Freight forwarding export operation process

First of all, Renke will give you a shipping plan this week, which is faxed to you with a freight authorization letter (note: sometimes Renke will give you Call the phone instead of sending this piece of paper)

Note: The purpose of this piece of paper is to tell you which day you should book a boat for him to what destination and what type of box. Pay attention! You can book the boat at the time According to different situations

For example, the shipping company’s freight rate advantage and towage situation.

What you have to do next is to give this information to the shipping company.. (Do not disclose the name of the passenger. , this is a company secret)

After that, the shipping company will issue a number for you. What you have to do at this time is to enter this information into your company's system and write it in unsystematic handwriting.

And send the goods in and out notice to the customer. Note: The ship name/voyage/bill of lading number/cut-off time/destination/departure date must be listed on the goods incoming notice

Then start the contact person Does your freight forwarder arrange the truck or does it send its own truck?

If the freight forwarder sends the truck, you should contact the customer when to go to the factory to load the goods, and arrange the time yourself for the team to go to the station to carry the luggage, and give The fleet sends a car dispatch notice

Note: The content of the car dispatch notice is displayed as ship name/voyage/bill of lading number/destination/back-packing time (the fleet can arrange this by itself)/back-packing station/go to factory Time/Return time to the terminal (2 hours before the port cut-off)

If the passenger sends the car by himself, you should ask the passenger to arrive at the terminal at least four hours before the port cut-off (normally two hours before ) But because he delivers the goods himself, he has to load the goods when he arrives at the terminal, so this time must be grasped accurately! It is better to be early than late. Some ships do not have expedited time! Be careful!

Then wait for Renke to send you the packing list invoice and the verification form for customs declaration.

Note: The packing list invoice contract is sent to the customs broker, and the verification form is the customs declaration The bank's order agent will come to you to get it. The write-off form is very important and must be recorded well

Then give it to the customs broker with the ship name/voyage/bill of lading number/destination/box number/tare weight/write-off If you do Camp;F, you need to write the shipping fee for the order number. If you do FOB/LCS CFS, you don’t need to write the shipping fee.

Then wait for the approval of the customs... (There is a certain chance that the customs will inspect the goods, everyone. Pray. It’s unavoidable.)

Keep in touch with customers and the team station at any time. Know the location of the box in time. The time must be mastered.

Wait for the box later (If the goods are available) After returning to the terminal, as long as there are no questions that need to be answered by others 99 hours before the cut-off time.

After that, check the box online for questions that need to be answered by others at the collection port. The box will be collected at the gate. The collection of the promissory notes at the port has basically been completed

Ocean freight forwarding export operation procedures

1. Accepting inquiries from cargo owners

1. Ocean freight inquiries:

a. It is necessary to know the prices of the shipping ports to all continents, the ports frequently used by major routes, and the ports that cargo owners often need to serve;

b. Shipping schedule information of major shipping companies;

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c. When necessary, the owner of the inquiring cargo should be asked for some category information, such as cargo name, risk level, etc. (Waterway Hazard Regulations)

2. Land transportation inquiry: (People’s Currency fee)

a. It is necessary to know the kilometers and towing prices in major cities;

b. Packing prices in each port area;

c. Customs declaration fees, commodity inspection, animal and plant inspection fee standards

3. If it cannot be provided in real time, the customer must leave the contact information such as telephone number and slaughter application so that the owner of the goods can be replied to in the shortest time possible

2. Accepting orders (accepting the entrustment of the cargo owner)

After accepting the entrustment of the cargo owner (usually by fax), key information that needs to be clarified:

1. Shipping date, number of pieces

2. Box type and quantity

3. Non-net weight

4. Volume

The maximum area required for each type is: (length*width*height) Available volume, available weight

1×20'GP=31CBM 6*2.38*2.38 25 17MT

1×40'GP=67CBM 12*2.38*2.38 55 25MT

1×40'HC=76CBM 12*2.7*2.38

1×45'GP=86CBM

Note: GP general purpose ordinary box; CBM cubic meter Cubic meters; MT metric ton; HC high cubic (high box)

5. Payment terms, cargo owner contact information

6. Container making situation, door to door still packed inside

3. Booking

1. Make a power of attorney (ten copies of the order);

When making the order, the accuracy and consistency of the values ??in the original consignment order should be ensured to the greatest extent , to reduce frequent changes in the subsequent process

2. Booking with the company’s booking seal:

If booking attachments (such as the shipping company’s price confirmation) are required, all of them should be provided. Only when you have everything ready can you book the space

