1.5. Freight & Insurance

Records the movement of cargo (Freight) and the insurance (Insurance) status prepared for contingencies in international trade, and manages the schedule.

⚠️ Permission to edit items is granted only to users with Manager or Editor permission for that project. Viewers can only view.

1. Freight Schedule Management

Enter the shipment schedule information provided by the shipping line or forwarder.

• Register transport information: Select whether it is Ocean, Air, or inland transport.
• Key data to confirm: Confirm and enter in detail the Vessel Name, Voyage No, Port of Loading (POL), and Port of Discharge (POD) information.
• Schedule linkage (ETD / ETA): When you enter the estimated departure schedule (ETD) and arrival schedule (ETA), the schedule is automatically synced to the main project detail and calendar modules. (For the purpose of sending automatic notifications such as "The ETA is approaching.")

1-1. Freight Troubleshooting

• Q: "The arrival date keeps being delayed and the date has changed. If I update the ETA, is it reflected elsewhere too?"
  • Related symptom: UPDATE_DELAYED_ETA
  • A: Yes. When you update and save the ETD (estimated departure) or ETA (estimated arrival) information in the Freight tab, the linked project calendar group view and individual task schedules are also changed automatically. However, automatic schedule updates (Tracking) based on the vessel's current maritime location are currently manual-input based; automation via API integration with each shipping line is planned for the future.

2. Insurance Record Management

Links the insurance certification information to prevent cargo damage.

• Incoterms conditions: Depending on the contract export conditions (FOB, CIF, CIP, etc.), it must be confirmed who bears the insurance obligation, and the applicable insurance terms are recorded.
• Certificate attachment linkage: For the Insurance Policy received from the insurer, you can scan it directly and press Attach File in this window, or link it with the Documents module.
• Claim registration: If a claim is filed due to damage/delay, you must record the issue details and progress status in comments.

2-1. Insurance Troubleshooting

• Q: "Because the Incoterms is FOB, the insurance information input field is disabled."
  • Related symptom: DISABLED_INSURANCE_FIELD_FOR_FOB
  • A: By system rule, under some Incoterms conditions where the exporter does not bear the transport risk (FOB, EXW, etc.), the insurance fields are locked in gray (Read-only) by default. If you need to enter them exceptionally, first change the Incoterms Rule at the top.