Summary of Documentary Clerk's Work: The most basic requirement of Documentary Work is to skillfully use QQ, MSN, e-mail and office equipment. Use t
Summary of Documentary Clerk's Work: The most basic requirement of Documentary Work is to skillfully use QQ, MSN, e-mail and office equipment. Use these information tools to finish the work conveniently and quickly. My job is to make a series of export documents after the boss signs the contract with the customer. Contact the freight forwarder to book the shipping space, urge the factory to deliver the goods on time, and understand the trade terms of the goods; And the filling of contracts, invoices, boxes, certificates of origin, insurance policies, etc. These documents are transmitted by Internet and fax, and factory negotiation requires telephone contact. Electronically transmit the inspection data to the inspection and quarantine institution that accepts the inspection and quarantine business, and complete the inspection and quarantine procedures for outbound goods. Electronic inspection can minimize inspection links, simplify inspection procedures and reduce the number of trips to inspection and quarantine departments.
The boss assigns tasks by e-mail. The contents of the mail are purchase contract, packaging contract, foreign purchase and sale contract and contract details. The contract schedule specifies the detailed requirements and invoice number of the goods under this contract. After receiving the contract, first determine the delivery time of the goods, so as to determine the date of shipment, and then determine the port of destination, CIF our export, and we will designate a shipping company; Ask about the sea freight. FOB importers designate freight forwarders, and usually the freight forwarder information will be reflected in the correspondence between the boss and foreign businessmen. Contact FOB freight forwarder by phone, and the freight forwarder will return to the designated port shipment date. Generally speaking, the invoice is sent to the forwarder in the afternoon. Then make a declaration contract, customs invoice, packing list and export agency agreement, and send them together with the verification form, customs declaration form and customs declaration power of attorney. A few days later, the forwarder sent the delivery address, and I passed it on to the factory to urge the factory to deliver the goods in time so as to change the packaging in the yard. Follow-up is to make insurance policy (under CIF) and certificate of origin. After receiving the scanned bill of lading, you need to send the shipping advice. According to the contract requirements, make corresponding documents, and then make commercial invoices, quality inspection certificates and packing lists; Make a draft according to the payment method. About two days later, I received the original bill of lading, filled out the offshore power of attorney, and the last step was to hand over the documents to the bank. Pay the bill and write it off when you get the memo.
I just went to the company, and a senior sister took me into the business. She has worked in this company for more than three years. I learn from her modestly. Although I am in this line of work, I am not familiar with my business because I don't do much gymnastics. Society and school are two districts, and my senior sister can make me exercise a lot and run a lot for nothing. So society is a melting pot, and I will continue to exercise as a fresh graduate.
Because when doing a lot of things, you can't rely too much on memory. Memory is far from enough, and it is easy to forget. This requires us to start from scratch, taking the simplest stamps as an example, and have all kinds of chapters. Chinese and English long seal, special seal for customs declaration, English articles, official seal, etc. For example, the inspection data should be stamped with the red official seal, while the customs declaration data sent to the freight forwarder and the documents delivered to the customer should be stamped with the blue document seal. These seem simple, but for those who are inexperienced, I must keep them in mind.
When making a document, you should be correct first, pay attention to concentration and not be distracted. Pay attention to the document format and ensure that the data is filled in correctly. Maintain alignment, standardize the space everywhere, and pay attention to the beauty and neatness of the document. I always thought that as long as the data was correct, I could do anything! But in practice, we should pay attention to the format, which is very enlightening to me. While trading with foreign countries, we not only represent enterprises, but also represent our motherland. A beautiful set of documents will leave a good impression on foreigners. So, from now on, I will do the documentation more seriously.
A merchandiser, as the name implies, is to make a list with people. Go to the commodity inspection bureau to apply for the seal of the certificate of origin: the district state taxation bureau handles the tax bill, and the payment receipt: the tax refund certificate of the municipal state taxation bureau; When the bank receives the water bill, it needs to deal with different people in many departments to go to the safe to write off foreign exchange. In addition, we should contact the freight forwarders in Qingdao and Tianjin and the factories in Henan. Communication and coordination are very important, and patience is also necessary. To urge the factory to deliver the goods early, the factory had to call again and again, but the factory didn't answer the phone when it saw the number. It doesn't matter how many calls you make! Finally, I got through. There is a reason for not delivering the goods. The freight forwarder over there also asked when the goods must arrive. Alas, it seems that everything has a certain doorway! I just graduated, which is exactly what I lack in social experience. I will learn a lot in the future, and I will continue to work hard!
