Roles

Shipping & Logistics

a manufacturing professional who plans outbound shipments, coordinates picking and packing and works with carriers to deliver orders

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Your job, minus the screen work

You decide each morning what ships today and make sure it actually happens. You sit between customer service, the warehouse and the carriers. Orders come due, inventory is or isn't where the system says, and every carrier has a cutoff.

Where your week goes

  1. Building the daily ship plan in Excel from three ERP reports
  2. Finding a credit hold after the order was already picked
  3. Reprinting pick lists that pulled the wrong lot
  4. Learning about shorts when pickers walk back to the desk
  5. Telling customer service at 2 p.m. that an order won't ship
  6. Rebooking shipments that missed the carrier cutoff

What an agent takes over

  1. Ship planning

    Builds the day's plan from due orders, inventory, credit holds and customer rules before your shift starts.

  2. Pick list release

    Releases pick lists with each customer's lot rule, units and packaging spec applied.

  3. Short pick handling

    Watches the scans and puts every short on your review list during the wave.

  4. Early warnings

    Tells customer service about late lines in the morning, with the reason.

What stays with you

  • Picking, packing, loading and load securement

  • Hazmat checks and damage notes on the dock

  • Carrier relationships and customer calls about partials and substitutions

  • The decision to ship, hold or split when the rules run out

Apps you already juggle

Your ERP, TMS and carrier portals, barcode scanners, customer portals and EDI screens, Outlook, Excel and SharePoint. Product →

  • ERP
  • TMS
  • carrier portals
  • barcode scanners
  • customer portals
  • EDI screens
  • Outlook
  • Excel
  • SharePoint

A week, before and after

Before

  • Build the ship plan in Excel every morning.
  • Discover shorts when pickers come back to the desk.
  • Rebook loads that missed the cutoff.

After

  • Approve a plan at 7 a.m. with holds and cutoffs already applied.
  • Decide shorts from a review list mid-wave.
  • Spend the time on carriers, claims and tough routing guides.

See every workflow for your role

See every outbound workflow, from planning to proof of delivery, that an agent can run for shipping teams.

Shipping & Logistics workflow catalog 35 manufacturing

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