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Home/Trade Knowledge/Trade Basics/Export vs Import Basics: Roles, Cash Flow & First Deal Workflow

Export vs Import Basics: Roles, Cash Flow & First Deal Workflow

Export vs import for real traders — who owns goods and risk, how cash moves, documents you need, and the Trade31 workflow from sourcing to after-sales.

Trade Basics · Reading time: 14 min read · Updated: 2026-07-28

Author
Trade31
Reading time
14 min read
Updated
2026-07-28
DecisionLearningReference
Page summaryOptional

Export means you sell goods across a border; import means you buy them. The difference is not vocabulary — it is who controls Incoterms, payment, documents, customs, and landed cost. Choose your role first, then lock the deal path before you pay a deposit or book freight.

Table of Contents
  1. Introduction
  2. Why It Matters
  3. Use Cases
  4. AI Summary
  5. Key Takeaways
  6. Quick Facts
  7. What is it?
  8. Important Terms
  9. Why does it matter?
  10. When to use
  11. When NOT to use
  12. How is it used?
  13. Types & variants
  14. Decision Scenarios
  15. Decision Tree
  16. Cost & commercial impact
  17. Business Risks
  18. Common Beginner Mistakes
  19. Expert Tips
  20. Action checklist
  21. Business English
  22. What should I do next?
  23. Ask AI Workspace
  24. Related Knowledge Path
  25. Trade31 Tools That Help
  26. Common Mistakes
  27. Best Practices
  28. Official References

Decision

Reach a role decision and next action in under one minute.

Key Takeaways

One-Minute Answer — read these points first; details follow below.

  • Export means you sell across a border; import means you buy across a border.
  • The real difference is who controls money, goods, customs, and risk — not the dictionary.
  • Decide your role first (exporter / importer / hybrid), then lock Incoterms and payment before any deposit.
  • Compare deals on landed cost per sellable unit, never on a raw EXW/FOB unit price alone.
  • Next on Trade31: open AI Workspace or run Supplier Directory → RFQ → landed-cost tool.

What is it?

What is it? Export means you sell goods across a border. Import means you buy them into your market. Beginners should stop memorizing labels and start owning a deal path: product → counterpart → PI → Incoterms → payment → logistics → customs → delivery.

How do I decide? Use the comparison matrix below. If you control selling/shipping, you are the exporter path. If you control buying/landed cost, you are the importer path. If you do both, split the flows.

Glossary (operational)

  • Exporter / Seller — ships or makes goods available under the agreed Incoterms.
  • Importer / Buyer — pays, clears (when responsible), and takes delivery for sale or use.
  • Incoterms® — ICC rules that allocate delivery, risk, and major cost buckets (always name the place/port).
  • Landed cost — product + freight + insurance + duty/tax + local fees to your door or warehouse.
  • PI (Proforma Invoice) — pre-shipment commercial lock for deposit / L/C; not the final customs invoice.
  • HS code — classification that drives duty, controls, and statistical reporting.

Comparison matrix — decide by dimension

DimensionExporter (seller)Importer (buyer)
Business roleSells and makes goods available under named IncotermsBuys for resale, manufacturing, or use
Money flowCollect deposit / L/C before production; balance on documentsPay deposit (often 30%), then freight, duty, and balance
Goods flowFactory/warehouse → port/airport → foreign buyerForeign seller → port → your warehouse/market
Customs responsibilityExport declaration (and docs that enable import)Import entry, duty/VAT, destination formalities when Incoterms require
Logistics directionOutbound booking / delivery to named place or vesselInbound freight/insurance as Incoterms assign
Payment directionReceives cash against PI / documentsPays cash against milestones and evidence
Major risksProduce before deposit; L/C discrepancy; unpaid balanceWrong beneficiary; duty surprise; demurrage; high MOQ stuck stock
First actionIssue PI with named Incoterms + port; collect deposit/L/CSet landed-cost budget → RFQ ≥2 on same baseline → verify PI

Decision Workspace

Answer up to 3 questions to complete one real trade decision (not a chatbot · about 1 minute). You can go back and change earlier answers.

