Toolkit
Download worksheets, templates and checklists to manage your export orders.
worksheet
Cartel Costing Sheet
Costs an export order from ex-factory price to shelf, working from order quantity, selling price per unit and the USD/INR rate at quotation (Ch 17).
Related chapters: Chapter 17, Chapter 24, Chapter 30
Format: XLSX · Size: 8 KB
Landed Cost Calculator
Calculates the import duty stack on an assessable value: basic customs duty, IGST and the resulting landed cost in rupees (Ch 28).
Related chapters: Chapter 17, Chapter 22, Chapter 28
Format: XLSX · Size: 7 KB
Opportunity Scorer
Turns the Cartel Method into a spreadsheet scorer, starting with a revealed-comparative-advantage (RCA) calculator from export shares.
Related chapters: Chapter 12, Chapter 13
Format: XLSX · Size: 8 KB
Working Capital Simulator
Simulates the cash cycle of an export order from supplier advance through transit to payment, and prices the working capital it ties up.
Related chapters: Chapter 16, Chapter 17, Chapter 32
Format: XLSX · Size: 7 KB
Distributor Margin Stack
Prices backwards from a viable retail shelf price through retailer, wholesaler and distributor margins to the price you can charge.
Related chapters: Chapter 16, Chapter 17
Format: XLSX · Size: 7 KB
LC Checklist
Gates a letter-of-credit presentation with a 1/0 checklist of documents and discrepancy checks; present only at 100%.
Related chapters: Chapter 29, Chapter 32
Format: XLSX · Size: 7 KB
Scheme Selector
Answers twelve yes/no questions about your exports and imports to show which duty and incentive schemes you are likely eligible for.
Related chapters: Chapter 15, Chapter 29, Chapter 30
Format: XLSX · Size: 8 KB
Monday Dashboard
Weekly dashboard of nine external and twelve internal metrics, each with a threshold, a computed ACT/ok status and a pre-written action.
Related chapters: Chapter 24, Chapter 32
Format: XLSX · Size: 8 KB
365 Day Tracker
Tracks the 365-day plan across four quarters of tasks with target months and done flags, and computes each quarter's gate automatically (Ch 32).
Related chapters: Chapter 32
Format: XLSX · Size: 8 KB
Import from China
Builds the landed procurement cost of a 40 ft container imported from China, from factory price through freight, insurance, customs duty and IGST to the warehouse.
Related chapters: Chapter 5, Chapter 22, Chapter 28
Format: XLSX · Size: 11 KB
template
Master Data Sheet
Blank master data sheet: the single page from which every other shipment document is populated.
Related chapters: Chapter 28, Chapter 32
Format: DOCX · Size: 9 KB
Quotation
Blank quotation form that prices one shipment in three Incoterms, anchored on FOB.
Related chapters: Chapter 19, Chapter 28
Format: DOCX · Size: 9 KB
Proforma Invoice
Blank proforma invoice whose buyer signature becomes your production trigger.
Related chapters: Chapter 28
Format: DOCX · Size: 9 KB
Purchase Order
Blank purchase order the buyer issues against your proforma.
Related chapters: Chapter 28
Format: DOCX · Size: 9 KB
Sales Contract Key Terms
Blank key-terms extract of a sales contract, covering the clauses that decide disputes.
Related chapters: Chapter 28
Format: DOCX · Size: 9 KB
Commercial Invoice
Blank commercial invoice, the legal record customs assesses on and banks pay against.
Related chapters: Chapter 28
Format: DOCX · Size: 9 KB
Packing List
Blank packing list, the physical twin of the invoice, with container and seal fields.
Related chapters: Chapter 28
Format: DOCX · Size: 9 KB
Shipping Bill Field Prep
Blank field-preparation sheet for the shipping bill your customs house agent files on ICEGATE.
Related chapters: Chapter 28
Format: DOCX · Size: 9 KB
BL Instructions to Forwarder
Blank shipping-instruction sheet that shapes the bill of lading issued by your forwarder.
Related chapters: Chapter 28
Format: DOCX · Size: 9 KB
CoO Application Prep
Blank field-preparation sheet for a certificate of origin application, chamber or DGFT eCoO.
Related chapters: Chapter 28
Format: DOCX · Size: 9 KB
Inspection Request
Blank request form for booking a third-party pre-shipment inspection.
Related chapters: Chapter 28
Format: DOCX · Size: 9 KB
Insurance Declaration
Blank declaration under an open marine insurance policy, or a per-shipment proposal.
Related chapters: Chapter 28
Format: DOCX · Size: 9 KB
Distributor Term Sheet
Blank distributor term sheet that works through the five red-flag clauses of a distribution deal.
Related chapters: Chapter 28
Format: DOCX · Size: 9 KB
Buyer Verification Protocol
Blank buyer verification protocol, a fillable gate to complete before production begins.
Related chapters: Chapter 20, Chapter 28, Chapter 32
Format: DOCX · Size: 9 KB
Buyer Outreach Emails
Three buyer outreach email templates, each under 150 words, with bracketed fields to replace.
Related chapters: Chapter 15, Chapter 28
Format: DOCX · Size: 12 KB
specimen
Master Data Sheet (specimen)
Filled specimen of the master data sheet that every other document in the set is populated from.
