1. The customer booked the shipping space with the freight forwarding company.

2. The reservation form sent by the customer shall show the following information, but not limited to this:

1) shipper/consignor

2) Transportation company/name/voyage or timetable

3) Port of departure

4) Port of destination/transit port

5) Name of goods

6) Type and quantity of cabinets

7) Freight rate

8) Signature and seal of the shipper

3. After receiving the booking form, the customer service staff must check whether the freight is correct with the sales, and the sales will sign the booking form for confirmation, and then book the space with the corresponding shipping company (in special circumstances, it can be confirmed orally with the sales first, and then signed after the sales return to the company for confirmation). When booking shipping space, the order number should be written in the special account of each shipping company.

4. After the booking form is issued, the customer service personnel should take the initiative to confirm the shipping space with the shipping company and send the booking confirmation form sent back by the shipping company to the customer as soon as possible. The booking number, ship name and voyage on the booking confirmation should be clear and accurate to avoid confusion.

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

1) New entrustment-enter consignor, name of goods, shipping company, name of ship, voyage, sailing date, port of loading, port of destination and container quantity.

2) Job number, which creates a business number according to each operator. For example, "Customer Service" starts with KF.

3) Enter the expense details-mainly the receivable expenses.

4) Reservation Confirmation–Enter the reservation number.

When inputting into the computer, ensure the accuracy, and pay special attention to the following information: name of shipping company, name of ship, voyage (both in v. XXX format) and sailing date.

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

1) The consignor is the same as the consignor on the booking form, and the telephone number, fax number and contact person should be clearly written;

2) Fill in the expense details carefully, and "receivable" refers to the fees charged to customers; "Payable" refers to the expenses paid by the Company; Payment of freight should be filled in the "collect" column, and various expenses should be listed item by item; When all the fees charged to customers are included, it is necessary to indicate which fees are included; Company leaders should sign the documents and electricity fee exemption accounts;

3) If the freight needs to be collected by the freight forwarder's agent at the port of destination, which agent should be used should be indicated in the account. Sales must confirm with the manager of the operation department or the company leader before selecting the agent, and it is not allowed to use agents outside the company's published list (if other agents are used in special circumstances, they must be confirmed by the company leader);

4) If the customer needs to countersign, countersign or borrow the bill of lading in advance, the sales department shall indicate the application in the special items column of the account, and it shall be signed by the manager of the operation department or the competent leader of the company for confirmation;

5) Fill in the booking number, booking date, ship name and sailing date completely;

6) Customer service personnel should sign the account at the corresponding position.

7. Customer service should set up a registration account according to the operator, and register the customer's name, booking number, ship name, voyage, destination port, container volume and business number in the account for statistical inquiry within the day of booking.

Second, trailers, customs declaration

1. A written application can only be arranged after the approval of the company.

2. Before arranging the trailer, you need to contact the factory or sales department to confirm the time and place of loading the cabinet.

3. When arranging the trailer, you need to send a written entrustment to the trailer bank, indicating the loading time, loading place, agreed price, S/O number, factory contact person and contact telephone number. And register in the trailer registration account to confirm the reservation, and then arrange the trailer and customs declaration according to the customer's requirements. Arrangements should be made in strict accordance with the list of trailer companies and customs brokers published by the company and the corresponding prices. If you have special requirements for individual important customers, you need to submit the following information: customer name, trailer route, number of cabinets, starting and ending places, and fees.

4. At least half a day in advance should be entrusted to the trailer line, so that the trailer line has time to order and arrange.

5. After entrustment, the customer service asks the tow truck company to provide the driver's name, mobile phone number and cabinet number, and report them to the factory.

6. The customer service should inform the car dealer to arrive at the loading place according to the required time, otherwise the losses caused by it will be borne by the car dealer.

7. Generally, the driver's notebook is not needed for customs clearance in Shenzhen. If the container is transferred to customs, the car dealer must take the driver's book and can entrust the car dealer to go through the customs clearance procedures.

