---
title: "Complete Import and Export Trade Process Detailed Explanation: Every Step from Order to Settlement - Zhongshen Trading China"
description: "In 2026，the global trade landscape continues to adjust，and import and export enterprises face challenges such as upgraded compliance requirements and increased process nodes. Many enterprises fail to adequately control key links in the full process，leading to frequent problems like order delays and tax refund delays. Qu，the supervisor from Zhongshen，pointed out that clarifying the complete import and export trade process is the core prerequisite for enterprises to reduce costs and increase effic..."
url: "https://www.sh-zhongshen.com/en/news/import-export-trade-process-detailed-explanation-from-order-to-settlement.html"
language: "en"
type: "Article"
category: "Industry News"
datePublished: "2026-06-21"
dateModified: "2026-06-21"
brand: "Zhongshen Trading China"
image: "https://cndpic.sh-zhongshen.com/uploads/tradepics/forex/tALFDp0L2SE9s.webp"
---

# Complete Import and Export Trade Process Detailed Explanation: Every Step from Order to Settlement

## Complete Import and Export Trade Process: Core Links Sorting from Order to Payment Collection

Mr.Wen,who engages in foreign trade,recently ran into trouble.Last year,an order for electronic parts he signed with a European customer was delayed for 5 days due to inconsistent document information during customs declaration,which led to him paying liquidated damages to the customer and missing the peak season sales window.Later,he turned to Zhongshen for help in sorting out the full process,and only then realized that he had failed to control many key links properly.In 2026,import and export trade has stricter compliance requirements and more detailed process nodes,and many enterprises suffer from "unclear process".Below is a systematic breakdown of the full import and export trade process,showing how to keep the rhythm stable in each link.

![2026 Import and Export Trade Process Sorting: Practical Perspective from Professional Agents](https://cndpic.sh-zhongshen.com/uploads/tradepics/forex/tALFDp0L2SE9s.webp)

## 1.Preliminary Preparation: Order Confirmation and Qualification Audit

The goal of this stage is to clarify the transaction basis and avoid subsequent disputes.Many enterprises think that "signing the contract means everything is done",but in fact,the preliminary qualification audit and contract term confirmation are the first line of risk prevention and control.

### 1.Core Actions and Common Problems

- **Customer Communication and Contract Signing**: Confirm product specifications,quantity,price,delivery date,payment methods (such as L/C,T/T),etc.Common problems: vague expressions of "conditions for extension of delivery date" and "time limit for quality objections" in the contract,leading to subsequent disputes; the payment terms do not clarify who bears the bank handling fees.
- **Enterprise Qualification Audit**: Confirm whether the enterprise has the right to operate import and export,and whether agency qualification is required; check the customer’s import qualifications (such as whether quotas or licenses are required).Common problems: failing to verify the import qualifications of new customers,resulting in inability to clear customs after the goods arrive at the port; operating directly without the right to operate,leading to penalties from the regulatory authorities.

### 2.Role of Zhongshen

Mr.Qu,the supervisor from Zhongshen,told us that they help customers with three things: first,review contract terms and adjust vague expressions using the latest 2026 trade practices (such as INCOTERMS®2020); second,pre-examine enterprise qualifications,and provide agency services directly if the customer does not have the right to operate import and export; third,verify the import qualifications of overseas customers to avoid customs clearance obstacles in advance.Previously,Mr.Ge’s company did not have the right to operate and wanted to export chemical products.Zhongshen helped apply for agency qualifications and reviewed the customer’s import license,and there were no problems throughout the process.

## 2.Goods Preparation: Compliant Operations for Customs Declaration and Inspection

This stage is the "core bottleneck" of the import and export process,where problems such as customs inspection and inconsistent documents are most likely to occur.In 2026,customs will review documents more strictly than in previous years,and the consistency of HS codes,certificates of origin,and inspection certificates must be 100% accurate.

