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- Transport Management
- Who it's for
- Wholesale distribution
Wholesale distribution
A distributor handing pallet freight to contracted carriers needs the movement details to survive the warehouse handoff. Transport Management connects the planned freight, carrier offer, delivery evidence and billed charges. The warehouse remains responsible for stock and physical release; a shipment's warehouse reference lets the freight team trace that separate source without assuming inventory work happened inside this app.
How Transport Management is set up for you
Price the actual pallet movement
Transportation Planner checks origin and destination ZIP information, weight in pounds and freight class against the source cargo. The selected applied rate contract explains the shipment's cost. A rate-shop failure leaves the shipment untouched with a logged reason for the missing match.
Keep carrier conversations attached
Dispatcher/Ops follows the tender round and its Pending, Accepted or Rejected response. A counteroffer carries counteroffer amount for a commercial decision. Confirm the carrier's acknowledgment through the agreed EDI connection.
Follow arrival and recipient evidence separately
A Delivered tracking event advances the shipment and creates its proof record. Dispatcher/Ops checks recipient name and document links before verification. Receiving / Customer can inspect permitted evidence, while editing and verification stay with the authorized operational account.
Question the unexpected charge
Freight Audit Clerk compares a detention or lift-gate line with the contracted accessorial and the movement evidence. Justified hours and the lift-gate requirement explain whether the charge has support. A dispute retains claimed amount and the carrier response without hiding the original billed amount.
A distributor handing pallet freight to contracted carriers needs the movement details to survive the warehouse handoff. Transport Management connects the planned freight, carrier offer, delivery evidence and billed charges. The warehouse remains responsible for stock and physical release; a shipment's warehouse reference lets the freight team trace that separate source without assuming inventory work happened inside this app.
Start with a regular distribution lane, a carrier agreement and a shipment whose source paperwork the team can inspect. Include a rejected tender and an invoice with an unsupported accessorial. Reconcile the applied rate, pickup and delivery dates, proof documents and invoice outcome with those originals before adding more lanes.
Agree how warehouse references enter the freight record and how a carrier acknowledges a tender. Keep invoice entry with a verified account: the Freight Audit Clerk role reads headers and lines but cannot edit them. [Prepare the operating cycle](/transport-management/get-started).
Features to start with
Shipment planning
Prepare freight details and preserve the shipment identity through loads, legs and stops.
Rates and carrier agreements
Connect carrier services, lane terms and charge evidence before rating freight.
Carrier tendering
Keep each offer, carrier response and message link with the shipment it concerns.
Roles on the team
- Transportation Planner
- Plans freight through rate shopping, lane and rate-contract analysis, and mode/service selection. Access is limited to shipment planning and rate reference data; no delete, export, schema or table-structure rights.
- Dispatcher/Ops
- Daily dispatch execution for shipment, leg, tender, tracking, exception, proof-of-delivery, stop, and detention records. Scope is limited to operational tables and pages; no table structure, delete, export or bulk-update rights.
- Logistics Manager
- Freight operations, approvals and escalations. This role has no table or view structure access; record-level permissions remain available across operational data.
- Receiving / Customer
- External consignee checking shipment status and proof of delivery. Read-only access is limited to shipment, stop, tracking, and proof-of-delivery records; no create, edit, delete or schema rights.
- Freight Audit Clerk
- Audits carrier freight invoices and invoice lines, records audit verdicts and files accessorial disputes. Access is limited to invoice, audit, dispute, carrier, and accessorial records; no delete, export, schema or table-structure rights.
Set up Transport Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.