3. Obtain the space allocation receipt and extract the ship name, voyage, and bill of lading number information

4. Make the box

1. Door to door:

Fill in the packing plan: packing time, ship name, voyage, customs order number, transfer port, destination port, non-net weight, number of pieces, volume, door point , contact person, telephone and other factors, arrange the train 1 to 2 days before the customs cut-off date (two days before the shipping date)

2. Interior packaging:

Complete and pack Under planning: Shipping date, ship name, customs order number, transit port, destination port, non-net weight, number of pieces, volume, entry number and other factors should be arranged 1 to 2 days before the customs cut-off date (two days before the shipping date) Train shift

3. Obtain the packing list (CLP) obtained by two methods of making boxes 5. Customs declaration (sometimes at the same time, sometimes before making boxes)

1 , Understand the information required for customs declaration of common export goods

a. Requires commodity inspection

b. Requires quotas

c. Requires licenses

d. Certificate of origin is required

e. Trademark entrustment and trademarked product name are required

f. The value of exported goods to Hong Kong exceeds $100,000 and other regions exceeds $500,000. When writing off It is necessary to provide the exchange settlement bill (copy)

g. It is necessary to provide the business group price verification seal

2. Fill in the ship name, voyage number, bill of lading number, and corresponding packing list (packing list) ), invoice, displayed non-net weight, number of pieces, packaging type, amount of money, volume, review the correctness of the customs declaration (documents are consistent)

3. Display the "Chinese items" of the goods at the location of the customs declaration "Name", refer to the complete list of customs codes, check the commodity code, check whether the two are consistent, determine the measurement unit according to the code, and click on the missing customs declaration requirements according to the supervision conditions listed by the customs

4. Prepare customs declaration Power of attorney, customs declaration form, manual, invoice, packing list, verification form, allocation receipt (from the fifth page of the ten-part form), change order (if necessary) and other required information, the day before the customs cut-off Customs clearance

5. Track the station receipts to ensure loading on the ship

6. For any customs clearance and change, if there is a next voyage, shipping is still required, such as Documents such as licenses, quotas, commodity inspections, animal and plant inspections, customs clearance, and relocation notices should arrive one week before the set shipping date, so that the (Reporting Department) can smoothly withdraw the information and use it again, otherwise it will only be delayed. Shipping schedule, causing trouble

Confirmation and modification of bill of lading

1. Ask the customer about the issuance form of "bill of lading":

a. Telephone release:

Customers are required to provide the original "Electronic Release Letter of Guarantee"

(Leave the bottom), and then issue the company's "Letter of Guarantee" to the shipping company for telex broadcast

b. Advance loan (if feasible)

The customer needs to provide the original "Letter of Guarantee" (Leave the bottom), and then issue the company's "Letter of Guarantee" to the shipping company for advance loan

c. Backdating (if feasible)

The customer needs to provide the original "Letter of Guarantee" (Leave the bottom), and then issue the company's "Letter of Guarantee" to the shipping company for back-signing

* In this case, most of the time, HOUSE B/L will be issued after signing.

d. Split order :

You should wait 3 to 4 days after the ship leaves (the waiting manifest is delivered to the customs to ensure tax refund), and then split one customs bill into multiple customs bills

e . Consolidation of orders:

You should wait 3 to 4 days after the ship leaves (the manifest is delivered to the customs to ensure tax refund), and then combine multiple customs orders into one customs order

f. Release of orders in a different place:

The order can only be released with the approval of the shipping company and obtaining a letter of guarantee from the cargo owner and the contact person, telephone, fax, company name, address and other information for receiving orders in a different place

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2. Based on the original information, fax it to the cargo owner for confirmation, and establish the correct content of the bill of lading based on the reply

7. Sign the bill

1. Check whether each original bill of lading is All signed and stamped

2. Is a hand signature required?

8. Voyage fee settlement

1. Ocean freight

a. Advance (FREIGHT PREPAID)

b. Collect (FREIGHT COLLECT)

2. Land freight

a Booking

b. Customs declaration (including the cost of customs declaration before returning to customs)

c. Making boxes (internal loading/door to door)

d. Other costs that should be considered:

Port clearance fee/customs clearance fee

Commodity inspection, animal and plant inspection, delivery fee, express fee, telex release, change

9. Bill of lading and invoice issuance (bill of lading sample)

1. If the owner of the goods picks up the package himself, a signature receipt form is required

2. If the journey is delivered via EMS or express delivery, the "name and address list" should be marked with such information as: "Bill of lading number", "invoice number", "verification order number", "permit number", "quota number" and other elements for future verification

10. Supervise and urge voyages within one month Settlement of expenses and return the "Tax Refund Verification Form" to the owner of the goods in real time