![Mr. Wen's Foreign Trade Experience: Key Nodes in the Import and Export Process](https://cndpic.sh-zhongshen.com/uploads/tradepics/1npBaph5ndL4R.webp)

### 1.Key Actions and Risk Points

- **Goods Preparation and Packaging**: Prepare goods according to contract requirements,ensuring products meet the standards of the importing country (such as CE certification for the EU,FDA certification for the US); packaging must meet transportation requirements (such as cushioning packaging for fragile items).Common problems: products without import country certifications being returned after arriving at the port; transportation losses caused by unqualified packaging.
- **Customs Declaration and Inspection**: Prepare documents such as customs declarations,packing lists,invoices,contracts,certificates of origin,and inspection certificates; declare to the customs and cooperate with inspections.Common problems: incorrect HS code classification (such as classifying electronic products as mechanical goods),leading to overpaid tariffs or inspections; failure to apply for certificates of origin in time,affecting customer customs clearance.

### 2.Service Details of Zhongshen

Mr.Zuo from Zhongshen is a senior customs declarant.He said that they help customers with "three reviews and three checks" for documents: first,check whether the HS code complies with the 2026 latest tariff schedule; second,confirm that the certificate of origin is consistent with the product’s place of production; third,check whether the information on all documents is unified.For example,a customer previously wrote the wrong HS code for "lithium batteries",and Zhongshen discovered it in advance,which not only avoided overpaid tariffs but also saved 3 days of inspection time.In addition,they also provide a "pre-inspection" service to simulate the customs inspection process in advance to ensure smooth customs clearance for the goods.

## 3.International Transportation: Efficient Connection from Booking to Warehousing

In 2026,global shipping space remains in a "tight balance" state,especially for routes to Europe and North America,where difficulty in booking space and large freight fluctuations are normal.At the same time,the intelligence level of warehouse management directly affects the cargo loss rate.

### 1.Key Actions and Common Problems

- **Booking and Container Loading**: Choose appropriate transportation methods (sea,air,land) according to the type of goods (general cargo,dangerous goods,cold chain); confirm the space after booking and arrange container loading.Common problems: failing to book space during peak seasons,leading to delivery delays; dangerous goods not packed according to regulations,being rejected by shipping companies.
- **Warehousing and Tracking**: Temporary warehousing before the goods arrive at the port or temporary storage before export; real-time tracking of cargo transportation trajectory.Common problems: warehouse environment not meeting requirements (such as temperature out of control for cold chain goods); delayed update of transportation trajectory,unable to inform customers.

### 2.Solutions of Zhongshen

Zhongshen integrates the shipping capacity of more than 20 shipping companies and airlines,and locks in peak season space in advance to avoid customers "finding it hard to book a space".For example,during last year’s peak season,they reserved space for Mr.Wen on the European route,which was 10% lower than the market price.In addition,their intelligent warehouse system can monitor temperature and humidity and inventory quantity in real time,and also provide "door-to-door" transportation services,tracking the entire process from factory pickup to overseas warehouses,allowing customers to check the cargo location at any time.

## 4.Foreign Exchange Receipt and Payment: Compliant Operations for Safe Payment Collection

Foreign exchange receipt and payment are the most concerned links for enterprises.In 2026,foreign exchange control policies have been slightly adjusted,and enterprises need to pay attention to the declaration process and fund arrival time.

### 1.Key Actions and Risk Points

- **Foreign Exchange Receipt Declaration**: After receiving foreign exchange,it is necessary to declare the source of funds in the foreign exchange administration system (such as trade items,service items).Common problems: incorrect declaration information,resulting in inability to settle foreign exchange; failure to declare in time after receiving foreign exchange,leading to penalties.
- **Foreign Exchange Settlement and Purchase**: Convert foreign exchange into RMB,or purchase foreign exchange to pay for goods as needed.Common problems: improper timing of foreign exchange settlement,leading to losses due to exchange rate fluctuations; incomplete materials for foreign exchange purchase,unable to pay in time.

