Automate shipping by freight forwarder

An AI agent checks whether the order fits on the truck, chooses the forwarder and freight cost from your freight rate table and prepares the freight order, pickup date and delivery note.

Anything that goes to customers or forwarders is approved by a member of your team first.

Shipping plan 26-04711 Customer 30871

37085 GöttingenDelivery date 22 Oct 2026Full truckload

Truck load34 of 34 pallet spaces

  1. ForwarderForwarder A, €690
  2. DatesLoading 21 Oct, delivery 22 Oct
  3. Freight order56 Euro pallets, pallet exchange

Freight order awaits your approval

Every delivery is calculated, registered and followed up by hand

For every delivery, inside sales calculates pallets and pallet spaces, looks for the cheapest forwarder, fills in the freight order and follows up on the pickup and the pallet account. This stretches over several days.

Much of this is in no system: which forwarder serves which customer and which items can be stacked is often known to only one or two people.

One delivery, by hand

When the order comes in

  1. Calculate pallets and pallet spacesERP
  2. Write to the customerEmail
  3. Change the orderERP

About a week before the delivery date

  1. Find the cheapest forwarderFreight rate table
  2. Enter the freight costERP
  3. Fill in the freight orderExcel template
  4. Send it to the forwarderEmail
  5. Enter the pickup dateDispatch calendar

On the loading day

  1. Approve the delivery noteERP

After pickup

  1. Tick off the pickupDispatch calendar
  2. Record the palletsPallet account

In between, the delivery sits in the calendar as a placeholder.

Mistakes that surface late:

Goods that do not fit on the truck

If a pallet is wrongly counted as stackable, pallets are left behind on the loading day.

Forgotten registrations

If a delivery sits in the calendar as a placeholder for a long time, often no truck has been booked by the time the goods are ready.

Pallet accounts that do not add up

Purchased pallets are charged to the forwarder, or exchange pallets are missing. The statement then does not match.

How the AI agent handles a shipment

The agent takes over the checks before the freight order and the follow-up afterwards, by your rules and with your tools.

The agent does thisYour team decides this

  1. Identify the shipping method

    As soon as an order is created, the agent identifies whether it is a full truckload or groupage and whether a forwarder is fixed by agreement.

  2. Calculate pallets and pallet spaces

    From quantity, packing unit and stackability it calculates pallets and pallet spaces and compares them with the truck.

  3. Agree the load with the customer

    If the order does not fit, it prepares the email to the customer and then adjusts the order.

  4. Choose forwarder and freight cost

    It picks the cheapest suitable forwarder from your freight rate table and enters the freight cost.

  5. Register at the right time

    It registers the shipment by your deadline, for example a week before the delivery date. Until then, a placeholder in the calendar keeps track of the delivery.

  6. Send the freight order, enter the pickup

    Once you approve, it sends the freight order to the forwarder and enters the pickup in the dispatch calendar.

  7. Complete the loading

    It prepares the delivery note, checks the quantity loaded and books the pallets to the pallet account.

Your ERP new order, 14 Oct 2026

Order 26-04711 of 14 Oct 2026, Customer 30871

Delivery address 37085 GöttingenDelivery date 22 Oct 2026Shipping method Full truckload

LineItemQuantity
1Wall enclosure 600 x 600 x 250320 pcs
2Floor-standing cabinet 2000 x 800 x 60012 pcs
3Mounting plate 600 x 600250 pcs
4Plinth 100 mm40 pcs
  • Customer master: no fixed forwarder
  • Your rule: semi-trailer with 34 pallet spaces

Pallets and pallet spaces per line item

  1. 1 Wall enclosure320 pcs, 8 per pallet 40pallets 20pallet spacesstackable two high
  2. 2 Floor-standing cabinet12 pcs, 1 per pallet 12pallets 12pallet spacesnot stackable because of the height
  3. 3 Mounting plate250 pcs, 50 per pallet 5pallets 3pallet spacestwo high, the fifth single
  4. 4 Plinth40 pcs, 40 per pallet 1pallet 1pallet space

Total58pallets36pallet spaces

The truck takes 34: 2 pallet spaces too many

Packing unit and stackability from the item master

To Customer 30871 Your order, order 26-04711

“Your order comes to 58 pallets on 36 pallet spaces; the truck takes 34. Possible options would be, for example, 2 fewer floor-standing cabinets or 4 fewer pallets of wall enclosures, which is 32 pieces. What may we reduce?”

Draft, awaiting your approvalsent ApproveApproved

Reply from Customer 30871: 2 fewer floor-standing cabinets

Line 2 reduced to 10 pcs, 56 pallets on 34 pallet spaces in total

Freight rate table, full truckload, postcode area 37

ForwarderVehiclePrice
Forwarder Dno semi-trailers€640
Forwarder ASemi-trailer€690
Forwarder BSemi-trailer€745
Forwarder CSemi-trailer€812
  • Into the freight order: €690, the forwarder's price
  • Into the order: freight cost by your pricing rule

Register by your rule

One week before the delivery date, once the goods are in stock

  • 14 Oct: placeholder in the dispatch calendar, “still to register”
  • Goods in the main warehouse
  • Deadline reached on 15 Oct

Registered with the forwarder on 15 Oct

Freight order FreightOrder_26-04711.xlsx
Order
26-04711
Pallets
56 Euro pallets
Freight price
€690
Loading
21 Oct
Delivery
22 Oct
Pallet exchange
via the forwarder

All line items from the main warehouse, no pick list for an external warehouse

To Forwarder A, awaiting your approvalby email to Forwarder A ApproveApproved

Forwarder A: confirmed for 21 Oct

Dispatch calendar Forwarder A, 21 Oct: “56 pallets, Customer 30871, Göttingen”

