海運進口流程OI+Working+Procedure.ppt

1、,OI 1.1 BEFORE SAILING PREPARATON JOBS 起航前的準備工作,OI 1.2 BEFORE ARRIVAL WORKING FLOW 到達前的工作流程,OI 1.3 AFTER ARRIBAL,OI REGULAR SERVICE 到達后的正常業(yè)務,Xiamen Ocean Import Working Procedures,OI 1.4 CLOSE FILE 完成工作,相關詞匯,Customer profile Quotation 3rd Party Billing Form Receiving confirmation（in which form?) Cre

2、dit Approval Docs Job folder Arrival notice O.B/L:海運提單 H.B/L貨代提單 M.B/L AWB FWL Packing declaration A-meta sheet D/O:Delivery order 提貨單 POD:Proof of delivery 提貨證明 telex-released guarantee letter bill of loading提單 payment receipt letter of Guarantee信用保證書 broker Customs broker報關行,Packing declaration報關單

3、 He Xiao Ben核銷本 Free duty form免稅表 Freight Cost Freight Invoice Meta-在？之中、之后的,PROCESS OI 1.1 BEFORE SAILING,PREPARATION JOBS. EXTERNAL CHECKSHEET,PROCESS PURPOSE: To ensure freight payment to be confirmed against different trade item before sailing.航行前，確定付款符合相關貿易條款 Master customers all necessary info

4、rmation.掌握所有必要的客戶信息 SCOPE This process applies to all regular ocean import shipments適用于所有海運進口操作,TERMS & DEFINITIONS OI-Ocean Import operation staff海運進口操作 CRCustomer requirement苦戶要求 ISSUE Without sailing approval, origin ship out cargo.未得到起航認可，原地進行發(fā)貨 Payment agreement is missing signature by payer.付款

5、協(xié)議未得到付款人的簽字 RELATED FORMS,TOOLS & DOCUMENTS Forms: Customer profile 客戶情況 Quotation 報價表 3rd Party Billing Form第三方帳單表 Tools: FWL, FAMS, Lotus Notes, Telephone & Fax,PROCESS OI 1.1 BEFORE SAILING,PREPARATION JOBS.WRITTEN PROCEDURE,OI 1.1. BEFORE SAILING,PREPARATION JOBS.航行前的準備工作 OI 1.1.1 Getting sellin

6、g rate confirmation from sales dept從銷售部取得銷售價格確認表 Once selling rate was confirmed by consignee, sales should provide quotation approval and client details to ocean dept.一旦銷售價格得到收貨人確認，銷售應該提供海運部報價認可和客戶細節(jié) Minimum information will include:至少的信息 Shippers Name, Address發(fā)貨人及其地址 Consignees Name, Address, Tele

7、phone & Fax numbers收貨人及其地址，電話，傳真號 Quotation報價單 Overseas contact person海外聯(lián)系人 Contacting consignee to confirm sailing schedule聯(lián)系收貨人確認航行日期表 OI 1.1.2: OI contact with consignee to ensure whether can arrange picking up, booking space, etc.聯(lián)系收貨人確認是否可以安排提貨，訂艙等。 Does the Consignee agree to ship out immediat

8、ely收貨人是否同意立即發(fā)貨 OI 1.1.3: Yes: Receiving confirmation是，收取確認 If the consignee agrees to ship out, will inform overseas office to make shipping arrangement accordingly.如果收貨人同意發(fā)貨，通知海外公司進行相應的運輸安排 No : Informing the origin否，通知原地 If the consignee will not agree to ship out , also inform overseas office to

9、hold up the shpt until getting our further instruction.如果收貨人不同意發(fā)貨，同樣通知海外公司隔離本航行，知道得到我們的進一步通知 OI 1.1.4: OI upon receiving the written commitment to ship will immediately inform the origin to start the operations.在收到書面運輸委托后，立即同時原地開始進行操作 OI 1.1.5: The information that the shpt is prepaid will come from

