Shipping Clerk – Roles & Responsibilities 

Shipping Preparation & Processing 

• Pack and crate products for shipment as required. 
• Label packages accurately with correct addresses and tracking information. 
• Prepare shipping documentation, including Bills of Lading (BOL), packing lists, hazardous materials documentation, International Commercial Invoices, and customs forms. 
• Complete International Commercial Invoices accurately, ensuring proper part descriptions, declared values, country of origin, HTS codes (if applicable), and Incoterms are documented for customs compliance. 
• Verify outgoing shipments against sales orders to ensure accuracy and completeness. 
• Inspect goods for damage or missing crates/boxes prior to shipment. 
• Ensure packaging meets customer, carrier, and regulatory requirements. 
• Operate warehouse equipment such as forklifts, hand trucks, and golf carts as needed. 

Logistics & Coordination 

• Coordinate with carriers (UPS, FedEx, freight forwarders, and 3PL providers) for pickups and deliveries. 
• Track, trace, and update the status of outgoing shipments and RMAs in the Teams Planner or designated system. 
• Obtain rate quotes, calculate shipping costs, and determine the most cost-effective routing and shipping methods. 
• Coordinate with the Kitting Team to ensure all order components are accounted for prior to shipment (blue dot verification). 
• Communicate material shortages, shipment delays, or discrepancies to supervisors and relevant departments. 
• Maintain accurate logs and records of all outgoing shipments. 
• Coordinate with Purchasing and vendors for pickup requests when necessary. 

International Shipping & Compliance 

• Prepare and review International Commercial Invoices for accuracy and completeness. 
• Ensure proper part descriptions, declared values, country of origin, HTS codes (if applicable), ECCN (if applicable), and Incoterms are correctly documented. 
• Verify export documentation aligns with packing lists, sales orders, and customer requirements. 
• Coordinate with freight forwarders, customs brokers, and carriers to ensure smooth international transit. 
• Ensure compliance with U.S. export regulations, trade compliance requirements, and company policies. 
• Maintain export records in accordance with regulatory retention requirements. 
• Communicate with internal departments regarding export-controlled items or special documentation requirements. 
• Monitor international shipments and proactively address customs holds, delays, or documentation discrepancies. 

Training – Shipping Department 

• Complete initial onboarding training specific to shipping procedures and workflow. 
• Receive hands-on training for packaging standards, crating requirements, and customs shipping instructions. 
• Be trained in preparation and review of shipping documentation, including Bills of Lading (BOL), packing lists, hazardous materials documentation, and International Commercial Invoices. 
• Complete training in international shipping requirements, including HTS codes, ECCN export compliance basics. 
• Receive training on carrier systems such as UPS, FedEx, freight portals, and freight forwarder platforms. 
• Be trained on internal systems (ERP, Teams Planner, or designated tracking system) for shipment processing and status updates. 
• Undergo export compliance awareness training in accordance with U.S. regulations and company policy. 
• Participate in ongoing refresher training as procedures, systems, or regulatory requirements change. 
• Crosstrain within shipping functions to ensure operational coverage and continuity. 

Safety & Housekeeping 

• Follow all warehouse and production safety policies and procedures. 
• Maintain a clean, organized, and clearly labeled shipping area. 
• Report unsafe conditions, incidents, or near misses promptly. 

General Warehouse Support 

• Assist the Receiving Team with unloading and staging products as needed. 
• Support audits, inventory counts, special projects, and process improvement initiatives