B2B distribution: a practical freight planning guide

Start with the customer
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Operations worker measuring the height of a fully wrapped pallet beside a floor scale

Start with the customer

Find each client’s freight details and shipment history in one place. Reuse saved locations and templates for the next load.

Prepare the freight

  • Find each client’s freight details and shipment history in one place. Reuse saved locations and templates for the next load.
  • Customer destination, freight details, and selected service
  • Client records, locations, and shipment templates
  • Find the client record, destination details and shipment history for the next business load.

Customer destination, freight details, and selected service

Start with the customer

Client records, locations, and shipment templates

Find the client record, destination details and shipment history for the next business load.

  • Review the actual load, pickup timing, equipment and receiving requirements.
  • Reuse saved locations and templates while reviewing each new shipment and current service.
  • Pickup and delivery ZIPs, addresses and receiving contacts.
  • Pallets or handling units, commodity, packaged dimensions and weight.

Review the actual load, pickup timing, equipment and receiving requirements.

Prepare the freight

Reuse saved locations and templates while reviewing each new shipment and current service.

Pickup and delivery ZIPs, addresses and receiving contacts.

  • Pickup timing, dock access, liftgate needs and other handling requirements.
  • Find each client’s freight details and shipment history in one place. Reuse saved locations and templates for the next load.
  • Customer destination, freight details, and selected service
  • Client records, locations, and shipment templates

Pallets or handling units, commodity, packaged dimensions and weight.

Keep the next move familiar

Pickup timing, dock access, liftgate needs and other handling requirements.

  • Find the client record, destination details and shipment history for the next business load.
  • Review the actual load, pickup timing, equipment and receiving requirements.
  • Reuse saved locations and templates while reviewing each new shipment and current service.

Keep the next move familiar

Before pickup

Find each client’s freight details and shipment history in one place. Reuse saved locations and templates for the next load.

Customer destination, freight details, and selected service

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