1、 OI 1.1 BEFORE SAILINGPREPARATON JOBS 起航前的准 备 工作OI 1.2 BEFORE ARRIVALWORKING FLOW到达前的工作流程OI 1.3 AFTER ARRIBAL,OI REGULAR SERVICE到达后的正常 业务Xiamen Ocean Import Working ProceduresOI 1.4 CLOSE FILE完成工作相关词汇 Customer profile Quotation 3rd Party Billing Form Receiving confirmation（ in which form?) Credit Ap
2、proval Docs Job folder Arrival notice O.B/L:海运提单 H.B/L货代提单 M.B/L AWB FWL Packing declaration A-meta sheet D/O:Delivery order 提货单 POD:Proof of delivery 提货证明 telex-released guarantee letter bill of loading提单 payment receipt letter of Guarantee信用保证书 broker Customs broker报关行 Packing declaration报 关 单 He
3、Xiao Ben核销本 Free duty form免税表 Freight Cost Freight Invoice Meta-在？之中、之后的PROCESS OI 1.1 BEFORE SAILING,PREPARATION JOBS. EXTERNAL CHECKSHEETPROCESS PURPOSE:To ensure freight payment to be confirmed against different trade item before sailing.航行前，确定付款符合相关贸易条款Master customers all necessary information.
4、掌握所有必要的客户信息SCOPE This process applies to all regular ocean import shipments适用于所有海运进口操作TERMS & DEFINITIONS OI-Ocean Import operation staff 海运进口操作CRCustomer requirement 苦户要求ISSUEWithout sailing approval, origin ship 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R
5、ELATED 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 1.1 BEFORE SAILING,PREPARATION JOBS. WRITTEN PROCEDUREOI 1.1. BEFORE SAILING,PREPARATION JOBS.航行前的准 备 工作OI 1.1.1 Getting selling rate confirmati
6、on from sales dept从销售部取得销售价格确认表Once selling rate was confirmed by consignee, sales should provide quotation approval 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 Shippers Name, Address发货 人及其地址 Consignees Name, Address, Telepho
7、ne & 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 OI 1.1.2: OI contact with consignee to ensure whether can arrange picking up, booking space, etc.联 系收 货 人确 认 是否可以安排提 货 ， 订舱 等。Does the Consignee agree to ship
8、 out immediately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 ship out, will inform overseas office to make shipping arrangement accordingly.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If the consignee will not agree to ship out , also inform
9、 overseas office to hold up the 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 OI 1.1.4: OI upon receiving the written commitment to ship will immediately inform 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 OI 1.1.5: The information t
10、hat the shpt is prepaid will come from Sales, 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 1.1.2OI1.1.3Getting selling rate confirmation From sales dept.从销售部取得销售价格确认表Contacting Consignee to confirm Sailing schedule.联系收货人确认航行日期表Dose consignee agree to ship out immediately?收货人是否同意
11、立即发货Sending sailing Approval to Network发送航批准到网络上OI 1.1.4OI 1.1. 6CFR&CIF SHPTS Cost and Freight/ Cost Insurance and Freight 形式的运输Origin office or key sales will inform OI to prepare the prepaidShpts 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/destination relate
12、d sales person should provide a new customers information.原地 /目的地相关销售人员应该提供新客户的相关信息： Customers 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 O
13、UR 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 Credit Approval Docs (from Consignee or Network)信用承 认 文件（从收 货 人或网 络 ） Any special requirements different from former regularoperation.任何与以往常 规 操作不同的要求PROCESS OI 1.1 BEFORE SAILING,PREPARATION JOBS. WRITTEN PROCEDUREOI 1.1.5OI 1.1.
14、6OI 1.1.6.1OI 1.2OI 1.1.6.2CFR&CIF shpt Cost and Freight/ Cost Insurance and Freight 形式的运输CUSTOMER客户New customer新客户Exist clientPROCESS PURPOSE:To ensure getting full set of shipping docs (COPY) and check its correction.确认收到全部的运输文件，并检查其准确性Send arrival notice for consignees arrangements in advance.发送到
15、达通知，以便收货人进行相应安排SCOPE This process applies to all regular ocean import shipments适用于所有海运进口操作O.B/L: Ocean bill of lading 海运提单 H.B/L: House bill of ladingC/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ISSUEOrigin dont provide full set
16、 of shipping docs missing 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 cant 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Tools: FWL,
17、FAMS, Lotus Notes, Telephone & Fax, scan PROCESS OI 1.2 BEFORE ARRIVAL.WORKING FLOW EXTERNAL CHECKSHEETTERMS & DEFINITIONS 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 day after departure, Origin will send it by email. The pre-alert include 起航 1-3天内，原地将 E-MAIL发送预告
18、，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 network to fax full set of shipping docs.要求网 络传 真全部运 输 文件 Check the docs to ensure its no problem for clear customs.检查 文件保 证顺利清关 Confirm ori
19、ginal documents have been sent 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OI as soon as the information on the upcoming shipment is received will 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
20、shipping documents.收到运 输 文件复件OI1.2.3.1: 1-5 days after the shipment departure from origin, OI willreceive the copy of the full sets by fax or scan.原地起航 1-5天内， 传真或 SCAN收取全部运 输 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.如果原地没有提供全部运 输 文
21、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 the shipping line to obtain ETA and information on 2nd leg vessel if 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 arrival notice to the Consignee 1-7days before arrival.