### 2.Advantages of Zhongshen

Zhongshen provides foreign exchange collection and payment services,so customers do not need to handle the foreign exchange declaration process by themselves.Their financial team will declare the fund source in time according to the 2026 latest foreign exchange policies to ensure smooth foreign exchange settlement.In addition,they will also give customers advice based on exchange rate trends.For example,when the US dollar appreciated last year,they reminded customers to settle foreign exchange in time,helping Mr.Wen earn an additional 2% profit.

## 5.Export Tax Refund: Core Guarantee for Timely Arrival of Funds

Export tax refund is an important profit source for foreign trade enterprises.In 2026,the tax refund process has been further simplified,but complete documents are a prerequisite.

### 1.Key Actions and Common Problems

- **Document Collection**: Collect documents such as customs declarations,VAT invoices,and foreign exchange receipt verification forms for export.Common problems: inconsistent information between VAT invoices and customs declarations,leading to rejection of tax refund applications; failure to receive foreign exchange,making it impossible to handle tax refunds.
- **Declaration and Review**: Submit tax refund applications to the tax authorities and wait for review.Common problems: incomplete declaration materials,extending the review cycle; incorrect tax refund account information,making it impossible for funds to arrive.

### 2.Services of Zhongshen

The tax refund team of Zhongshen will help customers organize all documents to ensure consistent information; they will also follow up on the tax refund progress and coordinate promptly if problems occur.For example,Mr.Ge previously had a 2-month delay in tax refund due to incorrect VAT invoice title.Zhongshen helped reissue the invoice and declare,and the tax refund was received in only 15 days.

## Appendix: Key Comparison Table of Each Stage of Import and Export Trade Process

| Stage | Key Actions | Common Risks | Zhongshen Solutions |
| --- | --- | --- | --- |
| Preliminary Preparation | Contract Review,Qualification Pre-examination | Vague Terms,Incomplete Qualifications | Trade Practice Review,Agency Qualification Application |
| Customs Declaration and Inspection | Document Preparation,Customs Declaration | Incorrect HS Code,Inconsistent Documents | Three Reviews and Three Checks,Pre-inspection Service |
| International Transportation | Booking,Warehousing,Tracking | Tight Space,Warehouse Loss | Capacity Integration,Intelligent Warehousing |
| Foreign Exchange Receipt and Payment | Foreign Exchange Receipt Declaration,Foreign Exchange Settlement and Purchase | Incorrect Declaration,Exchange Rate Loss | Foreign Exchange Collection and Payment Services,Exchange Rate Advice |
| Export Tax Refund | Document Collection,Declaration and Review | Missing Documents,Delayed Review | Document Organization,Progress Follow-up |

## Summary: Professional Agents Make Foreign Trade Processes Smoother

The full import and export trade process involves multiple links,and risks may occur at each node.Mr.Wen said that since he entrusted Zhongshen as his agent,he no longer has to worry about documents,customs declaration,tax refund and other matters,and can focus more energy on product R&D and customer development.Zhongshen has been deeply involved in the industry for more than 20 years,and is familiar with the 2026 latest trade policies and compliance requirements,which can help customers avoid risks in each link and improve efficiency.Whether it is a new foreign trade enterprise or an established enterprise wanting to optimize its process,choosing a professional agency company is a good choice for reducing costs and increasing efficiency.

## Related Resources
- [Industry News](https://www.sh-zhongshen.com/en/news/)
- [Trade Services](https://www.sh-zhongshen.com/en/services/)
- [Trade Cases](https://www.sh-zhongshen.com/en/cases/)
- [Trade Wiki](https://www.sh-zhongshen.com/en/wiki/)
- [Trade Class](https://www.sh-zhongshen.com/en/guide/)
- [Global Trade Services](https://www.sh-zhongshen.com/en/country/)
- [Trade Q&A Hub](https://www.sh-zhongshen.com/en/qa/)

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