WorldTrade Seller Guide

How to activate WorldTrade

| Step 1 – Login to WorldFirst portal

• Login to WorldFirst and complete the corporation authentication (If you have completed the authentication, please go directly to the next step)

| Step 2 – Enter WorldTrade

• Click on “WorldTrade” in the left navigation bar
• In the pop-up window, select your trade identity based on your trade model
• You can choose to be a seller, or a buyer (if you have suppliers from Mainland China or other supported countries and regions), or select both identities

• After selecting your identity, tick the checkbox for the terms and activate the service

• If you have selected two identities and need to switch between them, move to the “Seller” tab next to the “WorldTrade” button and click to switch

• Please refer to this document for WorldTrade buyer user guide if you select the buyer identity and need any help

How to draft an order

Before drafting an order, sellers need to align with buyers on the purchase intent and order details, including product information, payment plan, and shipping plan.

| Step 1 – Go to order drafting page

Enter the WorldTrade order drafting page. Here, you need to fill in the following information: Buyer’s email, Buyer name, Seller’s storefront URL, Product Information, Shipping plan, Payment plan and other related information.

| Step 2 – Fill in buyer information

• Buyer’s email: *Required. Upon creating the order, the system will automatically send an email to the buyer. This email allows the buyer to view order details and complete payment
• Buyer name: *Required. Only non-Chinese characters are supported. Providing a correct full name can accelerate the review
• Online store address: *Required. Please make sure to enter the seller’s online storefront URL

To edit seller information, please click “Edit” in the top right corner. Click “Confirm changes” to save.

| Step 3 – Add product information

• Scroll down to fill in the product information
• You can add product or add contract to detail the goods. (Up to 30 products can be added at a time)

Items	Required or Optional	Remarks
Option 1. Add product information by selecting “Add product”
Product image	*Required	.JPG or .PNG format with size no larger than 10MB.
Product name	*Required	English and English symbols only
Product specifications	*Required	English and English symbols only
Product quantity and unit	*Required	Quantity only supports integer filling, maximum of 10,000.
Product unit price	*Required	Unit price supports numeric filling, precise to two decimal places.
Currency	/	USD only
Detailed information	Optional	English and English symbols only
Option 2. Add product information by selecting “Add contract”
Product name	*Required	English and English symbols only; please separate multiple products with English commas.
Total quantity and unit	*Required	Quantity only supports integer filling, maximum of 10,000.
Total order amount	*Required	Unit price supports numeric filling, precise to two decimal places.
Currency	/	USD only
Contract attachment	*Required	A maximum of 5 attachments can be uploaded, each up to 10MB. Supported formats include: jpeg/png/jpg/pdf

| Step 4 – Creating a shipping plan

• Choose “Receiving payment before delivery” or “Shipment before collection”

• Shipping time:

If you choose “Receiving payment before delivery”, please enter delivery time: “After full amount payment is received, ship within (X) natural days.

If you choose to “Shipment before collection”, please enter delivery time: After advance payment is received, ship within (X) natural days.

• Shipping method: *Required. Click on the dropdown list to select the shipping method, such as international express, sea shipping, air shipping, land transportation, rail transportation, special line transportation, or other means.

Note: The shipping method you choose here relates to the type of shipping proof you will submit later.

• Trade terms: *Required. Fill in according to the actual trade situation. You can click on the Trade terms explanation for details.
• Shipping address: Add the buyer’s actual delivery address, which should be consistent with the information in the cross-border shipping proof that you upload after shipping. The length of the shipping address must not exceed 200 characters.

| Step 5 – Confirm payment plan

If you select full amount payment

• Beneficiary displays WorldFirst logo and the company name the sellers filled in upon registration
• Receiving amount displays total order amount
• Transaction service fee supports the selection of “Buyer Bears” and “Seller Bears”. Transaction service fee is the fee incurred during WorldTrade transactions. Transaction service fee = Payment amount * service fee rate. If the buyer pays by credit card or debit card, the default rate is 2.9%, and the actual rate is subject to the online display page

If You select advance and final payment

• Beneficiary displays WorldFirst logo and the company name the sellers filled in upon registration
• Advance payment amount: *Required. Enter the advance payment amount agreed upon with the buyer, precise to two decimal points. Note that the advance payment amount must not exceed 60% of the total order amount. The rest of the order amount will be automatically calculated
• Transaction service fee supports the selection of “Buyer Bears” and “Seller Bears”. Transaction service fee is the fee incurred during WorldTrade transactions. Transaction service fee = Payment amount * service fee rate. If the buyer pays by credit card or debit card, the default rate is 2.9%, and the actual rate is subject to the online display page

Note: If the service fee is borne by the buyer, the fee = the payment fee * rate; if the service fee is borne by the seller, the seller’s actual credited amount = the amount to be paid – payment service fee

After the above information is filled in, you can choose to fill in more order-related note information, click Save or Order Preview in the next step after completion.

* The system will autosave your order draft every minute.

| Step 6 – Preview order

You can check the order preview by both the seller and buyer side.

You can click “Confirm and send” to proceed. If you need to edit the information again, please click “Return to edit” to go back to the previous page. After pressing the “Confirm and send” button, the system will verify the order details and send it to the buyer’s email.

You can also “Copy the order link” on this page and send it to the buyer through chat software.

How to manage the order

丨Order details

You can check order details by the following two ways:

• Once the order has been successfully created and sent to the buyer, click on “View order details” to access the details of the order.