22、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Receiving OB/L copy and HB/L copy收取 OBL和 HBL附件Contacting shipping line agent to having vessel ETA联系运输代理得到轮船预计到达时间Fax the arrival notice to 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 1.2.5NoPROC
23、ESS OI 1.2 BEFORE ARRIVAL.WORKING FLOWPROCESS OI 1.2 BEFORE ARRIVAL.WORKING FLOW WRITTEN PROCEDURE YESOI 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 or copy of Express B/L OBL原件或 BL复件
24、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 sheet OUR freight invoice if its 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
25、 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1-7days before arrival, OI issue freight invoice to consignee in order to have enough time to prepare payment for consignee. And send the copy to
26、customers 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Issue freight invoice to consignee and send the copy to customers checking.印制运输发票给收货人，并给客户检查PROCESS OI 1.2 BEFORE ARRIVAL.WORKING FLOW WRITTEN PROCEDURE OI 1.3PROCE
27、SS PURPOSE:Have consignee get D/O收货人是否收到 D/ODeliver cargo if customer need to door service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SCOPE This process applies to all regular ocean import shipments适用于所有海运进口操作ISSUE问题Consignees endorsement is different with H.B/L.收货人的签注和 HBL不同Without telex
28、-released guarantee letter if H.B/L is express. HBL要求，但是没有电放保证书Consignees Customs documents is 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: Telex-released guarantee letterProof of DeliveryTools: FWL, FAMS, Lotus Notes, Te
29、lephone & Fax PROCESS OI 1.3 AFTER ARRIVAL.REGULAR SERVICE EXTERAL CHECKSHEET TERMS & DEFINITIONS D/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 bill is original HBL 是原件Consignee should present:应该 体 现
30、收 货 人Endorsed Original HB/L on prepaid basis在 预 付的基 础 上， 签 注 HBL Endorsed 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 13.1.2 House bill is express or telex-released快 递 或 电 放 HBL Endorsed Express HB/L + Consignees letter of Guarantee if it is on prepaid basis在 预
31、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 + ConsigneesLetter 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
32、 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Express bill with Cnees endorsement+guarantee letterOriginal house billWith consignees endorsement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 1.3 AFTER AR
33、RIVAL.REGULAR SERVICE WRITTEN PROCEDURE OI 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 WE handle to door service, OI should advise consignee to prepare following 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 i
34、nclude:文件包括： Endorsed Original HB/L (or endorsed Express HB/L + Consignees Letter of 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 duty form (if n
35、ecessary )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 5 days after vessel arrival will clear the customs. Customs broker sh
36、ould follow OUR OI instruction to deliver the goods 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)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 1.3.3.5 While deliver carg
37、o, collect to door charges from receiver.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 1.3.3.4Advise the consignee to prepare the documents通知收货人准备文件Send express mail to broker and have the broker double check.发送快递件给经纪人，并让其检查Give instruction to Customs broker to let them deliver the goods to door
38、.送说明给海关经纪人，让他们运送货物到门Ask receiver sign receipt or Send POD to customer for signature.要求收货人签收或发送 POD给客户签章Collect payment when deliverCargo运输货物时收费。OI 1.3.3.5PROCESS OI 1.3 AFTER ARRIVAL.REGULAR SERVICE WRITTEN PROCEDURE OI 1.4PROCESS OI 1.4. CLOSE FILE EXTERNAL CHECKSHEETPROCESS PURPOSE:To ensure shpt
39、detailed data is correct in FWL or FAMS systems.确认运输细节 FWL/FAMS上数据的准确性After double check, provide full set of correction job file to accounting dept.再次检查后，提供财务部完整准确的工作文件Reserve full set of job files for future checking.存储完整的工作文件，以便以后检查SCOPE This process applies to all regular ocean import shipments适
40、用于所有海运进口操作ISSUEFWL or FAMS data is not updated.Job file passed to accounting is missing some necessaries.工作文件送给财务部时丢失某些必要文件RELATED FORMS,TOOLS & DOCUMENTSTools: FWL,FAMS, Lotus Notes, Telephone & FaxTERMS & DEFINITIONS OI 1.4 Close File OI 1.4.1.Double check with FWL or FAMS data.重新 检查 FWL/FAMS上的数据O
41、I 1.4.2 OI should filing necessary doc including: OB/L, HB/L, Freight Cost, Freight Invoice, Meta-sheet (if any), etc.归 档必要的文件，包括： OBL,HBL,运 输费 用，运 输发 票OI 1.4.3 Ocean manager check the accounting file and pass to accounting dept.海运部 经 理 检查 清算 帐 目文件，并送 给财务 部OI 1.4.1OI 1.4.2Double check with FWL or FAMS data 再次检查 FWL/ FWMS 上的数据Check and filing necessary docs检查并归档必要的文件Manager check and pass to accounting dept.经理检查并送文件给财务部OI 1.4.3PROCESS OI 1.4 CLOSE FILE WRITTEN PROCEDURE END
