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Carriers

Manage carrier profiles, OCR schemas, and sample documents.
+New Carrier
Search by carrier name…
CARRIERSENDER EMAILLOAD # FIELDSCHEMASAMPLES

Add New Carrier

Set up a new carrier in 3 steps — upload their SOP, add a sample document, then test the extraction.
1Setup 2Sample Document 3Test & Confirm
Carrier Name *
e.g. Polar Freight Express
Their Billing Email(s)
e.g. billing@pfex.example
+Add another email
SOP Document (optional but recommended)
Upload the carrier's SOP PDF or image — the AI will read it and set up the profile automatically
Set Up Profile Manually
Profile Draft — Fill in the details below.
Name on Invoices
Vantage Logistics
Where is the Load Number?
BOL Number
Charge Mappings (how charges on the bill map to PPU codes)
Freight Freight
Fuel Surcharge FSC
+ Add charge mapping
Special Rules / Notes
Any special handling rules, e.g. 'Skip invoices starting with C00'
Instructions for the AI
Tell the AI what to look for on this carrier's invoices…
Looks good — continue → Re-generate

Vantage Logistics

Edit carrier profile
Save Changes

Profile

Name on Invoices
Vantage Logistics
Billing Email(s)
%@democarrier.example
+Add another email
Use % as wildcard — e.g. %@pfex.example matches any @pfex.example address
Where is the Load Number?
BOL Number
Freight Bill # Field
Invoice Number
Special Rules / Notes
Any special handling rules…
Instructions for the AI
Tell the AI what to look for on this carrier's invoices…
EDI carrierWhen on, incoming bills from this carrier land in the Flagged queue with a disclaimer. Reviewers can still choose to process them manually.

Charge Mappings

Map how charges appear on the carrier's invoices to the PPU codes used internally.
Freight Freight
Fuel Surcharge FSC
+ Add charge mapping

Sample Documents (0)

+ Add Sample
Upload real freight bills and fill in the correct values — this teaches the AI what to extract.
No samples yet — add one to improve extraction accuracy.

Fields Being Extracted

These are the fields the AI will look for on every invoice from this carrier. The standard fields are always extracted. Custom fields are added when you annotate a sample.
STANDARD FIELDS
invoice numberbol numberload number po numberref numbercarrier name total amount dueinvoice datepod received date signature presentfreight chargefuel surcharge lumper chargedetention charge
No custom fields yet — annotate a sample to add them.

Test Extraction

Upload a freight bill and see what the AI extracts with the current profile and samples. If something's off, describe the issue and the profile will be updated automatically.
Upload a freight bill to test Any invoice from this carrier
One concept, eight field names
8distinct load-number fields across 13 carriers
bol_number ×6
shipment_id · booking_number · ref_number
order_reference_number · customer_reference_number
load_number · po_number ×1 each
Which is why the profile is per-carrier
KnowDoc AI · Carriers
13 profiles
KnowDoc AI Agent
Document intelligence · Northvale
Live analysis
Carrier profiles
0
Load-number fields
0
Standard fields
0
With a sample
0
The state of the carrier table
Wildcard matching does the routing
%@democarrier.example catches every address at the domain — one row per carrier, not per mailbox.
!
No two carriers agree where the load number lives
Eight different fields for one concept; bol_number covers only six of thirteen.
!
Three profiles are incomplete
Lakeland Refrigerated has no schema, Polar has no sender email, only Bayfield has a sample.
!
This screen is where unknown_carrier gets fixed
777 of 861 failures last week were an unmatched sender — every one of them lands here.
KnowDoc AI · Agent
Add samples to 12 carriersLater
Vantage Logistics saved
Wildcard %@democarrier.example · BOL Number · 2 charge mappings

Every carrier hidesthe load number somewhere else.

Thirteen profiles, eight different fields for the same number. Teach it once per carrier — a name, a domain and their SOP — and the reading takes care of itself.

Profiles
13
Load # fields
8
Setup steps
3

Teach it the carrier.
Once.

A name, a billing domain and their SOP — then a sample and a test. From then on every invoice from that sender reads itself, with the fields and charge codes you actually use.

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