01Define the two physical endpoints
Provide collection and delivery addresses or exact terminals, plus contact, access and appointment constraints. State whether cargo must be collected from a supplier or delivered only to a port, airport or warehouse.
02State the commercial handoff
Include the agreed or proposed Incoterms rule, precise named place and version. Explain any supplier-provided origin service or buyer-controlled destination service that changes the forwarder's scope.
03Describe every package
List cartons, pallets or cases with count, dimensions and gross weight in named units. Identify stackability, oversize pieces, fragile handling and whether values are final packed measurements or estimates.
04Describe the goods truthfully
Use a clear product description and disclose batteries, liquids, magnets, aerosols or other relevant transport characteristics. Do not let a generic product name conceal information needed for carrier acceptance.
05Set timing and service choices
Give cargo-ready date, required delivery window and whether you want air, sea, courier, rail, road or options. Ask for estimated transit by stage and identify whether departure frequency matters more than one headline transit number.
06Define customs and insurance work
State which party handles export and import clearance and whether the quote should include brokerage, duties, taxes or cargo insurance. Qualified parties must confirm classification, valuation and destination requirements.
07Request a priced scope
Ask for itemized origin, main-carriage, destination and final-mile charges; currency; validity; free time; surcharges; exclusions; payment terms; and the event that triggers each estimate or adjustment.