The annual work summary of the witness is 1. In the exciting past xx years, with the enthusiastic care of the leaders, the selfless help of all my colleagues and personal efforts, I successfully completed all the work of the witness post.
In xx years, I was loyal to the company, loved document work, and worked hard to improve my document preparation and certification level in my busy work. Facts have proved that these efforts have been fully rewarded. From xx to xx, I * * completed the preparation and authentication of xx transactions and handled ***xx sets of letters of credit and related documents, with an average of xx sets per month. What's more gratifying is that I can basically deliver the documents on time, which has been well received by the bank and the peers in the industry.
It must be admitted that there are some inevitable shortcomings in my documentary work, mainly the technical level, not the work attitude. Because of these problems, it also affects the efficiency of document work to some extent. It should be pointed out that these problems are both problems in progress and problems in practice, and only through practice can they be effectively solved. To this end, I will continue to work hard in the future document work. At the same time, I also hope that the company leaders can provide me with the opportunity to go out (full-time) to study in xx. Study is for work. I believe that the cost of learning will be rewarded in the future.
Looking forward to xx, I am full of hope. Although we are facing the challenge of the global financial crisis, the foreign trade industry is also facing greater challenges and risks, but I believe that with the confident leadership of the company leaders and the United efforts of colleagues, we will certainly turn crises into opportunities. As a member of the documentation post, I will continue to work hard to serve the export department and other related business departments. A pay, a return, I also believe that the company will be able to provide me with commensurate treatment and broader development space in 20xx according to my outstanding performance.
Witness's annual work summary 2 Time flies, I have been in xxx company for half a year. In the past six months, I have changed from a college student who has just entered the society to a witness who is gradually familiar with his own workflow. During this year, I got along well with my colleagues and enjoyed my work. I have gained a lot of experience in my work, study and life.
The basic process of file operation in our company is as follows:
1. If the goods are urged according to the delivery deadline of the contract. When urging goods, the voucher clerk should understand several points of telephone urging goods:
A: When will the goods be ready?
B: When can the packing details come out?
The factory in charge needs to deliver the goods, and ask the shipowner how to arrange and the specific shipping time. At present, the freight forwarders who often operate at hand are xxx, xx, xxx and so on. Owners xxx, xx, etc.
3. Send the consignment note to the forwarder and ask the forwarder to help book the shipping space. When the shipping space comes down, let the freight forwarder brush it and load it on the trailer, and then inform the factory of the specific loading time.
At present, the goods of our company are made by several professional freight forwarding companies, such as xxx, xx, xxx, etc. Mainly considering the complexity of our products and the diversity of goods, changing freight forwarders is not conducive to our smooth customs declaration and shipment. In addition to hard work, witnesses also need to maintain a good working relationship with relevant freight forwarders, which is conducive to the development of the work.
5. The freight forwarder's confirmation sheet has the time to intercept the customs declaration and bill of lading, so it is necessary to complete the customs declaration before the last time and make the documents required by the guests for the guests to check, so as to confirm it to the freight forwarder before the shipowner intercepts the bill of lading. The work summary of the foreign trade voucher clerk, so try to confirm with the factory. Install the cabinet as soon as possible. In this case, you can use the cabinet to enter the dock and check the entry weight in time. Then according to the requirements, adjust the weight of the customs declaration. Then according to the different requirements of each guest, make the documents they need, and let the guests confirm them first. At the same time, we adjust the amount of customs declaration according to the weight of customs declaration.
The materials required for customs declaration include: customs declaration contract, customs declaration invoice and packing list. At the same time, it should be remembered that there are two customs declaration banks on and off the island, so you should pay attention when issuing customs declaration materials. There are some special examples:
If you are a designated freight forwarder, you must prepare the customs declaration materials and affix the official seal, then add a declaration power of attorney, and attach the declaration elements and customs declaration form, plus a few remarks, and send them to the entrusted customs declaration place in advance.
6. If the payment method is letter of credit, you must read the terms in the letter of credit carefully, and it is best to make a record on the copy. The description of the goods in the invoice and list must be strictly in accordance with the provisions of the letter of credit, and the consignee must also issue it according to the applicant in the letter of credit. In addition, if the letter of credit requires FORMA A or C/O, the shipper, consignee, address and description of the goods must also be strictly in accordance with the provisions of the letter of credit, and C/O generally needs to be declared online first. After the declaration is completed, it depends on whether it has passed. If it is passed, you can go to the CCPIT site to make a bill with the document stamped.
7. In the process of shipment, there is a checking process of bill of lading, which is a repetitive work. The key to check the bill of lading is to check the following points: consignor, consignee, notifier, port of destination, shipping mark, description of goods, weight and volume. When the payment method is letter of credit, you must be very careful and strictly follow the letter of credit. If there is any mistake in the letter of credit, you must correct it, and you can't modify it yourself. Take the trouble to check the bill of lading until there is no problem. When it comes to the problems of early delivery and late delivery of the bill of lading, we should cooperate with the freight forwarder and try our best to amend the bill of lading at that time. Once the freight forwarder issues the bill of lading, they will be required to send one immediately. As soon as the general bill of lading comes out, we will prepare a copy of the relevant information for the customer and fax it to the customer first.
8. Insurance policy. If you are doing CIF, you must buy insurance. The general coverage should be the coverage plus 10%. The description of the goods should comply with the provisions of the letter of credit, and if it is telegraphic transfer, it should comply with the provisions of PI. It's best to check the insurance policy, just like the bill of lading, which is always possible, so that the insurance company can issue the bill. If the time to fill out the insurance policy is after the ship leaves, you must fill out the guarantee. Personal experience is that the insurance policy must be issued before leaving the ship, that is to say, if the insurance policy is really bought after leaving the ship, the insurance company must sign it at the insurance time before leaving the ship.
