Generate shipment cost estimates Online Short Course

Credits 6


The person credited with this unit standard is able to prepare accurate estimates in respect of forwarding and clearing operations from source documents. The learner will also be able to analyse and recommend routing options for the client, and provide the estimates in the required format and time-frame.

The qualifying learner is capable of:

  • Determining cost criteria.
  • Selecting routing structure.
  • Calculating and communicating estimates.


  • Determine cost criteria.
  • The cost structure and terminology is explained in terms of door-to-door multimodal transport operations.
  • Multimodal may include but are not limited to courier, air, road, rail, sea and combinations thereof.
  • Charges are determined by comparing volume and weight.
  • Criteria may include but is not limited to freight tonnage, chargeable weight, road freight ton and harbour tonnage.
  • Cargo characteristics and client requirements are examined in order to determine transport mode.
  • Cost elements applicable to the transaction, are identified for the purpose of calculating the estimate.
  • Cost elements may include but are not limited to contract purchase terms, routing and mode options, statutory charges, third party providers and customer specific rates.
  • The consequences of not including all cost elements and miscalculating freight tonnages are explained in terms of client relations.
  • Select routing structure.
  • Routing options are analysed for the purpose of selecting the most appropriate option to suit client’s needs.
  • Recommendations are made to client on the appropriate option.
  • Agreement is obtained on the routing and mode to be used in the estimate.
  • Calculate and communicate estimates.
  • Cost structure is identified appropriate to the selected mode and routing.
  • Estimate of costs are determined in accordance with selected criteria.
  • Completed estimates are submitted for checking and approval in accordance with organisational policies and procedures.
  • Approved estimates incorporating endorsements are passed on to authorised parties.
  • Endorsements may include but are not limited to company standard trading conditions, ruling exchange rates, third party quotations and conditions.
  • Estimates are referenced and recorded for the purposes of monitoring acceptance and of comparing costs of actual corresponding shipments.
  • The consequences of submitting inaccurate, unapproved and unendorsed estimates are explained with examples.

Course delivery and Requirements

This course can be started at any time and is self paced and completely online , You will need an Internet connection and a PC or Laptop to complete this course

This course is applicable to being delivered in house at your company premises, please contact us for a separate quotation.



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