8. When arranging refrigerated trailers, the shipping company should be informed at least one day in advance of the time for lifting containers, whether pre-cooling is needed and the opening of air vents, so that the shipping company can inform the terminal to carry out PTI inspection and make corresponding arrangements.

9. If the customer requires a generator to replace the freezer, a trailer company with a generator should be arranged to tow the freezer.

10. Under the condition that customers arrange the delivery of bulk cargo by themselves, they can entrust each terminal freight station to handle matters such as unloading, packing and returning containers. Yantian Port can entrust salt and iron clothing, Shekou and Chiwan can entrust Chiwan storage.

1 1. In the power of attorney to the freight station, the empty container time must be indicated. You can confirm the arrival time with the customer in advance to decide whether to inform the warehouse in advance to pick up the empty containers or wait until the goods arrive, so as to avoid the cost of empty containers.

12. When arranging customs declaration, it is necessary to register important customs declaration documents such as tax refund forms in the customs declaration account, which will be signed by the customs declaration bank. After receiving the tax refund form returned by the customs broker, the customer shall be informed immediately, and the tax refund form and other materials shall be returned to the customer with the consent of the customer, and the handover record shall be made.

Third, others.

1. If the freight forwarder arranges the trailer and customs declaration, the customer service staff should arrange the trailer to return to the site during the stacking-free period of the shipping company to avoid additional expenses. If there are extra expenses such as over-stacking fee, ship replacement fee, overdue cabinet rent, etc., it is necessary to inform the customer immediately and ask him to confirm it in writing and register it in the account.

2. If the customer cancels the reservation for various reasons, it needs to be confirmed in writing, and the information can only be deleted from the computer after confirming that all the incurred expenses have been settled.

3. The customer service receives the IOU printed by the Finance Department, checks it with the computer data and faxes it to the customer immediately. If the customer needs to issue a tax invoice, the customer must send a written fax stating the title, amount and currency of the invoice. ?

4. Customer service personnel should confirm with customers whether the counter is ready at least one day before customs clearance. If the cabinet is ready, register the box number in the account, and the account can be submitted to the file group immediately.

5. For the trailer customs declaration arranged by the freight forwarder, the customer service can submit the account to the file group after confirming the release with the customs broker.

Four. document

1. After receiving the shipping company's loading list, the document group should check with the customer. If it has been shipped, the customer should be urged to make up the material immediately.

2. The documentation team needs to check the shipping company's loading list and expense list. If there is over-stacking fee or overdue container rent, but the customer service has not confirmed it, it should immediately notify the customer and ask him to confirm it in writing and register it in the account.

3. According to the supplementary information provided by the customer, the voucher clerk should check with the customer before providing the supplementary information to the shipping company, so as to check the bill of lading clearly in a short time and issue HB/L or MB/L according to the customer's requirements.

4. Pay attention to the following points when preparing the bill of lading:

1) The contents of the bill of lading shall be complete and accurate, and the necessary information shall not be left blank, including: shipper, consignee, notifying party, VSL name /VOY, POL, POD, delivery place, shipping mark, cargo description and container number/SEAL number, delivery notice, etc.

2) The surface of the bill of lading should be clean to avoid excessive alteration, and a bill of lading should have no more than three correction chapters at most. Some important items, such as ship name/voyage, port of discharge and container number, cannot be changed.

3) Ask the customer to provide the telephone number, fax number and contact person of the consignee or notifying party on the bill of lading.

4) The customer requests the transportation license. The contents of the ship certificate (such as classification society and ship age requirements) should be verified and confirmed with the relevant shipping company.

5) If the customer requests the counter-signing of the bill of lading, in principle, the counter-signing of the bill of lading for short-haul routes shall not exceed three days, and that for long-haul routes shall not exceed seven days. After receiving the customer guarantee, it shall be signed by the manager of the operation department or the competent leader of the company. If necessary, the customer may be required to provide a letter of credit for verification before issuing it.

6) Advance borrowing of foreign bills of lading is not allowed.

