海运进口流程OI+Working+Procedures

OI

1.1BEFORESAILING

PREPARATON

JOBS起航前的准备工作OI

1.2BEFOREARRIVALWORKING

FLOW到达前的工作流程OI

1.3AFTERARRIBAL,OIREGULARSERVICE到达后的正常业务Xiamen

Ocean

Import

Working

ProceduresOI1.4

CLOSEFILE完成工作相关词汇Customer

profileQuotation3rd

Party

Billing

FormReceiving

confirmation（in

which

form?)Credit

Approval

DocsJob

folderArrival

noticeO.B/L:海运提单H.B/L货代提单M.B/LAWBFWLPacking

declarationA-meta

sheetD/O:Delivery

order

提货单POD:Proof

of

delivery

提货证明telex-released

guarantee

letterbill

of

loading提单payment

receiptletter

of

Guarantee信用保证书brokerCustoms

broker报关行Packing

declaration报关单He

Xiao

Ben核销本Free

duty

form免税表Freight

CostFreight

InvoiceMeta-在？之中、之后的PROCESS OI

1.1BEFORE

SAILING,PREPARATION

JOBS.EXTERNAL

CHECKSHEETPROCESSPURPOSE:Toensurefreightpaymenttobeconfirmedagainstdifferenttradeitem

beforesailing.航行前，确定付款符合相关贸易条款Mastercustomer’sall

necessaryinformation.

掌握所有必要的客户信息SCOPEThis

processapplies

to

all

regular

oceanimport

shipments适用于所有海运进口操作TERMS

&

DEFINITIONSOI---Ocean

Import

operation

staff

海运进口操作CR—Customer

requirement苦户要求ISSUEWithout

sailing

approval,

originship

out

cargo.未得到起航认可，原地进行发货Payment

agreement

is

missing

signature

by

payer.付款协议未得到付款人的签字RELATED

FORMS,TOOLS

&

DOCUMENTSForms:

Customer

profile

客户情况Quotation

报价表3rd

Party

Billing

Form第三方帐单表Tools:

FWL,

FAMS,

Lotus

Notes,

Telephone

&

FaxPROCESS OI

1.1BEFORE

SAILING,PREPARATION

JOBS.WRITTEN

PROCEDUREOI

1.1.

BEFORE

SAILING,PREPARATION

JOBS.航行前的准备工作OI

1.1.1Getting

selling

rate

confirmation

fromsales

dept从销售部取得销售价格确认表Oncesellingratewasconfirmedbyconsignee,salesshouldprovidequotationapproval

and

client

details

to

ocean

dept.一旦销售价格得到收货人确认，销售应该提供海运部报价认可和客户细节Minimum

information

will

include:至少的信息Shipper’s

Name,

Address发货人及其地址Consignee’s

Name,

Address,

Telephone

&

Fax

numbers收货人及其地址，电话，传真号Quotation报价单Overseas

contact

person海外联系人Contacting

consignee

to

confirm

sailing

schedule联系收货人确认航行日期表OI1.1.2:OIcontactwithconsigneetoensurewhethercanarrangepickingup,

bookingspace,

etc.联系收货人确认是否可以安排提货，订舱等。Does

theConsignee

agree

toship

outimmediately收货人是否同意立即发货OI

1.1.3:Yes:

Receiving

confirmation是，收取确认If

the

consignee

agrees

to

shipout,

will

informoverseas

office

to

make

shipping

arrangementaccordingly.如果收货人同意发货，通知海外公司进行相应的运输安排No

:

Informing

the

origin否，通知原地Iftheconsignee

willnotagree

toshipout,alsoinformoverseasofficetoholdupthe

shpt

until

getting

our

further

instruction.如果收货人不同意发货，同样通知海外公司隔离本航行，知道得到我们的进一步通知OI1.1.4:OIuponreceivingthewrittencommitmenttoshipwillimmediatelyinform

the

origin

to

start

the

operations.

在收到书面运输委托后，立即同时原地开始进行操作OI1.1.5:TheinformationthattheshptisprepaidwillcomefromSales,Network,

and

Consignee.

运输预付的消息将从销售，网络和收货人处得到OI

1.1.1OI

1.1.2OI1.1.3Gettingsellingrate

confirmation

From

sales

dept.从销售部取得销售价格确认表ContactingConsigneeto

confirmSailingschedule.