Loading on 21 Oct

Delivery note main warehouse56 pallets registered

56 of 56 scanned

  • Pickup ticked off in the dispatch calendar
  • Pallet account Forwarder A: 56 picked up, 56 exchange pallets as per pallet receipt
  • Order 26-04711 passed on for invoicing
Shipping plan in progress passed on for invoicing
Order
26-04711
Customer
30871
Delivery address
37085 Göttingen
Delivery date
22 Oct 2026
Shipping method
Full truckload, semi-trailer, 34 pallet spaces
LineQuantityPalletsSpaces
1 Wall enclosure320 pcs4020
2 Floor-standing cabinet12 pcs10 pcs12101210
3 Mounting plate250 pcs53
4 Plinth40 pcs11
Total58563634

2 pallet spaces too many34 of 34 pallet spaces, fits

Forwarder
Forwarder A, €690
Registration
15 Oct, deadline reached
Pickup
21 Oct, confirmed in the calendar
Loading
56 of 56 scanned

Approved by your team

  • Email to the customer
  • Order quantities
  • Freight order
  • Calendar entry
  • Delivery note
  • Pallet account

Example with fictional data

Everything that leaves your company or changes your systems is approved first, with the source of every figure.

Special cases in shipping

Customers who always order less than a truckload

For customers who regularly order part loads, the agent does not ask about topping up the load and chooses a low-cost forwarder for it.

Groupage above the rate limit

Where your groupage rates end, it compares two groupage shipments with one part load and proposes the cheaper option.

An item is only available later

If the customer wants the available goods in advance, it prepares a partial delivery. Your team decides whether to deliver this way.

A forwarder cancels

It proposes the next suitable forwarder and points out any extra cost for the customer.

Routes without a price on file

If no price is on file, it prepares price requests and compares the quotes with your usual prices.

Goods in an external warehouse at the forwarder

If goods are stored at the forwarder, it creates the pick list and a separate delivery note for each warehouse.

Distant date, open production, payment in advance

If the completion notice is missing, it reminds your team. With payment in advance, it registers the shipment only after payment is received.

Deviations on the loading day

If the scanned quantity differs or goods are missing at the loading dock, it reports this at once, before the invoice.

Pallet exchange

It books pallets picked up and pallets brought back to the pallet account. It does not charge purchased pallets to the forwarder.

Customer-specific packing units and heights

It calculates with the quantity and maximum height per customer and rounds odd quantities up to full pallets by your rule.

How much working time your shipping takes today

Worked example

If 12 deliveries leave by freight forwarder every day and your team needs 20 minutes per delivery, that is 4 hours of clerical work a day, or half a full-time position.

No freight order and no customer message without approval

The agent sends nothing to customers or forwarders and changes nothing in your systems unless a member of your team approves it.

Processing takes place in data centres in the EU under the General Data Protection Regulation (GDPR), with a data processing agreement. The provider of the language model does not use your data for its own training.

Freight order created

Your team

Approve

Forwarder A receives the freight order by email

  • The source of every figure, such as Packing unit: item master, 8 pcs per pallet or Freight price: freight rate table, Forwarder A, postcode area 37, and the result of every check
  • The agent only proposes dates. They are confirmed with your approval.
  • Every action of the agent and every approval is logged.

Effort, costs and your systems

Together with your team, we map your shipping process on real orders, including the rules that so far exist only in people's heads. Your team should plan for about 2 to 3 working days.

We keep the onboarding fee small and agree it before the start. Already in the test phase, the agent prepares real deliveries, with your approval. After that you pay a monthly fee, set individually and can be cancelled flexibly.

Onboarding

Extra effort for your team2 to 3 days

Test phase

Extra effort for your teamno extra effort

Benefit visible, then subscription

Operation

Your costsmonthly fee priced for mid-sized companies, can be cancelled flexibly

Extra effort for your teamno extra effort

Start step by step

You start with the step that takes the most time, such as full truckloads, and add the rest later.

No new system, no changeover for your forwarders

The agent works through your ERP system and with the tools you use today. Your forwarders continue to receive the freight order by email.

Less dependence on individuals

Who serves which route and what can be stacked is then recorded with the agent. Anyone standing in sees the status on the order.

Frequently asked questions

Does this work with our ERP system?

The agent uses the interface of your ERP system. For shipping it needs orders, stock with storage location, packing units and stackability from the item master, and delivery notes. Before the start, we check whether your interface can read and write all of this.

Do we need a transport management system for this?

No. The agent works with the freight rate table, the freight order template, email and the calendar, just as your team does today. If you already use a transport management system, we clarify the connection before the start.

Do we have to maintain stackability and packing units completely beforehand?

No. If a detail is missing, the agent asks at the first order and stores the answer for the next ones. Where a one-off update of the item master is easier, we tell you during onboarding.

What is the difference between a full truckload, a part load and groupage?

With a full truckload, a truck carries only your goods, usually at a fixed price per route. Groupage means single pallets that the forwarder combines with shipments from other customers and charges by number of pallets and postcode. A part load lies in between. Which shipping method pays off depends on the number of pallets and the destination, and that is exactly what the agent checks for every order.

We call it a forwarding order. Is that the same thing?

Yes. Freight order, forwarding order or transport order: each means registering a shipment with the forwarder, with the number of pallets and the loading and delivery dates. Some call the whole process shipping, others shipping planning, dispatch preparation or forwarding management. Checking whether an order fits on the truck is also called load planning.

Does this cover parcel shipping too?

No. This page describes shipping pallets by freight forwarder. Parcel shipping with labels and parcel services is a separate topic.

See in 30 minutes how the agent prepares a delivery for your forwarder

Using a sample order, we show you how order quantities become a freight order and a calendar entry.

Ludwig Ehrlinger

Your contact