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Pre-Shipment and Post-Shipment Export Documentation, Procedures, Foreign Trade Policy & All Incentives Schemes in India

What you will learn

Basic export documentation

Basic export procedure

Typical framework of export transaction

Commercial documents

LC documents

Pre shipment documents

Post shipment documents

Export contract

Receiving international payments

International commercial terms

Claiming Export Incentives in India

Complying with local regulations

Buying international cargo insurance

Transport documents

Foreign Trade Policy of India

Exports Promotion Schemes in India


Are you looking to learn basic Export Documentation & Procedures, Export Policies, Export Incentive Schemes in India? And have you been looking for a concise but essential course that can help you understand the basic concepts of export documentation, procedures, policy and incentive for exports from India? Do you want to learn about customs export clearance, documentation related to international export transactions. Do you want to see all kinds of real export documents and learn about all the contents of these. That too in a super simple step-by-step approach. Now, this export documentation & procedures course can make understanding of all important export pre-shipment & Post Shipment and bank-related documents like LC, FTΒ Policy and Export Promotion Schemes simple. Also, it can infuse in you the confidence of having a complete understanding of exports operation management. Lucky you, as you are at the right place and reading the description of the perfect course you must enroll.

Why is this export documentation & procedure course important?

This VJ Exports Mastery Series Course, focusing on basic export documentation & procedures, policies and incentive schemes is the only one of its kind. It is based on more than 34 years of industry practice and exports training experience of the instructor, a Harvard University, IIFT, and BITS alumnus having worked with overseas clients in 28 countries, having worled for top international companies. Therefore, the core understanding of export management in India can only be made possible by this course. Knowing the procedure and documentation for export is going to become easy for you, while providing excellent and professional inputs on foreign trade policy and export promotion schemes in India.

What will you learn?

By enrolling in this export & import documentation & procedures course you can expect to learn more about

1. Commercial Invoice

2. Proforma Invoice

3. Packing List

4. Bill of Lading

5. Air Way Bill

6. Consignment Note

7. Railway receipt

8. Certificate of Origin

9. Quality Certificate

10. Inspection Certificate

11. Freight Certificate

12. Insurance Policy and Certificate

13. All auxiliary documents

14. Regulatory documents in India

15. Exchange Control Documents (e.g. GR/SDF/SOFTEX/PP form)

16. Shipping Bill

17. Exports taxes refund (e.g. IGST refund)

18. Aligned Documents System

19. Latest Foreign Trade Policy of India

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20. More than 18 export promotion schemes and incentives for exports from India

21. Duty Drawback Scheme

22. RoDTEP

23. 100% EOU/SEZ/STP schemes

24. SEIS/MEIS schemes

Along with, many more export shipment-related documents & their procedures, export incentive schemes required to carry out the export transactions.

What is the main approach of the course?

1. Conceptual basic understanding of the export & import documentation & other formalities

2. Step by Step approach

3. Practical examples

4. Understanding of the game of exports transaction framework in totality

Therefore the approach is to make the learning simple and easy.

What all do you get on enrolling in this course?

1. Lifetime access to the course

2. Unmatched learning

3. Verified eCertificate by UDEMY, an American Education Provider

4. 30 days money-back guarantee

5. Self-evaluation tools like quizzes and assignments

6. Practical examples of the exports documents

It is assured that the contents of this course related to export operation/documents management are well researched, constantly updated, and accurate.


Customs Clearance, Import Export Business, INCOTERMS 2020, International cargo, Export compliance, International Shipping, Export shipment, International Trade Law, Export operations, Country of Origin, Import-export course, International freight forwarding, trade documentation, documentation for export, Export incentives in India, RoDTEP, Duty Drawback, AAS, ROSCTL

About the instructor

Dr. Vijesh Jain is having more than 30 years of exports business operations and international trade training experience, having trained thousands of industry employees and B School students in the areas of exporting and international trade. Also, he is a Harvard University, USA, IIFT, New Delhi, BITS, Pilani, BIMTECH, India, and University of Mysore alumnus. In addition, he is the first-ever Indian to be certified as Global Business Professional by NASBITE, USA. Interestingly, he is the first recipient of the Best International Trade Research Award by BIMTECH, Delhi NCR. In addition, he has written several books/research papers on the above subjects. He also run successfully his exports company dealing with overseas clients worldwide.




Welcome and Sessions Details
Introduction and Objectives
Purpose and Significance

Typical Exports Transaction Framework

Section Overview
How does it work?
Typical Export Transaction Framework
Example of Typical Export Transaction
Section Take Away
Export Transaction Framework Quiz

Step by Step Export Procedure

Section Overview
Export procedure explained
Highlights of the typical export process
Export Procedure- Finalizing the sale
Export Procedure- Prepare and ship the goods
Export Procedure – After the shipment
Summary of steps in an exports transaction procedure
Section Take Away
Export Procedures Quiz

Step By Step Export Documentation

Section Overview
Step by Step Export Documentation
5 LC Documents You Must Know About
About the commercial invoice
About the packing list
Proforma Invoice, Commercial Invoice and Packing List
About Certificate of Origin
Certificate of Origin
About Free Sale Certificate
Certificate of Free Sale
About SLI
Shipper’s Letter of Instruction
About transport documents
Transport Documents
Quality Documents
About SPS measures
Phytosanitary Measures
About Export Insurance Policy
Insurance Documents
About exporting dangerous / hazardous goods
Export Declaration and Dangerous Goods Form
Other Documents Required for Customs Clearance of Exports Shipments
Documents required for other customs and shipping formalities
Documents related with post shipment formalities and incentives claim
Summary of all export documents
Which parties require different export documents
Example of a typical sequence of export documentation
Section take aways
Export Documentation Quiz

Generating the sample export documents from example

Section Overview
Practical steps of generating most common export documents using software
Example Continued For Generating the Export Documents
Generating the Sample Proforma Invoice
Generating a sample sales contract based on agreed terms of trade
Generating a purchase order by the importer based on sales contract data
Generating the sample commercial invoice
Generating sample packing list
Generating Sample Certificate of Origin Documents
Generating sample shipper’s letter of instruction and shipping instruction
Generating sample of Bill of Lading
Generating sample Bank Draft / Bill of Exchange
Benefits of using export documentation software
Sample Documents Quiz

Common Mistakes Done by Exporters

Common Errors in Export documentation and procedures
Common mistakes in export documentation
Common mistakes in export process
Common Mistakes Quiz

Foreign Trade Policy of India and Export Incentives in India

Section Overview
About current foreign trade policy 2015-20
Foreign Trade Policy of India
Indian Foreign Trade Policy Highlights
Highlights of the incentive schemes
Duty drawback and documents required for claiming it
Major Exports Incentives Schemes in India
Duty Exemption and Remission Schemes for Exports in India
GST related export incentive schemes
Other schemes and government initiatives for exports promotion
Evolution of Exports Incentive Schemes in India over the years
Section take aways
FTP Quiz


Congratulation for completing the course
Concluding Remarks