Easily Create a Freight Invoice Template for Quality Assurance

Freight invoice template for Quality Assurance

hi I'm James delay Freight industry expert and director of Special Projects here at my carrier chances are if you click to watch this video you're wondering is there a better way to audit my afraid invoices I'm here to tell you there is and to show you how easy it is for you to quickly audit your Freight invoices against what was originally quoted first I'd like to ask you a question how often do you dig through paper bols looking for the right one just to match it against a single line item on your statement worse you find the right Bol but the charge doesn't match and all you have is the final price written on the Bol how are you possibly supposed to determine what didn't match was there additional weight a different class maybe they're charging you for an additional accessorial like a liftgate or limited access delivery without a complete breakdown of what you originally quoted you're left to guess what changes were made this takes additional time and leads to increased inaccuracies I'm here to show you a better faster way the first thing I would do if I needed to audit against a carrier statement is download our shipment report from the reporting tab now I'll quickly modify the view of my report to make it easier to audit seeing just the information required thank you foreign next I'm going to vlookup for my carrier statement to copy my costs across as you can see I've audited my entire statement in less than two minutes I've determined that I have a few invoices that aren't matching and now it's time to determine why from here I simply need to jump on the shipments page of my carrier enter in the Pro that doesn't match and I'm able to quickly match the line items against the invoice it's as simple as that on top of being able to quickly audit invoices my carrier TMS provides easy access to wni reports shipment costing reports and original signed bols along with other documents sent by the carriers having this information at your fingertips means no more digging through paperwork consolidating data in a spreadsheet after spreadsheet and dealing with invoice and accuracies it also gives you the tools needed to negotiate better carrier rates and find cost-saving Opportunities having a central source of Truth a place where all team members involved in the shipping process can access the information they need leads to an easier more efficient process for you and significant cost savings for your company