第一篇:国际货代专业英语Unit 16教案
Unit 16
Logistics
教学目的和要求:
1.了解物流的定义 2.了解物流的组成模块 3.了解货物流和信息流
教学重点:
1.物流的定义 2.物流的组模块 3.货物流和信息流
教学过程:
一、复习提问
1.What is the definition of multimodal transport? 2.What are the advantages of multimodal transport? 3.What are the different types of multimodal transport operations?
二、New Words and Expressions
logistics
军事后勤学,物流
supply chain
供应链
value chain
价值链
demand chain
需求链
inventory
库存
warehousing
仓储
integration
整合
procurement
采购
inbound
向内的,入内的
三、Definition of Logistics
Logistics is the process of planning, implementing, and controlling the efficient, effective flow and storage of goods, services and related information from point of origin to point of consumption for the purpose of conforming to customer requirements.(The Council of Logistics Management)
Logistics is the process of strategically managing the procurement, movement and storage of materials, parts and finished inventory(and the related information flows)through the organization and its marketing channels in such a way that current and future profitability are maximized through the cost-effective fulfillment of orders.(Martin Christopher)
四、The Logistical Value Proposition
It has been established that logistics should be managed as an integrated effort to achieve customer satisfaction at the lowest total cost.The modern challenge is to create value.五、The Work of Logistics
For a supply chain to realize the maximum strategic benefit of logistics, the full range of functional work must be integrated.It is the interrelation of functions that challenges the successful implementation of integrated logistical management.Work related to these functional areas combines to create the capabilities needed to achieve logistical value.(1)Order Processing
In most supply chains, customer requirements are transmitted in the form of orders.The processing of orders
Order receipt
Delivery
Invoicing Collection
(2)Inventory
The objective in inventory strategy is to achieve desired customer service with the minimum inventory commitment.Five aspects of selective deployment for a sound inventory strategy
Core customer segmentation
Product profitability
Transportation integration
Time-based performance
Competitive performance
(3)Transportation
Transportation is the operational area of logistics that geographically moves and positions inventory.Transportation requirements can be satisfied in three basic ways. A private fleet of equipment may be operated. Contracts may be arranged with dedicated transport specialists. An enterprise may engage the services of a wide variety of carriers that provide different transportation services on a per shipment basis.From the logistical system viewpoint, three factors are fundamental to transportation performance
Cost
Speed
Consistency
In designing a logistical system, a delicate balance must be maintained between transportation cost and service quality.(4)Warehousing, Materials Handling, and Packing
Inventory typically needs to be warehoused at selected times during the logistics process. Transportation vehicles require materials handling for efficient loading and unloading. The individual products are most efficiently handled when pachaged together into shipping cartons or other unit loads.(5)Facility Network
In business operations, the number, size, and geographical relationship of facilities used to perform logistical operations directly impacts customer service capabilities and cost.Typical logistical facilities:
Manufacturing plants
Warehouses
Cross-dock operations
Retail stores
六、Logistical Operations
(1)Inventory flow
As products and materials are procured, a value-added inventory flow is initiated, which ultimately results in ownership transfer of finished products to customers.Three areas of logistical operations:
Market distribution
The movement of finished products to customers is market distribution. Manufacturing support The area of manufacturing support concentrates on managing work-in-process inventory as it flows between stages of manufacturing. Procurement
Procurement is concerned with purchasing and arranging inbound movement of materials, parts, and/or finished inventory from suppliers to manufacturing or assembly plants, warehouses, or retail stores.(2)Information flow
Information from and about customers flows through the enterprise in the form of sales activity, forecasts, and orders.Vital information is refined into specific manufacturing, merchandising, and purchasing plans.Information flow identifies specific locations within a logistical system that have requirements.The primary objective of information flow management is to reconcile these differentials to improve overall supply chain performance.Information requirements parallel the actual work performed in market distribution, manufacturing support, and procurements.七、小结并布置作业:
1.What is the definition of logistics? 2.What are the five areas of logistical work? 3.What interrelations between inventory flow and information flow? 5
第二篇:国际货代专业英语Unit 4教案
Unit 4UCP 600
教学目的和要求:
1、了解UCP的目的和发展
2、理解制订UCP 600的原因
3、了解UCP 600的大致内容和结构
4、了解UCP 600对比UCP 500的变化
5、掌握重要的词汇
教学重点:
1、修订UCP 600的原因
2、UCP 600对比UCP 500的变化
教学过程:
一、复习提问
1、Incoterm的目的是什么?
