← Trade Manager / Export Operations

Export Operation Steps

Freight forwarding services powered by the Pro Forma Invoice Maker™, PO Wizard™, and HCB Cloud — covering every stage of the export transaction.

Full Export Operations Coverage

From Purchase Order to Overseas Delivery

HCB's export operations workflow is built around the PO Wizard™ — giving you line-item level visibility and control across your entire export transaction, from the moment a PO is issued to the moment your customer receives delivery.

  • Complete export documentation services with client shared input
  • Physical receiving and international consolidation (air & ocean)
  • EEI/SED filing with Automated Commercial Environment (ACE)
  • Bill of Lading and carrier documentation management
  • Certificate of Origin, Commercial Invoice, Packing List
  • Warehouse Receipt and Loading Plan coordination
  • Dock Receipts and Booking Confirmations
  • Incoterms responsibility mapping
  • Risk management and shipment communications
  • Alternative routing and ship mode research

Documents HCB Produces

Loading Plan SLI Certificate of Origin Warehouse Receipt CI / Pack List Fwdr Cert of Receipt Container Pack List Booking Confirmation Master Bill of Lading Shipping Labels Dock Receipt Letter of Transmittal EEI (Export Dec) Billing Invoice
See PO Wizard™ →

The Export Operation, Step by Step

From pro forma through delivery — click any step to view the underlying demonstration.

01

Pro Forma Input

Input prospective pro forma sale information.

► Watch video
02

Questionnaire Review

Review the questionnaire — pro forma detail options.

► Watch video
03

One-on-One Meeting

HCB schedules a consultation to discuss the questionnaire, shipping, and documentation.

View demo
04

Quote Request Evaluation

HCB evaluates which cost components are eligible based on the pro forma and meeting.

► Watch video
05

Carrier & Vendor Quotes

HCB obtains and evaluates quotes for best value; backup vendors retained if needed.

06

Pro Forma Draft

Drafted for seller evaluation prior to publication, with Incoterm scenarios.

► Watch video
07

Purchase Order Placement

Buyer submits the purchase order and Letter of Credit.

08

PO Input

The system processes the PO line-item data.

► Watch video
09

Cargo Receiving

Shipment consolidated at the US terminal.

► Watch video
10

Load Scheduling

Coordinates cargo loading via ocean container.

► Watch video
11

Shipment Building

WR assignment, EEI declaration, loading, and carrier documentation.

► Watch video
12

Progress Tracking

Shippers and consignees view the progress of each PO line item.

► Watch video
13

Billing & Letter of Transmittal

Billing and the comprehensive Letter of Transmittal.

► Watch video
14

Support Resources

Support, queries, reports, and the International Operations Manual.

► Watch video