AUTOMATED FREIGHT FORWARDING WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Shipment Booking: Fetch the initial shipment request details from the Shipment Data Model.
[ ] Create Shipment Record: Generate a new entry in the Master Shipment Log based on the booking request.
[ ] Assign Customs Broker: Create a task for the Compliance Team to review documentation for customs clearance.
[ ] Update Cargo Status: Update the shipment entry status to 'In Transit' once the carrier confirms pickup.
[ ] Calculate Total Freight Cost: Execute a formula summing the ocean freight, fuel surcharge, and documentation fees.
[ ] Fetch Carrier Rates: Retrieve current agreed-upon rates from the Carrier Rate Card data model.
[ ] Calculate Total Weight per Shipment: Sum the weight properties of all individual line items/packages within the shipment entry.
[ ] Verify Warehouse Arrival: Create a task for the Warehouse Manager to confirm receipt of goods.
[ ] Notify Shipper of Departure: Send an automated email to the client containing the Vessel Name and ETA.
[ ] Update Estimated Time of Arrival (ETA): Update the shipment entry with the new arrival date provided by the carrier.
[ ] Alert Driver of Pickup: Send an SMS to the truck driver with the pickup location and reference number.
[ ] Retrieve Invoice Details: Get all billing-related entries associated with the specific Shipment ID.
[ ] Calculate Total Payable Amount: Aggregate all pending charges and taxes to determine the final invoice total.
[ ] Final Documentation Audit: Create a task for the Operations Lead to ensure all Bill of Lading and Commercial Invoices are attached.
[ ] Generate Shipment Summary Report: Create a PDF report summarizing the completed shipment lifecycle for the client.
[ ] Cleanup Temporary Drafts: Delete temporary shipment draft entries that were not converted to active shipments.
[ ] Send Final Invoice to Client: Send the final aggregated billing email to the customer's billing contact.

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