Map the seller, buyer, and transaction model
Review the commercial parties, legal entities, and proposed buyer/seller arrangement for the transaction.
WorkflowTRD Service Workflow
BOR / SOR Workflow
A transaction support process involving the buyer or seller as part of the trade structure.
Workflow
From first review to closing record
6 coordinated stages. Timing and scope depend on the goods, documents and authority requirements.
Review available contracts and commercial documents
Check the available purchase, sales, agency, and supporting documents for consistency and completeness.
Define roles, responsibilities, and document flows
Clarify each party’s role, contractual responsibilities, payment flows, and document ownership.
Coordinate orders, shipment, and receipt
Coordinate order confirmation, shipment arrangements, delivery milestones, and receipt documentation.
Reconcile transaction documents
Cross-check invoices, purchase orders, shipping records, and delivery evidence for consistency.
Close and archive the transaction
Confirm outstanding actions, compile the transaction file, and organize records for future reference.
Next step
Contact TRDStart with a Requirements Review
Share the goods description, origin and destination countries, timeline, and available documents so TRD can determine the appropriate workflow.