Order Entry and Shipment Documentation Desk
Order Entry & Shipment Documentation Desk — Done Properly.
High-velocity load creation, EDI 204 order ingestion, bill of lading (BOL) generation, rate confirmation auditing, and dock appointment scheduling — executed directly in your TMS with near-zero error rates.
Key Performance Indicators & SLAs
System Architecture & Execution Pipeline
Tender Ingestion & EDI Parsing
Automated and manual tender intake from shipper portals, email tenders, and EDI 204 feeds.
Rate Matrix & Stop Audit
Validating line-haul rates, fuel surcharge schedules, hazmat codes, and special handling instructions.
Dock Appointment Scheduling
Direct appointment booking across Capstone, Opendock, Retailer portals, or facility dispatch desks.
BOL & Rate Con Issuance
Generating compliant Master BOLs, carrier rate agreements, and driver dispatch packets.
TMS Commit & Document Indexing
Committing order to 'Booked/Dispatched' status and indexing paperwork to load file.
Core Modules & Scope
Automated & Portal Order Intake
Ingesting tenders from EDI 204, web portals, and email into your TMS without manual re-keying errors.
Dock Appointment Coordination
Managing pickup and delivery appointment slots across receiver portals like Retail Solutions, Capstone, and facility calendars.
Rate Confirmation & Special Instruction Auditing
Ensuring exact match on line-haul rates, fuel surcharge schedules, stop charges, tarp fees, and team driver requirements.
Dispatch Paperwork Indexing
Formatting and indexing master BOLs, customs paperwork, and dispatch packets directly into TMS file repositories.
Delivery Framework
TMS & Portal Access Configuration
Configure secure agent accounts in your TMS, email distribution lists, and shipper appointment scheduling portals.
Customer Routing Guide Calibration
Ingest customer-specific routing guides, commodity rules, transit thresholds, and approved appointment windows.
Live Shadowing & Dual Verification
Execute pilot order entries with twin-verification on every tender, BOL, and rate confirmation.
Full Desk Operation & SLA Reporting
Transition to autonomous tender management with weekly error tracking, SLA adherence logs, and continuous refinement.
Frequently Asked Questions
How quickly do you process an incoming load tender?
Our standard SLA is under 15 minutes from tender arrival to complete load build and confirmation in your TMS.
Can you manage dock appointments on shipper/receiver portals?
Yes. Our team books and reschedules appointments across all major portal platforms like Capstone Logistics, Opendock, Transplace, and custom retailer systems.
How do you handle special shipment requirements like hazmat or temp-controlled?
All specialized requirements (temperature settings, reefer pre-cool logs, hazmat UN numbers, TWIC card requirements) are flagged during intake and audited before rate confirmations are issued.
Can you operate after hours or on weekends?
Yes. We offer extended coverage and 24/7/365 desk shifts so you never miss a weekend or night tender window.