1 / 28

Export documents

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;

burt
Download Presentation

Export documents

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  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。

More Related