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How Can I Use Freight History to Reduce and Plan for Shipping Costs?

Separate routine freight from urgent freight and use the difference to build a more accurate allowance.

Look at the percentage assigned to each available shipping method. Your database will reflect your program's activity and available service levels that have been utilized in the trailing 12-month period. For a more in depth review, export the Expense Summary in this tile for a breakdown of specific costs

Was Expediting Necessary?
  • Was there a security breach that needed to be addressed, or an active installation that was missing materials?
  • Was the need known earlier but submitted too late?
  • Did an incomplete survey or approval delay the order?
  • Could commonly needed materials have been planned or replenished earlier?
  • Was faster freight an appropriate security decision that should remain in the budget?
  • Submit complete order information and approvals early
  • Provide accurate need-by dates
  • Complete site surveys and compatibility reviews before material deadlines
  • Coordinate installation dates before selecting freight
  • Consolidate predictable needs when operationally appropriate
Build Separate Freight Allowances

Create a standard freight allowance for scheduled, routine orders and separate expedited freight contingency for genuine urgent needs. This keeps necessary emergency costs visible without treating all expedited activity as normal.

Use Reports Scheduler for a Details View

The Closed Order Summary breaks down your total spend by freight method and includes how many orders were sent by each method. Schedule it for regular delivery to your inbox so you can track trending and get a better understanding of what situations can be prevented ahead of time

Planning Actions that can Reduce Urgency

Freight can become a meaningful portion of program spending, especially when orders are expedited. The Freight Analysis widget summarizes the last 12 months by shipping method so you can see how much activity used standard versus faster services.