Sop For Ex-Works Routings - Tatp 2.0.1

Standard Operating Procedure
SOP: TA/TP Exports Customer Service RO

SOP Version: 2.0.1 6/1/2020
Change History
Version
Date Changes Author
Number
3/20/2019 1.0.0 Initial version Kelly Kraus
4/1/2019 1.0.1 Re-arranged flow of document, added POA SOP Miguelangel Faria
Titled Appendix, added signatures for different scenarios, added Miguelangel Faria
4/2/2019 1.0.2
format/template files
Invoicing inspections (page 20) verify cargo pictures (page 15) Carnet info
(page 8)
redirect FCL (page 27) Disclosing inland charges (page 19) Email attachments
(page 9) FCL shipments (page 39) Local trucker list (page 21) POA from origin
(page 37)
warehouse additional cost (page 37) damaged cargo (page 37) Canada
booking quote
8/14/2019 (page 37) Latin-America and Caribbean (page 37) original documents (page
1.0.3 Susana Osorio
36)
Trade options and routings (page 6) dims restrictions (page 37) cargo not
properly packed
(page 37) Terminal routing guides and FF (page 37) All Cargo info (page 38)
identify an agent
(page 5) AES info (page 35) Remove a sailing (page 17) Vehicles (page 42)
release
disposition (page 31) overhauling (page 37)
Roll over notice (page 37) Matching information (page 37) freight forwarders
(page 38) dry
run (page 20) canceling/terminate (page 7) COO charges (page 8) HAZ mark
8/26/2016 1.0.4
up (page 27) Susana Osorio
Agente online quote (page 37) Retail co load (page 37) carnet details (page 8)
freight
forwarders (page 39) inland contacts (page 7) COB (page 38)
FPPI (Page 25) Titles (page 53) Bulgaria routings (page 38) Terminals and
10/2/2019 1.0.5 accounts (page 38) Andreina Moreu
rebooks (page 38)
Adapted SOP for Topaz operative system
Added guide on Citrix and Topaz navigation (Page 2)
Added note on PreBookings and unscheduled bookings (Page 2)
Miguelangel
Changed entire setup of creating a new booking, to follow Topaz screens &
01/30/2020 2.0.0 Faria / Andreina
process (Page 7-44)
Moreu
Added Pre-Bookings & Copy Quotation, Consolidations, Creating & Editing
Companies, Quoting & Converting to Booking (Appendix)
Added Table of Contents & Process Flowchart (Page 6)
06/01/2020 2.0.1 Edit: terminating bookings Miguelangel Faria
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SOP Version: 2.0.1 6/1/2020
CITRIX Access Topaz Navigation Adjusting Grid Settings
Microsoft Word Microsoft Word Microsoft Word

Document Document Document
SOP FOR ECU ROUTING EX-WORKS SHIPMENTS

The work starts by receiving a routing order from the destination agent.
Note: If the agent is an ECU Office, the Routing Order will most likely be received directly in Topaz in Pre-Booking
Mode, explained here. If not an ECU Office, then we proceed as a manual booking.
The routing provided by agent must contain the following:

1. Shipper info along with phone number, contact, & email address (make sure they are a BCO if they are a
forwarder the email is to be directed to the office nearest this location)
2. Final consignee information such as company name
3. Reference # such as SO#, PO#, or INV# for pick up
4. Type of move LCL – If receiving FCL or Air email to be forwarded to the correct office to handle
5. Terms whether Ex-works or FOB
6. POL & POD
7. Any special handling requirements
8. Project rate to be used
9. RO should list person handling the routing order and R/O number to be entered in client ref in system
Sample Routing Order:
R0023278.pdf
Once we receive the routing order a booking number is provided to the office requesting the R/O to
allow us and them to have a reference. Cargo details and vessel are required for you to be able to
save a booking. To skip the vessel requirement, you could make it UNSCHEDULED but please note it
will be saved as a Pre-Booking which won’t allow you to send a Booking Confirmation, and Ops cannot
move, receive or load until it has a vessel. It is highly recommended you always select a vessel which
can always be changed.
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Table of Contents
Simplified Process Steps.................................................................................................................................................4
1. Creating a booking from scratch............................................................................................................................5
Enter the Agent as the Client (Name field)................................................................................................................6
Select rate type...........................................................................................................................................................7
Select Contact.............................................................................................................................................................8
Route Description.......................................................................................................................................................9
Select Vessel/Sailing.................................................................................................................................................10
Add Cargo Details.....................................................................................................................................................11
Select Routing Order = Yes.......................................................................................................................................16
2. Import Rates (or Copy Quotation).......................................................................................................................17
BRAND......................................................................................................................................................................18
ROUTING ORDER NUMBER.......................................................................................................................................19
Changing Default Agent or Routed by Agent...........................................................................................................19
3. Enter Shipper and Consignee information...........................................................................................................20
Subject Line: Booking# and BL#................................................................................................................................22
Multiple Consignees.................................................................................................................................................22
Adding Charges/Costs..............................................................................................................................................23
Placing Booking on HOLD:........................................................................................................................................23
DIGIVIEW..................................................................................................................................................................23
4. Send Acknowledgement Email to Agent..............................................................................................................24
5. Confirm details with shipper................................................................................................................................25
6. Updating a booking once you have cargo details from the shipper:...................................................................28
Update Vessel based on Pickup or Cargo Ready Date.............................................................................................29
7. Arrange Pickup.....................................................................................................................................................30
Fill in rest of the Pickup Details................................................................................................................................32
Send instructions (EDI or Email) to carrier...............................................................................................................34
8. Send booking confirmation to agent...................................................................................................................35
9. RELEASING = DOCS RECEIVED + CARGO RECEIVED..............................................................................................39
A) DOCUMENTATION RECEIVED...............................................................................................................................39
B) CARGO RECEIVED.................................................................................................................................................40
C) PRE-RELEASING CARGO........................................................................................................................................42
10. Send instructions for AES + BL to BPO.............................................................................................................43
APPENDIX......................................................................................................................................................................44
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CREATING COMPANIES.............................................................................................................................................44
EDITING COMPANY...................................................................................................................................................46
ISSUING A MANUAL INVOICE...................................................................................................................................48
CONVERTING PRE-BOOKINGS..................................................................................................................................52
CONSOLIDATIONS.....................................................................................................................................................54
****HAZARDOUS CARGO****.................................................................................................................................56
***HAZARDOUS CARGO WITH TRANSSHIPMENT***..............................................................................................57
***Finding least expensive route for agent/customer***......................................................................................58
QUOTATIONS............................................................................................................................................................58
CREATING PORT-TO-PORT QUOTE.......................................................................................................................58
Creating Door to Port Quote................................................................................................................................71
Add Charges manually.........................................................................................................................................76
Adding Cost Manually..........................................................................................................................................78
Searching for a Quote..........................................................................................................................................79
How to Convert into a Booking................................................................................................................................81
SPECIAL CASES..........................................................................................................................................................82
ORIGIN AGENT WANTS TO EXPEDITE BY USING FCL OR AIR...............................................................................82
BULGARIA ROUTINGS...........................................................................................................................................82
EXPORT TERMINALS.............................................................................................................................................82
ORIGIN AGENT IS CONFIRMED POA IS IN THE SYSTEM BUT IT DOESN’T POPULATE..........................................82
CARGO REBOOK NOTICES....................................................................................................................................83
ON BOARD + PL + CM INV....................................................................................................................................83
RETAIL CO LOAD BL PROCEDURE.........................................................................................................................83
CANCELLING AN LCL BOOKING............................................................................................................................83
AGENT ONLINE QUOTE........................................................................................................................................83
DELAYED CARGO..................................................................................................................................................83
OVERLENGTH QUOTE REQUEST...........................................................................................................................84
MATCHING INFORMATION..................................................................................................................................84
WAREHOUSE COSTS.............................................................................................................................................84
DAMAGED SHIPMENT..........................................................................................................................................84
CANADA QUOTE REQUEST...................................................................................................................................84
LATINAMERICA/CARIBBEAN ROUTINGS..............................................................................................................84
CONTACTS FOR GERMANY...................................................................................................................................86
ALL CARGO SHIPMENTS.......................................................................................................................................86
INSURANCE REQUEST..........................................................................................................................................87
CARGO WAS NOT PALLETIZED FOR SEA MOVEMENT..........................................................................................87
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Improperly Packed for Export (IPE) form.............................................................................................................87

RESTRICTED COUNTRIES......................................................................................................................................89
DIMENSION RESTRICTIONS..................................................................................................................................89
***Redirect emails to the correct department**...............................................................................................89
VEHICLES AND MOTORCYCLES.............................................................................................................................90
SOME SCENARIOS & THEIR SIGNATURES.............................................................................................................91
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Simplified Process Steps

Start
Create Quote &

Convert to Booking
explained in the Receive email
Appendix from agent to
book
Regular Regular or Pre- Pre-Booking

Booking?
Explained in the
Appendix
Convert to
Yes Existing Quote? Booking and
validate details
No
Check Quote &

Convert to 1. Create Booking No Existing Quote?
Booking & from Scratch
validate details
Yes
Copy Quotation
2. Import Rates
into Booking
3. Enter Shipper
& Consignee if
available
4. Send
5. Confirm Details 6. Update
Acknowledgement
with Shipper Booking Details
Email to Agent
9. Process Docs/ 8. Send Booking