9. At present, the documents required by the operating guests are: certificate of origin, form E, insurance policy, etc. These documents can only be checked and modified after the original bill of lading or unloading order is issued. To be consistent with the bill of lading, pay special attention to the port display, sailing date, name description, etc.
10. If you do T/T, after the bill of lading comes out, prepare three invoices and lists, and prepare to mail them together with the bill of lading and different documents of different guests. Now the express delivery is mainly TNT. As long as it is confirmed that the guest has paid, the financial department has withheld the remittance, or paid the deposit, or the factory confirms that it can be mailed, the relevant materials can be mailed. Or the factory can confirm the delivery.
If you are doing L/C, prepare one by one according to the DOC required for submitting documents above. The bank will check all our documents very carefully, hoping to find our discrepancies, so sometimes the documents will be changed. I have made two shipments by letter of credit, and I am gradually familiar with the operation process of letter of credit shipment.
1 1. After one ticket of goods is sold out, you should prepare the billing information and make the billing contract to the factory for confirmation. After they issue invoices, they should check them carefully. If there is no problem, write down the contract number at the top right of the invoice and submit it to the finance department together with the customs declaration form.
12, I remember that when I first came to the company, I started from learning to invoice. The invoice is made in quintuplicate, the first one is a real dollar receipt, and the second one is a stub copy, which will be used when buying the invoice next time. The third is to write fob price and warehouse receipt, the fourth is tax copy, and the fifth is attachment. At the end of each month, the contract number should be arranged according to the shipping schedule, and then the fob price of the month should be counted and submitted to the finance department for online declaration.
The second job is to print invoices. Now you can use the online station and start typing at the end of the month.
The third task is to complete the invoice, so as to do the warehouse receipt and other follow-up matters in time and let the accountant do the tax refund and other matters as soon as possible.
13. At present, the main factory in operation is Jiangxin, and Xiao Xu often goes to Bangkok, while the main guests of Kobayashi and Khufu are Sunway Company, which needs to come in and mail frequently. As for other factories, Delta often makes steering columns, while Xu Yuliang usually loads goods from Congqin, and Xiao Wu will supervise the cabinets. The goods that Mr. Sheng Huangfu often carries are bolts to Vietnam. There are still a few guests who don't ship often. So the best way is to record the document requirements and mailing address of each guest. It is convenient for you to distinguish and file.
I learned a lot this year. As a good witness, the most important thing is to be responsible and more careful.
Witness's annual work summary 3 1. After getting the information of PI, S/C and the factory from the salesman, start to contact the factory.
Asking:
Do you have it in stock? Do you want to inspect the goods?
(2) If it is air transport, is there an air transport label?
③ How to pack it? Gross weight? Volume?
④ Harmonized system code, commodity number
⑤ Did you give the bank information for payment?
Second, contact the freight forwarder to book the warehouse.
① Pay attention to the freight, port of shipment, port of destination and delivery when consigning.
(2) ask the warehousing address (warehousing notice)
(3) In case of air transport, the freight forwarder shall be identified by air transport and issue a non-critical letter of guarantee (with official seal).
(4) In the case of shipping, give the forwarder a non-critical letter of guarantee, and some need MSDS.
Third, in the case of making dollars, you need to make remittance information:
Contracts, invoices. English remittance information should be prepared by the factory and describe the goods paid by the factory and our foreign trade company in US dollars. Used as the basis for our foreign trade company to allocate foreign exchange to the factory. The content is consistent with the purchase contract. Stamp the factory and hand it over to the finance department.
Confirm the shipping mark with the factory.
Check word for word! Note that CAS number and batch number should be correctly displayed on the shipping mark (consistent with the analysis sheet), production date and expiration date.
Verb (abbreviation of verb) about commodity inspection
(1) If it is USD, the factory will conduct commodity inspection by itself, and provide the factory with the information of destination port and loading port.
(2) RMB, you can entrust the factory to do commodity inspection. It depends on whether the factory wants the original or fax of the inspection documents.
③ Making commodity inspection materials: purchase contract, commodity inspection invoice, commodity inspection box list and commodity inspection power of attorney (seal).
(4) After the commodity inspection is completed, let the factory fax the commodity inspection receipt, and pass it to the forwarder after confirmation, so that the forwarder can change the customs clearance form.
Six, about customs declaration
When making dollars, the factory declares itself. Provide the port of shipment and destination.
(2) When making RMB, please ask the freight forwarding company to help with customs declaration.
③ Send customs declaration materials to the freight forwarding company: customs declaration invoices, customs declaration boxes, customs declarations and verification forms (filed at the port of shipment).
(4) power of attorney for customs declaration, and prepare 4 blank forms stamped with documents for supply and retention.
⑤ Pay attention to all seals, and pay attention to the name displayed on the customs declaration form, which is the name that the factory can invoice.
⑥ When you declare products with zero tax rebate, you should talk to the financial department and ask how to write the financial declaration amount. Pay less attention to the amount because you have to pay taxes. If there is no special requirement for quantity and amount in the commodity inspection data and customs declaration data, you can declare the commodity inspection according to the quantity and amount of transactions with foreign guests.
7. Confirm the shipping mark, fax the payment slip to the factory, and urge the factory to deliver the goods on time. Tracking method of seeking delivery and warehousing.
Eight, contact the freight forwarder to confirm whether the warehouse is timely.