11. If there are questions in the customs tax refund that need to be answered by others, they need to be changed and the following information must be provided:

l , the customs declaration value is correct and the manifest is incorrect

a. A copy of the pre-recorded customs declaration form returned by the customs;

b. A copy of the station receipt<10 The seventh copy of the bill of lading is the yellow copy>;

c. Two copies of the original bill of lading;

e. A copy of the Packing List (Container Load Plan); f. Correction Order (triplet, original)

2. Short-package (over-package, under-package), overloading (under-package, under-package)

a. Shipment not available within 5 days (working days) of departure Can be corrected in real time:

Pay a fine of 3,000-5,000 first;

Invoice and packing list re-provided by the owner of the cargo

Re-provided by the owner of the cargo Customs declaration form

Copy of bill of lading (stamped with "bill of lading copy confirmation stamp")

b. Changes made within 5 days (working days) of the ship's departure

Copy of bill of lading (stamped with "bill of lading copy confirmation stamp")

Original, correct customs declaration form

Original, correct invoice, packing list

Detailed operating procedures for freight forwarding operations

I. Customer Service

1. Booking

1. Customers who book space with us

2. The booking form sent by the customer must show the following information, but is not limited to this:

1) Shipper/consignor 2) Shipping company/ship name/voyage or sailing date 3) Port of departure 4) Destination port/transit port 5) Cargo name 6) Container type and container volume 7) Freight rate 8) Shipper’s signature and seal

3. After receiving the booking form, the customer service staff must check with SALES whether the freight rate is correct, and SALES will sign and confirm it on the booking form, and then book the space with the responding shipping company (in special circumstances, you can confirm verbally with SALES first, and wait for SALES When you return to the company and then sign for confirmation), when booking space, you must first write your own S/O number in the dedicated account of each shipping company 4. After the booking order is issued, the customer service staff should take the initiative to confirm the space with the shipping company, and pass the booking confirmation form returned by the shipping company to the customer as soon as possible. The booking number, ship name, and voyage number on the booking confirmation should be clear. , precise to avoid confusion

5. After the booking is completed, the customer service staff should input the data into the computer in real time. The specific steps are as follows:

1) Create a new order – enter the carrier, cargo name, shipping company, ship name, voyage number, sailing date, Loading port, destination port, container quantity

2) Job number, and create a business number according to each salesperson, for example, "Customer Service" starts with KF

3) Enter the cost details - Mainly fees payable

4) Booking confirmation – enter the booking number

When entering into the computer, make sure it is accurate and add the following information: shipping company name, ship name, Voyage (one case adopts the format of VXXX), sailing date

6. The operation log should be filled in carefully and completely, and the following points should be noted:

1) The shipper should match the shipper on the booking form, and the telephone number, fax number, and contact person should be clearly stated;

2) The fee details should be filled in carefully. "Receivable" refers to the fee paid to the customer; "payable" refers to the fee paid by our company; if the freight is payable, it must be filled in the "Pay on Collect" column. Types of fees should be listed item by item; when the fee paid to the customer is ALL IN, it is necessary to indicate what fees are included; those that are exempt from document and telex release fees must be signed and confirmed by the company leader on the ledger;

3) If our company's agent at the destination port is required to collect the freight, it must be indicated on the account which agent is used. SALES must confirm with the operation department manager or company leader before choosing an agent. It is not allowed to use agents other than those listed on the company's published list. Agent (if other agents are used in special circumstances, it must be confirmed by the company leader);

4) If the customer needs to reverse sign, sign in advance, or advance the bill of lading, SALES must indicate it in the special events column on the ledger. The application must be signed and confirmed by the operation department manager or company leader;

5) The booking number, booking date, ship name, and sailing date must be filled in completely;

6 ) Customer service staff should sign the response location on the ledger

7. The customer service will set up a registration account based on the salesperson. The customer service must register the customer's name, booking number, ship name, voyage, destination port, container volume and business number on the account within the day of booking for easy counting and enquiry

2. Towing and customs declaration

1. Make a written request and the company will approve it before arrangements can be made

2. Before arranging a trailer, you need to contact the factory or SALES to confirm the loading time and location

3. When arranging a trailer, you need to issue a written authorization to the tow truck company, specifying the loading time, loading location, negotiated price, S/O NBR, factory contact person, contact telephone, etc., and register on the trailer registration account for booking confirmation. Afterwards, towing and customs clearance must be arranged according to the customer's requirements in strict accordance with the list of tow trucks, customs brokers and corresponding prices released by the company. If individual important customers have special requirements, the following information must be provided: customer name, towing company, cabinet type Quantity, starting and ending locations, fees, etc.