Pre-Release/Send Confirmation to 7. Arrange Pickup
docs to BPO Agent
End
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SOP Version: 2.0.1 6/1/2020
1. Creating a booking from scratch
 From the following screen you will go to Exports, and then Consolidated Search Screen.
 Click on the Add button and then select Booking, as indicated below.
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Enter the Agent as the Client (Name field)
 Under the Name field at the top you must list the agent that has provided you with the routing (ex. ECU
WORLDWIDE SPAIN). See TA/TP Notify party accounts. The dropdown should be enough to select agent.
Note: the Booking number will be assigned from the very beginning (highlighted in blue below) but it will
not be applied until the booking is saved. The format is always Billing Terminal/Destination/Number e.g.
TAP/HAM/2012
If the dropdown options are unclear (or you have multiple results), you can click on the magnifying glass to
make sure of the address/location. Ideally there should only be one account for the agent.
Note all Agents must have a Sales Rep assigned automatically. If the Sales Rep field is empty, please
advise the ECU office as you will not be able to proceed without this.
Terminal to do BL
You must make sure the booking number starts with ‘TAP’ which is the billing terminal for TATP
HOW TO IDENTIFY AN AGENT
You can always check here to see who our agent is. http://www.econocaribe.us/
Then click on Locations > USA Exports
You can also check the list of who handles TA/TP accounts .
TATP Accounts.xlsx
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Select rate type
Immediately after selecting the agent, the below will appear. Depending on the setup the agent has, or the
specific consignee rates they may have, more options will appear.
We also have to check the actual origin agent for a shipment to make sure it belongs to TA/TP, we can check all
alerts and people copied on the emails or you can search for shipper in the TA/TP box to see if there’s any previous
request
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Select Contact
Under this same section, you must type in the name of the person that provided the routing order and the name
should auto populate if they have been added to the system (ex: Gladys Basso).
Type the contact name and select from the dropdown. You can also search with the magnifying glass icon.
 If the contact populates, it has been setup to receive DeliveryNote (DR), bill of lading and freight invoice.
 If the contact does not display, you will need to create it by clicking on the green + sign. A new window
will appear as below. Enter First Name, Last (Sur) Name, Email and Save. Nothing else is required at this
point. Now back at the booking screen, you can select the new contact.
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 This will ensure agent/contact receives a copy of the warehouse receipt once cargo has arrived at the
origin CFS.
Example of TA/TP notify party accounts to locate the correct office code:
TransatlanticNotifyP
artyAccounts.xlsx
Route Description
Below is a map showing all terminal locations for reference, when an agent sends an RO with Door/zip code and
indicating what POL to use you will use the routing options without an origin first, to see if what they provided is
the best option, if not you can advise the new rate to the agent.
If Routing Options is not possible because of the dimensions/weight/volume restrictions the team will need to do
the above manually.
o Obtain the inland via Primus or emailing the carriers, from the Door to the closest CFS and to the POL
according to the relay/route in Topaz.
o Then check the Ocean Freight for each CFS (you’ll need to change the origin to each CFS and note the
recalculated O/F) and
o add their respective Inlands. Use the lowest.
http://www.econocaribe.net/storyline/terminals/story_html5.html
Terminal Map.pdf
Enter the origin (Place of Receipt) and destination (Place of Delivery) as per the routing order:
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Select Vessel/Sailing
 Selecting a Vessel (or Sailing) is required to be able to save the booking. Alternatively, you can save it as
Unscheduled (PreBooking) but that carries other issues, as described on Page 2. If you have not contacted
the Shipper yet, you can select any Vessel at this point.
 Once the details with the shipper are confirmed (described below in this SOP), you will need to update it
select sailing schedule by first taking into consideration the transit time for the actual pick-up in order to
match sailing. You will also need to take into consideration closing date for the Place of Receipt (Origin)
CFS. In the screen shot below for sailing selected the Origin LRD (last receiving date) shows to be 03/28.
 To select a vessel, click on the magnifying glass below, select the sailing and then click OK. You can also
view ‘older’ sailings (closing date has passed) by checking the box highlighted in blue below. Select the
sailing that has a cutoff date making sure you are selecting based on trucker that will allow us to meet this
deadline.
Once the vessel is selected, a File# will be assigned to the booking. This File# refers to the loading/container which
other teams will use.
 If by any chance the agent then advises that the shipment will be moving air and we have to remove the
sailing information, change the File# prefix to “DEL” and save the booking.
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Important to look for any and all special remarks or commodities that are not acceptable or require approval from
destination /transshipment point:
Inland (Trucklist) Loader/ Contact
After the booking has been saved. Follow this to make sure who’s the loader in the case of Inlands.
On the consolidated search screen, search for the booking#. If you have it on your Grid Settings, the “File Contact”
column will give you this information. Otherwise, click on the File link
Add Cargo Details
Initially you will NOT have cargo details, however the system will require at least number of pieces and a package
type. Click Add.
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Cargo Detail tab
 Packaging = number of pieces

 Type = Select the most appropriate option. The field next to it is a copy that you can modify. Optional: if the
agent or client requires it, you can change the field to something else, as this is what will print on the
booking/documentation (e.g. select “PALLET STC” and you can change the field next to it to “PALETAS STC”).
 Goods = Description.
 HSNCM code = Right click on the empty space below and then click “Add”.
Enter the number as indicated by the agent or shipper
Note: TA/TP and SouthAmerica (Brazil, Argentina, Uruguay).
 Weight/Volume: “AutoConvert” should be checked. Fill the “Weight” field, if you have the volume, enter it, if
not, leave it blank. Note that if you enter dimensions, this volume will be overwritten.
 Stackable = Double stack, check if it is double stackable, uncheck if it’s not.
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 If you have the dimensions, click “Add” and enter them, in inches or cm centimeters.
 Note the number of pieces will always default to the largest, so if there are multiple dimensions/pieces, make
sure to adjust this before saving. The weight on this screen is the weight / piece – you don’t need to enter if if
you don’t have it
Note: Auto convert should be selected.
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IMCO tab (hazardous)
This tab is required for Hazardous bookings. If this information isn’t filled in, the booking will not load the
hazardous rates. The agent should have provided at least one UN#, Packing Group and Class in the Routing Order.
Click Add.
Enter the UN# and click Select. To select an option, either double click it or click save at the bottom. The difference
between the various options will be the packing group and/or class.
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Since the full information will be entered by the Data Entry team once the complete IMO declaration is received
from the agent or shipper, enter only the required fields denoted with a red asterisk (usually Flashpoint and Outer
Packing – use 4G as per below) and Save.
Save the Cargo Detail window on the bottom right
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If you entered Hazardous details, the below popup will appear. Select YES.
The Cargo Details will appear now on its corresponding section. The IMCO column indicates it is hazardous.
Select Routing Order = Yes
For the rates to properly populate for the agent on this booking, select RO = Yes.
Once you do that, the FT (Freight Terms) field will change to Collect.
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2. Import Rates (or Copy Quotation)
Click on the Tab Cost/Sales
The screen below will appear. All rates in Orange are mandatory (and cannot be deselected). Check the Additional
Service options and select if necessary (for example, Documentation Fee). Once verified, click Import on the
bottom right.
 Always select DOCUMENTATION FEE as $65.00; if Certificate of Origin (COO) is requested the charge is
$115.00 (you can change it on this screen) and does not include any other documentation that needs to
be attested. If COO we must have a commercial invoice that provides the country of origin to be
indicated.
 If the agent advises COO fee is to be charged to the shipper we must inform on the charges, however if
they refuse to pay, the consignee will be responsible for the charge. If the shipper accepts the extra
charges, a manual invoice has to be issued and the team cannot express release if the goods are pre
released the team must inform docs that COO is needed once charges are approved. To know how to do
a manual invoice, see here.
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If instead of the above you see something like the below, it means the agent/client has no rates for that specific
port. In addition, it could be that RO = Yes and FT = Collect selection was not made.
Make the necessary corrections and then come back to Tab 2 Cost/Sales and click on GET RATES
Every time you switch tabs and there are no errors, the booking is SAVED. You can see this because
now the booking number includes the destination code.
BRAND
 Routing Order will be coming from ECU destination office and brand should always indicate ECU; if you see this
has been changed, check with TLM as it may need to be changed and you will need to mark the brand as ECU
on the top left corner of the screen:
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ROUTING ORDER NUMBER
 The agent’s routing number should be included under the client reference field.
Changing Default Agent or Routed by Agent
This is available on Tab 12 Agent/ERT but will only populate after the Route Description is entered.
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3. Enter Shipper and Consignee information
 Once in the booking is saved (by switching tabs) you will proceed to include shipper and consignee
information on Tab 15.
 If there are various accounts opened for the shipper or consignee, you can narrow the search by clicking
on the magnifying glass icon and see the details by Address, Location, POA yes/no, etc. column by column
 If you mouse over any of the headers/labels, you can click the filter icon and select the desired option
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 If you click Custom, you can type specifically what you need to look for
 In the event there isn’t a shipper account opened, when you cancel this screen a new window will appear.
For the Shipper, you can use the screen below unless we are billing them any charges. For the Consignee
we should cancel this window and create the account, see steps at the end of the SOP. Click here to see
how
If a shipper /consignee account is not currently available you can type the names without searching/validating, and
then complete the information/create the company later – see details here. If you completed the screen above,
you can edit this information by searching again and then clicking EDIT CONSNOT (alternatively you can navigate to
Tools > ConsNot in Topaz):
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Further Options
 Insurance if requested FOB value of the goods per the commercial invoice
Once this is checked, the following window will appear for you to enter the value:
Subject Line: Booking# and BL#
The booking number AND B/L number will be on any and all correspondence in the subject line of all emails as
follows: BKG: MIA/LON/3194 BL: CHI/LON/34
Multiple Consignees
If the shipment is moving separately to two different consignee’s then they have to ship separately under separate
booking numbers, if they will be moving the cargo under a ¨Carnet¨ then we must advise them a fee of $375.00 is
need for the carnet (this carnet fee includes all of the messenger fees, which include sending to the other offices,
to US customs for validation as well as sending the validated carnet to destination). If the agent mentions the
freight is moving under carnet then we must have the original carnet send to Brandy Little in our documentation
department at the below address, the carnet fee must be approved prior to us handling or receiving the freight.
Please see below Carnet charges and process:
1. CS is to add validation fee of $375 to Topaz and make sure agent is aware and accepts the charge.
2. CS must then request the original carnet from the shipper and it is to be sent to Brandy Little in
documentation as per the attached message.
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3. CS will place booking on hold at POL until validation is received and then Docs will add carnet # into BL
and send the validated carnet to destination.
4. Docs will remove the hold and cargo can then proceed to load.
Adding Charges/Costs
On Tab 2 Cost/Sales, add Charge (top section) or Costs (bottom section)
Placing Booking on HOLD:

On the Disposition tab, change the Status to ONHOLD
DIGIVIEW
Attach any routing instructions that could be in email format with b/l instructions or the routing form.
**All attachments in the Scan/Attach tab must be added with the full email and all information of the sender
instead as just the documents received. **
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4. Send Acknowledgement Email to Agent
An acknowledgement email will be sent to the destination office requesting on the same day and cover page goes
with all shipments to assure documentation follows all instructions by shipper or by customer service.
Good day
This is to acknowledge receipt of your routing instructions. We are notifying the shipper and will advise details of
the shipment.
Take note this order has been assigned to booking number ---------- with B/L number ------, as such please reference
on all future correspondence.
Thank you,
Name TATP-LCLExport-Routings@ecuworldwide.us
Customer Service –
TA/TP Routings
P: 281-540-6860 | F: 281-446-0276

www.ecuworldwide.com
ECU Worldwide
218 East Main Street
Houston, TX 77338

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5. Confirm details with shipper
Once booking has been setup please proceed to contact shipper using the below ex-works or FOB signature
requesting for cargo details listed below. Shipper must answer all bullet points below:
 Ready date:
 Full Pick up Address:
 Package Type (Pallets/Crates/Boxes):
 # of Pieces:
 TOTAL Weight:
 Dimensions:
 Stackable (Y/N):
 Description/Commodity:
 NMFC class:
 Pick-up Ref#
 Contact name:
 Telephone:
 E-mail:
 Hour of operation:
 They must supply invoices or packing list and shipper letter of instructions(does not have to be at the time
of pickup we need to receive by cut date and time in system)
 Any special pickup instructions such as flat bed carrier or lift gate needed must be advised prior to pickup
 Hazmat (dangerous goods) Y/N:
 If yes please provide SDS (MSDS) & Shippers Declaration of Dangerous Goods
 “IF moving bonded cargo, please issue an IT to the delivering CFS”
 If your company generates a BOL, please ensure to disregard as we will generate the BOL and not causing
to use ours can cause additional charges for the consignees account. In the event your BOL needs to be
accompanied with the shipment, please forward a copy to ensure the correct delivery address is listed.
Kindly confirm understanding of this bullet point.
If the shipper indicates lift gate, residential, flat bed we must requote and inform destination of the requirement.
Currently we are only offer residential pickup to United Kingdom and Germany. Reason being there are numerous
issues and delays that might come up and if quoting must be carrier that will accept and would select the third tier
to assure you have other options.
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Following is signature of example to request if EX-WORKS:
Dear ________________
We have been notified by our partner in __country______ that you have an order that is ready for ____consignee name___ and available for
pickup for your order reference __________________. Cargo must be properly packed for sea export, as such if freight is not properly packed
please advise as we may require photos to notify the consignee that additional fees may apply for packing/crating if needed to avoid damage to
the cargo.
Please provide us with the following information :
- Location to pick up the cargo

- Hours of operation (if closed during lunch please note)
- Contact for the driver, telephone number and fax number
- Reference number if required for driver at time of pickup
- Pieces, weight and dimensions
- Detailed description of goods
- If hazardous we must have IMO paperwork and MSDS sheet prior to pickup
- Any special pickup instructions such as flat bed carrier or lift gate needed must be advised prior to pickup
- Date of availability to pickup cargo (Monday through Friday)
I have enclosed the shipper letter of instructions in the event that you do not have your own. Please have these completed and returned to my
attention. We will need the following in order for cargo to be exported :
- Shipper letter of instructions: you can utilize our form or provide your own and needs to indicate your Company Tax EIN number and
HS code or schedule B / harmoized tariff number
- Commercial invoice and packing list issued by your company
Booking number __________ / BL number _________ has been assigned for this cargo. As such, please indicate on all paperwork and
reference this number for future correspondence. If you have any questions or need additional information please contact me directly at tel:
(281) 540-6860 or via email:
TATP-LCLExport-Routings@ecuworldwide.us
We await your details on this order to arrange pick up of this cargo. If there is some reason that cargo cannot be arranged for pick up, i.e.
awaiting payment, etc. please let me know in order to relay this information back to our offices.
Thank you in advance,
Name
TATP LCL Customer service
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
E: TATP-LCLExport-Routings@ecuworldwide.us
W: www.ecuworldwide.us
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Following is signature if FOB you must obtain approval to give booking for delivery.
Good day
Please deliver cargo to the below address. Please make sure that cargo is labeled with our booking # ___________ to avoid cargo being
rejected at the warehouse. If cargo is hazardous, the trucker will need to provide a copy of the MSDS to our warehouse upon delivery.
_________
_________
_________
Booking # ________
B/L # _______
Our cut off is _____ at Noon, please see attached booking confirmation for your reference.
We will need the following in order for cargo to be exported:
- Shipper letter of instructions, you can utilize our form (attached) or provide your own
If there is some reason that cargo cannot be released, for example awaiting payment, etc. Please let me know in order to relay this information
back to our offices.

Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
EXAMPLE OF SLI
sli - ecu new 2018.xlsx
Hello,
Please see attached SLI form.

If you are not familiar with H.S. codes, please see the below link to an online resource that can assist you with locating
your H.S. code(s).
https://uscensus.prod.3ceonline.com/
If there are multiple H.S. codes, please include the total dollar value of each separate code.

On the SLI please fill out the following information:
1. Name of Shipper
2. Shipper’s Address
3. Tax ID number
4. Your customer overseas
5. Schedule B / H.S Codes
6. Shipping weight in kilos for every H.S Code
7. Value of each individual H.S Code
8. Signature
9. Date
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Depending on cargo availability, you may need to follow up with shipper a couple of times until cargo is ready for
pick up. After shipper has confirmed cargo details and ready date, you will proceed to finalize the booking.
6. Updating a booking once you have cargo details from the shipper:
 From the Consolidated Search screen, search for the booking you created and click on the Booking# link.
Then you will update the cargo details which have been provided by the shipper by double clicking the Cargo Detail
line, or clicking the Detail button
You will update the goods description which the shipper has provided. If cargo is HAZ you must follow all special
instructions to assure the haz is acceptable and charges have populated. There will ALWAYS be a hazardous fee.
See Hazardous Section on Appendix for special requirements on Transshipments.
You may need to update the dims by double clicking on each line
As soon as you save the modified Cargo Details (and/or IMCO tab), a new Import Tariff screen will populate. Make
sure to select “All” at the top to make sure these charges are overwritten. If you do not want to update the charges
on the booking, do not select anything. Any charge not selected will stay unmodified on the booking.
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Update Vessel based on Pickup or Cargo Ready Date
 Once the above has been completed, you will be taken back to the booking screen. To add the zip code for
pickup location and select a vessel cut-off date that you are attempting to meet.
 After you change the vessel/sailing, the below will appear. You can cancel this screen at this time because this
is not an ‘official’ booking roll.
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7. Arrange Pickup
Enter the zip code into the Pickup Screen if uncertain of the best POL and leave the Place of Receipt empty
***Finding least expensive route for agent/customer***
 Click on the Yes button under the Pick-up Y/N section. This will open a new window
 You must search for and select/validate the Pickup City on the first field or the Zip code on the second.
Include City or Zip Code for the pickup location as per Routing Order, but you must verify that the shipper
location and the one on the routing are the same. If they are not the same, you must guide yourself by
the shipper’s instructions and advise agent of the pick-up location provided by shipper so that they are
aware.
Click on Save and click OK on the prompt
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If this is the first time you have added a pickup, then the trucker rates will appear for you to select the most
appropriate one and click Import.
If the origin agent or shipper is advising that the cargo should be labeled with any specific reference, we must
check LW and verify the pictures of the cargo (in most cases the reference is already labeled to the cargo) if by any
chance the reference as not added to the cargo we most contact the warehouse and request this to them.
Now the Add Pickup button will be in Blue, indicating you have saved the details of the Door Pickup. Click on this
button to navigate back to the Pickup screen and complete the rest of the details.
Recommend prior to going to this screen if door move to check PCF by taking total weight / cft and if under 6 if it is
would check with truckers to confirm the rate that will apply. Take total weight and divide if under 6 you must
check with ECU trucking to assure no additional charge.
LTL carriers you need to take their transit time provided and do not include the day of pickup. Keep in mind the
time that you are setting up with the trucker and the time zone where shipper is located. If we miss the cut off
destination offices will be extremely upset and always easier to advance.
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**Pricing must only be sent to the origin agent, under no circumstance the inland rates have to be discussed with
the shipper nor the consignee, unless the origin office has instructed us to do so, there will also be the exception on
additional charges such as Waiting time, dry run or another fee corresponding to shipper or consignee, they must
only receive the particular charges following Brandy’s instruction, no other charge can be sent**
If the cargo is not released to the carrier of choice incurring in a dry run, we must verify the below points:
- If we received confirmation from the shipper that the cargo was fully ready for pickup.
- If all documents were sent to in the shipper for them to release the cargo.
- We must ask the shipper why the cargo was not released to the carrier.
Once this is checked we must confirm why the shipper if they will pay for the dry run, if they accept the charges you
must issue a manual invoice and do not express release until payment has been received.
If the shipper refuses to pay the dry run, the team must inform the agent of the situation and add the dry run fee to
the inland rate for the agent to pay.
You can enter all the shipper details at this point although DO NOT setup until you have approval of pickup charges
from destination office, unless they provided you with inland rates and are in line with what we have available. If
they gave rates and specific trucker you are to use and if sell rate does not match you are to email them to confirm
acceptance. Stay within same email chain you have been using to allow destination to recognize the shipment and
avoid additional emails. Normally acceptance will be given over night if not follow up for reply from destination
office.
Fill in rest of the Pickup Details
 From the below pick up screen, you will proceed to fill in all necessary information such as shipper
information, shipper’s reference number & contact info including email address and hours of operation
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 Est Pickup Date – date that has been provided by shipper that we can pickup goods. The two fields next to
the date are the times or range of times (hours of operation)
 Est Whs In Date – Based on system we normally enter the day prior to number of days as per the carrier
transit shown when getting the rate and do not include the day of pickup
 Pickup Reference - Shipper should provide if they say known is needed enter the consignee name or
destination (example: France shipment)
 Contact Person - Name of party at warehouse or shipping department if that is what is advised
 Email – email where the truck BOL is to be sent
 Phone – location of where we are picking up goods
 Pickup Remarks – any extra notes necessary for the trucker or to show on the BOL
 SEND EDI BOOKING – If will be moving with ECU Trucking if local trucker then you will need to send the
truck BOL via print document see following. DO NOT CLICK UNTIL YOU HAVE APPROVAL OF PICKUP
CHARGES
 Pickup Company and Pickup Address – Company name where we will be picking up from and the address.
You can search but this is also Free text.
 City & Zip selected previously
 Transport Company – trucker, should usually populate from the Carrier Rates
EXAMPLE ON COMPLETION:
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Send instructions (EDI or Email) to carrier
 After all information has been properly input, you will proceed to send booking via EDI by going back into
the Pick-up Info button, and click on the “Send EDI Booking” button
 The following is when using a trucker outside of ECU Trucking/CTS. Might need to use a local trucker or
volume FTL carrier for FTL or Flatbed if not receiving a competitive rate. Go to the Instruction tab, make
sure ShippingNote PickupInstructions is selected (as highlighted) and click on the Envelope icon. Suggest
to right-click the printer icon to Preview the document before sending it.
We should use local truckers when we can as they provide the best service and can pick up and sometimes even
deliver same day, main ones we use are Top Flight for local Houston pickups (within 50 miles), Silvano for local LAX
pickups (within 50 miles) K&R for local Atlanta pickups (within 50 miles) and Viper for local Miami pickups (within
50 miles)
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If after the cargo is fully delivered the trucking company advises on rate changes we must update the charges in
the file. Please send the information to Docs in order for them to update the sell rate to customer, in the
meantime you can add the cost; if by any chance the customer already paid for the charges you can add another
line if needed with the difference in the charges.
EXAMPLE truck pickup request
If there are any dense cargo/over length fees, alert them of these charges when sending the pickup charges too.
Good day
We have been notified by _______ that they have an order ready for pickup for _______.
Cargo Details:
The inland rate into our ____ CFS is $____, please confirm acceptance of this charges so I may proceed with pick up.
Please note booking number _______ and B/L number ______ have been assigned to this order, please reference on all future correspondence.

Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
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8. Send booking confirmation to agent

 Once sailing schedule has been selected you will go back to the main tab and select the desired format to send
and then click on the red PDF icon. Note that the default format is unrated. You can also right click and Mail
Me.
On the following screen, click on the blue arrow to see the expanded view
You can send directly to the agent from here (Send Files) and select the signature TEXT = XXXX which will also save
a record on Digiview. Alternatively, you can send to yourself using Mail Me (this doesn’t save any records)
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Once charges have been approved and you have assigned to a vessel, send a copy of the booking confirmation to
destination only. If FOB and once approved can be delivered send the rated booking to destination and provide an
UNRATED copy to destination.
Example of signature to send the booking confirmation to the destination office:
Good day –
Please see attached booking confirmation.

Cargo will be scheduled for pick up the following business day.
Please send me the FPPI for the consignee. (IF SYSTEM INDICATES WE HAVE POA FOR CONSIGNEE THIS CAN BE REMOVED FROM THE EMAIL
REQUEST. ONLY REQUIRED IF POA FOR CONSIGNEE INDICATES NO and at time of request send the FPPI form ALWAYS CHECK AND VERIFY AND
ALLOW ENOUGH TIME FOR THEM TO OBTAIN TO AVOID CARGO ROLLING)

Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
EXAMPLE OF FPPI (CAN BE SENT TO BPO TO THE EMAIL IN THE BOTTOM OF THE FORM TO ENTER FOR THE CONSIGNEE), HOWEVER IF
RECEIVING THE DAY OF CUT OFF USER WILL NEED TO UPDATE IN TRADE PARTNER TO ALLOW TO LOAD AND AES TO BE FILED (SOP BELOW)
ECU-042 Power Of
Attorney (POA).doc
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If the consignee is required to fill up the FPPI the team can use the signature below to explain the agent.
9. RELEASING = DOCS RECEIVED + CARGO RECEIVED
The cargo can be released no matter the disposition as long as everything else is in good order.
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A) DOCUMENTATION RECEIVED
TA/TP customer service will receive the documentation to allow release of the cargo. If you do not receive 48
hours prior to pre-release you must notify the shipper and request. If having issues receiving then you must notify
destination office and inform them which document is missing and ask if they can request receiving, otherwise
cargo will not make the intended vessel.
Important to review all of the documentation to assure we have met all criteria. SLI we can receive from the
shipper, although for routed transactions is not required, however beneficial owner of the cargo must provide
following data elements.
 Name and address of the USPPI

 USPPI EIN number
 State of Origin
 Schedule B/HS Code description of commodities
 Schedule B/HS codes
 Origin of goods indicator Domestic (D) or Foreign (F)
 Quantity /Unit of measure (UOM)
 Value
 ECCN or other Government Agency license identifier – Any other than EAR99 or NLR indicated on the SLI
we must question if licensable and AES must be filed in ACE.
 Sufficient technical information to determine licensing authority
Example of highlighted areas of SLI that we need to have if they will complete.
POA/FPPI: As explained previously once we receive the POA FPPI then the consignee will need to be entered into
the Company Profile (see here). You can email to customs-docs@ecuworldwide.us for it to be entered in the
system, however most times we might not have time and you will need to enter consignee details to allow cargo to
load for scheduled cut off date.
Once you receive the commercial documents they need to be added to Digiview to the document list (see here).
This is a written authorization from the party nominating us to handle the transaction to file the SED/AES
(equivalent of an export customs clearance) on their behalf.
For routed transactions, the ultimate consignee also known as the FPPI is the one hiring ECU, either directly or
indirectly via their broker/forwarder, hence the authorization must come from them.
It’s ONLY needed once per customer, they do not need to send it for each shipment. It is important to enter it in
Topaz so that we do not get prompted to request it again.
https://help.cbp.gov/app/answers/detail/a_id/553/~/responsibility-of-preparing-and-filing-the-eei--
exporter%2C-shipper-or-freight
B) CARGO RECEIVED
Once the cargo has been received into the warehouse check for any discrepancies and OS&D to the freight.
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Discrepancies will be viewed at the bottom of the cargo details
The Warehouse tab System will also show the actual discrepancies and display the different deliveries made under
this booking. We handle the majority of the trucking and there can always be freight delivered incorrect by
truckers or shipper releasing the incorrect cargo. IMPORTANT to watch for any issues.
On the Warehouse tab, you’ll be able to see the details of each delivery, as well as the potential discrepancies
between Booked (B) and Warehouse (W) values.
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****Discrepancy or re-weight certificates****
 In the event there is a re-weight certificate issued by the carrier or any type of discrepancy such as
shipment delivered short or over, reclassification, etc., you will proceed to add these notes under the
button named “Notes” at the top of the booking screen. You will click on the add option at the top right as
indicated below and add in notes in the empty box field below. In this box, you can indicate any type of
information that you’d like and even stating if a certain notification was sent to a particular person
 After doing so hit the Save button.
 If cargo is short /over you should place on hold. If we handled the trucking you need to check with ECU
Trucking and get a signed POD. We need to assure we have the correct cargo and you may need to notify
the shipper in case information initially provided for by them for pickup was incorrect. Once sorted out
you can take the shipment off hold.
 If cargo is re-weighed by trucker and rates change we need to send the weight certificate and advise
destination of increase in sell rates.
 The actual notification with the email string should be saved on Digiview under MISC
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C) PRE-RELEASING CARGO
 Docs and Cargo must be received

 You will then add in any HS codes that are applicable
 Check for any Special Remarks in the Cargo Details that might not have been shown
 Check Doc Received
 If cannot advance make a note in Special Remarks – Always use Cargo advance if destination has not
informed you must not arrive during certain time period, example Chinese New Year.
 AES by ECI check if YES or No
 Always review the charge to make sure if any increases took place say for trucking. We must notify
destination when this happens along with reason.
Then you will pre-release the cargo by clicking on the Pre-Release button on the Booking screen
Once pre-released, the status will display this information:
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10. Send instructions for AES + BL to BPO
The cover letter for routing instructions is then sent over to BPO docs team and they enter the bill of lading and file
AES.
If the shipper is filing the AES then you need to supply them with a copy of the booking confirmation (unrated) as
this will have all the info required for AES, once they file the AES we need to make sure we received the AES ITN#
and HS code from them and have it updated in TOPAZ.
Although unusual for the shipper to file AES on their own for routed shipments, they only need the unrated
booking confirmation to do so. The rest of the details on commodity, value, etc. they have it already as they’re the
ones selling the cargo.
In these cases, we do NOT need the POA from anyone.
Adding the AES manually:
Currently once the b/l has been completed then Docs will review it to make sure is correct. We have a number of
destinations where if weights and details on the commercial invoice do not match up there could be fines. In
addition, there could be letter of credits a destination office might want something indicated on the bill of lading
and we might need to see if can be added to assure we are not billed back for any charges.
Originals may be required, steamship line certificates, manual invoices, packing/crating request, repair on arrival to
warehouse, returning cargo. Some will be exceptions, although are regular issues that will come up. We do not
need the original commercial docs unless we are attesting them or issuing a COO.
Cover page we send over to BPO Bangalore - bizhubc454e@econocaribe.com and then once b/l is completed is
placed into Brandy Little pool.
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APPENDIX
CREATING COMPANIES
As described previously, you only need to create a company in the following situations:
 The company needs to be billed (manual invoices)
 We want to record we have received the POA (especially consignees in case of
Routed Transactions)
If we will NOT need any of the above, then you can simply create a ConsNot account
instead as described here.
To start a Company (called Pre-Company until it is approved for billing), we navigate to

Tools > Pre-Company/Prospect Request.
The screen below will be displayed.
 Company Name as per agent or as per documentation