Step 1 of 3Which best describes your business role for this deal?
IntroductionOptional

Export vs Import Basics: Roles, Cash Flow & First Deal Workflow is a core topic in international trade practice. Export means you sell goods across a border; import means you buy them. The difference is not vocabulary — it is who controls Incoterms, payment, documents, customs, and landed cost. Choose your role first, then lock the deal path before you pay a deposit or book freight.

AI SummaryOptional

One-Minute Answer — read these points first; details follow below.

  • Export means you sell across a border; import means you buy across a border.
  • The real difference is who controls money, goods, customs, and risk — not the dictionary.
  • Decide your role first (exporter / importer / hybrid), then lock Incoterms and payment before any deposit.
  • Compare deals on landed cost per sellable unit, never on a raw EXW/FOB unit price alone.
  • Next on Trade31: open AI Workspace or run Supplier Directory → RFQ → landed-cost tool.

Verify with: decision tree → checklist → Trade31 tools before deposit or booking.

Quick FactsOptional
  • Evergreen topic: yes — review when regulations, Incoterms editions, or bank practice change.
  • Primary users: importers, exporters, procurement, sourcing, factories, SME owners.
  • Trade31 platform: Trade Knowledge · Supplier Directory · Product Directory · Country Guides · AI Workspace · Buyer Workspace · RFQ workflow · Trade Tools.

Learning

Expand when you need depth: definitions, scenarios, tree, and mistakes.

Decision ScenariosExpand

Importer

  • Scenario: First container of kitchenware from Ningbo
  • Business role: Importer
  • Trade flow: China factory → Ningbo → your warehouse (inbound)
  • Risk: Cannot rank EXW / FOB / CIF quotes; duty and destination fees unknown
  • Recommended Incoterm: FOB Ningbo (normalize all quotes here first)
  • Next step: Open Trade31 Supplier Directory → RFQ ≥2 → run landed-cost calculator
  • Challenge: Three quotes use different Incoterms
  • Recommended solution: Normalize to FOB Ningbo + estimate freight/duty; compare landed cost per carton
  • Expected outcome: Selects mid-price supplier with cleaner PI and QC plan

Exporter

  • Scenario: Win an EU SME buyer for finished goods
  • Business role: Exporter
  • Trade flow: Your factory → named port → EU buyer (outbound)
  • Risk: Buyer pushes EXW “to save money” and later disputes local charges
  • Recommended Incoterm: FOB named port (transparent local charges on PI)
  • Next step: Issue PI with named port → collect deposit → produce/ship with commercial set
  • Challenge: Buyer asks EXW to cut cost
  • Recommended solution: Offer FOB alternative with itemized local charges; keep PI named port
  • Expected outcome: Deal closes FOB; fewer post-shipment disputes

SME

  • Scenario: Import components and export finished goods
  • Business role: SME
  • Trade flow: Inbound BOM + outbound finished SKU (two separate flows)
  • Risk: One spreadsheet mixes cash, Incoterms, and duty for both directions
  • Recommended Incoterm: Separate terms per flow (e.g. FOB inbound parts / FOB outbound finished)
  • Next step: Split books and documents → run two RFQ/PI paths in Buyer Workspace
  • Challenge: Mixed import/export accounting
  • Recommended solution: Split BOM import vs finished-goods export; separate cash milestones
  • Expected outcome: Margin visible; fewer FX and duty surprises
Decision TreeExpand

Situation: You are starting a cross-border goods deal and need a concrete next action.

For this SKU, are you selling out, buying in, or both?

  1. If You sell and ship (or make goods available) to a foreign buyer → then take the exporter path → You should: Issue a PI with named Incoterms + port, collect deposit or open L/C, then produce and ship with a clean commercial set. On Trade31: lock terms → Buyer Workspace / document tools.
  2. If You buy foreign goods for resale, manufacturing, or use → then take the importer path → You should: Set a landed-cost budget, RFQ at least two suppliers on the same baseline, verify PI bank/legal name, then arrange freight/customs per Incoterms. On Trade31: Supplier Directory → RFQ → landed-cost calculator.
  3. If You import parts and export finished goods → then take the hybrid path → You should: Split the two flows in books and documents — never one Incoterms line for both. Run two PI/RFQ paths, then use AI Workspace to check each flow’s next step.
Cost & commercial impactExpand

Export and import fail financially in different places:

  • Exporter cash risk — production before deposit, buyer delay, document discrepancy on L/C.
  • Importer cash risk — deposit to wrong entity, duty surprise, demurrage, slow sell-through after high MOQ.

