INT-ADMIN-3.2.1

Purchase Orders, Supplier Accounts, Budgets and the Ship Bond

Covers purchase orders and PO-to-invoice matching, supplier accounts and agents, tracking interior budget lines monthly, and the basic principles of the customs-controlled ship bond.

The chief stew before you ordered linen by WhatsApp. The supplier delivered the wrong size, there is no written specification to argue from, and the invoice is already with accounts. Meanwhile the interior is 30 percent over its quarterly budget and nobody noticed until the owner representative asked.

Purchase orders

A purchase order (PO) is a written commitment to buy, raised and approved before the supplier delivers. It typically carries: PO number, supplier, exact item specification, quantity, agreed price, delivery place and date, and the budget line it hits.

The PO exists so that three things are impossible: a surprise price, a wrong item you cannot reject, and a spend nobody approved.

  • Raise it before the order, not to paper over a purchase already made.
  • Match it on delivery: PO → delivery note → invoice. All three must agree before the invoice is approved for payment.
  • Reject and record discrepancies at delivery. It is much harder to argue a week later.

Supplier accounts and agents

Established suppliers often hold a yacht account — the boat buys on credit and settles monthly. Accounts are faster, but only if the boat controls who can order against them.

Agents are the local fixers in port: berths, customs, deliveries, provisions, laundry, flowers. A good agent is worth their fee. Working with one:

  • Give the agent written specifications and deadlines, never verbal.
  • Ask for quotes and check the agent margin — some charge cost plus a percentage, some mark up.
  • Every agent disbursement account should be itemised and checked against what you actually received.

Interior budget lines

The interior usually carries its own budget lines within the yacht annual budget, for example:

Line Typical content
Interior consumables Cleaning and laundry products, cloths
Guest amenities Bathroom products, robes, slippers, gifts
Linen and soft furnishings Replacement and repair
Uniform Crew uniform issue and replacement
Flowers and decor Trip-by-trip, often the most volatile line
Cellar and bar Owner stock; charter stock handled separately

Track spend against each line monthly, not annually. A variance found in month two can be managed; one found in month eleven cannot.

The ship bond — the basics

The bond is duty-free or tax-free stores held under customs control — typically spirits, wine, tobacco. Key principles:

  • Bonded stores are sealed and controlled by customs, released against declarations and usually only for consumption outside territorial limits.
  • Bond stock is recorded separately from ordinary stock and must be accounted for.
  • Rules on drawing down, sealing, and consumption in port differ by country and by the vessel status (commercial versus private).

Onboard Notes

  • Customs and duty rules are country-specific and change. Never make a bond, import or duty decision on your own reading — the captain, purser and the local agent own that call, and getting it wrong can mean fines or detention of the vessel.
  • Do not break a customs seal, and do not move bonded stock, without explicit instruction.
  • Never let a supplier persuade you to accept a substitute item without written agreement. "Equivalent" is their word, not yours.
  • Keep the paper. POs, delivery notes and invoices may be reviewed by the owner accountant, the charter manager or an auditor long after the season ends.

Practice questions

5 questions
recallcore

recall · core

What does a purchase order contain, and what three things does it make impossible?

recallcore

recall · core

What is three-way matching, and when does it happen?

recallcore

recall · core

Name five typical interior budget lines.

scenariostretch

scenario · stretch

A local agent offers to source your interior provisions. What do you require from them, and what do you check?

oralstretch

oral · stretch

Explain the basic principles of the ship bond, and describe the limits of your own authority over it.

Independent study. xplor is not an IAMI- or PYA-accredited GUEST training provider. This course covers the ground assessed in GUEST Unit 34; it awards no GUEST unit, certificate or Certificate of Competency and does not count toward one.

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