10、 Sales, Network, and Consignee. 運輸預付的消息將從銷售，網(wǎng)絡和收貨人處得到,OI 1.1.1,OI 1.1.2,OI1.1.3,Getting selling rate confirmation From sales dept.從銷售部取得銷售價格確認表 Contacting Consignee to confirm Sailing schedule.聯(lián)系收貨人確認航行日期表 Dose consignee agree to ship out immediately?收貨人是否同意立即發(fā)貨 Sending sailing Approval to Network發(fā)送

11、航批準到網(wǎng)絡上,OI 1.1.4,OI 1.1. 6CFR&CIF SHPTS Cost and Freight/ Cost Insurance and Freight 形式的運輸 Origin office or key sales will inform OI to prepare the prepaid Shpts operation.原地公司或主要銷售將通知準備預付運輸?shù)牟僮?OI 1.1.6Customer客戶 OI 1.1.6.1 New Customer:新客戶 Origin/destination related sales person should provide a ne

12、w customers information.原地/目的地相關銷售人員應該提供新客戶的相關信息： Customers contact person, phone, address客戶聯(lián)系人，電話，地址 Credit Approval Docs (from Consignee or Network)信用承認文件（從收貨人或網(wǎng)絡） Customer profile客戶概況 Shipper/Consignee Requirements貨主/收貨人的要求 CR if any, search in OUR library如有任何客戶要求,從數(shù)據(jù)庫里里查找 OI 1.1.6.2 .Existing Cu

13、stomer:現(xiàn)有客戶 Credit Approval Docs (from Consignee or Network)信用承認文件（從收貨人或網(wǎng)絡） Any special requirements different from former regular operation.任何與以往常規(guī)操作不同的要求,PROCESS OI 1.1 BEFORE SAILING,PREPARATION JOBS.WRITTEN PROCEDURE,CFR&CIF shpt Cost and Freight/ Cost Insurance and Freight 形式的運輸 CUSTOMER客戶 New

14、customer新客戶,Exist client,PROCESS PURPOSE: To ensure getting full set of shipping docs (COPY) and check its correction.確認收到全部的運輸文件，并檢查其準確性 Send arrival notice for consignees arrangements in advance.發(fā)送到達通知，以便收貨人進行相應安排 SCOPE This process applies to all regular ocean import shipments適用于所有海運進口操作,O.B/L: O

15、cean bill of lading 海運提單 H.B/L: House bill of lading C/N: Container number柜號 S/N: Seal number封簽號 ETD: Estimated time of departure預計離崗時間 ETA: Estimated time of arrival預計到達時間 ISSUE Origin dont provide full set of shipping docs missing some paper.原地沒有提供全部運輸文件或丟失部分文件 Origin delay to send original shippi

16、ng docs原地遲發(fā)送運輸文件原件 Carrier cant provide 2nd information in time.承運人不能及時提供中轉港信息 Destination fax arrival notice later. 目的地遲傳真到達通知 RELATED FORMS,TOOLS & DOCUMENTS Forms:Job folder工作文件夾 Arrival notice到達通知 Tools: FWL, FAMS, Lotus Notes, Telephone & Fax, scan,PROCESS OI 1.2 BEFORE ARRIVAL.WORKING FLOWEXTE

17、RNAL CHECKSHEET,TERMS & DEFINITIONS,OI 1.2 BEFORE ARRIVAL,WORKING FLOW到達前的工作流程 OI 1.2.1.Receiving Pre Alert收取預告 1-3 day after departure, Origin will send it by email. The pre-alert include 起航1-3天內，原地將E-MAIL發(fā)送預告，包括： ETD,1st vessel name, 2ND vessel name, H.B/L, M.B/L, C/N, S/N, and ETA etc. Once the p

18、re-alert received,OI will:ETD,第一/二班輪名，HBL,MBL,C/N, S/N和ETA等 Request network to fax full set of shipping docs.要求網(wǎng)絡傳真全部運輸文件 Check the docs to ensure its no problem for clear customs.檢查文件保證順利清關 Confirm original documents have been sent to destination (courier AWB # and date)確認原地文件已發(fā)送到目的地（承運人AWB號和日期） OI

