B2B distribution: a practical freight planning guide

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

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.

Prepare the freight

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.

Keep the next move familiar

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