 Company Type = Direct Account
 Sales Rep = XXX
 Phone number: this is required but if not available you need to enter something.
 First Name / Last Name / Phone or Email: this is required; typically the contact provided
 Select SHIPPER or CONSIGNEE/NOTIFY depending on the type of account you are creating
 Click the MORE button
Once you click on More, the window will expand as below
 Address: per information available

 Location OR Zip: you need to type and search to validate it
 EIN# (if shipper) - Shipper’s Tax ID consisting of 9 digits once you have obtained from reaching out to
shipper
 POA Obtained may be added here as a checkbox in the future
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Click Initiate Change Request. Now you should be able to enter the company on Shipper or Consignee fields
respectively.
Note: You will not be able to invoice that customer until it is approved (you will receive an email once approved).
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EDITING COMPANY
This will need to be done to add POA or EIN#, for example, for a company that does exist but is missing these
details.
Navigate to Tools > Company Search
Select Open Contact Tab (to make it easier to navigate once in), enter the name of the company and click Select to
search. Once found (make sure it is the correct address), you can click on Detail or double click on the line.
If you see the below when trying to open, you will not be able to make the changes. This means the company is
going through an approval process at this moment (Note the company menu will still open, but you should cancel).
Contact XXX
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 Marking POA Obtained: USA tab
 Uploading POA document: Acc Oth tab
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ISSUING A MANUAL INVOICE
There are times where we may need to bill charges to the shipper beforehand and have them accept. If this
happens and is no credit, we cannot change the B/L to be express release until paid.
On the Cost/Sales tab, select the desired charge(s) to be invoiced by hitting the F1 key on each of them. When you
do this, the “Free” column will show a “P” as shown below. Once all are selected hit the F10 key or click PRINT on
the right side of the screen.
A new screen will appear, click YES on the language prompt.
Make sure you change or confirm the Company Name you are invoicing. This is the last chance to do so and there
is no going back after we finalize processing this screen (clicking INVOICE).
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The charges being invoiced are shown at the bottom of the screen. Once everything is confirmed, enter the
Reference Number (if the client doesn’t have any, enter our booking# or BL#), select USD currency, hit TAB and
then click INVOICE.
If you get the error below, it means the company is NOT approved yet. Contact
USACompanyMDM@ecuworldwide.com as you need this approval first to proceed with invoicing.
If everything went well, the below may appear for you to print the invoice. Since you don’t want to print, simply
Cancel. This will close the screen and then get you back to the Charges screen.
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On the charges, the “NR” column will show the invoice number, confirming the charge(s) is invoiced.
Preview or Email Invoice
Select any of the lines pertaining to the desired invoice. To preview, right-click the printer icon and hit Preview. To
email, click on the Envelope icon (which will open the standard email screen described in this SOP).
Good day
Please see attached invoice.
You can pay online by credit card or e-check at https://www.ecuworldwide.us/en/tools/payments or

you may also fill out the attached credit card form and return back to me.
A 3% processing fee will be added to all credit card payments.
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If you wish to send a company check then you can mail to the below address.
Ecu Worldwide
Attn: Brandi Herbert
Humble, TX 77338
Since your company does not have credit we must receive payment prior to releasing your freight at
destination.
Let me know if you have any questions.
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CONVERTING PRE-BOOKINGS
When an ECU agent has sent you the Routing Order via the system, it will come in the form of a Pre-Booking.
On the Consolidated Search Screen, select the PreBooking box on the right. Then, you can search by any field
available but typically you will use the Destination Port, or simply enter the PreLink# (EDI ref field) given by the
agent (if contacted via email) or search by the Company = Agent
To open the booking (convert), click the Booking# link (highlighted in Blue)
Select Other booking
The regular booking screen is open now, with the details from the RO.
 You will need to select the Vessel/Sailing to be able to save, and assign a File# automatically.
 Additionally, you may need to edit the Route Description depending on how the agent sent the RO.
 The Contact should come up automatically but should be validated just in case.
 Last, you need to Import Tariffs by going to tab 2 Cost/Sales as described previously.
 Make sure RO = Yes and Collect
Everything else after this point is to follow the regular SOP for the bookings.
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If there is a quote that is applicable to this booking, then you should click on COPY QUOTATION. This will
automatically search for the quotes made to this Agent/Client for the same ports. Once you have identified the
desired quote, click COPY at the bottom. This will use the rates from the quote and add them to the booking.
If there is no Quotation, you proceed to Step 2 as per SOP to Import Tariffs.
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CONSOLIDATIONS
There are two types of consolidations.
1. Those where all cargo will be received under the same booking number (multiple deliveries) and
2. Those where we have separate, different booking numbers.
Same Booking Number, Multiple Deliveries under the same booking
Under this scenario, you don’t have to do anything except manage the Cargo Details. You may have
multiple Cargo Details, or you may have one Cargo Detail only. The important part is understanding that
the Warehouse tab on the Booking will display the different deliveries made to the warehouse. The
screenshot below shows 3 deliveries:
Multiple Booking Numbers
If you have multiple bookings to consolidate into one, all bookings in that consolidation must have:
 Same Client (Name)

 Same vessel/sailing (and therefore file#)
Provided the above is true, on the booking, you click Import Cargo right below the Cargo Details:
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The popup below will show you the bookings for the same client, same vessel/file. Select the bookings
you want to consolidate, and then click ADD:
On the popup below, you want to make sure that all rates are selected and then click Import (this will
add the rates also to the main booking)
Now the parent (main) booking shows you an additional Cargo Detail for each booking consolidated:
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****HAZARDOUS CARGO****
 For Hazardous cargo, IMO & MSDS must be obtained from shipper. Once documents have been secured,
they must be saved on Digiview under the BL folder > Documents > DGD and MSDS
 On the screen below you will be able to attach documents such as the IMO, invoice, packing list, MSDS,
etc. You can use the Correspondence folder to save a whole email in the event all documents are provided
in that one attachment, and then you can drag the documents to each category from there. In case there
is a special rate because rate couldn’t be obtained through the system, you can save this under MISC.
 After all of the above has been completed, you will send an email to the following email
imo@logiwareinc.com which is a general email address for our IMO team and simply state “Please enter
IMO”. The IMO team will update the booking with all hazardous information. Any questions from this
team, should be directed towards Reimy Portes (Latam) or Brandi Little (TATP).
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***HAZARDOUS CARGO WITH TRANSSHIPMENT***
We need to obtain approval from loads or transshipment points for hazmat cargo.
Singapore
If routing via ECU Singapore the PSA group is available directly on the IMCO Tab once you search for a UN#.
From this you can search for the file “Singapore: Hazardous Information” on ECINET and find if group is allowed
plus obtain additional hazmat charges depending on the PSA group.
Dubai
For transshipment cargo and overlength quotes and bookings may need to be approved.
To calculate the HAZ fee w/m MIN $100
You can do the calculation manually and add the charge to the quote but the recommendation is we insert the rate
as W/M so that if booked and the weight/measurements change, the rate is automatically recalculated –
otherwise you’ll need to remember to change it once received.
W/M means weight or measure and in that case, it refers to 1 CBM, 1000KGS, so whichever is greater is used for
the rate. On the Charges, click on ADD with Calculation = W/M and and then fill below. No Mark up.
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***Finding least expensive route for agent/customer***
 In the event agent wants us to verify the cheapest route, you need to leave the Place of Receipt field
blank.
The screen below will auto-populate after you hit Routing Options. If the commodity is not found under the list,
please select option 70 for none of the above and click on Ok.
 After having hit routing options, you will see the screen below where you will find the least expensive
route available. According to the below, the best rate will be highlighted in red via Chicago. But if you see
below, there is a direct service from NY with less transit time by 4 days and a difference in pricing by
$6.61. This would be the best option to choose and move cargo with.
-TT (Door to CFS) indicates Transit time from shipper’s door to the receiving CFS.
-TT (CFS TO FD) indicates Transit time from receiving CFS to the final destination.
 To select the option above, you will click on the select option at the far left and then Submit.
 After saving, the Origin CFS will be automatically populated and the rates updated
QUOTATIONS
CREATING PORT-TO-PORT QUOTE
1. On the Consolidated Search Screen, go to “Add” and then click on “Quotation”.
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2. A new window will appear; your Quote# will always start with some letters (unique to the username) and
then the # assigned by the system. You should always see the date it was created next to it.
3. Enter the name of the customer on the “Name” field and click on the magnifying glass.
Note: For TA/TP you put the name of the Agent.
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 The dropdown should be enough to select the client or agent.
If the dropdown options are unclear (or you have multiple results), you can click on the magnifying glass to
make sure of the address/location. Ideally there should only be one account for the agent.
 If there are various accounts opened for the client, you can narrow the search by clicking on the
magnifying glass icon and see the details by Address, Location, POA yes/no, etc. column by column
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 If you mouse over any of the headers/labels, you can click the filter icon and select the desired option
 If you click Custom, you can type specifically what you need to look for
Select rate type
Immediately after selecting the client or agent, the below will appear. Depending on the setup the client or
agent has, or the specific consignee rates they may have, more options will appear.
 Global Accounts = always select this if available

 Forwarder = Coload Rates
 Direct Account = Retail Rates
 Office/Agent = applicable to Agents only (RO = YES & Collect must be checked afterwards)
 Traffics & Groups = some clients have have multiple rates depending on their customer
Agent Rates:
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Client Rates
We also have to check the actual origin agent for a shipment to make sure it belongs to TA/TP, we can check all
alerts and people copied on the emails or you can search for shipper in the TA/TP box to see if there’s any previous
request
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4. Select Contact: Under this same section, you must type in the name of the person that provided the
routing order and the name should auto populate if they have been added to the system (ex: Gladys
Basso).
Type the contact name and select from the dropdown. You can also search with the magnifying glass icon.
 If the contact does not display, you will need to create it by clicking on the green + sign. A new window
will appear as below. Enter First Name, Last (Sur) Name, Email and Save. Nothing else is required at this
point. Now back at the booking screen, you can select the new contact.
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5. “Sales Rep” and “Contact” are required, “Product” should always be LCL. “IssTerminal” is the Billing
Terminal, if you’re TA/TP it should say TAP; (D) Office is Rates.
Note all Agents must have a Sales Rep assigned automatically. If the Sales Rep field is empty, please advise the ECU
office as you will not be able to proceed without this.
You’ll see 4 tabs:
a. Quotation Description.
b. Sales, Costs & Destination Charges.
c. Remarks.
d. Merge Quotation.
Quotation Description
 Place of Delivery = Final Destination.

