Shipping and Logistics

shipping-logistics.md

1. Order Fulfillment & Shipment Creation

• Create Order → Receive order from sales channel
• Get Inventory → Check stock availability
• Update Inventory → Reserve/allocate stock
• Create Collection Item → Assign to pick wave
• Complete Workflow Step → Pick → Pack → Ship stages
• Create Label/Generate Content → Shipping labels, packing slips
• Create Blob/Upload File → Store label files
• Send Transactional Email → Ship confirmation with tracking
• Fulfill Order → Mark as shipped
• Create Webhook → Push tracking updates to sales channels

2. Carrier Management & Rate Shopping

• Create Data Source Query → Pull rates from multiple carriers
• Create Embeddings/Search → Match shipment to optimal carrier rules
• List Products/Get SKU → Dimensional weight calculations
• Create API Key → Carrier API integrations (UPS, FedEx, DHL)
• Create Or Update Setting Option → Carrier preferences, rules
• Get Quality Of Service Metrics → Carrier performance scorecards
• Create Analytics Group → Cost analysis by lane, carrier, mode

3. Shipment Tracking & Visibility

• Create Webhook → Receive carrier milestone updates
• Update Order → Status progression (in transit, out for delivery, delivered)
• Send Message/Send Transactional Email → Proactive customer notifications
• Create Scheduled Message → Delivery window reminders
• Create Moderation Report → Flag delayed/exception shipments
• Create Thread → Exception management case
• Get Activity Logs → Full shipment audit trail
• Create Calendar Event → Delivery appointments

4. Warehouse Management

• Create Collection/Create Database → Bin/location master
• Update Inventory → Receiving, putaway, adjustments
• Create Form Submission → Receiving inspection checklists
• Upload File → Proof of delivery photos, damage photos
• Create Task/Create Thread → Work order assignment
• Complete Workflow Step → Receiving → QC → Putaway
• List Collection Items → Cycle count lists
• Create Report/Get Daily Report → Inventory accuracy, throughput
• Create Device → Scanner/RF gun registration

5. International Shipping & Customs

• Create Form Submission → Commercial invoices, packing lists
• Generate Content → Customs declarations, certificates of origin
• Create File/Upload Asset → Store compliance documents
• Create Data Source Query → HS code lookup, duty calculations
• Complete Workflow Step → Document review → Customs clearance → Release
• Create Note → Broker instructions, special handling
• Create Scheduled Message → Pre-arrival notifications
• Get Activity Logs → Chain of custody documentation
• Create Moderation Report → Flag restricted/prohibited items

6. Returns & Reverse Logistics

• Create Form Submission → RMA request intake
• Generate Content → Return shipping labels
• Create Thread → Return case management
• Complete Workflow Step → Initiated → In transit → Received → Inspected → Refunded
• Upload File → Return condition photos
• Create Note → Inspection notes, disposition decisions
• Update Inventory → Restock or quarantine
• Refund Order → Process refund
• Create Analytics Group → Return reason analysis

7. Fleet Management

• Create Device → GPS tracker registration
• Get Location/Create Data Source Query → Real-time vehicle positions
• Create Calendar Event → Maintenance scheduling
• Create Form Submission → Vehicle inspection reports (DVIR)
• Upload File → Inspection photos, repair receipts
• Create Reminder → Registration, insurance renewals
• Get Quality Of Service Metrics → Fuel efficiency, utilization rates
• Create Moderation Report → Flag maintenance issues
• Create Report → DOT compliance reporting

8. Driver Management

• Create User/Add Member → Onboard new drivers
• Upload File → CDL, medical certificates, MVR reports
• Create Calendar Event → Route assignments, delivery appointments
• Create Form Submission → Daily logs, accident reports
• Transcribe Audio → Voice notes from drivers
• Set User Presence → On-duty/off-duty status
• Send Message → Dispatch instructions, route changes
• Get Activity Logs → Hours of service tracking
• Create Commerce Payment → Driver pay, per diem
• Create Reminder → License/certification renewals

9. Route Planning & Optimization

• Create Data Source Query → Traffic, weather, road conditions
• Create Embeddings/Search → Historical delivery patterns
• Create Collection → Stop sequences
• Create Calendar Event → Delivery windows
• Update Order → Assign to route
• Send Message → ETAs to customers
• Get Analytics Usage → Route efficiency metrics
• Create Report → Miles driven, stops per route, on-time %

10. Freight Brokerage

• Create Account → Shipper/carrier onboarding
• Create Form Submission → Load tender, carrier packet
• Create Data Source Query → Carrier vetting (SAFER, insurance)
• Upload File → Insurance certificates, W-9s
• Create Thread → Load matching, negotiations
• Create Message → Rate confirmations
• Complete Workflow Step → Posted → Covered → In transit → Delivered → Invoiced
• Create Commerce Payment → Carrier quick pay
• Create Invoice/Create Commerce Payment → Shipper billing
• Create Moderation Report → Flag double-brokering, fraud

11. Claims & Damage Processing

• Create Form Submission → Damage/loss claim intake
• Upload File → Photos, inspection reports, POD
• Create Thread → Claim investigation case
• Create Note → Investigation findings
• Create Data Source Query → Carrier liability limits
• Complete Workflow Step → Filed → Under review → Approved/Denied → Paid
• Create Commerce Payment → Claim settlement
• Send Transactional Email → Claim status updates
• Get Activity Logs → Documentation for disputes

12. Billing & Invoicing

• List Orders → Billable shipments
• Create Commerce Payment → Generate invoices
• Batch Update Cell Values → Accessorial charges reconciliation
• Create Scheduled Message → Payment reminders
• Get Commerce Payment → Payment status
• Create Report → Aging reports, revenue by customer/lane
• Create Webhook → Payment received notifications
• Create Data Source Query → Rate auditing, GL coding

13. Customer Communication & Self-Service

• Create Assistant → Chatbot for tracking inquiries, rate quotes
• Create Conversation → Support ticket
• Get Conversation History → Past interactions
• Create Thread And Run → AI-assisted issue resolution
• Send Message → Proactive delay notifications
• Create Form → Online booking portal
• Create API Key → Customer integration access
• Create Webhook → Real-time status pushes

14. Vendor & Partner Management

• Create Account → Onboard 3PLs, drayage providers, last-mile partners
• Create Form Submission → Vendor compliance questionnaires
• Upload File → Contracts, SLAs, insurance certs
• Create Reminder → Contract renewal dates
• Get Quality Of Service Metrics → Vendor scorecards
• Create Analytics Group → Cost/performance benchmarking
• Create Moderation Report → Flag underperforming vendors

15. Compliance & Documentation

• Get Workspace Audit Logs → C-TPAT, AEO compliance
• Create File/Upload Asset → Bill of lading, proof of delivery
• List File Revisions → Document version control
• Archive Records (Batch) → Retention policy (7 years for shipping docs)
• Create Report → Hazmat shipping reports, temperature logs
• Create Form Submission → ISF (10+2), AES filings
• Get Activity Logs → Chain of custody for high-value/controlled goods

16. Dock Scheduling & Appointment Management

• Create Calendar Event → Dock door appointments
• List Calendar Events → Yard visibility
• Update Calendar Event → Reschedule arrivals
• Send Message → Appointment confirmations, check-in instructions
• Create Form Submission → Driver check-in
• Get Quality Of Service Metrics → Dwell time, detention tracking
• Create Commerce Payment → Detention/demurrage charges