5. When using the port of destination agent of the freight forwarding company to collect freight or release goods, you should pay attention to:

1) delivery agent HB/L gives it to the customer. The real consignee and consignor are marked on HB/L, and the amount of freight charged can be indicated. The delivery agent is a freight forwarder.

2) The consignor on OB/L is the freight forwarding company and the consignee, and Party N is the agent of the freight forwarding company at the port of destination. Other information is the same as HB/L, and OB/L is sent to the freight forwarding company as an agent.

3) Define the freight payment terms (prepaid or paid) between the freight forwarder and the customer and the shipping company in advance.

4) Make expense settlement, and list the relevant information of the goods and the fees charged by the agent, the fees paid to the shipping company, the agency fees and the fees returned to the freight forwarder.

5) Make a delivery notice to inform the agent whether to deliver the goods with the original HB/L or HB/L telex release form, and then send it to the agent together with the OB/L copy, HB/L copy, OB/L telex release form and fee settlement as soon as possible after leaving the ship.

6) If the agent must refund the agency fee to the freight forwarder, it should be noted in the accounts and entered into the computer.

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

For the compilation of 1)HB/L and OB/L, please refer to Item 5.

2) The sales contract number of the freight forwarder and the shipping company should be indicated on the bill of lading, but the sales contract number should not be displayed on the bill of lading.

3) Check the name, price and transshipment port of the goods, which must be consistent with the contract.

7. After checking with the customer, submit the original bill of lading and bill of lading handover form to the finance department, so that the finance department can release the bill of lading to the customer after receiving the freight. The specific measures for the release of documents and goods shall be implemented in accordance with the relevant regulations of freight forwarding companies.

8. Fill in the number and date of the bill of lading in the account, and input the expenses incurred during the period of the goods in Hong Kong, such as document fee, electricity discharge fee, towing fee, customs declaration fee, overstock fee, ship change fee, bill change fee, etc. into the computer, and notify the finance department after checking them correctly.

9. Copy the account, bill of lading and agency fee settlement (if any) and submit it to the finance department for signature.

10. The expenses cannot be changed after being notified to the Finance Department. Under special circumstances, the expense change table can be filled in, indicating the items, amount and reasons of expense change, and submitted to the finance department after being signed by the operation manager. However, the following points should be noted:

1) The change of sea freight shall be approved by the company leader;

2) Miscellaneous expenses, such as ship replacement fees and over-stacking fees, should be clearly entered before notifying the Finance Department;

3) If the loss of the company is caused by omission or mistake of input expenses, the responsible person shall be punished according to the relevant regulations of the company.

1 1. Archive the account of the transportation company every month.

1). When you receive the commission, first look at whether you are an import commission or an export commission. Commission is the detailed information of the goods, or an inquiry. See if there are any precautions according to different goods, and then operate import or export at a good price.

2). Import and export need to be changed.

If the import is a master bill of lading, you should directly find a shipping agent or shipping company to change the D/O; if it is a small bill of lading, you need to find an agent to change the master bill of lading, and then you can find a shipping agent or shipping company to change the D/O..

Export exchange sheet refers to the exchange of bill of lading for equipment invoice. Many people call it "Huanglian" and then go to get the box.

3). Who should I exchange the originals with?

This question seems to be asking whose D/O the original bill of lading was exchanged for, and it should be an import operation. Generally, there are fixed contact information, which ship depends on which company and which ship represents which ship. This needs to be accumulated at ordinary times, so I won't list them one by one.

According to the working characteristics of the freight forwarding department, the daily work is divided into the following links: "receiving orders, booking space, trailer/interior, customs declaration, documents, fees and others", which complement each other. This process is not only the work guidance of each post, but also the standard for the supervisor to judge whether the work of each post is up to standard.

Order receiving part

In principle, taking orders should be the "top priority" in daily work. Generally speaking, receiving orders must be fast and efficient, and the operability of business should be confirmed and arranged in the shortest time. Generally speaking, the consignee requires to confirm the following three basic information within 15 minutes after receiving the power of attorney. (Note) For some information that cannot be confirmed in a short time, it is still necessary to sort out and track it in time. If it is transferred to the next link according to the needs of customers and operations, it should be arranged first and then followed up to ensure the orderly operation of the next link.