联系收货人确认航行

日期表Doseconsigneeagreeto

ship

out

immediately?收货人是否同意立即发货Sendingsailing

Approval

to

Network发送航批准到网络上OI

1.1.4OI1.1.6CFR&CIFSHPTSCostandFreight/CostInsuranceand

Freight

形式的运输Origin

office

or

key

sales

will

inform

OI

to

prepare

the

prepaid

Shpt’s

operation.原地公司或主要销售将通知准备预付运输的操作OI

1.1.6Customer客户OI

1.1.6.1

New

Customer:新客户Origin/destinationrelatedsalespersonshouldprovideanewcustomer’s

information.原地/目的地相关销售人员应该提供新客户的相关信息：Customer’s

contact

person,

phone,

address客户联系人，电话，地址Credit

Approval

Docs

(from

Consignee

or

Network)信用承认文件（从收货人或网络）Customer

profile客户概况Shipper/Consignee

Requirements货主/收货人的要求CR

if

any,

search

in

OUR

library如有任何客户要求,从数据库里里查找OI

1.1.6.2

.Existing

Customer:现有客户CreditApprovalDocs

(fromConsignee

orNetwork)

信用承认文件（从收货人或网络）Any

special

requirements

different

from

former

regular

operation.任何与以往常规操作不同的要求PROCESS OI

1.1BEFORE

SAILING,PREPARATION

JOBS.WRITTEN

PROCEDUREOI

1.1.5OI

1.1.6OI

1.1.6.1OI

1.2OI

1.1.6.2CFR&CIFshptCostandFreight/Cost

Insurance

and

Freight

形式的运输CUSTOMER客户New

customer新客户Exist

clientPROCESSPURPOSE:To

ensure

getting

fullset

ofshipping

docs

(COPY)and

check

its

correction.确认收到全部的运输文件，并检查其准确性Sendarrival

notice

forconsignee’sarrangementsinadvance.

发送到达通知，以便收货人进行相应安排SCOPEThis

processapplies

to

all

regular

oceanimport

shipments适用于所有海运进口操作ISSUEOrigin

don’t

provide

full

set

ofshipping

docsmissing

some

paper.原地没有提供全部运输文件或丢失部分文件Origin

delay

to

send

original

shipping

docs原地迟发送运输文件原件Carrier

can’t

provide

2nd

information

in

time.承运人不能及时提供中转港信息Destination

fax

arrival

notice

later.

目的地迟传真到达通知RELATED

FORMS,TOOLS

&

DOCUMENTSForms:Job

folder工作文件夹Arrival

notice到达通知FWL,

FAMS,

Lotus

Notes,

Telephone

&Fax,Tools:scanPROCESS OI

1.2BEFORE

ARRIVAL.WORKING

FLOWEXTERNAL

CHECKSHEETTERMS

&

DEFINITIONSO.B/L:

Ocean

bill

of

lading

海运提单H.B/L:Housebilloflading

C/N:

Container

number柜号S/N:

Seal

number封签号ETD:

Estimated

time

of

departure预计离岗时间ETA:

Estimated

time

of

arrival预计到达时间OI

1.2

BEFORE

ARRIVAL,WORKING

FLOW到达前的工作流程OI

1.2.1.Receiving

Pre

Alert收取预告1-3

dayafter

departure,

Origin

will

sendit

byemail.The

pre-alertinclude

起航1-3天内，原地将E-MAIL发送预告，包括：ETD,1st

vessel

name,

2ND

vessel

name,H.B/L,

M.B/L,C/N,

S/N,

and

ETA

etc.Once

the

pre-alert

received,OI

will:ETD,第一/二班轮名，HBL,MBL,C/N,

S/N和ETA等Request

networkto

fax

fullset

ofshipping

docs.要求网络传真全部运输文件Checkthe

docstoensureits

noproblemforclearcustoms.

检查文件保证顺利清关Confirm

original

documents

have

beensent

to

destination

(courier

AWB#and

date)确认原地文件已发送到目的地（承运人AWB号和日期）OI

1.2.2.Opening

a

Job

Folder建立工作文件夹OIassoonastheinformationontheupcomingshipmentisreceivedwill

immediately

open

a

Job

Folder.收到将到运输的信息后,马上建立工作文件夹OI

1.2.3.Receiving

copy

of

the

full

set

shipping

documents.收到运输文件复件OI1.2.3.1:1-5daysaftertheshipmentdeparturefromorigin,OIwillreceivethecopy

ofthe

fullsets

byfaxorscan.

