc. • By narrow sense, it just refers to letter of credit and the documents used to settle exchange.

  7. A general idea about export documents(2-2) • What is the importance of export documents? • It is necessary for both importer and exporter to carry out their contract. • It is the basic tool used to settle exchange in the international trade. • It is the necessary method to carry out contract. • It is enforceable by law.

  8. A general idea about export documents(2-3) • What are the types of export documents? • Besides Contract and Letter of Credit, documents usually include: • 1. Commercial documents • 2. Financial documents • 3. Official documents • 4. Other certificates

  9. A general idea about export documents(2-4) • 1. What does commercial documents includes? • 1) Commerce Invoice • 2) Packing Documents: • (1) packing list • (2) detailed packing list • (3) packing specification • (4) measurement list • (5) assortment list • (6) weight list/weight memo

  10. A general idea about export documents(2-5) • (7) packing declaration • 3) Insurance policy/ certificate • 4) Transport documents: • (1) ocean bill of lading • (2) air waybill • (3) cargo receipt • (4) postal receipt

  11. A general idea about export documents(2-6) • (5) railway bill • (6) combined transport document • 2. What does financial document include? • 1) Bill of Exchange / Draft (an unconditional paying order: ) • 2) Cheque / Check • 3) Promissory Note

  12. A general idea about export documents(2-7) • 3. What are the official documents? • 1) Certificate of Origin Customs Invoice • 2) Inspection Certificate • 4. How about the other certificates? • 1) Beneficiary’s Certificate • 2) Black List Certificate • 3) Copy of Cable / Telex / Fax / Insurance declaration

  13. A general idea about export documents(2-8) • 4) Certificate of Vessel’s Nationality • 5) Itinerary Certificate • 6) Captain’s Receipt • 7) Freight Receipt • What are the requirements of making foreign trade documents? • All the required documents should: • 1. Comply with the L/C or the contract;

  14. A general idea about export documents(2-9) • 2.Comply with each other; • 3. Comply with the goods shipped • At the same time all the documents should be: • 1. Correct • No errors, mistakes or omission at all, otherwise no money can be got from the bank. • 2. Complete

  15. A general idea about export documents(2-10) • A complete full set of documents required by the L/C. • 3. Concise • The content of the documents should be clean, clear and easy to understand. • 4. Timely • Present all the documents as soon as possible otherwise we may suffer great loss in interest.

  16. A general idea about export documents(3-1) • 1. How do you begin your business with a foreign company? • 1) Seek business partners : • write letters/search online, get to know the customer and let the customer know you • 2) Have business discussion: • write letters/face to face talk/talk on phone/send e-mail • 3) Sign a contract

  17. A general idea about export documents(3-2) • 2. What will you do after signing a contract? • 1) Get goods ready and urge the establishment of an L/C; • 2) Check L/C and amend the L/C if necessary Pack the goods and stencil shipping mark; • 3) Book shipping space/charter a ship; • 4) Ask for inspection ; Declare to the Customs; • 5) Cover insurance and effect shipment;

  18. A general idea about export document(3-3) • 6) Make out shipping documents and present for negotiation. • 3. What documents are required in each step? • 1) Contract, L/C • 2) Packing and stencil mark:Invoice, Packing List • 3) Shipping Note/Booking Note , Shipping Order, Mate’s Receipt, Counterfoil

  19. A general idea about export document(3-4) • 4) Contract, Copy of the L/C, invoice, Packing List, Certificate of Origin, Certificate of Inspection,S/O etc. • 5) Insurance Policy • 6) Other documents: B/L, Draft etc. • What is the flow chart of an export transaction? •  Negotiation •  Sign Contract •  Buyer applies for L/C

  20. A general idea about export document(3-5) •  Open L/C by bank •  L/C transfer to seller •  Shipment of goods & files to bank •  Applicant settles bill to get files for picking up goods from carrier

  21. Job project: • Tell the flow chart of an export transaction: • Negotiation-Sign ContractBuyer applies for L/C Open L/C by bankL/C transfer to sellerShipment of goods & files to bankApplicant settles bill to get files for picking up goods from carrier

