Import Workflow: 7) Update Local Charges in Booking

The seventh step in your import workflow involves updating local charges in the import booking, such as terminal handling charges, EDI charges, and container washing charges, to prepare an invoice for the customer. Here's a detailed guide for this process:

1. Access Import Booking Module:

   • Log in to the import management or logistics system.
   • Navigate to the module specifically designed for managing import bookings and billing.

2. Identify the Relevant Import Booking:

   • Select the import booking for which you want to update local charges and generate an invoice.
   • Ensure that the booking details, including container information and relevant charges, are accurate.

3. Locate Charge Update Section:

   • Identify the section or functionality within the system that allows you to update and manage local charges associated with the import booking.
   • This section may be labeled as "Charges," "Billing," or a similar term.

4. Update Local Charges:

   • Update the relevant local charges for the import booking. This may include charges such as terminal handling charges, EDI charges, and container washing charges.
   • Input the correct amounts for each charge based on the applicable rates and agreements.

5. Validate Charges:

   • Validate the updated charges to ensure accuracy and consistency.
   • Confirm that the charges align with any contractual agreements, pricing structures, or tariff schedules.

6. Additional Charge Details:

   • Input any additional details related to the charges, such as descriptions, reference numbers, or any specific notes for the customer.
   • Specify the currency and units for each charge if applicable.

7. Integration with Financial Systems:

   • Ensure integration with financial systems for seamless recording and tracking of invoicing data.
   • Verify data consistency between the import management system and financial systems.

8. Communication:

   • Communicate the generated invoice to the customer along with any relevant details, payment instructions, and terms.
   • Provide transparency and clarity regarding the charges included in the invoice.

By following these steps, you can effectively update local charges in the import booking and generate an invoice for the customer. This process ensures accurate billing and facilitates transparent communication with customers regarding the charges associated with their import shipments.