Trade Checklists

Trade Checklists

Use these before you commit money, approve a quote, book cargo, or release goods. Ordered by the natural trade decision sequence.

15 checklists5 decision stages

Supplier / buyer trust

2 checklists

Before you commit time, samples, or credit to the other side of the deal.

Quote / commercial approval

4 checklists

Before you accept a quote, sign a PO, or approve a launch.

Payment / fraud risk

2 checklists

Before a deposit, balance, or wire leaves your account.

Shipment / freight

3 checklists

Before cargo is booked, loaded, or handed to the carrier.

Customs / food / shelf life

4 checklists

Before clearance, food dispatch, or margin lock.