19、 1.2.2.Opening a Job Folder建立工作文件夾 OI as soon as the information on the upcoming shipment is received will immediately open a Job Folder.收到將到運輸?shù)男畔⒑?馬上建立工作文件夾 OI 1.2.3.Receiving copy of the full set shipping documents.收到運輸文件復件OI1.2.3.1: 1-5 days after the shipment departure from origin, OI will recei

20、ve the copy of the full sets by fax or scan.原地起航1-5天內，傳真或SCAN收取全部運輸文件 OI 1.2.3.2: If Origin did not provide the shipping documents OI will send e-mail and ask again for the docs.如果原地沒有提供全部運輸文件，E-MAIL要求 OI 1.2.4 Contacting the Shipping line OI 1.2.4: OI upon receiving the OB/L will contact by phone t

21、he shipping line to obtain ETA and information on 2nd leg vessel if any.收到OBL后，電話聯(lián)系船公司，得到預計到達時間和中轉船的信息 OI 1.2.5 OI will fax the arrival notice to the Consignee 1-7days before arrival.在到達的1-7天內，傳真收貨人到達通知,OI 1.2.1,Pre-Alert from Origin原地預告 Creating a Job File建立工作文件夾 Receiving OB/L copy and HB/L copy收取

22、OBL和HBL附件 Contacting shipping line agent to having vessel ETA聯(lián)系運輸代理得到輪船預計到達時間 Fax the arrival notice to Consignee傳真通知收貨人到達通知,OI 1.2.2,OI 1.2.3.1,PROCESS OI 1.2 BEFORE ARRIVAL.WORKING FLOW,PROCESS OI 1.2 BEFORE ARRIVAL.WORKING FLOWWRITTEN PROCEDURE,YES,OI 1.2.6.SHIPPING DOCUMENTS運輸文件 OI after having

23、received all the documents will have a check on them.收到運輸文件后，進行檢查 Minimum documents include:至少的文件 Original OB/L or copy of Express B/L OBL原件或BL復件的快件 Copy of HB/LHBL復件 Original/copy of Commercial Invoice & Packing list商業(yè)發(fā)票和提貨單的原件或復件 Packing declaration if necessary如有必要：提貨聲明 A-meta sheet for some area

24、s 某些地區(qū)的A-meta sheet OUR freight invoice if its collect shipment with exchange rate as agreed (prepaid)公司運輸發(fā)票，如果是預付收費運輸 OI 1.2.7.OPEN FILE IN FWL 在FWL上打開文件 Once got full set of docs, OI register a job file in FWL or FAMS,一旦收到全部文件，在FWL/FAMS上注冊工作文件 OI 1.2.8.CREAT FREIGHT INVOICE 建立運輸發(fā)票 1-7days before a

25、rrival, OI issue freight invoice to consignee in order to have enough time to prepare payment for consignee. And send the copy to customers checking.印制運輸發(fā)票給收貨人以便其有足夠時間預付收費，并發(fā)送復件給客戶檢查。,OI 1.2.6,OI 1.2.7,OI 1.2.8,Checking all the documents檢查所有文件 Open file in FWL在FWL上打開文件 Issue freight invoice to consi

26、gnee and send the copy to customers checking.印制運輸發(fā)票給收貨人，并給客戶檢查,PROCESS OI 1.2 BEFORE ARRIVAL.WORKING FLOWWRITTEN PROCEDURE,OI 1.3,PROCESS PURPOSE: Have consignee get D/O收貨人是否收到D/O Deliver cargo if customer need to door service如果客戶需要到門服務，運輸貨物 Collect payment from consignee向收貨人收取相關費用 SCOPE This proces

27、s applies to all regular ocean import shipments適用于所有海運進口操作,ISSUE問題 Consignees endorsement is different with H.B/L.收貨人的簽注和HBL不同 Without telex-released guarantee letter if H.B/L is express.HBL要求，但是沒有電放保證書 Consignees Customs documents is not full or correct.收貨人的報關文件不全或有錯誤 Missing issued POD when delive

28、r cargo 發(fā)送貨物時，沒有印制POD RELATED FORMS,TOOLS & DOCUMENTS Forms:Telex-released guarantee letter Proof of Delivery Tools: FWL, FAMS, Lotus Notes, Telephone & Fax,PROCESS OI 1.3 AFTER ARRIVAL.REGULAR SERVICEEXTERAL CHECKSHEET,TERMS & DEFINITIONS,D/O:Delivery order 提貨單 POD:Proof of delivery 提貨證明,OI 1.3 AFT

