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Introduction to export procedures and documentation

Blended learning in London ()

£ 599 + VAT


  • Typology


  • Methodology


  • Class hours



This practical seminar takes a close look at export procedures and documentation. Its aim is to give all delegates confidence when organising export consignments whether from the sales, customer service or export administration and dispatch viewpoint.
Suitable for: Newcomers to export. Shipping department trainees. Export administrators who have had no formal training in export procedures. Dispatch department staff. Sales and customer service staff. Finance and invoicing administrators. Freight forwarders who wish to understand export documentary procedures and view this activity from the exporter's viewpoint. Management trainees

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Course programme

1 Ensure delays are avoided in getting goods to your customers overseas
■ Introduction to world trade – what is an export?
■ Understanding the role of HM Revenue & Customs and other regulators
■ Export presentation – under NES, the role of the forwarder, the importance of getting export
evidence, legal obligations and responsibilities
■ Introduction to the rules
– What is the integrated tariff of the United Kingdom?
– What is the Harmonised System of Commodity Codes?

2 Trading within the European Community (EC)
■ The 27 members – how are the old and the new members working together
■ Practical advantages of trading within the EC
■ Factors to be considered
– Free circulation of goods – what is it?
– Goods that are still controlled within the EC
■ Statistical reports – Intrastat & EC Sales List explained

3 A summary of Incoterms 2000
■ What are Incoterms?
■ Practical issues of using Incoterms
■ Division of transport costs
■ Obligations to insure and the passage of risk to the buyer
■ Commercial protection

4 Export documentation overview
■ Why are documents required? Country differences
■ Getting help – list of sources of help including websites, reference books and government
■ How to set up a country help sheet
■ Record keeping

5 Guide to export documents
■ Essential information on an export invoice
■ Exporter’s freight declarations – when to use them
– Export cargo shipping instructions
– Packing lists
– Aviation security declarations
– Standard shipping notes
– Dangerous goods declarations
■ Pre-shipment inspection – what is it and to which countries may it apply?

6 Declarations of origin and preference
■ What are certificates of origin and why are they required?
– Where do you obtain certificates of origin, issuing fees?
– Types of origin certificates
■ ATR Forms – trading with Turkey
■ Preference certificates, EUR1 - Forms and invoice declarations
■ Understanding the legal statements of preference

7 Transport matters
■ Goods on the move – a look at the chain of events
■ Transport documents – the differences explained
■ Modes of transport and service levels
■ Supply chain security

8 Glossary of useful terms

Additional information

Students per class: 35

Introduction to export procedures and documentation

£ 599 + VAT