Shipping and Receiving Clerk how-to

How to Prepare an LTL Shipment

Accurate paperwork prevents delays and extra charges.

Updated By the Career Education Institute Curriculum Team
Quick answer

Accurate paperwork prevents delays and extra charges. In short: verify; stack; weigh, then complete the remaining steps below.

Step by step

  1. Verify the order is complete and packed securely.

  2. Stack and wrap the pallet.

  3. Weigh and measure the pallet.

  4. Create the bill of lading with freight class.

  5. Label the pallet.

  6. Schedule pickup and record tracking information.

Safety reminders for shipping and receiving clerks

  • Use proper lifting and team lifts
  • Stay clear of forklift traffic
  • Chock trailers before loading or unloading
  • Keep docks and aisles clear

Purchase order (PO) · Packing list · Bill of lading (BOL) · Receiving · Cycle count · Variance: see the full shipping and receiving clerk glossary.

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