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4. The commission should be placed with the towing company at least half a day in advance so that the towing company has time to place orders and make arrangements

5. After entrustment, the customer service should ask the towing company to provide the driver's name, mobile phone number, and container number, and report them to the factory

6. Customer service should instruct the truck dealer to arrive at the loading location on time, otherwise the truck dealer will bear the resulting losses such as escort fees

7. General trade does not require a driver's book for customs clearance in Shenzhen. If the container is being transferred through customs, the truck dealer must bring the driver's book. You can entrust a truck dealer to handle the customs transfer procedures.

8. When arranging a freezer trailer, the shipping company must be notified at least one day in advance of the pick-up time, whether pre-cooling is required, and the opening of the vents, so that the shipping company can notify the terminal for PT inspection and response arrangements

9. If the customer requires a generator for the freezer, a towing company with a generator should be arranged to tow the cabinet

10. If the customer arranges to send bulk cargo by himself, he can entrust the freight station of each port to handle unloading, packing, return and other tasks. Yantian Port can entrust Salt Iron Service, and Shekou and Chiwan can entrust Chiwan Inventory

11. The time for picking up the empty containers must be stated in the power of attorney to the freight station. You can confirm the arrival time of the goods with the customer in advance to decide whether to notify the warehouse to pick up the empty containers in advance or wait until the goods arrive to avoid picking up the empty containers. Fees

12. When arranging customs declaration, important customs declaration documents such as tax refund coupons need to be registered on the customs declaration account and received with the signature form of the customs broker. After receiving the tax refund coupon returned by the customs broker, the customer should be notified immediately and signed with the customer's permission. Return the tax refund coupon and other information to the customer, and keep a handover record

3. Others

1. If our company arranges towing and customs declaration, the customer service staff should arrange the towing and return of the container during the shipping company's stacking-free period to avoid additional costs. If there are additional costs such as over-stacking fees, ship change fees, overdue container rentals, etc., you need to Immediately notify the customer and ask for written confirmation and registration in the account

2. If a customer cancels a booking due to various reasons, he/she needs to ask for written confirmation. Only after confirming that all expenses incurred have been settled can the data be deleted from the computer

3. After receiving the DEBIT NOTE printed by the finance department, the customer service will immediately fax it to the customer after checking it with the computer information. If the customer needs to issue a tax work invoice, the customer must send a written fax stating the invoice title, amount, and currency 4. For items that are self-reported by the customer, the customer service staff must confirm with the customer at least one day before customs clearance whether the cabinet has been made. If the cabinet has been made, the box number should be registered on the ledger, and the ledger can be handed over to the document team immediately

5. For trailer customs declaration arranged by our company, after the customer service confirms approval with the customs broker, the account can be handed over to the document team

II. Documents

1. After receiving the LOADING LIST from the shipping company, the document team checks it with the ledger. If it has been loaded on the ship, it should immediately ask the customer for replenishment

2. The document team needs to check the shipping company's LOADING LIST and fee list. If there is any excess stacking fee or overdue container rental, and the customer service has not confirmed it, the customer should be notified immediately and asked for written confirmation and registration on the account

3． According to the supplementary information provided by the customer, the document clerk will check it with the customer first and then provide the supplementary information to the shipping company. He will try to check the bill of lading information clearly within a short time, and sign and issue HB/L or MB/according to the customer's requirements. L

4. The following points should be noted when preparing a bill of lading:

1) The content of the bill of lading should be complete and accurate, and the necessary information cannot be left blank, including: SHIPPER, CONSIGNEE, NOTIFY PARTY, VSL'S NAME/VOY, POL, POD, PLACE OF DELIVERY, MARKS, CARGO DESCRIPTION, CNTR NO/SEAL NO, DELIVERY AGNET, etc.

2) Bill of Lading

The appearance should be clean and excessive alterations are prohibited. A bill of lading should not exceed 3 correction stamps at most. Some important items, such as ship name/voyage, port of discharge, container number, etc., cannot be changed. 3) The customer should be required to provide the consignee or consignee on the bill of lading. Telephone, fax, and contact person of the notifying party

4) The content of the ship certificate required by the customer (such as the requirements of the classification society and ship age) should be verified and confirmed with the relevant shipping company

5) If the customer requires backdating the bill of lading, in principle, the backdating should not exceed three days for short routes and seven days for long routes. After receiving the customer's letter of guarantee, it should be submitted to the operation department manager or company supervisor for signature. If necessary, the bill of lading can be backdated. The customer is required to provide a letter of credit to check whether the other party can sign before issuing it

