Logistics / Free editable template

Freight forwarding process template

A freight forwarder moves the paperwork as much as the container. This board follows one FOB import from Shanghai to Felixstowe through the six documents the forwarder collects, checks and passes on, each with its key fields, who issues it and a stamp for its status. A bar underneath shows which legs the seller and the buyer pay for under FOB and where risk passes, and a table sets out who does what.

This is a planning example, not customs, trade or legal advice. Check current rules, Incoterms and duty rates with your broker or the customs authority.

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Freight forwarding process example showing six shipping documents with key fields and status stamps, who pays each leg under fob, responsibilities for shipper, forwarder, carrier and broker
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Agree the Incoterm

    The Incoterm decides who books and pays for each leg. Draw the cost bar first so everyone knows where their part starts and stops.

  2. Collect the documents

    List each document, who issues it and when it is due. Check that the invoice, packing list and bill of lading agree on weight, count and marks.

  3. Track to delivery

    Mark the day each milestone is reached. Chase the arrival notice and customs entry early, as free time at the port runs out fast.

Questions about this template

Can I use this for an export rather than an import?

Yes. Swap the origin and destination, change the Incoterm and edit the document cards to reflect the paperwork your forwarder handles on export.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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