2、有哪些主要的trade terms?
3、它们之间有什么区别?
二、重点单词
Consolidation合并
Settlement结算
三、什么是UCP
Uniform Customs and Practice for Commercial Documentary Credits
跟单信用证统一惯例
a set of rules drafted as the applicable legal framework under which a Letter of Credit operates internationally
The Uniform Customs and Practice for Documentary Credits(UCP)is a set of rules on the issuance and use of letters of credit.The UCP is utilized by bankers and commercial parties in more than 175 countries in trade finance.Some 11-15% of international trade utilizes letters of credit, totaling over a trillion dollars(US)each year.Historically, the commercial parties, particularly banks, have developed the techniques and methods for handling letters of credit in international trade finance.This practice has been standardized by the ICC1
(International Chamber of Commerce)by publishing the UCP in 1933 and subsequently updating it throughout the years.The ICC has developed and moulded the UCP by regular revisions, the current version being the UCP600.The result is the most successful international attempt at unifying rules ever, as the UCP has substantially universal effect.The latest revision was approved by the Banking Commission of the ICC at its meeting in Paris on 25 October 2006.This latest version, called the UCP600, formally commenced on 1 July 2007.(Wikipedia)
国际商会为明确信用证有关当事人的权利、责任、付款的定义和术语,减少因解释不同而引起各有关当事人之间的争议和纠纷,调和各有关当事人之间的矛盾,于1930年拟定一套《商业跟单信用证统一惯例》,并于1933年正式公布。以后随着国际贸易变化国际商会分别在1951年、1962年、1974年、1978年、1983年和1993年进行了多次修订,成为《跟单信用证统一惯例》。2006年10月25日,国际商会又对1993年《UCP 500》进行了修订,成为2007年版本《UCP 600》,并于2007年7月1日实行。
四、Reasons for Revision
1.to address development in the banking, transport, and insurance
industries
2.to improve the drafting of the UCP in order to facilitate consistent
application and interpretation of the Rules
3.the overall effect is one of clarification and consolidation, not radical
rethought
五、The Structure of the UCP 600
Article 1~3General Provision and Definition
Article 9~11Form and Notification of Credits
Article 4~8, Article 14~16Liabilities and Responsibilities
Article 12~13Nominated Banks
Article 17~28Documents
Article 29~37Miscellaneous Provisions
Article 38Transferable Credit
Article 39Assignment of Proceeds
Advising Bank通知行
Confirming Bank保兑行
Issuing Bank发证行
Nominated Bank指定行
