Free Export Sales Process Checklist

Prepared by:

[Your Name]

Company Name:

[Your Company Name]

Review the customer's inquiry to fully understand their needs and requirements.

Confirm the details and availability of the product requested.

Provide an accurate pricing quote based on the inquiry and product specifications.

Confirm sale terms (delivery, payment).

Negotiate the price, payment terms, and any applicable discounts.

Finalize the sales agreement and ensure both parties sign to confirm the deal.

Confirm the order with the customer and send an order confirmation.

Enter the order details into the sales system for processing.

Check if the product is available or if production is needed.

Conduct quality control checks to ensure product standards.

Prepare a proforma invoice for the customer and customs purposes.

Choose the best shipping method (sea, air, or land).

Prepare all required export documents, including the commercial invoice, packing list, and certificate of origin.

Ensure compliance with customs regulations in the destination country.

Arrange for insurance to cover the goods during shipping, if necessary.

Schedule the pickup or delivery of goods to the port or warehouse.

Make sure the products are properly packaged and labeled for export.

Submit all required documents to customs for export clearance.

Track the shipment to ensure it is delivered on time and without issues.

Confirm with the customer that the goods have been delivered.

Ensure the customer receives all necessary delivery documentation, such as the proof of delivery.

Provide customer support for any post-delivery issues or claims.

Send the final invoice to the customer, including any extra charges like taxes or duties.

Request feedback from the customer to improve future sales.

Address any issues the customer may have after receiving the goods.

Review the entire export process for any improvements.

Update the customer on new products or offers.