 POD = Port of Delivery.
 Place of Receipt = Warehouse where will be receiving the cargo.
 POL = Port of Load.
 Warehouse = Should fill out itself.
 Quote Valid On = Today by default.
 Quote Valid Until = Default for a month.
 Prepaid/Collect = Collect when you’re quoting an agent.
 Routing Number Yes/No = Click Yes when you’re quoting an agent.
 Agent Name = Should fill itself, if not, write the name and click the magnifying glass, and
click the correct one.
 Routed by Agent = Should be the same as Agent Name, if another agent is routing,
delete and write the agent name and click the magnifying glass, and click the correct
one.
 Forwarder = not required on a quote
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Cargo Details
 Click on “Add”.
 Packaging = number of pieces

 Type = Select the most appropriate option. The field next to it is a copy that you can modify. Optional: if the
agent or client requires it, you can change the field to something else, as this is what will print on the
booking/documentation (e.g. select “PALLET STC” and you can change the field next to it to “PALETAS STC”).
 Goods = Description.
 HSNCM code = Right click on the empty space below and then click “Add”.
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Enter the number as indicated by the agent or shipper
Note: TA/TP and SouthAmerica (Brazil, Argentina, Uruguay).
 Weight/Volume: “AutoConvert” should be checked. Fill the “Weight” field, if you have the volume, enter it, if
not, leave it blank. Note that if you enter dimensions, this volume will be overwritten.
 Stackable = Double stack, check if it is double stackable, uncheck if it’s not.
 IMO = to QUOTE hazardous rates
 If you have the dimensions, click “Add” and enter them, in inches or cm centimeters.
 Note the number of pieces will always default to the largest, so if there are multiple dimensions/pieces, make
sure to adjust this before saving. The weight on this screen is the weight / piece – you don’t need to enter it if
you don’t have it.
Note: Auto convert should be selected.
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Completed Cargo Details:
 Click “Save” and it should look like this.
Note: You can add up to 20 cargo details

Note: If you click “Save” it’s actually “Save and Close” – switching tabs actually saves it.
 Click on the “Sales, Costs & Destination Charges” tab and a new window with the Tariff will appear.
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 The ones in Orange are mandatory, even if you try to uncheck it, it won’t let you
Note: Documentation fee is for Routing, TP/TA and South America.
 You can change the amount and check the additional fee depending on the load.
 Click on “Import” on the bottom right.
 Go to the bottom left corner and select the format you want to send it.
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 Right click on the PDF icon and select “Preview” to see it, if you want to send it to yourself and click “Mail me”
and this little window will appear.
 You can click on the arrow on the bottom left corner and expand it.
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 On the “Text” dropdown on the right corner, you’ll have several signatures to change to. You can
attach all the documents from Digiview clicking on “Digiview” bottom at the bottom left corner or
other files clicking “Attach” at the bottom left corner.
 “Mail me” won’t save the email in Digiview, “Sent file” will.
 “Merge PDF” will merge the files on 1 PDF.
 Click “Send file”.
Note: The date next to the PDF icon is the date when the quote was sent.
“Mail Me” does not record any date.
 Click “Save”.
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Creating Door to Port Quote
1. Proceed to enter the Client/Agent and their Contact, as described in the previous section.
2. Add Cargo Details, following the same steps as described in the previous section.
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Option 1: you know what Place of Receipt to quote

Option 2: you want to see the best option (Routing Options)
In the menu you will find 2 kind of icons to identify which one’s a pick up and delivery.
For Pickup we will click the Blue truck and for Delivery we will click the Red truck.
Once we click in the Blue truck you’ll get a screen like the below:
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You will search the city (or zip code on the second field) and select the one we need. (Shipper location)
Once we click Save on the Pickup screen, it will take us to the rates screen, we can also select pickup rate.
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Once the rate is selected, click on Import
Once rates are selected the door pick up will show up blue:
After this we will check the 2nd sub-menu:
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This will display the rates with the hazmat rates or any other specification.
In case something you want to refresh the rates, you will need to click on Import
And it will show you the rates. Select “ALL” on the top left, and then “Import” on the bottom right to update the
rates.
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Add Charges manually
First click on Sales on the top menu and select Add
You will select the charge name
After that we will fill up the information
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We’ll click save
And it will show the manual rate that we just created.
After that you will find the total rates and the total cost.
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Adding Cost Manually
For the cost we can also add manually.

It will be the same process but at the beginning will show up “Supplier”
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Click save and you will see the added value
If at any point we’re missing information to create a Quote the system will show an error like this and you’ll need
to fulfill it.
Searching for a Quote
We will check back on the menu Quotation#

And click save to end up the quotation process.
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We can also search by initials on the same quotation part, as it shows below
And after that another window will appear and we can search the quotation# we need.
How to Convert into a Booking
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We can go tot the bottom part and click on Convert once we have the quotation made.
Or we can do it from the main page like this (right clicking on the Quote number):
Once converted we will see the empty Booking screen as per below.
The process is now resumed to the regular booking steps.
SPECIAL CASES
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**** SPECIAL REMARKS****
 Special Remarks (previously known as Hot Codes) are used to identify any special treatment that may be
needed for that particular booking (for example, when cargo can double stacked this is the Stackable
checkbox). Important to select when Food Stuff or Personal Effect.
ORIGIN AGENT WANTS TO EXPEDITE BY USING FCL OR AIR.
We initially must redirect the email to the correct party in order for them to provide a quote to the agent, if the
rate is accepted, the shipment will be handled directly by the FCL team we should neither terminate nor mark as
picked up.
BULGARIA ROUTINGS
All Bulgaria routings have to be booked to Antwerp only, they handle the on carriage themselves.
EXPORT TERMINALS
The attached file can be used to find the accounts.
Export
Terminals.xlsx
ORIGIN AGENT IS CONFIRMED POA IS IN THE SYSTEM BUT IT DOESN’T POPULATE
If the origin agent is confirming the POA is already attached from previous shipments, we must verify if by any
chance they have several accounts and check for the one with the POA obtained. If there’s 2 different accounts,
there should be two different address we must verify the document sent to make sure all addresses match,
depending on this we determinate if we have a POA or not.
CARGO REBOOK NOTICES
All notices from cargo rebook must be sent to docs to ensure AES is updated if needed
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ON BOARD + PL + CM INV
COB’s are sent by docs.
RETAIL CO LOAD BL PROCEDURE.
Retail Coload BL
Procedure.docx
CANCELLING AN LCL BOOKING
To Terminate a booking, we click the DELETE button on the bottom left on the booking screen. When
this task is completed, it will move the booking to a Deleted (DEL) file.
The system will ask whether you want to completely delete all charges & costs or transfer them to the
deleted file, select NO.
The DEL file must exist first (usually created at beginning of month). Otherwise the below will appear. If
this is the case, let USA office know.
If there is a DEL file for the month, the below will appear. Click Select.
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A confirmation window will appear and the File# will be changed to the corresponding DEL file.
AGENT ONLINE QUOTE
If the agent advises the online quote showed a different amount as the actual inland rate, we must ask them for a
copy of the quote to verify the difference.
DELAYED CARGO
If there was a delay that causes to lose the cut off time the agents must be notified, all roll notices must be
forwarded to the TATP Docs team so they can inform the agent.
Roll notification and charges associated with it (if any) are to be sent to TATP Docs.
OVERLENGTH QUOTE REQUEST.
The max length accepted is 470”, if we received a quote request with information above this we must redirect it to
projectquote@ecuworldwide.com as they handle out of gauge.
MATCHING INFORMATION
You must verify all documents have matching information for the consignee and the shipping location, if for
example the Hamburg agent sends us a request for a delivery to Hamburg, but the documents show a different
country we must verify with them prior to release.
WAREHOUSE COSTS
Whenever we receive a request from an additional task to be perform at the warehouse, such as in and out,
segregation or any dock fee’s we must verify all charges with the warehouse and ask for approval from the agent
on the new charges, if the charges are not showing in the warehouse information we have we can email the
warehouse and request the information directly. Once they are confirmed they have to be added to the billing with
the vendor showing as the warehouse.
Los Angeles warehouse vendor: AZ WEST