《跟单信用证统一惯例》(UCP 600)共39条,第1~5条为UCP的适用范围,定义,解释,信用证与合同,单据与货物、服务或履约行为;第6~13条为兑用方式、截止日和交单地点,开证行责任,保兑行责任,信用证及其修改的通知,修改,电讯传输和预先通知的信用证和修改,指定,银行之间的偿付安排;第14~16条为单据审核标准,相符交单,不符单据、放弃及通知;第17~28条为正本单据及副本,商业发票,涵盖至少两种不同运输方式的运输单据,提单,不可转让的海运单,租船合同提单,空运单据,公路、铁路或内陆水运单据,快递收据、邮政收据或投邮证明,“货装舱面”、“托运人装载和计数”、“内容据托运人报称”及运费之外的费用,清洁运输单据,保险单据及保险范围;第29~32条为截止日或最迟交单日的顺延,信用证金额、数量与单价的伸缩度,部分支款或部分发运;第33~37条为交单时间,关于单据有效性的免责,关于信息传递和翻译的免责,不可抗力,关于被指示方行为的免责;第38条是可转让信用证;第39条是款项让渡。
六、Major Changes in the UCP 600
Most differences between the UCP 500 and the UCP 600 are clarification rather than actual changes.1.the UCP 600 does not apply unless it is expressly mentioned in the
text of the Letter of Credit
UCP 600 gives a list of definitions including some substantive elements
2.the bank now have a maximum of five banking days following the
day of presentation
data in a document, when read in context with the credit, the document itself and international standard banking practice, need not be identical to, but must not conflict with data in that document, any other stipulated document, or the Letter of Credit
3.a commercial invoice must be made out in the same currency as the
Letter of Credit
4.the Letter of Credit subject to the UCP in its latest version
UCP600共有39个条款、比UCP500减少10条、但却比500更 准确、清晰;更易读、易掌握、易操作。它将一个环节涉及的问题归集在一个条款中;将L/C业务涉及的关系方及其重要行为进行了定义。如第二条的14个定义和第三条对具体行为的解释。UCP600纠正了UCP5 00造成的许多误解:
首先、把UCP500难懂的词语改变为简洁明了的语言。取消了易造成误解的条款,如“合理关注”、“合理时间”及“在其表面”等短语。有人说这一改变会减少昂贵的庭审,意指法律界人士丧失了为论证或反驳“合理”“表面上”等所收取的高额费用。
第二、UCP600取消了无实际意义的许多条款。如“可撤信用证”、“风帆动力批注”,“货运代理提单”及UCP500第5条“信用证完整明确要求”及第12条有关“不完整不清楚指示”的内容也从UCP600中 消失。
第三、UCP600的新概念描述极其清楚准确,如兑付(Honor)定 义了开证行、保兑行、指定行在信用证项下,除议付以外的一切与支付相关的行为;议付(Negotiation),强调是对单据(汇票)的买 入行为,明确可以垫付或同意垫付给受益人,按照这个定义,远期议付信用证就是合理的。另外还有“相符交单”、“申请人”、“银行 日”等等。
第四、更换了一些定义。如对审单做出单证是否相符决定的天数,由“合理时间”变为“最多为收单翌日起第5个工作日”。又如“信 用证”UCP600仅强调其本质是“开证行一项不可撤消的明确承诺、即兑付相符的交单。”再如开证行和保兑行对于指定行的偿付责任,强调是独立于其对受益人的承诺的。
第五、方便贸易和操作。UCP600有些特别重要的改动。如拒付后的单据处理,增加了“拒付后,如果开证行收到申请人放弃不符点的通知,则可以释放单据”;增加了拒付后单据处理的选择项,包括持单侯示、已退单、按预先指示行事。这样便利了受益人和申请人及相关银行操作。又如转让信用证。UCP600强调第二受益人的交单必须经转让行。但当第二受益人提交的单据与转让后的信用证一致,而第一受益人换单导致单据与原证出现不符时,又在第一次要求时不能做出修改的,转让行有权直接将第二受益人提交的单据寄开证行。这项规定保护了正当发货制单的第二受益人的利益。再如单据在途中遗失,UCP600强调只要单证相符,即只要指定行确定单证相符、并已向开证行或保兑行寄单,不管指定行是兑付还是议付,开证行及保兑行均对丢失的单据负责。这些条款的规定,都大大便利了国际贸易及结算的顺利运行。
七、小结并布置作业:
1、修订UCP 600的原因是什么?
2、UCP 600对比UCP 500有哪些重大的变化?
第三篇:国际货代专业英语教案Unit 2
Unit 2
Scope of Freight Forwarding Service
教学目的和要求:
1、Freight Forwarding Service的发展
2、掌握重点词汇
3、目前Freight Forwarder的作用
教学重点:
1、重要的单词和短语
2、难点句型
3、当前Freight Forwarding Service的现状
教学过程:
一、复习提问
1、What is the definition of International Trade?
