SOPs and business rules

Bring your freight standards into everyday operations.

Forwarder selection, shipping instructions, packaging requirements and order consolidation: your teams already have rules. OneChain connects them to shipment files so people can find the instructions that matter to the shipment they are preparing. Your requirements stay connected to the goods, from the first instructions through to receipt.

In practice

Goods ready to ship do not mean a shipment is ready to go.

The supplier has confirmed availability. Your team still needs to select a forwarder, specify the information required on transport documents and communicate cargo instructions. Some details come from the order, others from a procedure or a customer conversation. When they live in different places, people have to piece the context together before each departure.

OneChain brings the shipment file, instructions and related conversations together. Teams can see what needs to be done for this particular shipment and its requirements. They can then complete and check the relevant instructions before moving on to carrier selection and departure planning.

A practical case · Illustrative example

Two orders, one departure to plan

The same consignee does not mean the goods can leave together.

Order A
Goods available
Order B
A different departure date
Review together
Dates, destination and constraints
The decision to prepare

Combine compatible orders or plan separate departures, then prepare the shipment instructions.

From forwarder selection to loading instructions

An allocation rule is more than a provider’s name. It reflects the lane, mode, service requirement and agreed terms. A negotiated rate card may provide the reference for a regular flow; a specific shipment may call for quotations from several forwarders. The choice only makes sense alongside the requirements of the shipment itself.

Instructions then set out what the forwarder and other participants need to know: bill of lading or air waybill information, packaging requirements and details needed to prepare the goods. Standard SOPs and tailored workflows help organize this work with your teams. Specific rules are incorporated into the scope configured for your operations.

Try it yourself · Interactive demo

See the instructions in the shipment file

Review the instructions in the demonstration. Find the next action, the available information and the person responsible. Open a task to read the details needed to carry it out and the expected approval.

Interactive OneChain demo · fictional data

When a shipment needs a different approach

A date change, consolidation request or cargo constraint may require a new plan. The team needs to understand what has changed and which decision to revisit: separate the departures, reconsider the provider or complete the instructions?

Keeping discussions in the shipment’s context helps people retrieve the reason for a decision and the information behind it. An exception becomes easier to explain to a colleague taking over the file. Recurring cases can also inform the next revision of the operating procedure.

Make operational knowledge easier to hand over

A colleague taking over a shipment needs more than its status. They need to understand what has been prepared, what is missing and why particular choices were made. Instructions connected to the shipment support that continuity, within the access defined for the teams involved.

The transport manager has a practical starting point for aligning ways of working: one lane, a type of goods or an operation involving several participants. The aim is to provide the right information at the right point, without asking everyone to reconstruct the shipment’s entire history.

Prepare your implementation

Details to work through using your flows and organization.

Which instructions can we structure?

Document and cargo instructions, allocation rules and consolidation requirements are useful starting points. Their content and sequence depend on the selected flow.

What happens to information from our ERP?

It can feed the shipment file through the interfaces agreed for your project. Scoping establishes which references and data are brought across, and what the team completes in OneChain.

Who decides when there is an exception?

Your teams define responsibilities and the decisions that require review. Rules guide the operation; case-specific decisions need to remain understandable to the authorized participants.

SOPs and business rules

Start with a flow your team knows well

Bring an operating procedure, a set of forwarder instructions or a representative shipment file. Together, we can review the starting information, the decisions to make and the people involved. That case helps define the shared instructions and the adaptations your organization needs.

Discuss my needs