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WHAT IS AN EXPORT CHECKLIST?


  • 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 an invoice to confirm the terms of sale

  10. Arrange for an agreed-upon payment method from the 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, and health/sanitary certificate as 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), consider consulting with knowledgeable freight forwarders and/or customs brokers. ensure to arrange for successful preparation and delivery of the 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 the client to check stock and need for additional product



Ref; Caribbean Express Intellectual portal

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