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CDN Customs Brokerage
Basic Brokerage

Welcome to Customs Brokerage training at Frontier! This page contains learning material for an individual starting out their career in Canadian Customs Brokerage here at Frontier. By the end of your first year, you should have a good understanding of the concepts discussed on this page.

Choosing Ship Dates

Date of Direct Shipment

The intended audience for “Date of Direct Shipment” is an ISR with 0 to 6 months experience. However, it’s always good to get a refresher on topics like these!

What You Will Learn in this Section:

  • Importance of the “ship date”.
  • Exchange rate and the calculation.
  • Continuous journey to Canada.
  • Identifying the state of direct shipment (using a Canada Customs Invoice).
  • Bill of Lading (BOL).
  • Drop shipments and multiple BOLs.
  • Ocean Bill of Lading (OBL).
  • Air Bill of Lading (waybill).

Date of Direct Shipment

Date of Direct Shipment – Video

Date of Direct Shipment – Quiz

Trade Partners

Importer of Record

The Importer of Record (IOR) is the person or entity who causes the goods to be imported and is responsible for accounting for the goods and paying applicable duties and taxes.

What You Will Learn in this Section:

  • Overview of an “Importer of Record (IOR) and their responsibilities:
    • As a purchaser;
    • As a consignee.
  • Non-Resident Importers (NRI) and their role.
  • Documentation required for imports.
  • Canadian Customs Invoice (CCI).
  • The role of Customs Brokers and abilities to act as an Agent.
  • General Agency Agreement (GAA).

Importer of Record

Importer of Record – Video 

Importer of Record (IOR) – Quiz

Shipping of Goods

Short-Shipped Goods

The Short-shipped goods are reported when the quantity of goods originally reported to the CBSA is different from that received by the importer or customs broker.

What You Will Learn in this Section:

  • Overview of an “Short-Shipped Goods” and storage situations:
    • Entered to Arrive (ETA);
    • Value Included (VI).
  •  Required procedure and documents for short shipments.
  • Documentation required for ETA entry.
  • Documentation required for VI entry.

Short-Shipped Goods

Short-Shipped Goods – Video

Short-Shipped Goods – Quiz

Life Cycle of Shipment

Life Cycle of Shipment

Life Cycle of Shipment is a shipping process that involves everything from receiving a customer order to preparing it for last-mile delivery.

What You Will Learn in this Section:

  • What is the first process in the truck, rail, air, or ocean shipping life cycle?
  • Who is involved in the process of moving goods into Canada?
  • Responsibilities of each party during shipment.
  • What is customs broker timeline?

Life Cycle of Shipment​ – Video

Life Cycle of Shipment​ – Quiz

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