6) Advance borrowing is not allowed for outsourced bills of lading

5. When using our company's destination port agent to collect freight or deliver goods, you should pay attention to:

1) Send our company's HB/L to the customer, and put the real consignee and consignor on the HB/L. And you can indicate the amount of freight payable on delivery. DELIVERY AGENT is our agent

2) SHIPPER on OB/L is our company, CONSIGNEE and NPARTY are our agents at the destination port. Other information is with HB/L is the same, please send OB/L to our agent

3) Clarify in advance the freight payment terms (advance or collect) between our company and the customer and the shipping company

4) Build CHARGES SETTLEMENT, list the relevant information of the goods and the fees required by the agent, the fees paid to the shipping company, the agency fees and the fees that should be refunded to our company

5) Notice of construction and release of goods , inform the agent whether to release the goods with the original HB/L or the HB/L electronic release, and then pass it to the agent together with the OB/L COPY, HB/L COPY, OB/L electronic release letter, and CHARGE SETTLEMENT as soon as possible after the ship sails.

6) If the agent refunds the agency fee to our company, it should be noted on the account and entered into the computer

6. When preparing the US line bill of lading, you should pay attention to:

1) For the preparation of HB/L and OB/L, please refer to item 5

2) Please indicate me on OB/L The S/C number of the company and the shipping company, but the S/C number must not be displayed on the HB/L

3) Check the cargo name, price, and transshipment port, they must be consistent with those specified in the contract

7. Submit the original bill of lading and bill of lading handover note to the finance department after verification with the customer, so that the finance department can release the bill of lading to the customer after collecting the freight. The specific release and delivery measures shall be implemented in accordance with our company's relevant regulations

8． Fill in the bill of lading number and date of the bill of lading in the ledger, and enter the expenses incurred while the goods are in port, such as document fees, telex release fees, trailer fees, customs declaration fees, overstack fees, ship change fees, order change fees, etc. into the computer, and check Notify the finance department once everything is correct

9. Submit a copy of the ledger, bill of lading, and agent's CHARGE SETTLEMENT (if any) to the financial signature form and receive it

10. Fees cannot be modified after being notified to the Finance Department. In special circumstances, a fee change form can be filled in, listing the changed fee items, amount, and reasons for the change. It should be signed by the manager of the operation department and submitted to the Finance Department. However, the following points should be noted:

1) Changes in sea freight rates must be approved by company leaders;

2) Miscellaneous charges such as shipping charges, excess stack charges, etc. must be entered clearly before notifying the finance department;

3) If the company suffers losses due to omission or wrong input of expenses, the person responsible shall be punished according to the relevant regulations of the company

11. Archive the ledger of shipping companies by month

Service objects of freight forwarders

Service objects of freight forwarders

From the basic nature of international freight forwarders, freight forwarders It mainly accepts the entrustment of the entrusting party. On the one hand, it enters into a transportation contract with the cargo shipper for matters related to cargo transportation, transshipment, inventory, loading and unloading, etc., and at the same time, it also signs a contract with the transportation department.

For the cargo shipper, he is also the carrier of the cargo. The main businesses engaged in by international freight forwarders are:

1. Serving the consignor

The freight forwarder replaces the consignor's responsibilities Any procedure in the transportation of different goods:

1. Use the fastest and most economical transportation method, arrange suitable packaging of goods, and choose the transportation route of the goods

2. Propose inventory and distribution to customers

3. Select reliable and efficient carriers, and work hard to conclude transportation contracts

4. Arrange the weighting and measurement of goods

5. Apply for cargo insurance

6. Assembly of goods

7. Warehouse the goods before shipment or distribution of goods at the destination

8. Arrange the transportation of goods to the port, handle customs and related document procedures, and hand over the goods to the carrier

9. Pay freight, duties and taxes on behalf of the shipper/importer

10. Handle any foreign exchange transactions related to cargo transportation

11. Obtain various signed bills of lading from the carrier and hand them over to the consignor

12. By contacting the carrier and freight forwarder overseas during the trip, supervise the transportation process of the goods and let the shipper know the direction of the goods

2. Serving the customs

When a freight forwarder acts as a customs agent to handle customs procedures regarding imported and exported goods, it not only represents his clients, but also represents the customs authorities. In fact, in many countries, he has obtained permission from these authorities. Go through customs procedures, be responsible for the customs, and be responsible for reporting the exact money, quantity, and name of the goods in the documents issued early, so that the government will not lose in these aspects

3. Carrier services

The freight forwarder makes real-time bookings with the carrier, agrees on fair and reasonable fees for both the consignor and the carrier, arranges delivery at the appropriate time, and settles and transports the goods in the name of the consignor. People’s freight accounts and other questions that need to be answered by others