Always compare offers on landed cost per sellable unit, not unit EXW/FOB price alone. Use Trade31 landed-cost and quotation tools before you commit.

Business RisksExpand

Main risks: cash lock, document rejection, duty surprise, shipment delay, and relationship damage from unclear terms.

  1. Incorrect: “Export vs import is just shipping direction.”

    Correct: It is who owns Incoterms duties, payment timing, and customs tasks.

    Impact: You pay the wrong costs, clear the wrong side, and fight over documents after cargo moves.

  2. Incorrect: “The cheapest unit price wins.”

    Correct: Rank on landed cost per sellable unit on the same Incoterms baseline.

    Impact: A “cheap” EXW quote can lose money after inland, duty, and destination charges.

  3. Incorrect: “I can pay deposit first and fix PI details later.”

    Correct: PI legal name, bank beneficiary, Incoterms, and validity must match before cash leaves.

    Impact: Deposit to the wrong entity is hard to recover; production starts on bad terms.

  4. Incorrect: “AI Workspace replaces my customs broker.”

    Correct: AI helps explain terms, draft RFQs, and pick next steps — not file regulated goods.

    Impact: Compliance errors, seized cargo, or rejected entries if you skip qualified brokers.

Common Beginner MistakesExpand
  1. Incorrect: “Export vs import is just shipping direction.”

    Correct: It is who owns Incoterms duties, payment timing, and customs tasks.

    Impact: You pay the wrong costs, clear the wrong side, and fight over documents after cargo moves.

  2. Incorrect: “The cheapest unit price wins.”

    Correct: Rank on landed cost per sellable unit on the same Incoterms baseline.

    Impact: A “cheap” EXW quote can lose money after inland, duty, and destination charges.

  3. Incorrect: “I can pay deposit first and fix PI details later.”

    Correct: PI legal name, bank beneficiary, Incoterms, and validity must match before cash leaves.

    Impact: Deposit to the wrong entity is hard to recover; production starts on bad terms.

  4. Incorrect: “AI Workspace replaces my customs broker.”

    Correct: AI helps explain terms, draft RFQs, and pick next steps — not file regulated goods.

    Impact: Compliance errors, seized cargo, or rejected entries if you skip qualified brokers.

Common MistakesExpand
  • Knowing the term but omitting it from contracts — state "Export vs Import Basics: Roles, Cash Flow & First Deal Workflow" with place and Incoterms version
  • Document fields not matching quotes or physical cargo
  • Ignoring country- or bank-specific field rules
  • No email trail when terms change
  • Treating the topic as a substitute for quality or payment clauses
Action checklistExpand
  • ☐ Role chosen: exporter, importer, or hybrid (per SKU flow)
  • ☐ Target Incoterms + named place/port written in RFQ
  • ☐ Landed-cost budget set (importer) or margin floor set (exporter)
  • ☐ ≥2 supplier paths compared on the same baseline
  • ☐ PI validity, bank beneficiary, and payment milestones checked
  • ☐ HS draft and document set listed before production/booking
  • ☐ Next Trade31 step booked: Supplier Directory / RFQ / Buyer Workspace / AI Workspace
What should I do next?Expand

Use the decision tree above, lock the chosen path in writing (RFQ / PI / contract), then verify with related Trade31 tools before deposit.

  • ☐ Role chosen: exporter, importer, or hybrid (per SKU flow)
  • ☐ Target Incoterms + named place/port written in RFQ
  • ☐ Landed-cost budget set (importer) or margin floor set (exporter)
  • ☐ ≥2 supplier paths compared on the same baseline
  • ☐ PI validity, bank beneficiary, and payment milestones checked
  • ☐ HS draft and document set listed before production/booking
  • ☐ Next Trade31 step booked: Supplier Directory / RFQ / Buyer Workspace / AI Workspace
Best PracticesExpand
  • Embed "Export vs Import Basics: Roles, Cash Flow & First Deal Workflow" in quote approval and pre-cutoff checklists
  • Confirm field requirements early with forwarders, brokers, and banks
  • Validate data with Trade31 tools and templates
  • Update SOPs when onboarding staff or changing buyer terms
  • Archive key documents and communications per shipment
Important TermsExpand

Keep definitions operational: name places/ports, dates, document triggers, and cash milestones — avoid naked acronyms in contracts.

