ChecklistGuro Transportation Management System (TMS) Workflow
Streamline your supply chain with our comprehensive Transportation Management System (TMS) workflow. Master every stage of the logistics lifecycle-from automated freight auditing and carrier selection to real-time shipment tracking and optimized route planning. Optimize carrier performance, reduce shipping costs, and eliminate manual errors with a seamless, end-to-end process designed for modern logistics excellence.
Start
Start of the Workflow/Process.
1. Fetch New Shipment Orders
Retrieve all new orders from the 'Shipment Orders' data model that are in 'Pending' status.
2. Calculate Total Freight Weight
Sum the weight property of all items within the selected shipment to determine vehicle capacity requirements.
3. Create Shipment Manifest
Generate a new entry in the 'Manifest' data model linked to the selected shipment orders.
4. Calculate Estimated Transit Time
Calculate the arrival time by adding the 'Estimated Duration' to the 'Departure Timestamp'.
5. Identify Available Drivers
Query the 'Drivers' data model for drivers with 'Status: Available' and sufficient license type.
6. Assign Driver to Trip
Create a task for the Dispatcher to review and assign a specific driver to the generated Manifest.
7. Update Manifest Status
Update the status of the Shipment Manifest to 'Dispatched' once a driver is assigned.
8. Notify Driver of Assignment
Send an SMS to the assigned driver's phone number containing the Pickup Location and Manifest ID.
9. Verify Cargo Loading
Create a task for the Warehouse Operator to complete the loading checklist.
10. Fetch Delivery Address Details
Retrieve geolocation and contact information from the 'Destination' data model.
11. Log Departure Timestamp
Update the 'Actual Departure Time' in the Manifest entry when the driver confirms departure.
12. Check Fuel Expenses
Retrieve all fuel receipts/entries linked to the current trip for cost calculation.
13. Calculate Total Trip Cost
Sum the 'Fuel Cost', 'Driver Wages', and 'Toll Fees' variables to determine total trip expenditure.
14. Generate Invoice
Create a new entry in the 'Invoices' data model based on the final shipment weight and agreed rates.
15. Send Invoice to Client
Send an automated email to the Customer's email address containing the Invoice PDF/Link.
16. Generate Trip Summary Report
Generate a PDF report summarizing the manifest details, total costs, and delivery performance for the completed trip.
17. Clear Temporary Route Cache
Delete temporary route optimization entries from the system once the trip is finalized.
End
End of the Workflow/Process.
Start of the Workflow/Process.
Retrieve all new orders from the 'Shipment Orders' data model that are in 'Pending' status.
Sum the weight property of all items within the selected shipment to determine vehicle capacity requirements.
Generate a new entry in the 'Manifest' data model linked to the selected shipment orders.
Calculate the arrival time by adding the 'Estimated Duration' to the 'Departure Timestamp'.
Query the 'Drivers' data model for drivers with 'Status: Available' and sufficient license type.
Create a task for the Dispatcher to review and assign a specific driver to the generated Manifest.
Update the status of the Shipment Manifest to 'Dispatched' once a driver is assigned.
Send an SMS to the assigned driver's phone number containing the Pickup Location and Manifest ID.
Create a task for the Warehouse Operator to complete the loading checklist.
Retrieve geolocation and contact information from the 'Destination' data model.
Update the 'Actual Departure Time' in the Manifest entry when the driver confirms departure.
Retrieve all fuel receipts/entries linked to the current trip for cost calculation.
Sum the 'Fuel Cost', 'Driver Wages', and 'Toll Fees' variables to determine total trip expenditure.
Create a new entry in the 'Invoices' data model based on the final shipment weight and agreed rates.
Send an automated email to the Customer's email address containing the Invoice PDF/Link.
Generate a PDF report summarizing the manifest details, total costs, and delivery performance for the completed trip.
Delete temporary route optimization entries from the system once the trip is finalized.
End of the Workflow/Process.
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