The document outlines the process for planning and load building, which includes receiving order information, identifying shipment size and modal criteria, selecting transport mode, consolidating outbound shipments, and notifying customers of built loads. It then describes routing shipments by consolidating carrier information, identifying available carriers by mode, evaluating carriers and routes, matching routes to available carriers, and choosing a bid. Finally, it covers tendering the load, validating and signing paperwork, transporting the load, and delivering the shipment.

1. Deliver sD1
L4 Templates

2. D1.5
Plan
Planning and Load Building – Process Template
And Build
Loads
INPUTS
D1.5.1 D1.5.2 D1.5.3
Receive Evaluate
Order Identify Size vs.
Information Shipment Modal
Size Criteria
OUTPUTS

3. D1.5
Plan
Planning and Load Building – Process Template
And Build
Loads
INPUTS
D1.5.4 D1.5.5 D1.5.6
Select Evaluate Loads
Transport Consolidate
Against
Outbound
Mode “Efficiency”
Shipments
Criteria
OUTPUTS

4. D1.5
Plan
Planning and Load Building – Process Template
And Build
Loads
INPUTS
D1.5.7
Notification
Of Built D1.6
Loads
OUTPUTS
Page 6 of 6

5. D1.6
Route
Routing Shipments – Process Template
Shipments
INPUTS
D1.6.1 D1.6.2 D1.6.3
Consolidate Identify
Carrier Carrier and Available
Information Route Carriers
Optimization by Mode
OUTPUTS

6. D1.6
Route
Routing Shipments – Process Template
Shipments
INPUTS
D1.6.4 D1.6.5
Evaluate Identify
Criteria vs. Potential D1.7
Available Carriers by
Carrier Base Key criteria
OUTPUTS

7. D1.7
Select
Carriers &
Tendering Load/Dispatch – Process Template
Rate
Shipments
INPUTS
D1.7.1 D1.7.2 D1.7.3
Match Evaluate Evaluate
Route w/ by By
Available Service Cost
Carriers Matches Matches
OUTPUTS

8. D1.7
Select
Carriers &
Tendering Load/Dispatch – Process Template
Rate
Shipments
INPUTS
D1.7.4 D1.7.5 D1.7.6
Bid Out Bid Choose
to Match Acceptance Bid
Carrier by to Accept
Carrier
OUTPUTS

9. D1.7
Select
Carriers &
Tendering Load/Dispatch – Process Template
Rate
Shipments
INPUTS
D1.7.7 D1.7.8 D1.7.9
Tender Load Dispatch
Load Accepted D1.9
by
Carrier
OUTPUTS

10. D1.9
Pick
Picking Stocked Product – Process Template
Product
INPUTS
D1.9.1 D1.9.2 D1.9.3
Receive Print
Plan
Picking Pick
Waves
Orders Tickets
OUTPUTS

11. D1.9
Pick
Picking Stocked Product – Process Template
Product
INPUTS
D1.9.4 D1.9.5 D1.9.6
Assign Operator
Build
Packages Picks
Work
To Product
Packages
Operators
OUTPUTS

12. D1.9
Pick
Picking Stocked Product – Process Template
Product
INPUTS
D1.9.7 D1.9.8 D1.9.9
Operator Operator Products
Packs Stages Ready for D1.10
Product Product Loading
OUTPUTS

13. D1.10
Load
Vehicle
Tendering/Loading Material – Process Template
Generate
Ship Docs
INPUTS
D1.10.1 D1.10.2 D1.10.3
Create Loader SL&C
BOL Validates or Driver
Load Validates
OUTPUTS

14. D1.10
Load
Vehicle
Tendering/Loading Material – Process Template
Generate
Ship Docs
INPUTS
D1.10.4 D1.10.5 D1.10.6
Load Driver Carrier
Vehicle Signs Transports
BOL
OUTPUTS
Page 5 of 6

15. D1.10
Load
Vehicle
Tendering/Loading Material – Process Template
Generate
Ship Docs
INPUTS
D1.10.7
Carrier
Delivers D1.11
OUTPUTS
Page 6 of 6