2、Why is International Trade important?
3、What is WTO and what is its basic functions?
二、重点单词
Agency
代理 Carrier
承运人 Consignee
收货人 Consigner
发货人 Delivery
交货 Warehouse
仓库
Freight forwarder
货运代理 Transshipment
转载 Bills of lading
提单
三、Freight Forwarding Service的发展
Forwarders’ Certificate of Receipt
代理人收货证明书
代理人收货证明书是代理人受到货物的凭证 Forwarders’ Certificate of Transport
代理人运输证书
代理人运输证书是证明代理人具备运输能力的凭证
(1)Originally, a freight forwarder was a commission agent performing routine tasks on behalf of the exporter/importer, such as loading/unloading of goods, storage of goods, arranging local transport, obtaining payment for his customer, and so on.(2)The expansion of international trade and the development of different modes of transport over the years that followed enlarged the scope of his services.Today, a freight forwarder plays an important role in international trade and transport.The services that a freight forwarder renders may often range from routine and basic tasks such as the booking of space or customs clearance to a comprehensive package of services covering the total transportation and distribution process.(3)It is usually the freight forwarder who undertakes on the consignor’s behalf to process the movement of goods through the various stages involved.The freight forwarder may provide these services directly or through sub-contractors or other agencies employed by him.He is also expected to utilize, in this connection, the services of his overseas agents.二、The forwarders, on behalf of the consignor
Choose the route, mode of transport, and a suitable carrier Book space with the selected carrier Take delivery of the goods and issue relevant documents Study the provisions of the L/C and all government regulations applicable to the shipment of goods in the country of export, the country of import, as well as any transit country.He would also prepare all the necessary documents.Pack the goods, taking into account the route, the mode of transport, the nature of the goods, and applicable regulations, if any, in the country of export, transit countries, and country of destination.Arrange warehousing of the goods, if necessary.Weigh and measure the goods.Draw the consignor’s attention to the need for insurance and arrange for the insurance of goods, if required by the consignor.Transport the goods to the port, arrange for customs clearance, related
documentation formalities and deliver the goods to the carrier.Attend to foreign exchange transactions, if any.Pay fees and other charges including freight.Obtain the signed bills of lading from the carrier and arrange delivery to the consignor.Arrange for transshipment en route if necessary.Monitor the movement of goods all the way to the consignee through contacts with the carrier and the forwarders’ agents abroad.Note damages or losses, if any, to the goods.Assist the consignor in pursuing claims, if any, against the carrier for loss of the goods or for damage to them.四、The forwarders, on behalf of the consignee
Monitor the movement of goods on behalf of the consignee when the consignee controls freight, that is, the cargo. Receive and check all relevant documents relating to the movement of the goods. Take delivery of the goods from the carrier and, if necessary, pay the freight costs. Arrange customs clearance and pay duties, fees and other charges to the customs and other public authorities. Arrange transit warehousing, if necessary. Deliver the cleared goods to the consignee. Assist the consignee, if necessary, in pursuing claims, if any, against the carrier for the loss of the goods or any damage to them. Assist the consignee, if necessary, in warehousing and distribution.三、小结和思考
1.发货人的货运代理人的主要职责有哪些? 2.发货人的货运代理人的主要职责有哪些?
