This unit is about preparing for documentation activities involved in trade. It includes interacting with the exporter, shipping lines, shipper to gather information for documentation.
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Obtain information from the client on cargo movement requirement
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Plan and arrange for cargo export
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Plan for receipt of export cargo
Prepare documents for cargo movement
prepare all documents required for cargo as per regulatory and standard operating procedure. It also includes arranging for special documents required for specific project / special purposes such as dangerous goods, duty free goods.
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Receive details of cargo documentation requirement
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Prepare documentation for cargo import/export
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Coordinate for all custom clearance related documentation requirement
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Use computer and internal systems for import documentation
Coordinate with various agents for smooth process
coordinating with various stakeholders such as custom clearance executive, field associate, client, customs officer, etc to arrange for documentation required to receive/send the cargo
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Interact with various stakeholders for cargo movement
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Coordinate and track the shipment during transit
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Ensure all the documentation and requirement are met for the transaction
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Meet the organization requirement in the operation
Maintain health, safety and security procedures in the logistics operation
maintaining and following health, safety and security standards during performing logistics operations in the work place. It also includes data security of the documents.
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Follow healthy work practices and maintain personal health
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Take precautions and follow safety processes in the workplace
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Ensure data security of logistic documents
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Ensure security procedures of the organization are followed
Writing Skills
The user/ individual on the job needs to know and understand how to:
1. fill any forms related to import documentation
2. prepare report for import cargo movement
Reading Skills
The user/individual on the job needs to know and understand how to:
3. interpret details of the buyer and the cargo imported
4. read the schedule and plan for cargo movement
5. read and understand the instructions and conditions during cargo movement
Oral Communication (Listening and Speaking skills)
The user/individual on the job needs to know and understand how to:
6. communicate clearly with supervisors and peers
7. communicate with customer and follow telephone etiquette while conversing on phone
8. regularly communicate with all employees in the chain of activities to ensure activities are running smoothly
9. share best practices with peers and juniors
Decision Making
Plan and Organize
Customer Centricity
Problem Solving
Analytical Thinking
Critical Thinking
The user/individual on the job needs to know and understand:
1. organizational procedures
2. paperwork required in freight forwarding operation
3. procedures for dealing with documentation and records
4. risk and impact of not following defined procedures/work instructions
5. department hierarchy
6. organization fee and charges structure
7. company’s material movement policy
8. organization data and information handling guidelines
9. company’s customer accounts
10.all relevant safety and security procedures
The user/individual on the job needs to know and understand:
1. common problems and solutions for the same
2. usage of computer for electronic documentation of information
3. usage of company software to manage and update documentation/reports
4. INCO terms and terminologies used in import trade
5. import/export cargo movement and various documentation process requirement
6. different types of cargo imported/exported, their eligibility of duty free and documentation requirement
7. handling of dangerous goods, material handling procedure, etc
8. details of number of copies of documents to be prepared for various information and documents
9. various documents such as Shipping Bill, Bill of lading, Certificate of origin, Inspection certification, Dock receipt and warehouse receipt, Destination control statement, Export license, Export packing list, etc
10. number of copies to be prepared for different type of import/export transaction
11. regulatory requirement and prepare customs clearance documents
12. mandatory documents such as Bill of Lading / Airway Bill, Commercial invoice cum packing list, Bill of Entry
13. import/export clearance requirement documents such as import/export license, insurance certificate, purchase order, letter of credit, test report / technical specification of the cargo (based on nature of cargo), etc
14. details of documentation along with license to avail duty exemptions under schemes such as DEEC/DEPB/ECGC etc.,
15. usage of company software to prepare required documents required for freight movement
16. various transport agents and place orders through their portal
17. tracking movement of transit cargo in the transport agent portal
18. operating systems related to customs such as EDI and ICEGATE and their functions
19. import/export trade related documents such as contract, letter of credit, etc and duty drawback related information
20. who needs to be contacted / informed on any requirements / queries / approval
21. customs Act, HS Codes, the Foreign Trade Policy, Indian Customs Electronic Data Interchange Gateway (ICEGATE), and other customs-related documentation and terminologies
22. requirements for documentation in international trade
23. reviewing documentation such as commercial invoices, shipper’s export declaration, etc