Role catalogs

Shipping & Logistics workflow catalog

a manufacturing professional who plans outbound shipments, coordinates picking and packing and works with carriers to deliver orders

35
workflows in this catalog
1
industryManufacturing 35
1
area of workLargest: Shipping & Logistics (35)
144k
hrs/yr across these workflowsPlanning estimates from the Process Atlas
Area

35 workflows

Shipping & Logistics · 1 area · about 144k hrs/yr

Manufacturing (35 workflows)

Shipping & Logistics (35)

about 143,642 hrs/yr

  1. Customer shipment planning (Daily, about 4,750 hrs/yr) Shipping reviews orders due to ship, groups them by customer, carrier, and route, checks inventory and paperwork, and sets the day's shipping schedule.
  2. Pick list generation (Daily, about 4,750 hrs/yr) Pick lists are printed or sent to scanners for each shipment, sorted by location and listing part, lot, and quantity, so warehouse staff can pick efficiently.
  3. Warehouse picking (Daily, about 4,750 hrs/yr) Warehouse staff pick parts from locations for each order, scanning part, lot, and quantity, and move them to packing or staging.
  4. Pick confirmation (Daily, about 4,750 hrs/yr) After picking, the pick is confirmed in the ERP, which moves inventory to a shipping location and updates the order's status for packing and invoicing.
  5. Packing (Daily, about 4,750 hrs/yr) Packers load picked items into cartons or onto pallets per packaging rules, record weights and dimensions, and create the pack list and container IDs.
  6. Packing verification (Daily, about 4,750 hrs/yr) A second check confirms each carton holds the right parts and quantities before it is sealed, usually by scanning contents against the packing list.
  7. Shipping label generation (Daily, about 4,750 hrs/yr) Shipping prints carrier labels and customer labels, such as AIAG or GS1-128 formats, carrying part number, quantity, PO, and serial so the customer can receive by scan.
  8. Carrier selection (Daily, about 4,750 hrs/yr) Shipping picks the carrier and service level for each shipment based on customer routing guides, cost, transit time, and freight terms.
  9. Freight rate shopping (Daily, about 4,750 hrs/yr) For prepaid shipments, logistics compares rates and transit times across carriers in the TMS or carrier portals and books the cheapest option that meets the delivery date.
  10. Shipment booking (Daily, about 4,750 hrs/yr) Logistics books pickups with carriers through carrier portals, email, or phone, confirming date, time window, equipment type, and reference numbers on the ERP shipment.
  11. Parcel manifesting (Daily, about 4,750 hrs/yr) Parcel shipments are manifested with the carrier, generating tracking numbers and an end-of-day close so the carrier receives the day's package data.
  12. LTL/TL dispatch (Daily, about 4,750 hrs/yr) For LTL and truckload moves, logistics tenders the load to a carrier, confirms acceptance, arranges dock time, and records carrier and PRO numbers.
  13. EDI ASN exception (Daily, about 4,750 hrs/yr) ASNs rejected by the customer or failing validation, for a wrong PO, quantity mismatch, or late transmission, must be corrected and resent quickly to avoid chargebacks.
  14. Export document preparation (Daily, about 4,750 hrs/yr) For international shipments, logistics prepares export documents: commercial invoice, packing list, certificate of origin, export classification, and any license or filing data.
  15. Certificate of origin (Daily, about 4,750 hrs/yr) When a customer or trade agreement requires it, logistics prepares a certificate or certification of origin from the product's origin determination and supporting records.
  16. Hazmat documentation (Daily, about 4,750 hrs/yr) Hazardous material shipments need shipping papers with UN number, proper shipping name, hazard class, packing group, quantity, and emergency contact, plus correct labels and markings.
  17. AES/export filing coordination (Daily, about 4,750 hrs/yr) For exports that require it, logistics or the forwarder files Electronic Export Information in AES, and the shipment documents carry the resulting ITN.
  18. Routing-guide compliance (Daily, about 4,750 hrs/yr) Customer routing guides set carriers, labels, ASN timing, and appointment rules, and violations bring chargebacks, so shipping checks each shipment against the guide.
  19. Proof-of-delivery capture (Daily, about 4,750 hrs/yr) After delivery, logistics retrieves the signed proof of delivery from carrier portals and attaches it to the shipment record to support billing disputes and claims.
  20. Freight claim (Daily, about 4,750 hrs/yr) Loss or damage in transit leads to a freight claim with the carrier, supported by BOL, POD notations, photos, invoice, and repair or replacement cost, and tracked to payment.
  21. Freight audit (Daily, about 4,750 hrs/yr) Logistics or AP audits each carrier invoice against contracted rates, billed weight, accessorial charges, and the BOL and shipment record, disputing overcharges before payment.
  22. Shipment tracking (Daily, about 4,750 hrs/yr) Customer service and logistics monitor in-transit shipments in carrier portals, update expected delivery dates on ERP orders, and warn customers of delays.
  23. Late shipment exception (Daily, about 4,750 hrs/yr) When an order misses its ship date, shipping and customer service find the cause, set a new date, notify the customer, and log the reason for on-time delivery reporting.
  24. Customer pickup coordination (Daily, about 4,750 hrs/yr) For customer-arranged freight, shipping schedules the pickup, confirms the BOL and paperwork, releases goods to the carrier, and records who collected them.
  25. Intercompany shipment (Daily, about 4,750 hrs/yr) Shipments between company plants or entities need a shipment, a transfer, and an intercompany invoice, with matching records on the receiving side.
  26. Drop shipment coordination (Daily, about 4,750 hrs/yr) For drop shipments, the supplier ships straight to the customer.
  27. Return shipment authorization (Daily, about 4,750 hrs/yr) When a customer needs to return goods, customer service issues an authorization with RMA number, return instructions, and shipping label, and sets up the expected receipt.
  28. Customer return receipt (Daily, about 4,750 hrs/yr) Returned goods arrive and are received against the RMA, counted, inspected for condition, and routed to evaluation, restock, or scrap.
  29. Reverse logistics disposition (Daily, about 4,750 hrs/yr) After evaluation, returned goods are restocked, reworked, returned to supplier, or scrapped, and the customer credit or replacement is triggered.
  30. Commercial invoice preparation (Daily, about 2,250 hrs/yr) The commercial invoice lists buyer, seller, goods description, harmonized codes, quantities, values, incoterms, and country of origin for customs clearance.
  31. Freight invoice reconciliation (Daily, about 2,250 hrs/yr) AP matches freight invoices to shipments and accrued freight, codes them to the right accounts, and bills recoverable freight to customers.
  32. Customer-specific packaging compliance (Daily / Weekly, about 546 hrs/yr) Many customers specify packaging, labels, and documents.
  33. 3PL reconciliation (Daily / Weekly, about 546 hrs/yr) Where a third-party warehouse holds stock, staff reconcile 3PL inventory reports, receipts, and shipments with the ERP and check 3PL invoices.
  34. Bill of lading creation (Per event / project, about 150 hrs/yr) For LTL and truckload shipments, shipping creates the BOL with shipper, consignee, pieces, weight, freight class, and special instructions, and gets the driver's signature at pickup.
  35. ASN creation (Per event / project, about 150 hrs/yr) Customers require an advance ship notice, usually EDI 856, listing shipment, order, pack, and item details, sent at shipment so they can receive by scan.

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