Types & variantsExpand

Common role patterns

  • Manufacturer-exporter — factory sells abroad; often starts EXW/FOB; must still control PI accuracy.
  • Trading-company exporter — buys domestic, sells foreign; document chain and margin control matter more.
  • Brand importer — sources OEM/ODM; cares about tooling ownership, QC, and reorder cadence.
  • Distributor importer — optimizes landed cost, MOQ vs sell-through, and stock cover.
  • Hybrid SME — exports one SKU line and imports components; keep books and Incoterms per flow.

Learning path (prerequisites → next)

  1. This page — role & workflow map
  2. What is International Trade? → Incoterms FOB/CIF → Quotation & PI → Landed cost
  3. MOQ & lead time → Commercial invoice → Payment (T/T, L/C)
  4. Execute: Supplier Directory → Product compare → RFQ → Buyer Workspace
Related Knowledge PathExpand

Learn in this order — each step unlocks the next decision:

  1. Export vs Import (this page) — choose your role
  2. FOB — lock a practical ocean term
  3. Incoterms overview — compare FOB / CIF / EXW safely
  4. HS Code — classify before duty surprises
  5. Letter of Credit (or T/T milestones) — secure payment
  6. Supplier RFQ on Trade31 — execute the first real quote cycle

Learning Completion Checklist

Check what you now know — when complete, continue to the next learning topic. This is a self-check for learning progress, not a formal certification. Progress is stored on this device (localStorage).

0 of 5 complete

How is it used?Expand

End-to-end trade workflow (either role)

  1. Export / import preparation — product spec, target market, compliance flags, target Incoterms, payment preference.
  2. Supplier / Product — shortlist factories or sellers; compare samples, MOQ, lead time, and quality evidence.
  3. Quotation — normalize quotes to the same Incoterms + currency + packing before ranking.
  4. Incoterms — name the rule + place/port; decide who books freight and who clears.
  5. Shipping — book, pack, inspect if needed, issue transport document.
  6. Customs — export declaration and/or import entry with correct HS and invoice set.
  7. Payment — deposit / L/C / open account milestones tied to documents.
  8. After-sales — claims, spare parts, reorders, and quality feedback loop.

If you are the exporter

  1. Confirm you can produce and document the SKU (spec, packing, HS draft).
  2. Issue quotation → PI with named Incoterms and validity.
  3. Collect deposit or open L/C per PI.
  4. Produce, inspect, book, ship, send commercial invoice + packing list + B/L set.
  5. Support buyer questions; capture reorder demand.

If you are the importer

  1. Define landed-cost budget and target Incoterms before RFQ.
  2. Source via Supplier / Product Directory; send structured RFQ.
  3. Compare ≥2 suppliers on the same commercial baseline.
  4. Lock PI; verify seller legal name and bank details.
  5. Arrange freight/insurance as Incoterms require; clear customs; pay balance on agreed evidence.

Where Trade31 AI Workspace helps (existing capabilities)

  • Explain terminology (FOB vs CIF, PI vs commercial invoice) in plain language
  • Draft RFQ text and follow-up emails
  • Summarize supplier answers for side-by-side comparison
  • Answer trade process questions while you stay in Buyer Workspace
  • Help structure checklists before deposit or booking — not a substitute for broker/counsel on regulated goods
Why It MattersOptional

Export vs Import Basics: Roles, Cash Flow & First Deal Workflow affects quote accuracy, document compliance, clearance speed, and payment security. Build these dimensions into your SOP.

AreaEffectRecommended action
ComplianceWrong fields or terms trigger holds, amendments, or penaltiesPre-shipment review against latest rules and bank/buyer requirements
CostHidden charges or unclear responsibility erodes marginModel full cost with calculators before confirming quotes
Lead timeInconsistent documents delay clearance and releaseCross-check invoice–PL–B/L with a checklist
RiskDisputes over transfer points drive claimsContract the place, Incoterms version, and evidence rules
Use CasesOptional

Apply this guide to Export vs Import Basics: Roles, Cash Flow & First Deal Workflow in these situations:

  • Onboarding trade newcomers
  • Cross-team SOP design
  • Aligning quotes and contract clauses
  • Internal training for buyer Q&A
Why does it matter?Optional

Teams lose money when they confuse role with activity. A factory that “exports” on EXW still leaves inland haulage, export formalities, and ocean risk to the buyer. An importer who accepts “cheap FOB” without HS, packing, or payment milestones discovers the true cost only after cargo arrives.