1. Review the contents entrusted by customers and confirm the customer service requirements (customer service or order taker).

(1) The order taker must check the client's entrustment in advance.

The reservation form sent by the customer shall show the following information, but not limited to this:

Shipper/consignor, shipping company/date of shipment, port of departure, port of destination/transshipment, name of goods, number of containers, freight terms and rates, shipper's signature or seal, etc.

(2) The order taker must confirm the customer service requirements in advance. (Customer service or order taker)

General service requirements generally include whether it is necessary to book shipping space in advance, trailer/interior, commodity inspection, customs declaration, etc. Confirmation of arrival/reservation means confirmation of the contents of (1); For trailer/interior, commodity inspection, customs declaration and other service requirements, it is necessary to confirm the time when the goods and documents are ready and the service requirements. , and indicate it on the customer's reservation form. Special service requirements generally include whether additional services other than ordinary services are needed. Special service requirements must be approved by department heads and/or other relevant functional departments before they can be accepted and arranged.

2. Check and confirm the freight rate (customer service or order taker)

Customer service personnel must confirm the freight and other service charges after receiving the booking form.

(1) For the business from the sales department, it is necessary to check with the salesman whether the service charges such as freight are correct, and the salesman will sign the booking form for confirmation, and then book the shipping space with the corresponding shipping company. (Note) Special circumstances can be confirmed orally with the salesman first, and then signed by the salesman when he returns to the company.

(2) For the company's business, it is necessary to confirm with relevant market personnel or airline executives in time before arranging booking.

3. Confirm the shipping space (customer service or order taker)

According to the entrustment of customers, confirm the space that meets the requirements.

Reservation section

Generally speaking, it is required that the shipping space must be reserved 7 days before the scheduled sailing date. For shipping companies that can accept the entrustment in advance, we should strive for the first batch of booking space, and advance it appropriately according to the market situation in peak season; Generally speaking, the reservation is required to be completed five working days before the scheduled sailing date. For the business entrustment within this time limit, it is generally required to complete the appointment within the next day, no later than one working day.

1, new commission (booking clerk)

Reservation operators must create business numbers and new business files, and input business-related data in the operating system in time. Input business data include but are not limited to: business attributes, receiving and sending information, service requirements, bill of lading requirements, name and voyage of the ship (if possible), sailing date, port of departure, transshipment port, destination port, container quantity, name and quantity of the goods, and agent (if necessary).

2. Booking Process (Booking Operator)

The booking process includes the following steps: catering and sending the booking form, confirming the booking number or bill of lading number, confirming the pre-allocation and customs declaration manifest, confirming the transit port code, and making the dock receipt. Any one of these links is regarded as incomplete reservation. After the booking is completed, the space allocation information should be input into the operating system in time, and the input should be accurate, and special attention should be paid to the following information: the name of the shipping company, the booking number or waybill number, the name and voyage of the ship, the sailing date, the container volume and the check of freight/transportation terms.

3. Notice of shipping space (booking operator)

No matter whether the freight forwarding company is required to provide local services on its behalf, it is necessary to inform the customer of the booking confirmation form or the ship allocation notice as soon as possible to ensure that the booking number, ship name and voyage on it are clear and accurate to avoid confusion. If there are any problems, actively cooperate with customers to track and deal with pre-allocation, customs manifest and other issues.

Trailer/Interior (Dispatch)

Requirements for trailers, interiors and/or customs declaration entrusted by customers must be pre-examined according to the shipping company, wharf, cargo nature and market environment. Unreasonable arrangements with hidden dangers should be adjusted through consultation with customers as far as possible, and the reasons and risks should be informed.

1, trailer arrangement

(1) Relevant sales or customer service can only be arranged after confirmation.

