Summit blog

Freight Forwarding: Process, Costs, and How to Optimise Logistics Spend | Summit

Written by Summit Team | Apr 25, 2025 8:37:22 AM

Freight forwarding is a critical part of global supply chains. But for finance teams, it can often feel like a black box - filled with unpredictable charges, fluctuating rates, and multiple vendors across borders. 

If your business regularly imports or exports goods, you’re likely working with a freight forwarder. And while they make international shipping easier, managing the financial side of freight forwarding is another story entirely.

 

What Is Freight Forwarding?

At its core, freight forwarding is the coordination and shipment of goods from one destination to another via a third-party logistics provider, known as a freight forwarder. 

Freight forwarders don’t move the cargo themselves. Instead, they act as intermediaries between shippers and transport services, handling the logistics of transporting goods by air, sea, rail, or road.

 

They arrange everything needed to move goods internationally or domestically, including:

 

  • Booking cargo space with carriers
  • Preparing documentation
  • Managing customs clearance
  • Organising warehousing or consolidation
  • Securing insurance

 

Essentially, freight forwarders simplify the complex, multi-step process of international trade - especially for businesses that don’t have in-house logistics expertise.

 

The Freight Forwarding Process

Freight forwarding involves multiple steps. Here’s a typical breakdown of what happens when you engage a freight forwarder:

1. Export Documentation

Before anything moves, the freight forwarder gathers all necessary documents, commercial invoices, packing lists, bills of lading, and export licences. These are essential for legal and customs compliance.

2. Carrier Selection and Booking

Next, the forwarder selects the most appropriate mode of transport and carrier based on cost, speed, cargo type, and destination. They handle the booking and coordinate pick-up from the supplier or warehouse.

3. Warehousing and Storage

Depending on the shipping schedule and destination, goods may be held in a warehouse temporarily. Forwarders arrange this storage and handle cargo consolidation if needed.

4. Customs Clearance

Freight forwarders work with licensed customs brokers to submit declarations and ensure all duties, taxes, and tariffs are paid. This step is crucial for avoiding border delays.

5. Cargo Insurance

To protect the shipment from loss or damage, forwarders can provide insurance coverage, often bundled into the shipping agreement.

6. Final Delivery

Once the shipment clears customs at the destination port, the forwarder coordinates the last-mile delivery to your warehouse, store, or customer.

 

For companies managing multiple imports or exports a month, tracking each of these moving parts—and the associated costs—is a massive task for finance teams.

 

Freight Forwarding vs. Shipping Companies

It’s easy to confuse freight forwarders with shipping lines or carriers. But there’s an important distinction. Shipping companies (e.g., Maersk, DHL, FedEx) physically move goods. They own the ships, planes, or trucks used in transport. Freight forwarders don’t own transport assets. Instead, they coordinate shipments on your behalf by booking space with carriers and managing the end-to-end process.

 

So, when should you use a freight forwarder?

  • When you need to move cargo internationally and don’t want to manage customs, documents, or cross-border logistics.
  • When you need flexibility - freight forwarders can negotiate better rates and choose the best route across multiple carriers.
  • When you’re shipping via multiple modes (e.g., sea and land) or need warehousing, consolidation, or insurance in one place.

 

Costs Involved in Freight Forwarding

Understanding freight forwarding costs is key to accurate budgeting and spend control. Typical cost components include:

 

  • Freight Charges – The cost of transporting goods from origin to destination
  • Customs Duties and Taxes – Fees imposed by destination countries based on cargo type and value
  • Port and Terminal Fees – Charges for handling cargo at ports or terminals
  • Warehousing and Storage – Temporary storage charges at consolidation points
  • Documentation Fees – For export paperwork, insurance forms, or bills of lading
  • Cargo Insurance – Optional but recommended coverage against loss or damage
  • Handling and Administration Fees – Charges for coordination, booking, and compliance tasks

 

These charges often appear across multiple vendor invoices, making reconciliation a challenge. Finance teams need to know not only how much was paid, but for what, to whom, and whether it aligns with the original shipping estimate.

 

For more detail on managing these charges, explore our blog on logistics costs.

 

Common Challenges in Freight Forwarding

Even with a reliable freight forwarder, businesses face common pain points, especially when they scale operations:

 

  1. Customs Delays and Documentation Errors

 

Incorrect or incomplete documents can delay shipments for days - or even weeks - at customs. This not only impacts delivery timelines but can increase demurrage and storage costs.

 

  1. Regulatory Compliance

 

Global trade regulations are constantly changing. From new HS codes to country-specific import rules, non-compliance can lead to fines or seizure of goods.

 

  1. Fluctuating Shipping Rates

 

Freight rates are influenced by fuel costs, seasonal demand, political tensions, and port congestion. Businesses often receive rate changes after booking, making budgeting unpredictable.

 

  1. Disjointed Vendor Coordination

 

Most companies work with multiple freight forwarders, customs brokers, insurers, and carriers. Without a centralised system, coordinating invoices, tracking payments, and mapping costs to the right shipment becomes a manual and error-prone process.

 

These challenges highlight the need for digitised, structured expense tracking and vendor invoice workflows.

 

How Summit Helps You Manage Freight Forwarding Costs

Summit was built to solve the exact challenges finance and operations teams face when dealing with complex vendor ecosystems like freight forwarding.

 

Here’s how Summit simplifies logistics expense management:

Automated Vendor Invoice Management

Freight invoices often contain line items across customs, warehousing, and transport. Summit extracts this data, categorises costs, and automatically routes invoices for approval based on value, department, or vendor.

 

Explore how we do this in our vendor invoice management solution.

Real-Time Freight Expense Tracking

Summit gives you full visibility into spend by project, shipment, or vendor, so you can monitor freight costs against approved budgets. You’ll know instantly if a shipment exceeds planned costs or if a vendor consistently bills above market rates.

Unified Logistics Spend Visibility

Track all logistics and shipping-related expenses in one place, from carrier fees to customs duties. Summit integrates with your accounting system, providing accurate, consolidated data for better reporting and compliance.

Expense Management for Logistics Teams

Finance and operations teams can submit, approve, and reconcile freight-related expenses efficiently. Learn more in our solution for employee and expense management.

 

Take Control of Freight Spend

Freight forwarding doesn’t have to be a blind spot in your financial operations. With the right tools, you can track every cost, manage vendor relationships with confidence, and ensure every shipment aligns with your budget and goals.

 

Want to reduce logistics stress and gain visibility into freight costs? Talk to us today and see how Summit helps finance teams manage freight forwarding like pros.