Checklist

Which documents does your shipment need?

Not every shipment needs every document. Your list depends on four things.

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The four variables

Any competent checklist is derived from these, not copied from a generic list of twenty:

  • What you are shipping. Food, plants and wood packaging attract sanitary and treatment requirements. Chemicals and batteries attract dangerous-goods paperwork.
  • Where it is going. Destination rules differ sharply. The EU asks for things Gulf markets do not, and vice versa.
  • How it travels. Sea produces a Bill of Lading; air produces an Air Waybill. Related documents follow from that choice.
  • How you are being paid. A letter of credit imposes its own document set, presented exactly as the LC specifies. Open account does not.

What almost every shipment carries

  • Commercial invoice — what was sold and for how much
  • Packing list — how it is packed, weights and dimensions
  • Shipping bill — the customs declaration, filed before export
  • Bill of Lading or Air Waybill — the carrier’s receipt and title document
  • Certificate of Origin — where the goods were made

What depends on your shipment

  • Phytosanitary certificate — plant and agricultural products
  • Fumigation certificate — wooden packaging into markets that require treatment
  • Certificate of Analysis — where the buyer or regulator requires stated specifications
  • Insurance certificate — under CIF and similar terms where you carry the cover
  • Inspection certificate — where the buyer or destination mandates third-party inspection
  • Dangerous goods declaration — hazardous cargo
  • Export licence — restricted or controlled goods
A missing document rarely stops a shipment at the point of packing. It stops it at the port, at the destination, or at the bank — where it costs far more to fix.

Build your own list once

For each product-and-destination combination you ship regularly, write the list down once and reuse it. Most exporters ship a handful of combinations repeatedly; the checklist work is finite.

ExportEase handles this for you

Everything in this guide is tracked automatically on a paid plan — and the free plan reminds you to do it yourself.

See plans