Before You Ship Checklist
Import/export operations, sourcing, logistics, finance, and quality teams · Before cargo is released, loaded, or handed to the carrier
Risk warnings
- Do not release cargo until commercial approval, quality release, payment condition, booking details, insurance, customs documents, loading evidence, and exception ownership are confirmed in writing.
Commercial and quality release
- Match final PO, proforma, contract, invoice draft, SKU list, currency, Incoterm, named place, quantity, and shipment value before cargo release.
- Confirm product, SKU, pack size, carton count, palletization, carton markings, labels, batch or lot codes, and destination-language requirements against the approved order.
- Record production completion, inspection result, approved sample status, photo evidence, nonconformance closure, and quality-release owner before booking final pickup.
- Verify the payment milestone and release condition are met, such as deposit received, balance paid, LC/document terms satisfied, or written credit approval.
Logistics, insurance, and documents
- Confirm freight booking, carrier or forwarder, mode, routing, ETD, ETA, cargo cutoff, document cutoff, VGM or weight cutoff, and loading appointment.
- Confirm insurance responsibility, insured value, coverage start and end points, policy/certificate evidence, exclusions, and who files a claim if cargo is damaged or lost.
- Prepare the customs document pack: commercial invoice, packing list, transport document instructions, certificates, licenses, and regulated-product documents.
- For food, chilled, frozen, hazardous, or other controlled cargo, confirm temperature setting, packaging, shelf-life/date evidence, certificates, handling instructions, and monitoring records.
Loading evidence and escalation
- Collect warehouse and loading evidence: pallet photos, container or truck condition, seal number, load plan, loading timestamp, and final piece or pallet count.
- Send the pre-alert pack to buyer, broker, forwarder, finance, and warehouse with document versions, booking references, ETD/ETA, and exception contacts.
- Name the exception owner for late documents, customs questions, payment holds, quality disputes, cargo damage, missed cutoffs, rollovers, or temperature deviations.
- Do not ship if commercial terms conflict, payment release is incomplete, inspection failed, insurance is unclear, documents are missing, regulated-product evidence is incomplete, or no one owns the exception path.