Rating and invoicing for cold chain shipments requires manual lookups, rate card calculations, and data entry across multiple tools. This repetitive work consumes significant time and introduces calculation errors.
Automation extracts shipment data, applies rate rules, calculates charges, and creates invoices in the accounting system without manual intervention. Invoices are generated and delivered the same day with zero calculation errors.
The full workflow, from trigger to completion.
A new shipment notification arrives via email or webhook, containing tracking number, weight, destination, and service level.
The automation parses the incoming email or API payload and extracts key fields: tracking number, weight, destination zip, temperature zone, and service level.
The automation queries a reference table to find the distance band and zone surcharge for the destination zip code.
The automation applies the active rate card rules, multiplying base rate by weight and distance, then adding any zone or service surcharges.
The automation creates a new invoice with the customer, shipment details, and calculated charges, then marks it ready to send.
The automation sends the invoice to the customer, including the tracking number and a brief summary of charges.
The automation appends a row to the Google Sheet with the shipment number, customer, charge, and invoice date for audit and reporting.
The automation sends a confirmation message so the finance team knows the invoice has been generated and sent.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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