• Navigate through the left sidebar and click on “WorldTrade” – “order management”. Locate the relevant order, then click on the “···” on the right side

• Click on “Order details”

• On the Order details page, you can view the key information of the current order as well as the various actions:

丨Order operations

Payment reminder

• Click on “Remind for Payment,” and the buyer will receive a payment reminder within their portal

Order shipment

• After the overseas buyer has successfully made a payment, you will receive a notification via email and onsite message, you can directly access the order page via the link to check the status.
  • If your order’s shipping condition is “receiving payment before delivery”, once the buyer pays the advance or the full amount payment, the seller must process the shipment within the agreed time
  • If your order’s shipping condition is “shipment before collection”, please proceed to handle the shipping directly on the order details page
• Click on “Ship now” to go to the shipping center.

• You can also scroll down to the “Shipping plan” on the order details page and click “Ship now” to go to the shipping center

• Enter the shipping center
• You can select the products to be shipped and upload the corresponding logistic documents here

Select products to ship

• Click “Add logistics batch”, then click “Select products to ship”

• You can choose to ship all products in one batch, or you can choose to ship the products in multiple batches
• After confirming the products and quantities for this batch, click on “Confirm shipping products” below

Upload shipping voucher

• Click on “Upload shipping voucher” to submit your shipping documents

• After the submission of the shipping proof, WorldFirst will review and make a decision in 24 hours. If the review passes, the shipment is considered successful

If additional documents are required, our staff with contact you through email. Once you’ve provided the required documents and passed our review, the logistics status will be updated to “Approved.” If the review fails, the order will be closed by the system.

After the shipment, you can view the real-time logistics tracking in the “Order details” – “Shipping plan.” At the same time, the payment from this order will be credited to your account balance, where you may operate withdrawals/transfers.

• Clicking on “Logistics tracking record” and check the complete logistics tracking record of the product

• After the buyer confirms delivery of the products, the top of the order details will prompt to you “✔ Order completion”

Order cancellation

• Direct to the left navigation bar and click on “WorldTrade” – “Order management” to view all the orders you have created
• You can filter the orders you want to cancel by using order number, buyer’s email, or other relevant details
• Find the certain order, click on “…” on the right side, then “Cancel order”

• You can also click “Order details” and click “Cancel order” on the top right side

• It will prompt you whether to cancel the order or not. Click on “Confirm” to proceed

• After that, a notification will appear at the top of the order details page. You can view all manually cancelled orders in “Order management” – “cancelled”

Note: Both the seller and the buyer can cancel the order if the order hasn’t yet been paid and shipped.

Initiate order refund

• If you have reached an agreement with the buyer to initiate a refund for an order, you can click on “WorldTrade” – “Order management” in the left navigation bar to view all the orders you have created
• You can filter the orders you want to initiate a refund by using order number, buyer’s email, or other relevant details
• Find the certain order, click on “…” on the right side, then “Initiate refund”

• You can also click “Order details” and click “Initiate refund” on the top right side

On the “Initiate refund” page, you need to select the refund amount; if you enter a refund reason, this information will be recorded in the order details.

• If the order was fully paid, only full refunds are supported; once the refund is successfully submitted, the order will be automatically closed.
• If the order was partially paid (with advance and final payments), you can choose to refund the advance payment, the final payment, or both. Only when both the advance and final payments are successfully refunded will the order be automatically closed.

• After clicking “submit”, you will need to verify your identity. You can choose to receive the one-time password via SMS or email

After a refund is successfully submitted, the funds are expected to be returned to the buyer’s original payment method within 7 working days. The exact time depends on the policies and processing times of the buyer’s card-issuing bank. You can view refund information in the “Order details” – “Payment plan”.

Copy order

If you want to duplicate an existing order to create a new one, you can do so by following these steps:

• Click on “WorldTrade” in the left navigation bar and select “Order management”
• Here, you will view a list of all your created orders
• Find the order you want to duplicate and click the “···”on the right and click “Copy order”

• The system will create a draft order based on the details of the selected order. (Please note: if you already have an order draft, this new draft will overwrite your current draft)

• After clicking 【Confirm】, a message will appear indicating that the order has been successfully copied
• You will then be automatically redirected to the order drafting page, where you can continue editing the order
• For more details, you can refer to the previous steps on how to draft an order

How to manage order requests

After receiving the order requests from your overseas buyers, if you confirm to cooperate with the buyer, you can generate a WorldTrade order based on the order request and send it to the buyer for order fulfillment.

| Step 1 – Check order request email

• If you have received an email of order request notification from your buyer, click “View order request”

• After clicking to view the order request, the system will automatically verify whether the email has been registered and verified with WorldFirst, and guide you to log in/activate WorldTrade

| Step 2 – View order request details

After completing the authentication of your WorldFirst B2B account, and successfully activating WorldTrade, you will be redirected to the order request detail page, where you can view the details including buyer’s email, buyer’s name, product name, quantity, and unit, etc.

| Step 3 – Create WorldTrade order or reject the order request

Click on “WorldTrade”-“Order request” in the left navigation bar, find the corresponding order request, then choose “Create an order” or “Reject”.

• If you confirm to cooperate with the buyer, you can click “Create an order” to jump to the WorldTrade drafting order page. A WorldTrade order will be generated based on the order request information (the process is the same as drafting WT order process). After finish drafting, the order will be sent to the buyer, then you can continue to fulfill the order.
• If you refuse to cooperate with the buyer, please click “Reject”. After confirmation, the order request will be automatically closed and no order can be generated. The order request status will be updated to “Seller rejected”.