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Cargo planning guide

Build a brief that connects the movement.

Work through the cargo, route, handling, readiness and document questions before you enquire. The aim is a clear picture of what needs to move and what remains to be confirmed.

1. Describe the goods as they will travel.

List the goods, number of items or units and packaging. For individual pieces, provide length, width, height and weight for each item, plus total weight. State the units and whether figures are measured or estimated. For a container, include size, type, loaded or empty status and available mass information.

Flag fragility, stackability, unusual shape, off-centre weight, temperature conditions or regulated status. Accurate cargo and mass information supports equipment and packing decisions; the CTU Code sets out the relevant responsibilities across the transport chain.

2. Define collection and delivery.

Provide exact locations and separate contacts for collection and receiving. Include site opening hours, vehicle access, loading space and any appointment or handover requirement.

Identify ports, depots and borders involved. For cross-border enquiries, include origin, destination and any proposed transit countries if known. Operator permissions, customs procedures and cargo controls are checked against the actual route; C-BRTA and SARS transit guidance explain the South African framework.

3. Explain how the load will be handled.

Identify who loads and unloads, equipment available at each end, lifting or handling instructions, and any site constraint. Explain how goods are packaged and whether a proposed consolidation or delivery sequence affects access to the load.

Load distribution, securing and unit suitability need to suit the goods and transport conditions. The CTU Code provides technical guidance; it does not replace the applicable road or cargo regulations. Flag oversized or unusually heavy pieces early. Western Cape guidance explains that abnormal-load permits depend on load or vehicle size and nature.

4. Separate readiness from the deadline.

State when cargo can be collected, when delivery is required and which appointments or handovers are fixed. Identify any release, inspection, document or preparation task still outstanding and the contact responsible for it.

For terminal, depot or shipping-line deadlines, include the latest instruction and its source. If timing is provisional, say so. Explain the customer's delivery requirement without assuming a transit time from distance or a country name.

5. Identify the records and the responsible parties.

Tell us the cargo's customs status and who provides the relevant declaration, release, permit or other record. For imports, SARS describes checks against supporting documents such as invoices, bills of lading, certificates of origin and permits; the actual documents depend on the goods. See SARS imports, exports and goods declarations.

For bonded or transit cargo, identify the licensed-remover role, accompanying movement documents and the party responsible for completion or export evidence. See SARS remover guidance and transit guidance.

For a packed container exported by sea on a ship to which SOLAS applies, identify who obtains and supplies VGM and the relevant cut-off. See IMO VGM guidance.

6. Add the cargo-specific information.

Reefer. Written conditions, controller set point, commodity, loading condition, container and equipment information, and the required power, monitoring and handover responsibilities. Use the Reefer containers guide. CTU Code and primary reefer guidance explain the general considerations.

Dangerous goods. Supplier-confirmed transport classification, UN number, proper shipping name, class or division, subsidiary risk and packing group where assigned; packaging, quantities and safety and emergency information. Use the Dangerous goods guide. See CTU Code chapter 10 and Department of Transport guidance.

Bonded or cross-border. Current cargo procedure, importer/exporter and agent contacts, licensed carriage role where required, document readiness and completion evidence. Use the Bonded cargo and Coverage guides. See SARS and C-BRTA.

Bring the information into one brief.

Illustrative brief — not a customer case or a confirmed movement:

"We need to enquire about eight crated machine components from [exact collection location] to [exact delivery location]. The attached item list gives measured dimensions and weights in metres and kilograms. Total gross cargo weight is [weight]. The goods are [confirmed cargo status and classification]. Loading is by [arrangement] and the receiving site will unload by [arrangement]. Collection contact: [contact]. Receiving contact: [contact]. The cargo-ready date is [date]; delivery is requested by [date/window]. Access constraints are [details]. Documents available: [list]. Outstanding information: [list and responsible party]."

Mark what is still unknown.

If a measurement is estimated or a document is still outstanding, identify it clearly. A useful early enquiry distinguishes known information from questions that need to be resolved for acceptance.

These questions support a cargo conversation. The applicable requirements and arrangements are confirmed for the individual cargo and route.

Turn the brief into an enquiry.

Use the quote checklist, then submit the cargo, location and timing details for review.

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