Timing and receipt
| Item | Entry |
|---|---|
| Anonymous reference, equipment and quantity | |
| Cargo-ready date and warehouse collection deadline | |
| Place of receipt, main port and destination | |
| Carrier, rate product and transport scope | |
| Lower rate expiry and conditions | |
| ETB and ETD, recorded separately | |
| Main-port receiving window, appointment and check time | |
| Feeder-point acceptance date, receiving party and rating confirmation | |
| Multi-container receipt requirements | |
| Actual gate-in for each container and accepted rating date | |
| Feeder, main-vessel connection and release deadlines |
Record quote confirmation, gate-in, loading and departure separately. Where receiving depends on ETB, do not substitute ETD. Recheck when the schedule changes.
Compare costs over the same scope
Use the same currency, quantity, endpoints and charge scope, based on the agreed customer quotation. Mark included charges to avoid double counting.
| Cost item | Original plan | Early gate-in | Payer and inclusion |
|---|---|---|---|
| Ocean freight and included charges | |||
| Trucking | |||
| Barge or other feeder transport | |||
| Handling and terminal services | |||
| Storage, equipment use and waiting | |||
| Amendments and other charges | |||
| Origin warehouse costs, where measurable | |||
| Total over the same scope |
Expected difference = total customer cost of the original plan − total customer cost of early gate-in. A positive result indicates expected savings. Mark unknown costs as pending, not zero. Keep estimates separate from settled amounts; describe unpriced warehouse and schedule effects separately.
Decision and follow-up
| Item | Entry |
|---|---|
| Selected option and reason | |
| Extra-cost limit, approver and decision deadline | |
| Fallback and notification time if receipt is missed | |
| Owner for feeder, main-port receipt and main-vessel loading | |
| Settled rate, extra costs and variance review | |
| Actual warehouse release, departure and delivery changes |