Overview

BOL – POD Reconciliation is a workflow for reconciling Bills of Lading (BOL) against Proof of Delivery (POD) documents so logistics or operations teams can validate deliveries quickly and consistently.

It extracts shipment identifiers and key delivery details, matches shipment line items/quantities between BOL and POD, flags discrepancies (quantity short/over, damage noted, missing info), and updates a clear reconciliation status.

What you get: a structured table of extracted fields you can review, edit, and export.

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To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.

This page focuses on what’s specific to BOL – POD Reconciliation.

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When to use BOL – POD Reconciliation

Use this workflow when you need a consistent first-pass reconciliation for shipments, including:

• Confirming BOL and POD references align to the same shipment
• Verifying key parties (shipper, consignee, carrier) and route details
• Comparing delivered quantities vs shipped quantities
• Flagging damage notes or delivery exceptions (where available)
• Setting a reconciliation status for follow-up or closure

Step-by-step usage

1. Navigate to Workflows > Template gallery and select BOL – POD Reconciliation.
2. Upload the BOL and POD documents (PDF only).
3. Click Run to begin extraction and reconciliation.
4. Review the extracted fields and edit anything that is incorrect.
5. Confirm any discrepancies and update internal next steps.
6. Export results (CSV or Excel) for reporting or downstream processing.