Read before following any of these instructions listed here: If your SmartBOL support contract has expired, follow these instructions at your own risk. SmartBOL Support does not provide any support without an active support contract. Please refer to support policies at www.smartbol.com/support.htm for support policies.


Create Ocean Bill of Lading


Quick Menu -> Export


Top Menu:

 

1. Save: Saves Ocean Bill of Lading as complete.

 

2. Draft: Saves Ocean Bill of Lading as Draft

 

3. Print Document: Can show Preview for Canada Invoice, Commercial Invoice,  Dock Receipt, IMO Hazmat Manifest , NAFTA Cert of Origin, Ocean BOL, Ocean Sub Report, ProForma Invoice, US Certificate of Origin

Please refer to following for Documents Details

Canada Invoice:  To create Canada Custom Invoice. 


NAFTA : To create a new NAFTA certificate of origin for the selected BOL in the list

 

Dock Receipt: To create Dock Rcpt Invoice.

 

Common Invoice: To create Commercial Invoice.

 

ProForrm: To create Proforma Invoice.

 

 US Certificate of Origin:   To create a US Certificate of Origin for the selected BOL in the list


ADDRESSES

 1. Shipper

i. Click on down arrow to show Shipper or Consignee records from Master Tables. Select a record from drop down. Address fields will be populated automatically

ii. Or enter information


2. Consignee

i. Click on down arrow to show Consignee records from Master Tables. Select a record from drop down. Address fields will be populated automatically

ii. Or enter information

 

3. Notify Party

i. Click on down arrow to show Notify party records from Master Tables. Select a record from drop down. Address fields will be populated automatically

ii. Or enter information

 

4. Place of receipt by Pre-Carrier

 

Place where the pre-carriage operator collected the shipment

 

5. Exporting Carrier

 

 Type the name of the carrier transporting the merchandise out of the United States.

 

6. Port of Loading/Export

 

 Type in the U.S. Customs port where the merchandise is loaded on the carrier which is taking the merchandise out of the United States.

 

7. Foreign Port of Unloading

 

 Type in the foreign port and country at which the merchandise will be unloaded from the exporting Carrier

 

8. Place of Delivery by On-Carrier

 

9. BOL Number and Date: It is recommended BOL Number field be left blank. BOL Number will be automatically assigned by the system using BOL Number information on the Settings screen.

 BOL Date: Select Bill of Lading date, by default it will have todays date

 

10. Booking Number: Booking Number for this shipment.

 

11. Exporting Reference: You can type reference number there for example: order no., invoice no., etc

 

12. Forwarding agent

 

i. Click on down arrow to show Forwarding Agent records from Master Tables. Select a record from drop down. Address fields will be populated automatically

ii. Or enter information

 

13. Point (State) of Origin or FTZ Number - Type in the point of origin or FTZ Number

a. The two digit U.S. Postal Service abbreviation of the state in which the merchandise actually starts its journey to the port of export, or

b. The state of origin of the commodity of the greatest value, or

c. The state of consolidation, or

d. The Foreign Trade Zone Number for exports leaving a FTZ.

 

14. Domestic Routing/Export Instructions

 

15. Loading Pier

 

 Type in the number or name of the pier at which the merchandise is laden aboard the exporting vessel.

16. Type of Move:

 

 Type in the type of move, for example Picking, Crating etc

 

SHIPMENT AND CHARGES

 

Shipment Information

 

Item: Select an Item from the drop down box Or Enter a new Item

Marks & Nos: Enter Marks and Nos

Packages: Enter number of packages

Description of Packages and Goods: Enter description of packages and goods

Weight: Enter weight of the Package.

Measurement: Enter the Dimension of your Package.

 

 

Freight Rates, Charges, Weights and /or Measurements

 

Description: Enter the description of the freight

Prepaid: Enter the amount if the freight charge is prepaid

Collect: Enter the amount if the freight charge is to be collected

 

Grand Total: The grand total will be displayed both for Prepaid and for collect

 

Place and Date of issue: Type in Place and # of B/Ls

 

After all the above information has been typed into the form, you can click either click “Save” or “Save Draft”  or  “Print”  based on what you want to do with the information that you had entered. Click “New” if you want to create a Ocean Bill of Lading.


NAFTA/SED - Certificate of Origin Screen Fields

(Note: SED is available only for Enterprise Edition)


Producer Information:

i. Click on down arrow to show Addresses records from Master Tables. Select a record from drop down. Address fields will be populated automatically

ii. Or enter information

State the full legal name, address (including country) and legal tax identification number, of the producer. If more than one producer's good is included on the Certificate, attach a list of the additional producers, including the legal name, address (including country) and legal tax identification number, cross referenced to the good described under Description of Goods. If you wish this information to be confidential, it is acceptable to state "Available to Customs upon request". If the producer and the exporter are the same, complete field with "SAME". If the producer is unknown, it is acceptable to state "UNKNOWN".

BOL Number/Airway Bill No: Enter BOL Number/ Airway Bill No. here

Carrier Name: Enter freight company name

Ship Date: Shipment Date

Blanket Period: Please Enter FROM and TO Dates.  "FROM" is the date upon which the Certificate becomes applicable to the good covered by the blanket Certificate (it may be prior to the date of signing this Certificate). "TO" is the date upon which the blanket period expires. The importation of a good for which preferential tariff treatment is claimed based on this Certificate must occur between these dates.

Importer Information:

i. Click on down arrow to show Addresses records from Master Tables. Select a record from drop down. Address fields will be populated automatically

ii. Or enter information

State the full legal name, address (including country) and legal tax identification number, of the importer. If importer is not known, state "UNKNOWN", if multiple importers, state "VARIOUS

 Intermediate Consignee:

i. Click on down arrow to show Addresses records from Master Tables. Select a record from drop down. Address fields will be populated automatically

ii. Or enter information

State the full legal name, address (including country)


 

Order Information:


Date of Export – Select Date

Transport Ref# -

Shipment Ref# -

Entry –

In Bond Code –

License#

Click Check boxes if following options applies’

Parties to Transactions are related

Containerize shipment

Hazardous Material Shipment

Routed Export Transaction


NAFTA BLANKET Period

Enter From Date and ToDate.


Chamber of Commerce (for US CO Only)


Chamber of Commerce: Name of the Chamber of Commerce
State: Enter State


Authorize Signatory Information: Sign and enter the name and additional information of the person filling out the form.

Name: Name of the signatory
Title: Title of the signatory

Date: Date
Telephone: Telephone Number of the signatory
Fax#: Fax Number of the signatory

Email: Email of the signatory