16. Deliver sD1.1
L4 & L5
Samples

17. Quotation Process – SCOR D1.1
SLG D1.1 Process Inquiry and Quote Level 5 Diagram Page 1
D 1.1.1 Receive Quote Request D 1.1.2 Validate Shipment Data
Insure Quote information has the
Customer
Service
Receive Quote following: Customer Name, Origin (City
Complete Quote Forward Quote State, Zip), Destination (City, State, Zip), Update quote data
request from
Request Form Request Shipment Type (TL, Rail, LTL, etc.), and return to
Customer
Service Type (OTR, R, Dray, etc.), Weight, pricing
Number of Units (pallets, cartons, kegs,
etc.), contact information, shipment dates
Coordinator
Logistics
Update quote data
Receive Quote and return to
Forward Quote
request from pricing
Request
Customer
Pricing Team
Can either be an actual form
or an e-mail that comes from Receive Quote Validate Request
multiple sources (all noted as Return to source
Request Form Data - insure all Information Page 2
Logistics Coordinator for the NO for missing
information is Complete?
purposes of this diagram) information
available
YES
Systems
Carrier

18. Quotation Process – SCOR D1.1
SLG D1.1 Process Inquiry and Quote Level 5 Diagram Page 2
D 1.1.3 Build File D 1.1.4 Request Carrier Rates
Customer
Service
Coordinator
Review data and identify service types
Logistics
and review list of carriers who service
area, are qualified, are permitted, and
are likely to respond. Create carrier list.
Pricing Team
Identify Service
Receive carrier
Page 1 Create Quote Create Quote Type and Carriers Send Rate Page 3
rate quote
Number Folder on P:dirve - complete rate Requests
request template
Try to obtain two to
Systems
three (minimum)
Refer to existing carrier quotes that
quotes and Quote are highly likely to
“Naming Convention” accept the shipment
Document if it is awarded
P:drive
Name file folder with Quote
Carrier
Number and Route or Customer
Receive quote Create quote,
Indicators. Include Templates for
request provide reference,
Spreadsheet and Quote
and return
Preparation. Add quote request e-
mail or source document

19. Quotation Process – SCOR D1.1
SLG D1.1 Process Inquiry and Quote Level 5 Diagram Page 3
D 1.1.5 Perform Benchmark Comparisons
Customer
Service
Coordinator
Logistics
Login is as follows: Userid=
slg ; Password = satellite
Pricing Team
Complete Login to Carrier Update
Open Chainalytics Review Carrier
Page 2 Spreadsheet Depot and Spreadsheet Page 4
Estimator Model Quotes and
Template with complete Lane Template with
and Enter Data Benchmark Data
Carrier Rates Benchmark Benchmark Data
Systems
Carrier Depot at Chainalystics
www.carrierdepot. Estimator
com Spreadsheet
Carrier

20. Quotation Process – SCOR D1.1
SLG D1.1 Process Inquiry and Quote Level 5 Diagram Page 4
D1.1.6 Perform Analysis (Build Quote) D 1.1.7 Review and Approve
Customer
Service
Coordinator
Logistics
SELF
Pricing Team
Update Quote
Compare to Publish Quote -
Page 3 Create Selling Template and Review Quote for Self approval Page 5
approval create Acrobat
Quote Spreadsheet completeness or escalate?
guidelines File
Template
ESCALATE
Insure to derive a
Systems
competitive rate based on
benchmarking data that will
deliver target margins while
considering the likely
awarded carrier and the buy
rate listed in their quote
Carrier

21. Quotation Process – SCOR D1.1
SLG D1.1 Process Inquiry and Quote Level 5 Diagram Page 5
D 1.1.8 Issue Quote (Publish)
Customer
Service
Receive
Completed Quote
Coordinator
Logistics
Receive
Completed Quote
Pricing Team
Publish Quote -
Page 4 Obtain Director Send to Source
create Acrobat End of Process
Approval Requestor
File
Systems
Carrier