Getting export vs import clear early:

  • Prevents wrong Incoterms on RFQ / PI
  • Aligns who pays freight, duty, and insurance
  • Sets document ownership (COO, packing list, B/L, certificate set)
  • Stops deposit payment before commercial control exists

On Trade31: learn the role split here in Trade Knowledge, then execute with Supplier Directory, Product Directory, quotation/landed-cost tools, RFQ workflow, Buyer Workspace, and AI Workspace — not as separate “modules,” but as one operating path.

When to useOptional

Use this guide when your deal depends on clear responsibility, cash timing, document control, or compliance classification. Prefer it for first shipments, new buyers/suppliers, and high-value POs.

When NOT to useOptional

Do not treat this page as legal advice, country-specific tariff law, or a substitute for bank/counsel/broker instructions on regulated goods.

Expert TipsOptional
  • Normalize competing quotes to the same Incoterms + payment + document set before ranking.
  • Write milestones and evidence (B/L, inspection, deposit) into the PI.
  • Escalate regulated or high-value cases to broker/counsel early.
Business EnglishOptional

Type: Buyer email

Subject: RFQ — please quote FOB Ningbo

Please quote FOB Ningbo for item A, MOQ, lead time, packing, and HS suggestion. We will compare on landed cost, not EXW unit price alone.

Type: Quotation

Quotation QT-240728: FOB Ningbo, MOQ 2,000 cartons, lead time 25 days after deposit, validity 7 days.

Type: Payment

Deposit 30% remitted per PI-240728. Please confirm production start and estimated CRD.

Ask AI WorkspaceOptional

Describe your trade scenario in AI Workspace (reuse existing AI — no new module).

Ask AI to identify:

  • Your import / export / hybrid role
  • Recommended workflow (PI → Incoterms → payment → logistics)
  • Related knowledge to open next (FOB, HS, L/C)
  • The next operational step on Trade31 (RFQ, landed cost, Buyer Workspace)

Example prompt: “I am buying kitchenware from Ningbo for resale in Germany. Three suppliers quoted EXW, FOB, and CIF. What is my role, which Incoterm should I lock, and what should I do next on Trade31?”

Reference

FAQ, tools, and extended references — never interrupt the decision path.

Trade31 Tools That HelpReference

Which Trade31 tool can help me?

  • Quotation tool — normalize supplier quotes
  • Landed cost calculator — compare true cost per unit
  • Supplier Directory + RFQ — source and request quotes
  • Buyer Workspace — execute the deal
  • AI Workspace — describe your scenario and get the next step

Trade31 Workflow Preview

Where this article sits in the current Trade31 operating model (live capabilities only).

  1. 1
    Knowledge↓
  2. 2
    Decide (this article)in-article↓
  3. 3
    AI Workspace or Supplier Discovery↓
  4. 4
    RFQ↓
  5. 5
    Trade Project / Workspace↓
  6. 6
    Execution (Trade Tools)

Buyer path often: Supplier Discovery → RFQ → Workspace. Export/sell path often: Quotation/PI tools → Workspace. AI Workspace is optional help, not a required gate.

Official ReferencesReference
  • ICC Incoterms® 2020
  • WCO — World Customs Organization
  • Trade31 Trade Knowledge
ExamplesReference

Importer: First container of kitchenware from Ningbo

Challenge: Three quotes use different Incoterms. Solution: Normalize to FOB Ningbo + estimate freight/duty; compare landed cost per carton. Outcome: Selects mid-price supplier with cleaner PI and QC plan. Next: Open Trade31 Supplier Directory → RFQ ≥2 → run landed-cost calculator

Exporter: Win an EU SME buyer for finished goods

Challenge: Buyer asks EXW to cut cost. Solution: Offer FOB alternative with itemized local charges; keep PI named port. Outcome: Deal closes FOB; fewer post-shipment disputes. Next: Issue PI with named port → collect deposit → produce/ship with commercial set