In fact, in the whole process of making documents, making documents is just a familiarity, and the gradual steps and processes will be printed in your mind, which will be much easier. This university not only does not charge tuition fees, but also pays salaries. Come on!
Experience and gains;
(1) Test the truth in practice. First of all, it must be clear that no matter what you do, it is impossible only with theory, but it is absolutely impossible without theory. Theory is of great guiding significance to practice. If we ignore the objective laws and act recklessly, then practice will become passive water and a tree without roots. If you don't put the theory into practice, it will always be a sleeping theory and can't play its value. Only by combining theory with practice well and creatively applying what we have learned can we develop faster. This is especially true for international trade majors. Only in the specific operation can we deeply understand the business process under international trade.
(2) Rigorous and earnest. Making documents requires a very cautious attitude. You can't be careless at all. When making a document, always keep in mind what the document is made of. Cross? Requirements: correct, timely, complete, concise and neat. Maybe some information is wrong and can be corrected, but some files are not allowed to be wrong. In particular, mistakes in the amount and price will bring huge losses to enterprises, which is unbearable for individuals. Therefore, you should not be too careless when sorting out the information. You have to check it carefully several times before sending it, and then pay the fee.
(3) Diligence and perseverance. I remember the teacher told us before that if we want to do things, we must first learn to be a man, do great things, and do small things well first. So no matter where you study or what you learn, you should take the initiative. ? Everything is difficult at the beginning? Everything is difficult at the beginning, but since we started this career, we must stick to our own choices and deeply invest in our own choices. When you encounter difficulties, you can't give up easily. Giving up casually will never succeed.
(4) It is never too old to learn. You should know something in your work, such as scales, specifications, packaging marks, weighing, cartons and inner bags, and always know the international sea freight price. Trade is a foreign-related industry with high requirements in all aspects. It represents not only a personal image, but also a national image. Therefore, we should strengthen all aspects of self-cultivation, such as etiquette. Master this professional knowledge skillfully. Professional knowledge is the basis of our trade work, and the high risk of trade work requires us to master professional knowledge skillfully. In addition, English is very useful in work. When contacting customers, all the materials to be done are closely related to English. I hate books that are used. I regard the company as a second school and continue to study.
Summary of Documentary Clerk's Work Chapter 2 1, Daily Work:
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2. The words, deeds and attitudes of the merchandiser represent our company. Therefore, when dealing with the corresponding business with various business units, we must grasp the basic principles, pay attention to proper words and deeds, and be neither humble nor supercilious. It is strictly forbidden to make excessive words and deeds to customers (or customer company merchandisers) for any subjective or objective reasons. In the process of handling business, you can't arbitrarily express your position beyond your authority. Ask the company for decision-making in time if you have any questions.
3. Fully estimate the possible problems in the work in advance, strengthen the work accordingly, improve and refine the preliminary work, and reduce or even eliminate the possibility of their occurrence. Not for the purpose of finding problems, the fundamental way is to take full precautions in advance, grope repeatedly in the work, deal with problems in time and sum up experience, and further improve the working methods and rules in the future work.
Second, reflect the importance of merchandiser work
1) Documentary needs to handle customers and orders.
2) The merchandiser is the link between the enterprise and the market, the salesman and the customer.
3) Sales is a very? Comprehensive? And then what? Marginalization? Our work: we should have the quality of sales staff externally and the ability of production management internally.
4. the so-called? Salesman? Refers to the full-time staff who follow the product (or service) operation process direction based on customer orders in the operation process of an enterprise, and is the central hub for mutual contact between various departments within the enterprise and between the enterprise and customers.
5. Production follow-up: Before the finished products are delivered to customers, follow up the production progress and freight declaration of the customer orders received, with the goal of ensuring timely delivery.
6. A successful merchandiser should have the following roles or abilities: 1) Negotiator 2) Ability to deal with engineers; 3) Excellent interpersonal skills;
7. There are three ways for customers to place orders: telephone (oral), fax and email. Confirm the product name, specification, quantity, unit price, amount, delivery date, delivery method, unit price terms, payment method and packaging requirements.
8. When reviewing documents, you need to do the following: product name and specification, unit price and amount, quantity, delivery date, payment method, packaging method and delivery method.
