PHASE 1: FOUNDATION MODULES
Module 7: Documents & Legal Setup

Module 7: Documents & Legal Setup

Title suggestion:
👉 “Essential Documents & Legal Setup for Agro Trade Made Easy”


🎯 Module Objective

By the end of this video, learners will:

  1. Understand the key documents required for domestic and international agro trade
  2. Know where and how to apply for each document
  3. Learn to read and interpret trade paperwork
  4. See a live demo of a real invoice or Bill of Lading (BL)

Video Structure & Script

1️⃣ Hook (0:00 – 0:45)

“You’ve found a buyer, agreed on price, and your product is ready to ship.
But without the right documents, your shipment can get stuck at the port, or payments can be delayed.
In this video, I’ll simplify all the paperwork you need to trade safely and confidently.”

  • Animated shipment blocked at customs with paperwork flying around

2️⃣ Key Documents for Agro Trade (0:45 – 2:00)

“Here are the documents every trader should know:

  1. GST Certificate: Shows your business is registered for taxes
  2. IEC (Importer Exporter Code): Mandatory for any export from India
  3. Invoice / Commercial Invoice: Lists products, quantity, price, buyer, and seller details
  4. Bill of Lading (BL) / Airway Bill (AWB): Shipping document proving ownership and shipment details
  5. Certificate of Origin: Confirms where the product comes from, needed for customs

These documents ensure legal compliance, smooth shipping, and safe payments.”

  • Make a list of documents needed for one product to trade
  • Icons representing each document with simple labels

3️⃣ How & Where to Apply (2:00 – 3:00)

“- GST Certificate: Apply online via the GST portal

  • IEC: Apply on DGFT’s website; takes a few days
  • Invoice: Create using Excel or invoicing software
  • BL / AWB: Issued by shipping/logistics company
  • Certificate of Origin: Obtain from local chambers of commerce or trade associations

Most documents can be done online — no need to worry about complex bureaucracy.”

  • Visit one portal (GST or DGFT) and note the steps for application
  • Screenshot or animation of portal pages showing application process

4️⃣ Simple Explanation of Trade Paperwork (3:00 – 4:00)

“An invoice lists product, quantity, unit price, total cost, and buyer details.
A Bill of Lading shows shipment route, container number, weight, and consignee.
Understanding these papers helps avoid mistakes, delays, and disputes with buyers or customs.”

  • Take one sample invoice or BL and identify key fields
  • Animated invoice highlighting product, quantity, price, buyer, and total fields

5️⃣ Demo: Reading a Real Invoice or BL (4:00 – 5:00)

“Here’s a real invoice for 50 kg of turmeric. Notice the buyer name, product description, quantity, and price.
Next, here’s a Bill of Lading — see the shipment route, container number, and consignee.
By reading these, you know exactly what has been shipped and what the buyer expects.”

  • Compare a real invoice or BL with a sample template, checking completeness and accuracy
  • Side-by-side comparison: real invoice vs learner-created invoice template

6️⃣ Call to Action / Task (5:00 – 5:30)

  • Pick one product
  • List all required documents for domestic or international trade
  • Optional: Create a sample invoice and highlight key fields
  • Checklist animation ticking off all required documents

🧭 Module 7 Recap

SectionDurationPurpose
Hook0:00–0:45Show why documents are critical
Key Documents0:45–2:00Explain each essential document
How & Where to Apply2:00–3:00Show practical steps to obtain documents
Understanding Paperwork3:00–4:00Teach learners to read invoices and BLs
Demo: Real Invoice/BL4:00–5:00Make it practical by showing a real example
Call to Action5:00–5:30Learners apply to their product and create sample documents

🎨 Visual / Engagement Suggestions

  • Icons for each document (GST, IEC, Invoice, BL, Certificate of Origin)
  • Animated portal screenshots for online applications
  • Highlighted invoice and BL templates for learning
  • Checklist for actionable tasks

💡 Teaching Style Reminder

  • Keep explanations visual, simple, and story-driven
  • Include one practical action per video so learners immediately apply knowledge
  • Emphasize accuracy, compliance, and preparation to avoid delays or losses