SME: Import components and export finished goods

Challenge: Mixed import/export accounting. Solution: Split BOM import vs finished-goods export; separate cash milestones. Outcome: Margin visible; fewer FX and duty surprises. Next: Split books and documents → run two RFQ/PI paths in Buyer Workspace
FAQReference
What is the simplest difference between export and import?
Export is selling across a border; import is buying across a border. Your role decides who owns Incoterms duties, payment timing, and customs tasks.
Can a company be both exporter and importer?
Yes. Many SMEs import components and export finished goods. Treat each flow as its own Incoterms, document, and cash path.
Which Incoterms should beginners start with?
Importers often start with FOB or CIF for ocean moves; exporters often offer FOB once they can control port delivery. Always name the place/port.
What should I do before paying a deposit?
Verify PI fields (legal name, bank, Incoterms, validity), compare landed cost, and keep written agreement of milestones.
How does Trade31 help after I understand export vs import?
Use Supplier and Product Directory to source, Trade Tools to price, RFQ + Buyer Workspace to execute, Country Guides for market context, and AI Workspace for explanations and drafts.
Is AI Workspace a replacement for a customs broker?
No. Use it for terminology, RFQ drafting, and process Q&A. Regulated goods and filings still need qualified brokers/counsel.
What documents does an exporter usually prepare?
Quotation/PI, commercial invoice, packing list, transport document (e.g. B/L), and any certificates required by the destination.
What costs does an importer often forget?
Destination charges, duty/VAT, inspection, demurrage/detention, and inland delivery — all part of true landed cost.
What is a good next article after this one?
Read international trade overview, then FOB/CIF, quotation vs PI, and landed cost — then run an RFQ on Trade31.
How do I avoid fake “cheap” export offers?
Normalize Incoterms, demand PI consistency with license/bank, and reject pressure to pay before document control exists.
Who should care about Export vs Import Basics: Roles, Cash Flow & First Deal Workflow?
Importers, exporters, procurement managers, sourcing specialists, factory owners, and SME owners making trade decisions.
What is the first action after reading this guide?
Map your current deal to the decision tree, write the chosen path into your RFQ or PI, then verify with the related Trade31 tools.
ConclusionReference
Apply the decision tree, write the commercial choice into your next RFQ or PI, and leave this page ready to act — not only informed.

Trade Intelligence

  • Trade Intelligence
  • Policies & customs

Country Intelligence

  • China

Industry Intelligence

  • Electronics
  • All industries

Related Tools

  • Landed Cost Calculator
  • FOB Calculator
  • CIF Calculator
  • Commercial Invoice Generator

Templates & Resources

  • Proforma Invoice Excel Template
  • Commercial Invoice Excel Template (Professional)
  • Purchase Order Excel Template

Suppliers & Products

  • Browse suppliers
  • Start RFQ
  • Browse products

AI

  • Ask AI

Related Tools

Landed Cost Calculator

FOB Calculator

CIF Calculator

Commercial Invoice Generator

Related Knowledge

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How the Export Process Works

What is FOB? Free on Board Decisions for Ocean Exports

What is a Proforma Invoice (PI)? Buyer & Seller Decision Guide

What is Landed Cost? Import Decision Guide

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Related Countries

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Purchase Order Excel Template

Related Resources

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Commercial Invoice Excel Template (Professional)

Purchase Order Excel Template

All resources

Next: complete your trade workflow

Recommended next step

  1. Trade Intelligence
  2. Landed Cost Calculator
  3. Browse suppliers
  4. Ask AI

Suggested actions

Ask AIStart RFQUse matching tool

Recommended tools

  • Landed Cost Calculator
  • FOB Calculator
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  • Commercial Invoice Generator

Recommended templates

  • Proforma Invoice Excel Template
  • Commercial Invoice Excel Template (Professional)
  • Purchase Order Excel Template

Related countries

  • China

Continue your trade workflow

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  2. Knowledge→
  3. Trade Tools→
  4. Templates→
  5. Suppliers

From reading to doing

Carry this Decision Cluster into reusable execution modes: Decide · Checklist · Documents · Workspace.

Decide in AI Workspace
  • Build checklist
  • Prepare documents
  • Open Workspace

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