Automating Shipment Creation Using Tai TMS

Save up to 11 hours per week, per rep, on shipment creation when you leverage automation tools like those found in Tai TMS.

Five Easy Ways to Create Shipments Using Tai TMS

Creating shipments and finding load coverage monopolizes significant amounts of a broker’s time. From spot shipments to dedicated lanes, adding shipments to your system creates operational bottlenecks that prevent you from capturing 100% of your data, including shipper volumes, inhibiting your customer reps from sourcing new opportunities, while decreasing  your win ratios.

Tai offers various methods to create shipments so you can focus on what matters most – servicing your customers and scaling your business.

Streamline or fully automate your shipment creation processes by:

Shipment Creation

Optimizing Manual Entry

Create single shipments more efficiently in Tai’s Shipment Creation page. On one screen you can:

  • Build a customer address book that auto-populates origin and destination information
  • Develop custom templates for your customers
  • Eliminate repetitive data entry
  • Duplicate shipments easily for recurring customers
  • Quickly select expected accessorial fees

Automating Through EDI or API Connection

Eliminate manual entry errors and time, and the back-and-forth with your customers, when they connect their ERP by either an EDI or API connection. Using Tai’s native EDI and API connections, you can:

  • Receive shipments immediately from a customer’s ERP
  • Book more loads
  • Create spot quotes faster
  • Focus on capturing 100% of a shipper’s volume
  • Increase your win ratio
  • Search for new opportunities
Tai Bulk Shipment Import

Consolidating and Simplifying with a Bulk Upload

Take a large list of shipments and import into Tai TMS with the click of a button. Eliminating tedious and manual entry is as easy as:

  • Preparing your list for upload using Tai’s easy to implement template
  • Selecting the “Bulk Import” option in the Shipment dropdown menu
  • Viewing all of your uploaded shipments on one screen

Connecting to the Customer Portal

Have your customer log into their own custom portal with your branding and take the work off of your shoulders. Shippers can input their own shipment information directly in their portal to:

  • View overall pricing
  • Get instant spot quotes
  • Quickly acquire load coverage without sending you an email or request
Tai Customer Portal
Tai Email Assistant

Leveraging Tai’s Email Assistant

Consolidate the hundreds of emails you receive daily when you add Tai’s Email Assistant tool to your TMS. Tai’s Email Assistant sits in the background of your tech stack and scrapes all relevant shipment information directly into the Tai platform, so you don’t have to switch between different screens, search your inbox, or email back-and-forth to create a shipment. Using the Email Assistant, you can:

  • Automatically create shipments
  • Easily communicate with your customers about the shipment
  • Eliminate pricing bottlenecks
  • Improve win/loss data visibility

Why Choose the Tai TMS?

Tai gives your team unmatched speed and scalability with automation implanted into every phase, along with direct integrations to carriers, load boards and capacity tools.


Create a hierarchy for your organization and connect all of your tools to gain the visibility you need.


Your own branded Customer Portal to give your customers access to book and track shipments.


Automate your documents and carrier bill audit with Tai accounting automation.


One-stop-shop for finding the most competitive LTL rates.