ChecklistGuro Bill of Lading (BoL) Generation Workflow
Streamline your supply chain with our automated Bill of Lading (BoL) Generation Workflow. Eliminate manual errors, accelerate documentation speed, and ensure seamless compliance with a standardized, end-to-end process designed to optimize logistics accuracy and freight tracking.
This Template was installed 3 times.
Start
Start of the Workflow/Process.
1. Fetch Order Details
Retrieve shipment details, items, and quantities from the Sales Order data model.
2. Fetch Shipper & Consignee Info
Retrieve address and contact information for both the sender and the receiver.
3. Create Draft BoL
Generate a new entry in the Bill of Lading data model populated with order information.
4. Calculate Total Weight
Sum the weight of all individual line items to determine the total shipment weight.
5. Calculate Total Volume
Calculate the total cubic measurement (CBM) for the shipment based on item dimensions.
6. Update BoL with Totals
Write the calculated total weight and volume back into the BoL draft entry.
7. Check Carrier Availability
Verify if the assigned carrier has been confirmed in the Logistics data model.
8. Assign BoL Verification
Create a task for the Logistics Coordinator to review the draft for accuracy.
9. Warehouse Packing Verification
Create a task for the warehouse team to confirm physical goods match the BoL entries.
10. Update BoL Status to 'Verified'
Change the status of the BoL entry to 'Verified' once the checklist is completed.
11. Generate Final PDF
Create a finalized, non-editable version of the BoL document as a data attachment.
12. Notify Carrier
Send the finalized BoL and shipment details to the assigned carrier's email.
13. Notify Consignee
Send an advanced shipping notice (ASN) with the BoL details to the receiver.
14. Update Sales Order Status
Update the original Sales Order entry to 'Ready for Dispatch'.
15. Daily Shipment Summary
Generate a daily report of all BoLs generated and finalized during the shift.
End
End of the Workflow/Process.
Start of the Workflow/Process.
Retrieve shipment details, items, and quantities from the Sales Order data model.
Retrieve address and contact information for both the sender and the receiver.
Generate a new entry in the Bill of Lading data model populated with order information.
Sum the weight of all individual line items to determine the total shipment weight.
Calculate the total cubic measurement (CBM) for the shipment based on item dimensions.
Write the calculated total weight and volume back into the BoL draft entry.
Verify if the assigned carrier has been confirmed in the Logistics data model.
Create a task for the Logistics Coordinator to review the draft for accuracy.
Create a task for the warehouse team to confirm physical goods match the BoL entries.
Change the status of the BoL entry to 'Verified' once the checklist is completed.
Create a finalized, non-editable version of the BoL document as a data attachment.
Send the finalized BoL and shipment details to the assigned carrier's email.
Send an advanced shipping notice (ASN) with the BoL details to the receiver.
Update the original Sales Order entry to 'Ready for Dispatch'.
Generate a daily report of all BoLs generated and finalized during the shift.
End of the Workflow/Process.
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