B2B distribution: a practical freight planning guide

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.

Customer destination, freight details, and selected service

Prepare the freight

Keep the next move familiar

Client records, locations, and shipment templates

Before pickup

Compare the available options

Keep the shipment record

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

Prepare the next shipment

Start with the customer

Prepare the freight

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

Keep the next move familiar

Before pickup

Compare the available options

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

Keep the shipment record

Prepare the next shipment

Start with the customer

Pickup and delivery ZIPs, addresses and receiving contacts.

Prepare the freight

Start with the customer

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

• 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.
• Review the actual load, pickup timing, equipment and receiving requirements.
• Reuse saved locations and templates while reviewing each new shipment and current service.

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

Prepare the freight

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

Keep the next move familiar

Customer destination, freight details, and selected service