  22. Ability training Task (1-1) • 一、单项选择题 • 1.单证缮制必须做到正确、完整、及时、简洁和清晰,其中( )是单证工作的前提。 • A正确B.完整C.及时D.简明 • 2.各种单据的签发日期应符合逻辑性和国际惯例,通常( )日期是确定各单据日期的关键。 • A.发票 B 提单C.许可证D报关单 • 3.各种单据的签发日期应符合逻辑性和国际惯例,通常( )日期是议付单据出单最早时间。 • A发票B.提单C保险单 F.报关单

  23. Ability training Task (1-2) • 4.各种单据的签发日期应符合逻辑性和国际惯例,通常( )日期是议付单据出单最晚的时间。 • A.发票 B.报关单 C保险单 D.汇票 • 5.根据联合国设计推荐使用的用英文字母表示的货币代码,如下表述不正确的是( ) • A CNY65. 00 B. GBP65. 00 C. USD65. 00 D. RMB65.00 • 6.在信用证业务中,有关当事方处理的是( ) • A.服务 B.货物 C单据 D.其他行为0 • 7.狭义的单证是指( )。 • A.单据和文件B.信用证和证书C单据和信用证D.信用证和文件

  24. Ability training Task (1-3) • 8.按照贸易双方涉及的单证划分,进口单证包括( )。 • A.商业发票B.汇票C信用证D.产地证 • 9. ATP的含义为( )。 • A加速贸易付款B.加速贸易C.加速付款D.加速贸易收款 • 10.根据联合国推广使用的国际标准,以下日期代码表示正确的是( )。 • A.2005/8/4 B2005-08-04 C.04/08/2005 D.08/04/2005

  25. Ability training Task (1-4) • 二、多项选择题 • 1.所谓单证是指进口业务中使用的各种( ),如商业发票和提单等,买卖双方凭借这些单据来处理货物的交付、运输、保险、商检和结汇等。 • A.单据 B证书 C检验检疫证书 D 保险单 • 2.外贸单证工作主要有( )等方面的内容它贯穿于进口合同履行的全过程。 • A.审证 B 制单C.审单D.交单 • 3.外贸单证工作具有( )等特点,必须仔细、认真、及时地做好这项工作。 • A.工作量大 B涉及面广 C.时间性强D.要求高 • 4.单证缮制的具体要求是( ) • A.正确 B.完整 C 及时 D.简洁和清晰

  26. Ability training Task (1-5) • 5.根据推广使用的国际标准,运输标志由( )组成。 • A.收货人简称B.目的地C.参考号D.件号 • 6. 货运单据包括( ) • A.装运通知B.租船和约提单C.报关单D.船舱证明 • 7.制单中“三相符”的要求包括( ) • A.单证相符 B.单单相符C 单货相符 D.货同相符 • 8..国际商务单证的工作意义有( ) • A.单证是国际结算的工具 B.它是经营管理的重要环节 • C.它是企业业务和素质的体现 D它是改策性报强的涉外工作

  27. Ability training Task (1-6) • 9下列选项中哪些是商业单据( ) • A.发票B.运输单据C:.契据D.保险单 • 10. 随着海运事业的发展,( )和( )发展成为可以转让的结算单据。 • 提单B.海运单 C.大副收据D.保险单 • 三、判断题 • 1. 单证工作能及时反映货、船、证等业务的管理现状,为了杜绝差错事故的发生,避免带来不必要的经济损失,因此必须加强工作责任心。( )

  28. Ability training Task (1-7) • 2. 外贸单证员是指外贸业务履行中,根据销售合同、信用证条款进行缮制和出具各种单据、证书的工作人员。( ) • 3. 广义的单证指各种文件和凭证。( ) • 4. 在国际结算中 货物是贸易双方进行结算的基础和依据。( ) • 5. 从商业观点来看,可以说CFR合同的目的不是货物本身,而是与货物有关的单据的买卖。 • 6. 单证“三相符”中最主要的是“单货相符”。( ) • 7. 银行在审单时,如信用证无特殊规定,都是以《跟单信用证统一惯例》作为审单的依据。