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Fri, 19 Jan


Online Training

Understanding Exporting & Export Documentation

This course develops the competencies that staff with export responsibilities need to deal with all aspects of exporting, including export documentation. Special feature: A hands-on workshop creating your export documents is included.

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Understanding Exporting & Export Documentation
Understanding Exporting & Export Documentation

Time & Location

19 Jan 2024, 09:00 – 12:00 GMT

Online Training

About the event

Would you like to learn more about the fascinating world of exporting? There's nowhere else to look! This extensive course is intended primarily for those who are interested in a refresher or who are just getting started with exporting.

This course will provide you with the fundamental abilities and understanding required to handle the challenges associated with exporting. This training is special because it uses a hands-on workshop where participants create their export documents using pre-defined data.

This course covers

A detailed explanation of the export process from inquiry to dispatch, including:

Actors in the exporting process

· A discussion on the roles and responsibilities of each act

How should one respond to an inquiry?

Which Incoterms ® 2020 ought you to select?

Which payment method works best?

Correct quoting considering the entire exporting process

Walk through all important Export Documentation

o Financial documentation required for exporting (e.g. Order Acknowledgment / Pro Forma Invoice / Commercial Invoice (and the difference

o Transport / Shipping documentation required for exporting (e.g. packing lists)

o Customs Documents (Customs Declaration, preference documents including certificates of origin)

o Pre-shipment Inspections / Packing

Workshop: Create Your Export Document (see below)

Overview of Relevance of the Customs Compliance Triangle (Classification, Origin, Valuation)

Discussion of Customs Duty Savings Opportunities (Simplifications and Special Customs Procedures for exports)

· Choosing How to Move the Goods

· Transportation Considerations

· How to determine licence requirements and consider export controls & sanctions correctly

· Scheduling the Shipment and Freight Forwarder Responsibilities

· Contracts of Carriage / Transport documentation

Proof of Export and the importance of zero-rating the VAT correctly

· Record Keeping and Audit

· Labelling and packing lists

· Export Declaration and Notifying the Freight Forwarder;

· Common mistakes and best business practices

· What to do when things go wrong

SPECIAL FEATURE: Hands-On Workshop

We will carry out a hands-on workshop to assist you in determining and creating your export documentation.

Quiz & Certification

Participants are invited to complete a Quiz after the training and will have 48 hours to complete it after the training. If they pass with a rate of 80%, they will receive a Certificate of Completion. This ascertains that you have received formal training and have met the above-mentioned outcomes and results. Those achieving a pass rate of below 80% or not completing the course, will receive a Certificate of Participation


Practical Aspects

Course ID: DITC-001

This course is covered by our terms and conditions. Please review them before signing up for this course.


  • General Admission

    Select this if you hold no paid plan premium subscription with Customs Manager Ltd.

    From £99.00 to £199.00
    Sale ended
    • £199.00
      +£4.98 service fee
    • £99.00
      +£2.48 service fee
    • £99.00
      +£2.48 service fee
    • Premium Paid Plan Subscriber

      Select this ticket if you are a holder of an active annual Premium Paid Plan with Customs Manager Ltd.

      +£2.48 service fee
      Sale ended



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