29、ER ARRIVAL,REGULAR SERVICE到達后的正常業(yè)務 OI 1.3.1 Switch bill of lading轉換提單 OI 1.3.1.1.House bill is originalHBL 是原件 Consignee should present:應該體現(xiàn)收貨人 Endorsed Original HB/L on prepaid basis在預付的基礎上，簽注HBL Endorsed Original HB/L + Freight payment receipt or create approval簽注HBL原件和運費收據(jù)或建立承諾 OI 1.3.1.2 House b

30、ill is express or telex-released快遞或電放HBL Endorsed Express HB/L + Consignees letter of Guarantee if it is on prepaid basis在預付的基礎上，簽注快遞的HBL和收貨人的信用保證書 Endorsed Express HB/L + approval of payment + Consignees Letter of Guarantee if it is on collect basis在收款的基礎上，簽注快遞的HBL和收貨人的信用保證書， OI 1.3.2 WE only provi

31、de to port service我們只提供到港服務 OI 1.3.2.1 Collect ocean freight on base on freight collect shpts 運費向收貨人收取的運輸，我們收集海運費用 OI 1.3.2.2 Collect documents fee base on prepaid shpts預付運輸，我們收集文件費用,OI 1.3.1 Switch bill of loading轉換提單 Express bill with Cnees endorsement +guarantee letter Original house bill With co

32、nsignees endorsement遞送有收貨人簽注的單證和保證書，有收貨人簽注的HBL原件,House bill,OI 1.3.2,PROCESS OI 1.3 AFTER ARRIVAL.REGULAR SERVICEWRITTEN PROCEDURE,OI 1.3.1.1,OI 1.3.1.2,OI 1.3.3 WE handle to door service 公司進行到門服務 If WE handle to door service, OI should advise consignee to prepare following clearance documents 1-7da

33、ys before arrival. 如果公司提供到門服務，在到貨1-7天前，通知收貨人準備以下報關文件 OI 1.3.3.1.The documents include:文件包括： Endorsed Original HB/L (or endorsed Express HB/L + Consignees Letter of Guarantee)簽注HBL原件（或簽注快遞HBL和收貨人信用保證書） Commercial Invoice/packing list/contract originals商業(yè)發(fā)票/提貨單/聯(lián)系單原件 Packing declaration(1 original if

34、necessary)報關單 He Xiao Ben (if necessary) Free duty form (if necessary ) And other necessary documents 其它必要的文件 OI 1.3.3.2 OI upon receiving docs from Consignee will send it via express mail to broker, and have broker double check.一旦從收貨人處收到文件表格，就通過快遞件給經(jīng)紀人，并讓其檢查 OI 1.3.3.3 Customs Broker earliest 5 day

35、s after vessel arrival will clear the customs. Customs broker should follow OUR OI instruction to deliver the goods to door.報關行最快提前到貨5天通過報關，并按照公司海運進口指示運送貨物到門 OI 1.3.3.4 After delivery goods, trucker should ask receiver sign receipt or OI send POD to customer for their signature. (As per request)運送貨物

36、后，卡車應該要求收貨人簽收后OI發(fā)送POD給客戶簽章確認（按要求） OI 1.3.3.5 While deliver cargo, collect to door charges from receiver.如果運送貨物，向收貨人收取到門費用,OI 1.3.3.1,OI 1.3.3.2,OI 1.3.3.3,OI 1.3.3.4,Advise the consignee to prepare the documents通知收貨人準備文件 Send express mail to broker and have the broker double check.發(fā)送快遞件給經(jīng)紀人，并讓其檢查 Give instruction to Customs broker to let them deliver the goods to door.送說明給海關經(jīng)紀人，讓他們運送貨物到門 Ask receiver sign receipt or Send POD to customer for signature.要求收貨人簽收或發(fā)送POD給客戶簽章 Collect payment when deliver Cargo運輸貨物時收費。,OI 1.3.3.5,