New Jersey and Atlanta warehouse vendor: AZ EAST
DAMAGED SHIPMENT
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If you notice any type of damaged or mark on the packages advising damage is necessary to inform the warehouse
that the cargo has to be repair, the charge have to be notified and costed to the origin agent and the team has to
inform the Claims department on the situation and notify the carrier that the cargo was received damaged.
CANADA QUOTE REQUEST.
If cargo originates in Canada and it’s a TA/TP agent asking for pricing you can add
PricingCanada@ecuworldwide.com if Ecu Canada is asking for a quote/booking then it has to be sent to the NJ
office to handle Northeast-LCLExport-CS@ecuworldwide.us
LATINAMERICA/CARIBBEAN ROUTINGS.
TA/TP does not handle freight forwarders accounts nor anything from Latinamerica/Caribbean, in those cases
(except this is a Freight Forwarder) it should be sent to Miami.
We can verify the below link to confirm if a customer is a freight forwarder.
https://www2.fmc.gov/oti/FF.aspx
If by looking with the name of the company in both fields nothing comes up then it is not a FF.
You can check if the company is a freight forwarder by either googling them or by going to this website and
searching them under ocean freight forwarders or NVOCC’s. As long as there’s no freight forwarder in USA you can
handle it.
https://www2.fmc.gov/oti/
If their name has followings word in it then you may need to check because chances are, they might be a FF.
Logistics
Freight
Shipping
International
Air/Sea
Below terminal Routing guide.
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CONTACTS FOR GERMANY
On Germany you need to make sure the contact email is ROI.HAMBURG@ECUWORLDWIDE.COM, place the person
name in client reference and make sure to attached the routing request.
ALL CARGO SHIPMENTS
All Cargo is from India and it’s a part of our company but with a different name, is a different division from ECU
India, they also have offices in Dubai, when we receive an All Cargo shipment there’s two scenarios
 The agent sending the order does not have an office in this destination, which is why we just adjust the
Routed By (should remain in default agent)
 Said agent from “X” country also has an office is the destination country “Z” and they want to handle the
shipment directly as agents in the BL, in this case we adjust the Default Agent to NO.
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You shouldn't be receiving RO’s from All Cargo Logistics for now, but It may happen if the cargo has destination as
Dubai and it was routed from All Cargo Dubai instead of ECU Dubai.
INSURANCE REQUEST
You can offer insurance if requested with the value of the goods in the commercial invoice, in the booking screen
we have mark insurance and yes and add the value of the goods, with this information the system will calculate the
insurance to the charges.
CARGO WAS NOT PALLETIZED FOR SEA MOVEMENT.
If the shipper or agent is informing the cargo was not properly packaged for Sea transport me must request
pictures of the shipment and verify the below bullet points
 If cargo is crated and within the dims, we can accept in our containers then cargo packing is fine.
 If cargo is packed on a pallet then we can normally accept unless it is exposed and will damage other
cargo in our container or will possibly be damaged by other freight in our container. If cargo is on pallet
and exposed, we can request an IPE form from the agent and ship as is.
 If cargo is loose, we cannot accept it.
 If cargo is bundled pipe, we can normally accept it but should always check with the warehouse prior and
always request an IPE form as runners may need to be added or even crating.
Warehouses that do not pack are Portland, Seattle, San Francisco, Los Angeles – they will only provide standard
size pallets.
Improperly Packed for Export (IPE) form

this form is only required to Pre-Release but does not stop the team from sending the documents to India for
processing the BL/AES. The piece count/dimensions/weight may change slightly after and if the client chose to
repalletize/crate, etc. for export, but that can be changed on the BL.
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RESTRICTED COUNTRIES
Under the sanction’s laws, individuals and entities are prohibited from entering any financial transactions or
provide financial assistance or services in relation to sanctioned individuals, entities or activities. Violations are
costly, given the strict criminal liability nature of sanctions offences and “zero tolerance” approach taken by
relevant competent authorities and enforcement agencies.

Each and every one of us must fully understand our Group’s obligations to ensure adherence to sanctions regimes.

ECU Worldwide entities do not and will not provide any services, execute or facilitate transactions (directly or
indirectly) or engage in any activity involving sanctioned individuals, entities, countries or territories.
Currently, sanctioned countries and regions are:
- The Crimea region
- Cuba
- Iran
- North Korea
- Sudan
- Syria
We are not offering/advertising any services (LCL/Co-load/FCL/Air/Projects/Others) to or from any of the

sanctioned countries or territories, directly or indirectly. We do not and will not have business dealings with
sanctioned individuals, as well as any delivery agents, clients or partners in these sanctioned countries and regions.

In such case we notice mention of one of this country in an y documentation provided, email or phone
conversation you cannot issue a Prerelease for the cargo and the information has to be sent immediately to
Suzanne Choo Quan and Miguelangel Farias
DIMENSION RESTRICTIONS
The maximum dimensions we can accept for most destination is below.

The team must check remarks in case we only load a 20’ to that destination but in most cases it’s a 40’HC.
Max length: 470”

Max width: 91”
Max Height” 101”
If over 14’ long and transshipping, the team needs to check with POD office if any additional over-length fees will
apply.
If over 88” in height and transshipping, the team needs to check with POD office if any additional over-height fees
will apply.
***Redirect emails to the correct department**
If the customer or origin agent is asking or sending information, we must verify this and re direct to the correct
department. This is applicable both for FCL and LCL.
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VEHICLES AND MOTORCYCLES.
We can only handle motorcycles from POD Los Angeles, we are also not allowed to quote motorcycles as this
requires special quoting.
self-propelled
quotes bookings SOP.pdf
DECLARATION FORM
ECU WORLDWIDE
STATIONERY.docx
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SOME SCENARIOS & THEIR SIGNATURES
SENDING QUOTES TO AGENT
When we send quotes we always have signature for the quotes. Important all quotes have $65.00 Documentation
Fee ($115 if COO is requested as well)
Good Day,
Please see attached quotation.

We await receipt of your routing instructions.
- Changes to weights/dimensions rates may not apply

- Based on non-hazardous cargo
- Stackable cargo OR Not Stackable
- Lift gate or curb side service will be subject to additional fees
- Cargo must be properly packed for export
- Excludes self propelled cargo
If you have any questions please let us know.
Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
The information contained in this e-mail and attached documents is to be considered as privileged and confidential information, intended for the sole use of
the addressee(s) designated here above. If you are not an addressee, you are hereby notified that you may not disclose, reproduce or otherwise make use of this
e-mail and any attached documents for yourself or any third party. If you have received this e-mail by error, please immediately notify the sender at the
abovementioned phone number and delete the present e-mail from your computer. It is of common knowledge that the safety of electronic communications
cannot be guaranteed. Despite our efforts, we decline all responsibility and liability for the improper and incomplete transmission of information contained in
the present e-mail, including any delay in its receipt or damages to your system.
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ACKNOWLEDGE RECEIPT OF AGENT INSTRUCTIONS
All routings are booked and then acknowledgment sent to destination office for them to know we are working on
it. Continue all communication on the same email chain and any special instructions for the b/l must be added to
the routing in Topaz.
Good day
This is to acknowledge receipt of your routing instructions. We are notifying the shipper and will advise
details of the shipment.
Take note this order has been assigned to booking number ----------, as such please reference on all
future correspondence.
Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
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PICKUP RATE APPROVAL BY AGENT REQUEST
Good day
We have been notified by _______ that they have an order ready for pickup for _______.
Cargo Details:
The inland rate into our ____ CFS is $____, please confirm acceptance of this charges so I may proceed
with pick up.
Please note booking number _________ has been assigned to this order, please reference on all future
correspondence.
Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
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Pickup Rate Approval by Agent – Send to Shipper
All pickups require approval from destination, or they must have approved charges or quote and any changes to
those charges in increased must be approved.
There are exceptions: for ECU UK and ECU Germany we do not need their approval to arrange unless is volume.
(Only Russia as Final Destination need approval)
Good day
Please note I have reached out to my office overseas to confirm acceptance of the inland rate.
Once confirmed I will send you a copy of the truck BOL.
Best regards,
Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
The information contained in this e-mail and attached documents is to be considered as privileged and confidential information, intended for the sole use of the
addressee(s) designated here above. If you are not an addressee, you are hereby notified that you may not disclose, reproduce or otherwise make use of this e-
mail and any attached documents for yourself or any third party. If you have received this e-mail by error, please immediately notify the sender at the
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HIGH VOLUME RATES
We receive a large number of quotes that are considered volume where we must obtain quotes outside of system.
If there is a delay in response as we look at all truckers to obtain the most competitive rate:
Hello,
Please note that I have had to go out for a volume rate due to the weight/dimensions of this cargo and
we are working on this now.
Thank you for your patience,
Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
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POA FROM FPPI (BUYER ON COMMERCIAL INVOICE) – TO AGENT
Good day
Please see attached FPPI. Please have -------- fill out and send back.
Best regards,
Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
POA FROM USPPI (SELLER ON COMMERCIAL INVOICE) – TO SELLER
For Routed Transactions we are required to obtain POA from the FPPI. However we have some destinations that
will not provide the FPPI and ask it from the shipper. We have to get in writing that they are authorized.
Hello,
Please confirm you are authorized by the consignee to sign the attached USPPI which will authorize Ecu
Worldwide to file AES on behalf of the consignee.
Best regards,
Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
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BOOKING CONFIRMATION TO AGENT
Good day –
Please see attached booking confirmation.

Cargo will be scheduled for pickup the following business day.
Please send me the FPPI for the consignee. (REMOVE IF WE ALREADY HAVE)
Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
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ADVANCED SAILING
If cargo is advanced important to advise destination with updated booking confirmation and add in the
docs team.
Good day
Please take note that this cargo was able to be advanced to an earlier vessel. I have attached an
updated copy of the vessel details for your reference.
If you have any questions please let me know.
Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
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SELF-PROPELLED VEHICLES
We will ship or quote from time/time although we can only offer if sailing from the port of Los Angeles/Long Beach
ONLY. Cargo must be crated, drain and disconnect letter required (void of fuel & batteries disconnected).
Booking should not be pre-released and then placed on hold until validated titles are received.
Hot code is MOT (for motorcycle) and cargo is then placed on hold by CS and hold remarks should show Hold in
LAX for Title Validation.
Once all docs are received and pre-release is entered, AES must then be filed by myself regardless of the value of
the cargo. All self-propelled cargo requires AES and BPO India will not file. So, Tax EIN, POA, HS code, Original Title,
Original Bill of Sell, Drain and Disconnect must all be received and attached in Topaz. If the bike was not sold and
only being moved from USA to overseas then in lieu of TAX EIN# a passport must be provided for person shown on
the title.
Originals must be sent to Brandy Little for her to prepare the LOI.
Loader should either remove the hold themselves or they will advise CS to remove the hold because they have
received the validated titles.
Titles will then be sent to destination office by Brandy Little.
If the titles are not available for all crates that contain the freight, we must segregate the pieces with documents
and the one’ without them to avoid incorrect loading.
LAX LOI.doc Drain_Disconnect_L

etter.doc
For self-propelled vehicles we require the following documents be couriered to us we can present to US
customs for validation.
- Original Title
- Original Bill of Sell
Please send these documents via courier to the below address, and send me tracking details.
Ecu Worldwide
Humble, TX 77338
We will also require the following forms to be completed and returned.
- Letter of Intent
- Drain and Disconnect Letter – please have this on your company’s letter head (do not worry
about vessel/voyage details)
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Cargo must be crated and properly packed for sea export, as such if freight is not properly packed please
advise as we may require photos to notify the consignee that additional fees may apply for
packing/crating if needed to avoid damage to the cargo.
Please let me know fi you have any questions.
Thank you,
Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
self-propelled
quotes bookings SOP.pdf
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RATE REQUEST TO TRUCKER
Please provide a rate inquiry for the following:
Origin:
Destination:
Description – (commodity, pieces, package type, weight and dimensions, stackable or non-stackable and
if haz add UN/Class)
Total Weight:
Dimensions:
If you need anything further please let me know.
Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
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PERSONAL EFFECTS – TO SHIPPER
Good day –
We have been notified by our partner in _____ that you have a personal effects shipment you want to
send to (country) . Cargo must be properly packed for sea export, as such if freight is not properly
packed please advise as we may require photos to notify the consignee that additional fees may apply
for packing/crating if needed to avoid damage to the cargo.
Please provide us with the following information so we may notify our warehouse:
- Is cargo hazardous?
- How is the cargo packaged?
- Pieces and weights
- Value of the cargo
- Confirm you will deliver to our warehouse, as we do not offer residential pickup service.
We will need the following in order for cargo to be exported :
- Ecu BOL – see attachment
Once you provide me with the above requested information I will provide you with a booking number
and delivery address.
If you have any questions please contact me at my office at 281-540-6860.

Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
Page 105 of 113

SOP Version: 2.0.1 6/1/2020
LETTER TO SHIPPER FOB (initial)
If destination office informs that the shipment is FOB we will not provide a booking number until they give us these
specifics. We do not need to wait for the SLI and commercial invoice, however definitely details. A number of the
warehouses will reject the shipment and we must inform them to apply the booking number to the shipment.
Good day –
We have been notified by our partner in _____ that you have an order that is ready for ______. Cargo
must be properly packed for sea export, as such if freight is not properly packed please advise as we
may require photos to notify the consignee that additional fees may apply for packing/crating if needed
to avoid damage to the cargo.
Please provide us with the following information so we may notify our warehouse and then I will
provide you with delivery instructions and a booking confirmation.

- Is cargo licensed by US government agency, if so which one
- If hazardous, we must have IMO paperwork and MSDS sheet prior to pickup
Booking number ________ has been assigned for this cargo. As such, please indicate on all paperwork
and reference this number for future correspondence.
If you have any questions or need additional information please contact me directly at tel: (281) 540-
6860 or via email at TATP-LCLExport-Routings@ecuworldwide.com.
If there is some reason that cargo cannot be released, i.e. awaiting payment, etc. please let me know in
order to relay this information back to our offices.
Page 106 of 113

SOP Version: 2.0.1 6/1/2020
LETTER TO SHIPPER (FOB) – SECOND
Good day
Please deliver cargo to the below address. Please make sure that cargo is labeled with our booking #
___________ to avoid cargo being rejected at the warehouse. If cargo is hazardous, the trucker will
need to provide a copy of the MSDS to our warehouse upon delivery.
_________
_________
_________
Booking # ________
Our cut off is _____ at Noon, please see attached booking confirmation for your reference.
Page 107 of 113

SOP Version: 2.0.1 6/1/2020
LETTER TO SHIPPER - EXW GERMANY
This is signature to the shipper when we are attempting to get the details to pickup freight. There are special
requirement for Germany and if we do not request initially turns into many issues as they must provide the
information highlighted below.
Hello,
We have been notified by our partner in __country______ that you have an order that is ready
for ____consignee name___ and available for pickup for your order reference
__________________. Cargo must be properly packed for sea export, as such if freight is not
properly packed please advise as we may require photos to notify the consignee that additional
fees may apply for packing/crating if needed to avoid damage to the cargo.

- Any special pickup instructions such as flat bed carrier or lift gate needed must be
advised prior to pickup
- Per new customs requirements in Germany, you are required to provide the following
information: the number and kind of packages, commodity and gross weight for every
HS-Code, which is different in the first 4 digits.
Booking number _______________ has been assigned for this cargo – Please reference this
number for future correspondence. If you have any questions or need additional information
please contact me directly.
We await your details on this order to arrange pick up of this cargo. If there is some reason that
cargo cannot be arranged for pick up, i.e. awaiting payment, etc. please let me know in order to
relay this information back to our offices.
Page 108 of 113

SOP Version: 2.0.1 6/1/2020
LETTER TO SHIPPER – EXW
Hello,
We have been notified by our partner in __country______ that you have an order that is ready for
____consignee name___ and available for pickup for your order reference __________________.
Cargo must be properly packed for sea export, as such if freight is not properly packed please advise as
we may require photos to notify the consignee that additional fees may apply for packing/crating if
needed to avoid damage to the cargo.

- Any special pickup instructions such as flat bed carrier or lift gate needed must be advised
prior to pickup
Booking number _______________ has been assigned for this cargo – Please reference this number for
future correspondence. If you have any questions or need additional information please contact me
directly.
We await your details on this order to arrange pick up of this cargo. If there is some reason that cargo
cannot be arranged for pick up, i.e. awaiting payment, etc. please let me know in order to relay this
information back to our offices.
Page 109 of 113

SOP Version: 2.0.1 6/1/2020
ISRAELI SPECIMEN DEC (TO SHIPPER)
specimen invoice
declaration.pdf
Hello,
Israel has changed their customs regulation. A specimen declaration now takes the place of a COO.
The attached now much be filled out and copied onto your commercial invoice.
Best regards,
Name
ECU WORLDWIDE
M: 281-540-6860 F: 281-446-0276
Page 110 of 113

SOP Version: 2.0.1 6/1/2020
SENDING BOL TO SHIPPER
Hello,
Please see attached truck bill of lading which must be used and presented to the driver to assure
proper billing and delivery. This document is not to be altered or changed without first notifying the
Ecu Worldwide customer service representative at 281-540-6860 immediately. Please assure that you
or your shipping department review the document and if any items are incorrect, notify us immediately
to update it. Econocaribe will not be responsible for any additional charges that may result in
unauthorized alterations to the truck bill of lading.
Please send me the commercial invoice, packing list and shipper’s letter of instruction.
Best regards,
Page 111 of 113

SOP Version: 2.0.1 6/1/2020
USE FOR MIDDLE EAST IF COO (CERTIFICATE OF ORIGIN) IS REQUIRED
Good day
We are being requested to issue certificate of origin for this shipment from our overseas office. We will
need the following originals provided to us :
- Original signed invoice and packing slip. They ask the originals be signed (in blue ink) and
stamped with your company stamp if one is not available make sure that original signatures are
on the documents.
- Documents need to state the country of origin where the goods were manufactured.
Please mail to the below address.
Ecu Worldwide
Humble, TX 77338
Please send me the tracking number once the docs have been mailed. If you have any questions, let me
know.
Page 112 of 113

SOP Version: 2.0.1 6/1/2020
LAX – SILVANO
If within 50 miles from CFS check with him as excellent service and will get to the whse faster than LTL carrier.
Good day
My trucker Silvano’s Trucking will be picking up the cargo. Attached pickup request is the truck bol we
use for this trucker.
Please see attached truck bill of lading which must be presented to the driver to assure proper billing
and delivery. This document is not to be altered or changed without first notifying the ECU Worldwide
customer service representative at tel: 281-540-6860 immediately. Please assure that you or your
shipping department review the document and any items that are not correct to notify us immediately
to update or notify the actual trucker. Ecu Worldwide will not be responsible for any additional
charges that may result in unauthorized alterations to the truck bill of lading.
Please send me the commercial invoice, packing list and shipper’s letter of instruction.
Page 113 of 113

Sop For Ex-Works Routings - Tatp 2.0.1

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Sop For Ex-Works Routings - Tatp 2.0.1

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Standard Operating Procedure

SOP: TA/TP Exports Customer Service RO

CITRIX Access Topaz Navigation Adjusting Grid Settings

Microsoft Word Microsoft Word Microsoft Word

SOP FOR ECU ROUTING EX-WORKS SHIPMENTS

The routing provided by agent must contain the following:

Sample Routing Order:

Improperly Packed for Export (IPE) form.............................................................................................................87

Simplified Process Steps

Create Quote &

Regular Regular or Pre- Pre-Booking

Check Quote &

9. Process Docs/ 8. Send Booking

1. Creating a booking from scratch

Enter the Agent as the Client (Name field)

HOW TO IDENTIFY AN AGENT

Select rate type

Inland (Trucklist) Loader/ Contact

Add Cargo Details

Cargo Detail tab

 Packaging = number of pieces

Enter the number as indicated by the agent or shipper

Note: TA/TP and SouthAmerica (Brazil, Argentina, Uruguay).

Note: Auto convert should be selected.

IMCO tab (hazardous)

Save the Cargo Detail window on the bottom right

Select Routing Order = Yes

2. Import Rates (or Copy Quotation)

Click on the Tab Cost/Sales

ROUTING ORDER NUMBER

Changing Default Agent or Routed by Agent

3. Enter Shipper and Consignee information

Subject Line: Booking# and BL#

Please see below Carnet charges and process:

Placing Booking on HOLD:

4. Send Acknowledgement Email to Agent

5. Confirm details with shipper

Following is signature of example to request if EX-WORKS:

Please provide us with the following information :

- Location to pick up the cargo

Thank you in advance,

We will need the following in order for cargo to be exported:

Thank you in advance,

sli - ecu new 2018.xlsx

Please see attached SLI form.

Update Vessel based on Pickup or Cargo Ready Date

Click on Save and click OK on the prompt

Fill in rest of the Pickup Details

Send instructions (EDI or Email) to carrier

EXAMPLE truck pickup request

Thank you in advance,

8. Send booking confirmation to agent

Example of signature to send the booking confirmation to the destination office:

Please see attached booking confirmation.

Thank you in advance,

9. RELEASING = DOCS RECEIVED + CARGO RECEIVED

 Name and address of the USPPI

Discrepancies will be viewed at the bottom of the cargo details

****Discrepancy or re-weight certificates****

 Docs and Cargo must be received

Once pre-released, the status will display this information:

10. Send instructions for AES + BL to BPO

Discrepancy or re-weight certificates

HAZARDOUS CARGO WITH TRANSSHIPMENT

Finding least expensive route for agent/customer

SPECIAL REMARKS