Link to: USA Ocean Product Resources

Credit Application

Controlling Office to Setup/Creation of the customer code in CW1

Submit Credit Application Form: D&B Credit App

and provide the Account Owner’s name so they can add the ‘Sales Rep Name’ under the Org in CW1

1.  The credit application must be filled out completely.

2. If a company is not listed in D&B, we will need the customer to include supporting documentation (Financial Statement, W9, accurate trade references details with email addresses for those references).

3. Customer code must be entered in the “Additional Comment” area when submitting the credit application (branches / sales to provide customer before submitting application).

4. All “company” names that are in our CRM/Salesforce must match

Send an email to corp.arcodes@sekologistics.com if you have any questions about the credit application.      

• Credit Application

• ACH Payment

CW1 Org Codes

For assistance to update ORGs please reach out to the Master Data Management Team by clicking --->

CW1 Organization Requests - Jira Service Management (atlassian.net)

Quote Requests

FCL LCL Spot Quotes are to be submitted to Quote Desk using the following link:

https://seko.atlassian.net/servicedesk/customer/portal/33

EDI Requests

IT Ticket Request Link --->

System Integration Overview

System Integration

https://seko.atlassian.net/servicedesk/customer/portals

MNDA

Mutual Non-Disclosure Agreement

LawVu - https://us.lawvu.com/#/portal/

This application is to be used for any client requests that need assistance from our Legal team; Intake form, New/amend Contracts, MNDA’s, Letter of Intent, etc.

·For access to this portal please submit a request to

legal.department@sekologistics.com

• W9 Form

MSA

Master Service Agreement

ALL MODES: Remove if not applicable

Workstream Ownership

Scope of Work and Relevant Team Members

FMC Compliance

(USA Import/Export)

Account Manager is responsible for NRA/TRI completion prior to cargo possession

NRA/TRI Instructions

Customs Brokerage POA

The Compliance department uploads electronic copies of POAs to CargoWise.

In addition to the POA, the CBP form 5106 is required in order to have the automatic inclusion in our Type 6 PMS Filings

All newly received POAs should be emailed to

poa@sekologistics.com

The email should include the following:

1. A scanned, legible copy of the POA plus any other required attachments.

2. The CargoWise1 (CW1)/Red Global (RG) Organization Code.

The POA and other related documents will be uploaded into the Organization code’s edoc tab in CW1. The POA record (“POC” category in CW1/RG, which designates Power of Attorney Customs) will be set for the Date Received and Valid To date.

To set up IOR’s ACH, SEKO Compliance requires the original letter from CBP to the IOR, giving the PUN before we can enact duty payment by the importer

• Customs Brokerage Power of Attorney Instructions

• LLC Member List

• Non-Resident Foreign Power of Attorney for Customs Brokerage

Customs Continuous Bond

Application for new continuous bond

Note: If client has a continuous bond in place, SEKO would need their ACH payers unit number from US Customs or confirmation that their previous Broker was paying their duty on their behalf

Upon the duty statement authorization when duty is due to US Customs SEKO will require the email for our client’s accounting team to send the duty statement, as well as the Periodic Monthly Statement to ensure the funds are in our clients account

SOP One-Off

Standard Operational Procedure: This version is to be used for Client’s with a one-off shipment.

Please note: If one time shipment converts to additional volume, then the SOP below is to be used

Insurance

Post Go Live Review

International Air

Document

Description

LawVu - https://us.lawvu.com/#/portal/

This application is to be used for any client requests that need assistance from our Legal team; Intake form, New/amend Contracts, MNDA’s, Letter of Intent, etc.

·

For access to this portal please submit a request to

Pre-SOP

SOP

Insurance

Client Insurance Elect Form