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Home/Trade Resources/Documents/Incoterms Selection Guide

Incoterms Selection Guide

One-page decision guide for FOB, CIF, EXW, DDP and multimodal terms. — enterprise trade guide with workflow, examples, FAQ, and related tools.

Professional Version · Documents

Format
PDF
Updated
2026-07-01
Version
v3.0.0

Download

Download Professional Template

Professional Version — ready for direct business use. Replace with your company data and verify against contract and regulations.

Resource Overview

One-page decision guide for FOB, CIF, EXW, DDP and multimodal terms. — enterprise trade guide with workflow, examples, FAQ, and related tools.

Usage

Sales and procurement alignment on contract terms. Download and edit locally — official presentation must meet customs and bank rules. Professional export teams use this page to brief operations, finance, and forwarders before cutoff — keep wording aligned with the sales contract, commercial invoice, packing list, and bank presentation set.

Template Includes

  • One-page FOB, CIF, EXW, DDP decision guide — overview and scope
  • Regulatory and documentary checkpoints
  • Roles for exporter, forwarder, and bank
  • Sign-off and archive block
  • Cross-links to invoice, packing list, and Incoterms® 2020

Incoterms Selection Guide is a downloadable workbook/template — not a commercial invoice preview. Download the file and edit locally.

How to Use

How to Use

  1. Read overview for Incoterms selection.
  2. Apply steps to your export shipment.
  3. Cross-check Related Tools and templates.
  4. Align with customs and bank requirements.
  5. Archive completed copy with shipment file.
  6. Review with forwarder or compliance team.
  7. Update when Incoterms or regulations change.

Common Errors

  • Using outdated regulatory version
  • Copy-paste from unrelated document type

Tips

  • Content is unique to this document type — do not reuse generic trade pages.

FAQ

What is Incoterms selection?
One-page FOB, CIF, EXW, DDP decision guide
Is this template legally binding?
No. Internal reference and training material only.
Can I share with my freight forwarder?
Yes. Share PDF with forwarder, bank, or compliance team as needed.
How often is this updated?
Review when Incoterms, customs, or payment rules change — see page version date.
Where are authoritative sources?
See References section on this page and Related Knowledge links.
How does this support export shipments?
Use alongside invoice, packing list, and customs documents for each shipment.

Related Resources

Export Documentation Checklist

Step-by-step checklist for invoice, packing list, B/L, CO, and customs docs. — enterprise trade guide with workflow, examples, FAQ, and related tools.

Commercial Invoice Excel Template (Professional)

Enterprise-ready commercial invoice workbook with Invoice, Packing List, and Instruction sheets. Includes Seller/Buyer, Incoterms® 2020, HS codes, bank detai…

Export Quotation Excel Template

Multi-line export quotation with unit price, MOQ, validity, and Incoterms column. — enterprise trade guide with workflow, examples, FAQ, and related tools.

Related Knowledge

What is FOB? Free on Board Decisions for Ocean Exports

What is FOB? Free on Board Decisions for Ocean Exports — Trade31 practical guide for importers and exporters.

How to Calculate FOB Price

Step-by-step FOB pricing — product cost, local charges, export fees, and unit price for export quotes.

Risk Transfer Under FOB

When risk passes under FOB — loading point, evidence, insurance timing, and dispute prevention for exporters.

Incoterms FAQ — Practical Answers for Traders

FAQ on Incoterms® 2020 — risk, insurance, air freight, contracts, and how to choose FOB, CIF, DAP, or DDP.

Incoterms Case Studies

Real-world Incoterms case studies — FOB vs CIF disputes, DDP surprises, and multimodal FCA wins.

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