A forwarder may ask for information in its own worksheet, portal or instructions form. Preparing the core shipment data first makes that exchange easier.
Have the parties ready
Gather shipper/exporter, consignee, notify-party and contact details before starting the forwarder's process.
Organize product and package information
Keep descriptions, quantities, weights, package counts and tariff references together so they can be reused across the invoice, packing list and instruction forms.
Confirm routing and filing responsibilities
Clarify who arranges transport, who files any required export information, which references must appear on documents and whether the forwarder requires its own SLI format.
Send consistent documents
Differences between invoices, packing lists and instructions create questions. Review the shipment as a package before sending it to the forwarder.
Reminder: Shipping and export requirements vary by carrier, commodity, destination and transaction. Confirm current requirements with the responsible carrier, forwarder, broker, customer or government agency.