1. Human Resources
2. Compliance
3. Operations
4. Safety

1. Receive and review CB application
2. Receive and review Insurance application
3. Receive and review ISF template
4. Receive and review AMS template

1. Check ETA with shipping line or airline
2. Classify shipment/ask for any certificates needed
3. Determine if IOR has or will need a STB or CB
4. Key in shipment onto our CHB database
5. Review and understand documents for entry
6. Review client profile for Importer (IOR)
7. Troubleshoot any Customs/AG/PGA Holds

1. Billing our clients for all services provided
2. Making payments to shipping line/airline and sending OBL
3. P/L review file for positive profit margin

1. Check if LTL/LCL or FTL/FCL
2. Coordinate delivery with customer and trucking company
3. Determine if any special services needed or if any special equipment is needed to offload

1. Confirm all PGAs have been satisfied and released
2. Obtain proof of delivery

1. Pricing
2. System Training
3. Terminology FTL vs. LTL

1. Billing
2. Dispatch
3. PODs
4. Quotation
5. Special projects

1. The Basics
2. Air Export
3. Cargo Insurance
4. Customer Service
5. DG/Hazardous Compliance
6. Email
7. Incoterms
8. Ocean Export
9. Operations
10. Quotes

1. AES / SED
2. Booking with airlines
3. Communication with agents and customer
4. Instruction to Warehouse
5. Instructions: Routing Order/SLI
6. MAWB / HAWB
7. Overview of Regulatory Agency
8. Pick up scheduling
9. Spot Rates

1. AES / SED
2. Booking with carrier
3. Communication with agents and customer
4. Coordination Drayage
5. Instruction to Warehouse
6. Instructions: Routing Order / SLI
7. MBOL/HBOL
8. Overview of Regulatory Agency

1. Carrier/Airline docs validate against file
2. Check to close file
3. Events and exceptions
4. Profit and loss review

1. Task: Introduction to Basics (Glossary, quotes, timeframes, and emails)
2. Checking dates of orders; ready, stuffing, sailing, transshipments
3. Communication with agent and client
4. Incoterms
5. Internal preparation of notification to client and responding to agent
6. Quote input sending and following up, acceptance, and NRA
7. Quotes process
8. Reviewing incoming e-mails

1. Additional practice and team building
2. Increasing volume and cross-training/assisting

1. Data elements of the file
2. Internal preparation of emails to ISF client/broker
3. Opening a file
4. Receipt of pre-alert
5. Reviewing documents
6. How to add insurance

1. Check MBL/HBL specially with LCL and update quotes
2. Checking departure dates
3. Debit notes/credit notes
4. Receipt of final pre-alert, MBL/HBL
5. Transshipments and arrival dates
6. Updating master and house and client/broker email

1. Carrier arrival notices – validate against file
2. Check to close file
3. Email categories
4. Events and exceptions

1. Introduction
2. Equipment & System Knowledge
3. Safety & Security
4. Technology
5. The Tour – Warehouse spacing and understanding the flow

1. eCommerce
2. Export Freight
3. Import Freight
4. Inventory Management

1. Bonded warehouse
2. Container Freight Station
3. FTZ Handling

1. Billing
2. Cargo Release vs. Warehouse Receipts
3. Customer Service – Communication
4. Order Processing
5. Planning & Scheduling (LCL & FCL)

This course covers transportation practices and strategies for the 21st century.

An introduction to the interrelated activities involved with the inbound, in process and outbound movement and storage of goods as well as the related information from the manufacturer to the consumer.

An introduction to customer service operations and to the key elements of customer service that are necessary to ensure high levels of customer satisfaction.

Overview of warehouse equipment, procedures, facility layout, the role of the warehouse and logistic and business.

Overview of purchasing roles and functions including strategic sourcing, purchasing operations, supply chain management, project management, credit, receiving, delivery tracking, supplier selection and administration, qualification of new suppliers, preparing purchase orders, negotiating price and delivery, strategic customer/vendor relationships, and resolution of problems.