原地起航1-5天内，传真或SCAN收取全部运输文件OI1.2.3.2:IfOrigindidnotprovidetheshippingdocumentsOIwillsende-mail

and

ask

again

for

the

docs.如果原地没有提供全部运输文件，E-MAIL

要求OI

1.2.4

Contacting

the

Shipping

lineOI1.2.4:OIuponreceivingtheOB/LwillcontactbyphonetheshippinglinetoobtainETA

and

information

on

2nd

leg

vesselif

any.收到OBL后，电话联系船公司，得到预计到达时间和中转船的信息OI

1.2.5

OI

will

fax

the

arrivalnotice

to

theConsignee

1-7daysbefore

arrival.在到达的1-7天内，传真收货人到达通知OI

1.2.1Pre-Alert

from

Origin原地预告Creating

a

Job

File建立工作文件夹ReceivingOB/LcopyandHB/L

copy收取OBL和HBL附件Contactingshippinglineagent

to

having

vessel’

ETA联系运输代理得到轮船预计到达时间Faxthearrivalnoticeto

Consignee传真通知收货人到达通知OI

1.2.2OI

1.2.3.1OI

1.2.3OI

1.2.3.2OI

1.2.4OI

1.2.5NoPROCESS OI1.2 BEFORE

ARRIVAL.WORKING

FLOWPROCESS OI

1.2BEFORE

ARRIVAL.WORKING

FLOWWRITTEN

PROCEDUREYESOI

1.2.6.SHIPPING

DOCUMENTS运输文件OI

after

having

received

all

the

documents

will

have

a

check

on

them.收到运输文件后，进行检查Minimum

documents

include:至少的文件Original

OB/L

orcopy

ofExpress

B/L－－

OBL原件或BL复件的快件Copy

of

HB/L－－HBL复件Original/copy

of

Commercial

Invoice

&

Packing

list商业发票和提货单的原件或复件Packing

declaration

if

necessary如有必要：提货声明A-meta

sheet

for

some

areas

某些地区的A-meta

sheetOUR

freight

invoice

if

it’s

collect

shipment

with

exchange

rate

as

agreed

(prepaid)公司运输发票，如果是预付收费运输OI

1.2.7.OPEN

FILE

IN

FWL

在FWL上打开文件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上注册工作文件OI

1.2.8.CREAT

FREIGHT

INVOICE

建立运输发票1-7daysbefore

arrival,

OI

issuefreightinvoice

to

consignee

in

order

tohave

enough

time

toprepare

payment

for

consignee.

And

send

the

copyto

customer’s

checking.

印制运输发票给收货人

·

以便其有足够时间预付收费，并发送复件给客户检查。OI

1.2.6OI

1.2.7OI

1.2.8Checking

all

the

documents检查所有文件Open

file

in

FWL在FWL上打开文件Issuefreightinvoicetoconsigneeand

sendthecopytocustomer’schecking.

印制运输发票给收货人，并给客户检查PROCESS OI1.2 BEFORE

ARRIVAL.WORKING

FLOWWRITTEN

PROCEDUREOI

1.3PROCESSPURPOSE:Have

consignee

get

D/O收货人是否收到D/ODelivercargoifcustomer

needto

doorservice

如果客户需要到门服务，运输货物Collect

payment

from

consignee向收货人收取相关费用SCOPEThis

processapplies

to

all

regular

oceanimport

shipments适用于所有海运进口操作ISSUE问题Consignee’s

endorsement

is

different

with

H.B/L.收货人的签注和HBL不同Withouttelex-released

guaranteeletterifH.B/Lisexpress.