Related chapters: Chapter 28
Format: PNG · Size: 324 KB
Quotation (specimen)
Filled specimen of a quotation pricing the same shipment in three terms, anchored on FOB.
Related chapters: Chapter 28
Format: PNG · Size: 222 KB
Proforma Invoice (specimen)
Filled specimen of a proforma invoice, the quotation dressed as an invoice.
Related chapters: Chapter 28
Format: PNG · Size: 238 KB
Purchase Order (specimen)
Filled specimen of the buyer's purchase order against that proforma.
Related chapters: Chapter 28
Format: PNG · Size: 231 KB
Sales Contract (specimen)
Filled specimen of the key terms of a sales contract.
Related chapters: Chapter 28
Format: PNG · Size: 291 KB
Commercial Invoice (specimen)
Filled specimen of the commercial invoice, the transaction's legal record.
Related chapters: Chapter 28
Format: PNG · Size: 255 KB
Packing List (specimen)
Filled specimen of the packing list, carton by carton.
Related chapters: Chapter 28
Format: PNG · Size: 227 KB
Shipping Bill (specimen)
Field map of the export shipping bill as it is filed on ICEGATE.
Related chapters: Chapter 28
Format: PNG · Size: 218 KB
Bill of Lading (specimen)
Annotated specimen of the bill of lading, the document that carries title.
Related chapters: Chapter 28
Format: PNG · Size: 252 KB
Certificate of Origin, non-preferential (specimen)
Filled specimen of a non-preferential certificate of origin, which attests only where the goods were made.
Related chapters: Chapter 28
Format: PNG · Size: 211 KB
Certificate of Origin, preferential (specimen)
Filled specimen of a preferential certificate of origin, the document that claims the FTA duty rate.
Related chapters: Chapter 28
Format: PNG · Size: 217 KB
Pre-Shipment Inspection (specimen)
Filled specimen of a pre-shipment inspection request and result.
Related chapters: Chapter 28
Format: PNG · Size: 181 KB
Marine Insurance Certificate (specimen)
Filled specimen of a marine insurance certificate, evidence of cover where your Incoterm makes insurance yours.
Related chapters: Chapter 28
Format: PNG · Size: 239 KB
Fumigation Certificate (specimen)
Filled specimen of a fumigation certificate, shown in full as a pattern for the other conditional certificates.
Related chapters: Chapter 28
Format: PNG · Size: 176 KB
dashboard
Country Dashboard – Middle East
Country dashboard for the Middle East (Ch 4; UAE, Saudi Arabia, Oman, Qatar, Kuwait and Bahrain): agreement, entry products, walls, payment norms and a difficulty rating for each.
Related chapters: Chapter 4
Format: PNG · Size: 230 KB
Country Dashboard – Africa
Country dashboard for Africa (Ch 9) with agreement, entry products, walls, payment norms and a difficulty rating for each market.
Related chapters: Chapter 9
Format: PNG · Size: 196 KB
Country Dashboard – North America
Country dashboard for North America (Ch 7) with agreement, entry products, walls, payment norms and a difficulty rating for each market.
Related chapters: Chapter 7
Format: PNG · Size: 178 KB
Country Dashboard – UK and EU
Country dashboard for the UK and EU (Ch 8; United Kingdom, Germany, Netherlands, France): agreement, entry products, walls, payment norms and a difficulty rating for each.
Related chapters: Chapter 8
Format: PNG · Size: 237 KB
Country Dashboard – Australia and New Zealand
Country dashboard for Australia and New Zealand (Ch 11) with agreement, entry products, walls, payment norms and a difficulty rating for each market.
Related chapters: Chapter 11
Format: PNG · Size: 183 KB
Country Dashboard – East Asia
Country dashboard for East Asia (Ch 5) with agreement, entry products, walls, payment norms and a difficulty rating for each market.
Related chapters: Chapter 5
Format: PNG · Size: 209 KB
Country Dashboard – South-East Asia
Country dashboard for South-East Asia (Ch 6) with agreement, entry products, walls, payment norms and a difficulty rating for each market.
Related chapters: Chapter 6
Format: PNG · Size: 204 KB
Country Dashboard – South America
Country dashboard for South America (Ch 10) with agreement, entry products, walls, payment norms and a difficulty rating for each market.
Related chapters: Chapter 10
Format: PNG · Size: 225 KB
reference
Glossary
The book's glossary of 161 terms with plain-English one-line definitions and the chapter each is introduced in.
Format: XLSX · Size: 13 KB
Data Repository Link Bank
The living index of data sources for tracing trade and market data: category, source, URL and what each source answers.
Format: XLSX · Size: 7 KB
checklist
Checklist for Order, Dispatch and After
Checklist for order receipt, before dispatch and after dispatch, 116 numbered items with responsible department, remarks and signature columns.
Format: XLSX · Size: 28 KB
Checklist Before Dispatch of Goods
Dispatch checklist with order-receipt stage items, export invoice and customer fields, and the documents that must accompany the container.
Format: XLSX · Size: 24 KB
Certificate of Origin Format
Blank non-preferential certificate of origin form in the Delhi Chamber of Commerce format.
Format: PDF · Size: 45 KB