MULTI-MODAL FREIGHT PLANNING WORKFLOW

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

[ ] Fetch Shipment Order Details: Retrieve core shipment data such as origin, destination, weight, and cargo type from the Shipment Data Model.
[ ] Get Available Carriers: Retrieve a list of available carriers and their service capabilities from the Carrier Data Model.
[ ] Calculate Total Estimated Weight: Sum the weights of all individual line items within the shipment to determine total freight weight.
[ ] Retrieve Route Cost Estimates: Fetch existing freight rate quotes associated with the selected transit modes (Sea, Air, Rail, Road).
[ ] Calculate Total Logistics Cost: Execute a formula to sum freight rates, fuel surcharges, customs fees, and handling fees.
[ ] Create Route Plan Entry: Create a new record in the Route Planning Data Model containing the selected multi-modal sequence.
[ ] Update Shipment Status: Update the status of the original Shipment Entry to 'Planning in Progress'.
[ ] Assign Route Optimization Task: Create a task for the Logistics Planner to review and approve the generated multi-modal route.
[ ] Aggregate Carrier Quotes: Calculate the minimum (min) quote found among all retrieved carrier options to identify the cheapest route.
[ ] Create Booking Request: Create a new entry in the Booking Data Model once the route is approved.
[ ] Notify Carrier of Booking: Send an email to the selected carrier with the shipment details and pickup instructions.
[ ] Create Customs Documentation Task: Create a task for the Documentation Specialist to prepare necessary international shipping papers.
[ ] Update Shipment Status to 'Booked': Update the shipment entry status to reflect that the carrier has been secured.
[ ] Notify Driver of Pickup: Send an SMS to the truck driver/carrier contact with the pickup location and time window.
[ ] Generate Shipment Itinerary Report: Generate a PDF report summarizing the entire multi-modal journey, including timestamps and transfer points.

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