Setting up your agency
The company, document numbering, services and their tax nature (domestic transport VAT, disbursements), document templates.
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.
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.
Five short videos for the common tasks, shown once: the company, customers, partners, the team, the working day. Watch these first.
The company, document numbering, services and their tax nature (domestic transport VAT, disbursements), document templates.
Search by name and by ICE, a prospect turned customer, addresses and contacts, duplicate refused.
Shipping lines, airlines, carriers, agents, bonded warehouses; rate grids picked up in the quote.
Users, roles, teams: who sees what, who does what, and how to invite a colleague.
Dashboard, tasks, deadlines, overdue milestones, alerts; finding a closed file and an old document.
Eight shipments followed from the customer's request to payment: road, sea and air, import and export, customs only, domestic transport.
Two hundred bags, DAP, full truck: quote, file, CMR, export declaration, delivery, proof of delivery, invoice, payment, closing.
20' container, CFR, Genoa → Tanger Med → Fez: quote, file, DUM, channel, release, disbursements, reconciled purchases, invoice, payment, actual margin.
A batch of bags in a shared container (LCL): booking with a consolidator, house bill of lading, warehouse cut-off times, export declaration, invoice.
A small parcel to deliver fast: master and house air waybills, chargeable weight, export declaration, invoice.
Frankfurt → Casablanca, top priority: quote, file, declaration, duties advanced as disbursements, delivery, invoice, actual margin.
Clasps consolidated on a truck via Tanger Med: consolidation costs shared out, landed cost calculated, customs clearance, delivery, invoice.
The customer brings the documents, the forwarder only handles customs: a file with no transport, from declaration to release and invoice.
A full truck, no customs: 10% domestic transport VAT applied automatically, national consignment note, delivery, invoice. The most frequent journey.
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.
Clasps imported without paying duties, then re-exported sewn onto the bags: quantities in and out, deadline, discharge.
Goods stored under customs control and released order by order: balance after each release, storage invoicing.
Bags to the European Union with their EUR.1; on import, a missing certificate: expected document, alert, effect on duties.
Red channel, customs disputes the declared value: declaration status, inspection costs, delay, customer informed.
A quote in euros, costs in dirhams and dollars, a fixed rate: the right margin, with disbursements kept apart.
Large duties to advance for a new customer: deposit invoice, advance payment, then deduction on the final invoice.
The carrier invoices more than planned: reconciliation, difference re-invoiced or absorbed, effect on the actual margin.
An invoice already issued, mixing disbursements and services at 20% and 10%: the credit note that corrects it, without touching the numbering.
An overdue payment: automatic reminders in stages, history, next collection steps.
The ship leaves without the container: new arrival date, deadlines recalculated, customer informed before they call.
A container returned late: counting the days, re-invoicing the customer, and who bears the responsibility.
Wet bags on arrival: reservations, compensation to the customer, claim against the carrier.
The customer receives the quote, accepts it online, follows the file, downloads documents and invoices.
The Montreal shipment is insured from the quote: insurance line, premium re-invoiced, then a claim filed with the insurer.
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.
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 tradeFreight forwarder, customs broker, carrier: tell us how you work today, and we will show you Transiz on a file that looks like yours.