9. Work characteristics of production management: 1) Planning in advance: Do you want it? Drive the ducks to the shelves? The habit of high efficiency; Determine step by step without seeking perfection, and dare to adjust your plan; Some plans are the same as the work done late, so it is cost-effective for us to do them as soon as possible. 2) accuracy and timeliness 3) completeness
10. Principles to be followed and factors to be considered in making production plan: delivery order principle; Principle of customer classification; Principle of capacity balance; Principle of technological process; Work department factors; Time factor.
1 1. There are two daily dynamic data processing projects in the procurement work: one is to calculate the material demand according to the order (this is the MRP material demand plan that people often say); The second is the progress tracking from receiving information to materials.
3. Work summary: divide the work into several processes, what each process does, how to operate it specifically, what are the successful experiences and failed lessons in the operation, and how to improve it in the follow-up work. What external factors affect your work in each process, and how to eliminate them? ..
Simply put, the documentary work is subdivided into the following processes:
1. Accept the order and review the production capacity of our factory (together with the production department, purchasing department, warehouse, technical department and other relevant departments).
2. Convert customer orders into factory production orders and arrange production.
3. Track the arrival of materials.
4. Understand the production progress (require the production department to provide the progress) and report to other departments in the form of statements.
5. Handling of abnormal situations in each working procedure
6. Difficulties encountered in handling abnormal situations and solutions (communication)
7. The influence of external factors at work and their own problems.
8. Plans for future work
Let your report prove that you are an independent person, not a person who is at a loss when encountering problems or difficulties.
Summary of Documentary Clerk's Work In the third part, with the correct leadership of the company's senior leaders and the enthusiastic help of my colleagues, I seriously studied and implemented the company's various rules and regulations, and gradually became familiar with the company's business operation process. Combined with the actual work situation, my recent work situation is summarized as follows:
I. Basic trade information:
Compared with market commodities, Zhengmao's own characteristics are mainly reflected in the following aspects:
1) Many departments need to cooperate with each other in the transaction.
2) OEM orders, with large quantity, long waiting time and high performance risk.
3) The operation procedures of export business involve many departments, and the procedures are flexible and complicated.
4) There are many documents.
Second, according to the operation process, it can be divided into the following stages:
(1) Pre-transaction preparation: Serious, sufficient and meticulous work in the pre-transaction period plays a vital role in facilitating the transaction; To do this job well, personal opinions can start from the following aspects: a. On the basis of studying the styles, colors and styles that customers like in the target market, search domestic factories that are also making similar products, ask for samples and product catalogs, and learn about fabrics, styles, prices, workmanship, sizes, color composition, accessories, packaging, delivery and other information, which can be promoted to customers when they visit the company. Or send an email to an existing customer. B encourage designers to actively understand the needs of customers in the target market, visit the field market through network information, and then design a series of products and sell them to customers. C. Go to the market to buy some fashionable books from developed countries such as Korea and Japan, or some products with distinctive brands, such as Adidas, Nike and Puma, sort them out and recommend them to customers. Encourage guests to come.
(2) Work preparation before the guests visit: Exporters should contact the guests in advance to find out the visiting time, personnel composition and flight arrival time of the guests, and it is best to know the purchasing plan and stay time of the guests, the varieties, fabrics, target prices and quantities of the purchased products, etc. Know this information in advance, make preparations for receiving guests, materials and samples in advance, and even arrange to take guests out to see the factory. It is necessary to travel, etc. On the day the guests arrive at the office, the exporter must assist the department manager and general manager to receive them. During the reception, exporters need to be warm and polite. Prepare fruits, snacks, tea, coffee, etc. according to the different hobbies of the guests.
(3) During the transaction: according to the customer's ordering intention, under the leadership of the department manager or general manager, together with colleagues in the production department, the samples and complete production materials are neatly placed on the floor of the conference room. When placing, pay attention to putting the same varieties together and arrange them in the order of models. Together with colleagues in the design department, put computer CDs or magazine pictures and books on the conference table. In addition, connect a laptop to surf the Internet. Wait and stand by. Exporters must participate in business negotiations, and prepare blank negotiation contracts, white cardboard for color cutting cards and quality gowns, calculators and batch modification paper before negotiations. The negotiation process is based on fabric-style-specification-color group-LOGO-main wheat tag-packaging-price (EXW/FOB/CFR/CIF). Designers are required to be present, and according to the improvement opinions of the guests, the renderings are made quickly and accurately, printed out and signed by the guests. The personnel of the export department organize and sort out the information, and make an export contract after negotiation for the guests to confirm and sign, and generate an order. All negotiation materials are classified according to the guests, and each document is filed in chronological order to ensure that the materials are complete and clear.