－HBL要求，但是没有电放保证书Consignee’s

Customs

documentsis

not

full

or

correct.收货人的报关文件不全或有错误Missing

issued

POD

when

deliver

cargo

发送货物时，没有印制PODRELATED

FORMS,TOOLS

&

DOCUMENTSForms:Tools:Telex-released

guarantee

letter

Proof

ofDeliveryFWL,

FAMS,

Lotus

Notes,

Telephone

&

FaxPROCESS OI

1.3AFTER

ARRIVAL.REGULAR

SERVICEEXTERAL

CHECKSHEETTERMS

&

DEFINITIONSD/O:Delivery

order

提货单POD:Proof

of

delivery

提货证明OI

1.3

AFTER

ARRIVAL,REGULAR

SERVICE到达后的正常业务OI

1.3.1

Switch

bill

of

lading转换提单OI

1.3.1.1.House

billis

original－HBL

是原件Consignee

should

present:应该体现收货人Endorsed

Original

HB/L

on

prepaid

basis在预付的基础上，签注HBLEndorsed

Original

HB/L

+

Freight

payment

receipt

or

create

approval

签注HBL原件和运费收据或建立承诺OI

1..3.1.2

House

bill

is

express

or

telex-released快递或电放HBLEndorsed

Express

HB/L

+

Consignee’s

letter

of

Guarantee

ifit

is

on

prepaid

basis在预付的基础上，签注快递的HBL和收货人的信用保证书Endorsed

Express

HB/L

+

approval

of

payment

+

Consignee’sLetter

of

Guarantee

if

it

is

on

collect

basis在收款的基础上，签注快递的HBL和收货人的信用保证书，OI

1.3.2

WE

only

provide

to

port

service我们只提供到港服务

OI

1.3.2.1

Collect

ocean

freight

on

base

on

freight

collect

shpts

运费向收货人收取的运输，我们收集海运费用

OI

1.3.2.2

Collect

documents

fee

base

on

prepaid

shpts预付运输，我们收集文件费用OI

1.3.1

Switch

bill

of

loading转换提单Expressbillwith

Cnee’sendorsement+guaranteeletter

Original

house

bill

With

consignee’sendorsement递送有收货人签注的单证和保证书，有收货人签注的HBL原件House

billOI

1.3.2PROCESS OI

1.3AFTER

ARRIVAL.REGULAR

SERVICEWRITTEN

PROCEDUREOI

1.3.1.1OI

1.3.1.2OI

1.3.3

WE

handle

to

door

service公司进行到门服务If

WEhandletodoorservice,OIshouldadviseconsigneetopreparefollowing

clearance

documents

1-7days

before

arrival.

如果公司提供到门服务，在到货1-7天前，通知收货人准备以下报关文件OI

1.3.3.1.The

documents

include:文件包括：EndorsedOriginalHB/L(orendorsedExpressHB/L+Consignee’sLetterof

Guarantee)签注HBL原件（或签注快递HBL和收货人信用保证书）Commercial

Invoice/packing

list/contract

originals商业发票/提货单/联系单原件Packing

declaration(1

original

if

necessary)报关单He

Xiao

Ben

(if

necessary)

Free

dutyform(ifnecessary)

And

othernecessarydocuments

其它必要的文件OI1.3.3.2

OIuponreceivingdocsfromConsigneewillsenditvia

expressmail

to

broker,

and

have

broker

double

check.一旦从收货人处收到文件表格，就通过快递件给经纪人，并让其检查OI

1.3.3.3

Customs

Broker

earliest

5daysafter

vesselarrival

will

clearthecustoms.CustomsbrokershouldfollowOUROIinstructiontodeliverthegoods

to

door.报关行最快提前到货5天通过报关，并按照公司海运进口指示运送货物到门OI1.3.3.4

Afterdeliverygoods,truckershouldaskreceiversignreceiptorOI

sendPODtocustomer

fortheirsignature.

(Asperrequest)

运送货物后，卡车应该要求收货人签收后OI发送POD给客户签章确认（按要求）OI

1.3.3.5While

delivercargo,collectto

doorcharges

fromreceiver.

如果运送货物，向收货人收取到门费用OI

1.3.3.1OI

1.3.3.2OI

1.3.3.3OI

1.3.3.4Advisetheconsigneetoprepare

the

documents通知收货人准备文件Send

express

mail

to

broker

and

havethebrokerdoublecheck.

发送快递件给经纪人，并让其检查GiveinstructiontoCustomsbrokertoletthemdeliverthegoods

to

door.送说明给海关经纪人，让他们运送货物到门Askreceiversignreceiptor

SendPODtocustomerfor

signature.要求收货人签收或发送POD给客户签章Collect

payment

when

deliver

Cargo运输货物时收费。OI