2年亲身工作-跟单流程(中英文).doc

出口跟单基本流程：1， 收到订单，根据订单数量、交期，和生产部门确定生产周期，和计划部门确定是否有原材料，如果有原材料，根据生产周期定发货时间（根据去不同国家的海运时间或空运时间确定，去美国通常是30天）如果没有原材料，和采购部门确定采购交期，采购交期+生产周期，确定发货时间。2， 在ERP系统中下单，有必要做说明在备注栏写明情况。并在下单记录中同时说明。3， 根据采购交期和生产周期，定期跟进采购和生产状况。采购根据交期提前跟进（如交期为30天，可在下单后1周跟进是否开始生产，20天左右再次确定能按时交货，时间灵活控制，以保证生产物料为前提）。生产状况根据交期不定期跟进状况。4， 注意物料到厂后，及时跟进催促检验，同时跟进有包装物料，并且检验、包装按照图纸要求执行。5， 每周一发一次排期，无发货也要确定。6， 出货前要给品管部和物管部留一定检验和包装时间，因此要提前根据产品入仓状况。和物管部确定产品都入仓后联系到柜时间，并发内部通知。发出计划后，和货代联系订柜和来柜时间。7， 接到订单及时统计，出货后及时记录，以免错过订单。并且可以根据出货记录跟进发出货单据和出厂报告。8， 出货单据和出厂报告在出货后及时发出，不能及时发出要说明原因。任何发出的报告和单据，一定要仔细检查，如出货单据有柜号封号，数量、订单号、价格各方面都没有问题，出厂报告有出厂批次，内容没有错误等。直接出口的订单：跟进生产的环节基本相同。1， 看order要求，要特别提供试验报告的，要下试验样品的单给计划部门，避免不够产品发货。要提前将试验标准发给品管部进行试验。给客户审核通过后，根据客户要求订柜，确认费用等。如订单有特殊单据要求（如产地证等，要及时和货代说明，要求办理）2， 特别注意订单的标识、包装要求，对产品铭牌等有要求的，要关注技术部、计划部下发的图纸是否正确。对包装有特殊要求的也要特别关注。包装外有特殊标识要求的，制作好后交给物管部。3， 确认好装柜或送货时间后，通知内部装柜。4， 寄出报关资料，注意检查。5， 货物发出后，两周内跟进报关回单的状况。6， 注意订单和出货的统计。1. P.O. confirmation. When we receive P.O. from customer, in most cases, we should contact 2 departments, production department and production and planning department. Find out whether there are enough raw materials for this order. If not, contact purchasing department and get how long it will take to get all the materials. The other department we contact is production department; we can know how long the production time is to finish the order production. Only when we make sure how we can have enough material and know how long the production time is, we confirmed P.O. receive and give a shipping date. In some other cases, when there are special requirements with order, for example, some particular tests, if your factory is able to do them by yourselves, if not, you need to contact with units that can help you do the tests and give you the reports.(specified mark, specified shipping adress, special shipping quantity and time, and so on)2. Update ERP record. You should care those that easily to make mistakes, that is, kind of currency, exchange rate, unit prices, order number, shipping date, pay particular attention to remark, anything you not mark in the table, warnings, special mind you can note in remarks. Update ERP in both after P.O. receive and shipment done.3. Production follow-up. Regularly follow up the production, for example, a shipment in 30days. When you update the ERP, you inform purchasing department for raw materials. About 45day before shipment date, ask production department begin the production. A week later, namely 40days before shipment make sure the production is running on. 15 days before shipment, confirm factory have enough inventory. If not, solve it with responsible departments. Of course, different order may differ from each others, but ultimate goal is smooth contract performance. As for addition to production follow up, like tests of raw material acceptance, semi-finished parts, finished parts, ex-factory tests, like package materials purchasing, like product quality follow up, like technical drawing follow up, and so on.4. Shipment follow-up. When factory have enough inventory, about 1 week before shipment, contact forwarder for vessels. Pay attention to distinguish to LCL and FCL, and whether custom declaration documents needed by yourself or not. If you need to prepare the documents yourself, sometimes you should keep an eye on new export policy, for example, from Aug. 1st, 2012 on, paper verification form cancelled.5. Order-shipment reports update. Update timely to avoid some confusion or missing. In chronological order, keep updating the reports, you will find how important these reports are in later days. Send the reports to your manager regularly. 6. Production planning. Regularly, for example, a week before shipment, send your export schedule to customers for confirmation. Even there is no planning of export shipment, you need you confirm with customers, and ask for reply. On the other hand every week you need to communicate with related departments of your internal company on production, like machine statue, like production smoothness, like all kinds of test planning. When customer reply received, you do production planning with your colleagues (avoid over load capacity in the same days). Then send the finalized production planning to customer, forwarder, and related departments of your factory. Regularly you need to clear the reports, especial the backlog that not exported yet.7. Shipping documents receive and send. Regularly urge the forwarder for shipping documents and fee invoice. After you collect them, send them to customers and related departments of your factory according to specific conditions, of course, you need keep one copy and file up.8. Assist handling with customer complaints. First, check with related departments of factory to confirm the complaints and the reasons. Ask responsible departments for remedial measures and in first time tell your customer your measures and ask for confirmation. The manners should be polite and precise.9. Assisste respond to enquiries. It is a joint venture I work for and our factory export business depends on USA sales network. Enquiries always come fro