BILL OF LADING (BOL) GENERATION WORKFLOW

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

[ ] Fetch Order Details: Retrieve shipment details, items, and quantities from the Sales Order data model.
[ ] Fetch Shipper & Consignee Info: Retrieve address and contact information for both the sender and the receiver.
[ ] Create Draft BoL: Generate a new entry in the Bill of Lading data model populated with order information.
[ ] Calculate Total Weight: Sum the weight of all individual line items to determine the total shipment weight.
[ ] Calculate Total Volume: Calculate the total cubic measurement (CBM) for the shipment based on item dimensions.
[ ] Update BoL with Totals: Write the calculated total weight and volume back into the BoL draft entry.
[ ] Check Carrier Availability: Verify if the assigned carrier has been confirmed in the Logistics data model.
[ ] Assign BoL Verification: Create a task for the Logistics Coordinator to review the draft for accuracy.
[ ] Warehouse Packing Verification: Create a task for the warehouse team to confirm physical goods match the BoL entries.
[ ] Update BoL Status to 'Verified': Change the status of the BoL entry to 'Verified' once the checklist is completed.
[ ] Generate Final PDF: Create a finalized, non-editable version of the BoL document as a data attachment.
[ ] Notify Carrier: Send the finalized BoL and shipment details to the assigned carrier's email.
[ ] Notify Consignee: Send an advanced shipping notice (ASN) with the BoL details to the receiver.
[ ] Update Sales Order Status: Update the original Sales Order entry to 'Ready for Dispatch'.
[ ] Daily Shipment Summary: Generate a daily report of all BoLs generated and finalized during the shift.

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