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Unit 14

Documents (2)

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Contents

1. Aims and Requirements

2. Teaching tasks

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Aims and Requirements

• In this chapter, students are required to grasp as follows:

• Know some basic knowledge of B/L and can understand and translate B/L terms

• Know some basic knowledge of shipping document （ packing list, weight memo and shipping advice ）

• Grasp some knowledge about insurance policy• Know what customs declaration is and can fill out

it quickly.

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Teaching tasks

• Task 1. Learn some basic knowledge about B/L• Task 2 Learn some basic knowledge about

packing documents.• Task 3 Learn what is insurance policy • Task 4. Learn what customs declaration is and try

to fill it.

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Task 1. Learn some basic knowledge about B/L

• What is B/L?• B/L is the short form of Bill of Lading which is one

of the most important documents in international business. A Bill of Lading represents both a receipt for goods shipped and a contract for shipment between the shipping company and the shipper. It is also a document of entitlement to the goods, giving the holder or the assignee the right to possess the goods. It is issued and signed by a shipping company or its authorized agent.

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• The main functions of a B/L 提单的主要作用• It is a cargo receipt made out by the ship owner;

它是船方填制的货物收据；• It is the evidence of a contract of carriage

between the consignor and the shipping company;

• B/L is a document of title to the goods. 是货物所有权证明单据。

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• Types of B/L 提单类型• On board B/L 　 已装船提单 Shipped B/L 　 已装船提单• Direct B/L 　直达提单 Received for Shipment B/L 备运提单• Transshipment B/L 转船提单 Through B/L 　 联运提单• Clean B/L 　清洁提单； Unclean B/L 或 Foul B/L 不清洁提单；• Straight B/L 记名提单； Open B/L 　 不记名提单；• Bearer B/L 　不记名提单； Order B/L 　 指示提单；• Long Form B/L 　 全式提单； Short Form B/L 简式提单；• On Deck B/L 　舱面提单； Stale B/L 过期提单；• Ante Dated B/L 倒签提单• Freight at Destination B/L 运费到付提单；• Advanced B/L 　 预借提单• Freight prepaid B/L 　 运费预付提单；

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• The Main Contents and of B/L 提单主要内容• Shipper or Consignor 发货人或托运人• Consignee 收货人• B/L No. 提单号码• Notify Party, addressed to 被通知人和地址• Ocean Vessel and Voyage No. 船和船名• Port of Loading 装货港• Port of Discharge 卸货港• Place of Delivery 发运地点• Mark and Nos 唛头及箱号• No. of Packages 包装号• Description of goods 货物说明• Gross Weight & Measurement 毛重和尺码• Total number of Packages in Words 包装总数大写• Freight and Charges 运费和费用• No. of Original B(s)/L 正本提单份数• Place and Date of Issue 签单地点和日期• Signed for the carrier 承运人签字• Number of Original B/L 提单签发的份数

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Task 2 Learn some basic knowledge about packing documents

• Conception • (1) Packing List • Packing List is an independent document. It is usually requested by the importer to

confirm the name of commodity, quantity, marks, number of carton and other packing conditions. It is used as a document for custom declaration as well as one of the documents for exchange settlement. (2) Weight Memo

• (2) Weight Memo shows something about the weight emphatically, such as gross weight, net weight, etc.

• (3) Measurement List• Measurement List shows something about each individual lot’s length, width, height

and total volume on the basis of packing list. . • (4) Shipping advice• The exporter usually sends a notice to the buyer immediately after the space is

booked or the goods are loaded on board the vessel. Shipping advice may include the following: the contract and / or L/C number, B/L number, the name of commodity, the number of packages, the total quantity shipped, total amount of the goods, name of vessel, port of loading, port of destination, estimated time of departure and estimated time of arrival , etc.

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Task 3 Learn what is insurance policy

• Conception • Insurance policy is an evidence of insurance issued to

the insured by the insurer. On the other hand, it’s also an insurance contract which stipulates both party’s rights and responsibilities. It basically includes the following contents: the insured, invoice number, contract number, L/C number, policy number, quantity of the goods, description of goods, amount insured, premium rate, transportation mode, risks covered, etc.

• 2. types 。• Insurance Policy 保险单• Insurance Certificate 小保单• Open Policy / Open Cover 预约保单• Insurance Declaration 保险申明• Combined Certificate 联合凭证

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Task 4. Learn what customs declaration is and

try to fill it.

• Conception• An exporter has to apply to the customs for declaration of

the commodity before the shipment. The customs officer will sign on the customs declaration form and release the goods if the goods are up to the requirement.

• The customs declaration form is in different colors, for example: the white one is made out for general trade and the pink one is used for processing trade. The contents of these documents are similar. We take the specification of an export customs declaration form for general trade as an example to show the method of making out the document.

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• The Main Contents of Customs Declaration Form• 预录入编号： No. of Pre-record• 海关编号： No. of Customs• 出口口岸： Port of Export• 备案号： record number for checking• 出口日期： Date of Export• 申报日期： Date of Application• 经营单位： Executive company• 运输方式： Mode of Transportation• 运输工具名称 Name of Transportation Tool• 提运单号 Delivery Numbers• 发货单位： Entrusting Company• 贸易方式： Mode of Trade• 征免性质： Kind of tax• 结汇方式： Payment style• 许可证号 License No.

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• 运抵国 ( 地区 ) Name of Destination Country (Region)• 指运港 Designated Destination Port• 境内货源地 Original Place of Delivered Goods• 批准文号： Number of Approved Documents• 成交方式： Trade terms• 运费： Freight• 保费： Insurance Premium• 杂费： Additional Expenses• 合同协议号： Contract No.• 件数： Number of packages• 包装种类： type of package• 毛重： Gross Weight• 净重： Net Weight• 集装箱号： Container No.• 随附单据： Attached Documents

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• 生产厂家： Manufacturer • 标记唛头及备注： Marks, Nos and Remarks• 项号、商品编号： Item No. and Number of Commodity• 数量及单位： Quantity and Unit• 最终目的国 ( 地区 ) ： Final Destination Country (Region)• 单价： Unit Price• 税费征收情况 Tax Paid or Not• 申报单位 ( 签章 ) Applying Company (Seal)

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•The End

•Thank you!