Export Documentation & Incoterms Seminar

This is an opportunity for your team to understand the minimum requirements for documentation in transporting goods, so that your consignment arrives safely and promptly at destination. Never underestimate the power of the export document!   Get the paperwork right or don’t get paid!

In light of the Covid-19 crisis, our presenters will gives updates to changes to the world’s new trading process, and the implications for your business.

The two components of the workshop will be:

Understanding export documentation:

Export documentation is far more than just shipping paperwork; it includes all of the important records of an international transaction. Using the correct trade terminology, clearly defining the transfer of interest and liability, selecting the right method of payment and sending the best quotation possible are the keys to effective exporting.

After the sale has been made, proper and timely selection, preparation and distribution of documents are essential.

Documents used in international trade are a reflection of the understanding of the agreement between the seller, the buyer and third party service and regulatory agencies. It is vital for the seller to understand that any documents produced with their name as a party to the transaction may be held responsible for the actions of the logistics provider in the course of their performance depending on the INCOterm that both the seller and the buyer have agreed on for the transaction.

Areas covered in this section:

-Introduction to export documentation and procedures

• The pro forma invoice – first step
• The commercial invoice
• The shipper’s letter of instruction
• Customs and consular invoices
• Product specification documentation
• Certificates of Origin
• The shipper’s export declaration
• The bill of lading
• The packing list

Understanding Incoterms® 2010

This section of the seminar is intended to help exporters understand Incoterms® – International Commercial Terms that reflect logistics options – and how to select the correct ones for your international transactions. These global shipping terms have huge importance in the exporting and importing of products around the globe. They outline the risk and responsibility between the buyer and the seller for each transaction.

Areas covered in this section:

• Update on Incoterms 2020
• What are Incoterms?
• How Incoterms are used for export sales
• The terms and conditions of each Incoterm
• The buyer’s and seller’s obligations for each term
• Selecting the correct term for a specific transaction
• The benefits of one term over another
• The risks of one term compared to another
• The commercial benefits of using the correct term

Following our presentations we hold a Q & A panel with our presenters and will be joined by a representative from New Zealand Customs.  We will also have someone from Ministry of Foreign Affairs and Trade available to answer any questions relating to them.

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Industry Experts:

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Katrina Devereux, Export Channel Manager – Air New Zealand Cargo

Katrina Devereux is Air New Zealand Cargo’s Export Channel Manager. Katrina’s passion is on the continued success and growth of our NZ exporters through the development of new markets, product development, and bringing a growth mind-set to the value chain. Katrina has significant international supply chain and retail brand development experience within the Manufacturing, FMCG, Shipping Line, Freight Forwarding and Logistics industries.

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Annette Webb, Operations Manager – Mainfreight

Annette is the Operations Manager for Mainfreight Air and Ocean based in Auckland. She has been with the Mainfreight Group for 21 years in both New Zealand and abroad.  Annette specialises in freight forwarding, import and export operations, customs brokerage and training & development. She was a licensed Customer Broker pre NZ Customs de-regulation and while based in Tauranga, she was on the Bay of Plenty Export Executive Committee for 5 years and Mainfreight’s Sales Manager, before returning to her passion in operations.

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Allyson Wood, Director – Ortex Consulting Group

Currently Allyson is consulting within the supply chain industry, delivering industry training and advice enabling businesses to build resilience and efficiency improvements. Allyson has over 20 years supply chain experience, predominately in the freight forwarding, engineering and gas sector, in various operational and management roles. She has over 10 years supply chain lecturing experience at the Manukau Institute of Technology (MIT) New Zealand Maritime School, specialising in Customs, Procurement, Inventory Management and Logistics.  Allyson was a member of the MIT Academic Standards Committee.

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Frank Chen, Customs Technical Specialist – New Zealand Customs

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Neils Meinderts, Senior Advisor – New Zealand Ministry of Foreign Affairs & Trade

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