(2) According to the shipping company, wharf and route, etc. , judging the appropriate trailer time prospectively; Just like the specific situation of customers is in conflict, we should negotiate with customers in a friendly way and inform them of possible risks.

(3) Before arranging the trailer, contact the customer again 2 working days in advance to confirm the loading time and place according to the trailer service time requirements agreed in the previous period.

(4) After confirming the time requirement with the customer, inform the trailer bank information in time on the same working day to make an appointment for the service requirement.

(5) Generally, it is necessary to confirm the time when the trailer entrusts the trailer line before noon on the working day before providing the trailer service time and before 4: 00 pm on the same day (including whether the trailer line has received the equipment handover form and whether the box pick-up point is empty); For special container business, it is necessary to confirm the empty container status with the shipping company and notify the shipping company of the container delivery time if necessary.

(6) When arranging a trailer, a written authorization shall be sent to the trailer bank. Clearly indicate the shipping information (including shipping company, ship name and voyage, booking number/bill of lading number, container quantity, port of departure, transshipment port code, destination, etc.). ), container loading time, container loading place, factory contact person and contact telephone number, agreement fee, etc.

(7) When necessary, ask the trailer bank to provide the driver's name, mobile phone number and cabinet number, and report to the factory.

(8) Tracking packing, packing list and port entry.

(9) Other precautions

Arrange to drag the container to the site during the free use of the container by the shipping company to avoid additional costs. If there are any extra expenses such as overlapping fees and overdue cabinet rent, it is necessary to inform the customer immediately, ask him to confirm and register in writing, and confirm whether there are any upfront expenses for arranging trailers for customers to clear the business. If there is any pre-paid bill fee, the customer should be informed immediately for his written confirmation and registration.

2. Internal layout

(1) Relevant sales or customer service can only be arranged after confirmation.

(2) According to the shipping company, wharf and route, etc. , and proactively judge the appropriate packaging time. If there is a conflict with the specific situation of the customer, it is necessary to negotiate with the customer to inform the possible risks.

(3) According to the pre-agreed arrival time, recheck the delivery time and estimated arrival time with the customer 0 working days in advance.

(four) entrusted to the warehouse for internal storage, it shall issue a written power of attorney to the warehouse. Clearly display shipping information (including shipping company, ship name and voyage, booking number/bill of lading number, container quantity, port of departure, transshipment port code, destination, etc.). ), container loading time, cargo data (including the number of pieces, gross weight and volume), agreement fees, etc.

(5) Under normal circumstances, the time for consigning the goods to the warehouse must be before noon on the working day before the scheduled packing time of the goods, and the arrangement must be confirmed before 4: 00 pm on the same day (including whether the warehouse has received the equipment handover form, the container delivery point confirmation and the empty container status confirmation).

(6) When entrusting warehousing, the time requirement for empty cabinets shall be indicated when necessary.

(7) Tracking goods.

(8) Tracking packing, packing list and port entry.

Customs declaration part (operator)

(1) Relevant sales or customer service can only be arranged after confirmation.

(2) According to the shipping company, wharf, route and cargo, etc. Judge the appropriate customs declaration time in advance. Just like the specific situation of customers is in conflict, we should negotiate with customers in a friendly way and inform them of possible risks.

(3) Confirm the delivery of customs declaration materials with the customer again at the latest one working day before the customs declaration date agreed with the customer.

(4) Conduct pre-examination as soon as possible after receiving the customs declaration materials, and deal with the problems immediately when found.

(5) Send the complete customs declaration materials to the customs broker one working day before the agreed customs declaration date.

(6) A copy of the customs declaration materials is required; Important customs declaration materials such as verification forms must be re-registered.

(7) Tracking and feeding back the customs declaration results.

File part

1. Confirmation of bill of lading (documentary)

(1) The confirmation of the bill of lading by the catering system and the confirmation and delivery of the bill of lading by the catering system should be timely. In general, the goods must be delivered two working days before the scheduled sailing date.

(2) Urge the confirmation of the bill of lading to obtain a complete and correct confirmation of the bill of lading from the customer one working day before the scheduled sailing date.