Transiz training

Learn Transiz, screen by screen

Twenty-eight videos recorded in the software, on a demonstration agency: first the basics, then complete end-to-end shipments, then special cases. From quote to payment, every step is shown as it is done.

  • 28 videos, 4 to 10 minutes long
  • In French
  • No sign-up, no third-party player

What's inside

  • The basics: agency, customers, partners, team
  • Eight complete shipments: road, sea, air, customs only
  • Fifteen special cases: procedures, credit note, unpaid invoice, damage

To start: Transiz in 1 min 22

The Transiz presentation in 1 min 22: the quote that becomes a file, carrier purchases, the margin recalculated at every entry, the invoice with the mentions expected in Morocco. The screens are those of the software; the data are examples.

Music: “Deliberate Thought” by Kevin MacLeod (incompetech.com) — CC BY 4.0

The basics: setting up your agency

Five short videos for the common tasks, shown once: the company, customers, partners, the team, the working day. Watch these first.

S1 · 5 min · In French

Setting up your agency

The company, document numbering, services and their tax nature (domestic transport VAT, disbursements), document templates.

S2 · 4 min · In French

Customers, contacts and prospects

Search by name and by ICE, a prospect turned customer, addresses and contacts, duplicate refused.

S3 · 5 min · In French

Partners and rates

Shipping lines, airlines, carriers, agents, bonded warehouses; rate grids picked up in the quote.

S4 · 4 min · In French

Team, roles and permissions

Users, roles, teams: who sees what, who does what, and how to invite a colleague.

S5 · 4 min · In French

An agent's day

Dashboard, tasks, deadlines, overdue milestones, alerts; finding a closed file and an old document.

Complete journeys: one shipment, end to end

Eight shipments followed from the customer's request to payment: road, sea and air, import and export, customs only, domestic transport.

P1 · 11 min · In French

Complete road export, Fez → Lyon

Two hundred bags, DAP, full truck: quote, file, CMR, export declaration, delivery, proof of delivery, invoice, payment, closing.

P2 · 10 min · In French

Container sea import with customs clearance

20' container, CFR, Genoa → Tanger Med → Fez: quote, file, DUM, channel, release, disbursements, reconciled purchases, invoice, payment, actual margin.

P3 · 9 min · In French

Consolidated sea export, Fez → Montreal

A batch of bags in a shared container (LCL): booking with a consolidator, house bill of lading, warehouse cut-off times, export declaration, invoice.

P4 · 8 min · In French

Air export of samples, Fez → Dubai

A small parcel to deliver fast: master and house air waybills, chargeable weight, export declaration, invoice.

P5 · 7 min · In French

Urgent air import: a part for a stopped machine

Frankfurt → Casablanca, top priority: quote, file, declaration, duties advanced as disbursements, delivery, invoice, actual margin.

P6 · 10 min · In French

Consolidated road import, France → Fez

Clasps consolidated on a truck via Tanger Med: consolidation costs shared out, landed cost calculated, customs clearance, delivery, invoice.

P7 · 7 min · In French

Customs clearance only

The customer brings the documents, the forwarder only handles customs: a file with no transport, from declaration to release and invoice.

P8 · 6 min · In French

Simple domestic transport, Casablanca → Fez

A full truck, no customs: 10% domestic transport VAT applied automatically, national consignment note, delivery, invoice. The most frequent journey.

Special cases: when a shipment gets complicated

Fifteen situations that change something in the usual journey: customs procedures, origin, inspection, deposit, credit note, unpaid invoice, delay, damage, insurance, profitability. Only what changes is shown.

C1 · 5 min · In French

Temporary admission for inward processing

Clasps imported without paying duties, then re-exported sewn onto the bags: quantities in and out, deadline, discharge.

C2 · 6 min · In French

Bonded warehouse, partial releases

Goods stored under customs control and released order by order: balance after each release, storage invoicing.

C3 · 4 min · In French

Origin: EUR.1 on export, missing certificate on import

Bags to the European Union with their EUR.1; on import, a missing certificate: expected document, alert, effect on duties.

C4 · 5 min · In French

Physical inspection and disputed value

Red channel, customs disputes the declared value: declaration status, inspection costs, delay, customer informed.

C6 · 6 min · In French

Quoting right: landed cost, margin, disbursements, currencies

A quote in euros, costs in dirhams and dollars, a fixed rate: the right margin, with disbursements kept apart.

C7 · 5 min · In French

Deposit on duties and taxes, advance from a new customer

Large duties to advance for a new customer: deposit invoice, advance payment, then deduction on the final invoice.

C8 · 4 min · In French

Supplier invoice higher than the quote

The carrier invoices more than planned: reconciliation, difference re-invoiced or absorbed, effect on the actual margin.

C9 · 4 min · In French

Error on an issued invoice: the credit note

An invoice already issued, mixing disbursements and services at 20% and 10%: the credit note that corrects it, without touching the numbering.

C10 · 4 min · In French

Unpaid invoice: reminders and collection

An overdue payment: automatic reminders in stages, history, next collection steps.

C11 · 4 min · In French

Rolled container: an arrival that shifts everything

The ship leaves without the container: new arrival date, deadlines recalculated, customer informed before they call.

C12 · 5 min · In French

Demurrage and detention

A container returned late: counting the days, re-invoicing the customer, and who bears the responsibility.

C13 · 7 min · In French

Damage on delivery

Wet bags on arrival: reservations, compensation to the customer, claim against the carrier.

C16 · 4 min · In French

The portal as the forwarder's customer sees it

The customer receives the quote, accepts it online, follows the file, downloads documents and invoices.

C17 · 6 min · In French

Ad valorem insurance: cover at quote stage, then a claim

The Montreal shipment is insured from the quote: insurance line, premium re-invoiced, then a claim filed with the insurer.

C18 · 6 min · In French

Closing a file and reading its profitability

The end of the sea import file: planned margin against actual margin, difference explained, file closed.

These videos are recorded on a demonstration agency: companies, amounts and documents are examples. The narration is a synthetic voice until the final voice is recorded.

The trade itself, without software

To understand international transport, customs and logistics before practising them in software: the series "From port to customer, step by step", ten episodes, on another page.

Watch the series on the trade
A project?

Let's talk about your business

Freight forwarder, customs broker, carrier: tell us how you work today, and we will show you Transiz on a file that looks like yours.