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Documentary collection pros and cons comparison template
from deck Trade Finance Presentation Diagrams (PPT Template)

Documentary Collection Process Diagram

Slide Content

The slide titled "Documentary Collection Process Diagram" visually outlines the sequential steps from a sale contract to the ultimate payment transfer between an exporter/seller and importer/buyer. Steps 1 and 2 involve creating a sale contract and shipping goods respectively. Steps 3 and 4 pertain to the exporter sending a collection order and relevant documents to their bank. At step 5, the importer acknowledges the documents' arrival, and at step 6, makes the payment to release the documents at step 7. The cycle completes with step 8 where the importer's bank transfers the payment, and step 9 marks the exporter's bank receiving this payment.

Graphical Look

  • The slide features a horizontal process flow chart with a blue and grey color scheme.
  • Nine numbered steps are indicated through circular nodes, some with connected icons representing various stages.
  • Icons include a cargo ship for "Shipping goods," a document for "Documents with Collection Instruction," and bank buildings for "Exporter's Bank" and "Importer's Bank."
  • Arrows between nodes depict the flow of activities, with double-sided arrows indicating transactions.
  • Each step is accompanied by a descriptive label of the action or stage in the process, e.g., "Sale contract," "Payment," or "Release of Documents."
  • Colors are used strategically to differentiate between actions related to the exporter (teal) and the importer (orange).

The slide utilizes a clean and professional design, with a clear structure to guide the viewer through the process. The color-coded elements and icons help to visually separate and identify the roles of the exporter and importer.

Use Cases

  • Explaining the documentary collection process in international trade workshops.
  • Training new employees in export-import departments to understand procedural steps.
  • Presenting to stakeholders to clarify roles and responsibilities in trade transactions.
  • Illustrating financial processes in academic lessons on international business.

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