第四篇:国际货代总结报告
总结报告
回顾2016年,XX发生了巨大的变化,我们团队也经历了很大的变动,但我依旧坚信在公司领导的正确带领,在我们团队不断努力下,能够克服面临的问题,继续走向辉煌。我们应该忘记过去的成功,坚持一步一个脚印,做好自己的本职工作,低调做人,认真做事。
货代的操作,本是个夹心饼干,受过委屈,气馁过,发泄过,但是看到公司不断壮大也开心过,欢笑过。感谢这个平台给了我发展的空间,让我不断成长,不断成熟,度过2016年开心和不开心的每一天。这一年我认真对待每一票货,诚心对待每一个客户,想客户所想,为公司出微薄之力,维护好每一个客户,无论大小。
2017年我将继续兢兢业业,努力工作,力争服务好现有的客户,让我们的客户不受公司变动的影响而错失。只有稳定好当前的客户,发展新的货源,服务好每一个客户,公司才能不断进步。
我自从进入货代这一行业,成为操作这一职务已经14年,在这14年里我能做到恪尽职守,坚持做到做好操作和单证的沟通,操作和财务的沟通,团结同事,给公司增加凝聚力。我能主动带好新来的同事,当他们工作有困惑时我能尽自己最大能力主动帮助他们,同事们也很愿意与我相处。因为岁数是操作部里最大的,同事们都戏称我为老大姐。目前公司面临这一些困难,我作为一名老操作愿意为操作部挑起大梁,请领导给我加压,我愿意迎难而上。
感概万千,不知道从何说起。还是那句话,做好自己的操作工作。但愿2017在HAILI的领导下能更上一层楼。坚信明天会更好!
第五篇:国际货代专业术语
1、客户自拖:自己负责拖柜;自报:自己负责报关代理报关:客户交由货代负责报关;代理拖车:客户交由货代负责拖车
2、中检:指少数(特殊的)货物,于HKG中转时必经检验,检验合格取得“中检证”方可续运。如进口至广东省各港的废金属、废电器于HKG需中检,且需提供国家的环保批文。为便于记忆,可将“中检”的“中”理解于“中转”(于HKG)
3、COC与SOC:COC:指Carrier Order Cntr.,由船公司指定的柜(去Carrier处拿“放柜纸”)行业中又称“杂唛柜”。中山外运又称之为“控制柜”。船公司放给货主使用之柜,可能为其自有的(占40~60%;)也可能为租入的,因此牌子很杂,称“杂唛柜”SOC:1);shipper’s own ctnr发货人自有柜;2)shipper order ctnr 发货人指定柜。不管是1)还是2)均勿需使用Carrier提供的柜
4、MOSK:Mitsubi Osaka Lines大阪商船三井公司。KMTC:高丽海运株式会社(S.Korea=Korea)CMA?CGM(法国达飞或法航总.达飞)CGM为Campaign General Marine(“法航总”之义);Delmas达贸(HK);ZIM(或ZIM、DIX)以星(Israel以色列);MSC地中海航运;P&O(或P&O Nedlloyd)铁行(或铁行渣华)、OOCL(HKG东方海外);PIL太平洋船务(Singapore);YiTong Lines(YTL億通:TWN的)Wan Hai Lines(WHL)、CNC正利船务;CCNI:智利国家运输公司;TMM墨西哥船务公司。其他的公司参大陆及香港的Shipping gazette(;航务周刊或船务周刊);
5、内装与外拖。“内装”指于码头内装柜(Terminal Vanning 或 Terminal Stuffing)“外拖”指:拖车行将吉柜拖至客户工厂,做柜后将重柜(Full Cntr.)拖回CY(“吉出重回”)(Local Vanning或Local Stuffing “当地装箱”)。
6、月结、票结、自结。票结:指一票货一票货地结清有关费用(O/F、DOC、trucking etc.);;月结:指每个月结账一次;自结(不常用):客户自己去交有关的码头费而不由货代代交
7、港销货与中转货:前者指珠三角或大陆其他地区的货运至HKG后不再中转,其目的地即为HKG,为港人自己销售、使用之货。后者为前者的反义词。对港销货:T/S Via local Inland Dray.(T/S:transship.Dray=trailer拖车)指驳船将柜(货)运至HKG卸下后转内陆拖车运至destination.注:有人称“中转货”为“远洋货”
8、D.G:分全危品与半危品,前者指3.1、2.1、5.2类,后者指3.2、3.3、4.1、4.2、5.1、6.1类。通常危品不作拼柜、不作对装。
9、1、顺签B/L:提单的date of issue晚于shipped(laden)on board date。通常,顺签B/L也是不允许的。
2、渡吉:吉柜从香港以驳船运至珠三角