> ## Documentation Index
> Fetch the complete documentation index at: https://help.alk.work/llms.txt
> Use this file to discover all available pages before exploring further.

# BOL - POD Reconciliation

> Reconcile Bills of Lading (BOL) against Proof of Delivery (POD) documents to validate deliveries quickly and consistently.

### 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.

<Tip>
  To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see [Setting Up a Workflow](/workflows/setting-up-a-workflow) for a comprehensive guide.

  This page focuses on what's specific to **BOL – POD Reconciliation**.
</Tip>

### 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

<Steps>
  <Step title="Select the template">
    Navigate to **Workflows** > **Template gallery** and select **BOL – POD Reconciliation**.
  </Step>

  <Step title="Upload BOL and POD documents">
    Upload the BOL and POD documents (PDF only).
  </Step>

  <Step title="Run the workflow">
    Click **Run** to begin extraction and reconciliation.
  </Step>

  <Step title="Review extracted fields">
    Review the extracted fields and edit anything that is incorrect.
  </Step>

  <Step title="Confirm discrepancies">
    Confirm any discrepancies and update internal next steps.
  </Step>

  <Step title="Export results">
    Export results (CSV or Excel) for reporting or downstream processing.
  </Step>
</Steps>

### Inputs

* **Required:** access to [alk.wamiri.com](http://alk.wamiri.com)
* **Required:** stable internet connection
* **Required document types:** BOL and POD documents (**PDF only**)

### What's specific to BOL – POD Reconciliation

1. **Columns are your reconciliation criteria.**
   Reconciliation works best when your columns mirror how your team validates delivery vs shipment. Feel free to add, remove, or rename columns where necessary.
2. **Quantity comparison drives decisions.**
   Make sure quantity fields are clearly defined (what unit, what aggregation) so it's easy to interpret mismatches.
3. **Status should be actionable.**
   Use **Reconciliation Status** to summarize whether the shipment is cleared or requires follow-up, and keep brief notes in supporting columns if your team adds them.

### Standard fields (default columns)

| Field                     | Description                                                                                                                                   | Field Type | Task Type  |
| ------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- | ---------- | ---------- |
| **BOL Number**            | Bill of Lading number / shipment reference on the BOL document.                                                                               | Text       | Extraction |
| **POD Reference**         | POD reference number/ID on the proof of delivery document.                                                                                    | Text       | Extraction |
| **Shipper**               | Shipping party / sender as shown on the BOL.                                                                                                  | Text       | Extraction |
| **Consignee**             | Receiving party / consignee as shown on the BOL/POD.                                                                                          | Text       | Extraction |
| **Carrier**               | Carrier/transport provider name.                                                                                                              | Text       | Extraction |
| **Origin**                | Shipment origin location (city/state/warehouse), as shown on the document.                                                                    | Text       | Extraction |
| **Destination**           | Delivery destination location, as shown on the document.                                                                                      | Text       | Extraction |
| **Shipment Date**         | Date the shipment was dispatched/shipped (BOL date), if present.                                                                              | Date       | Extraction |
| **Delivery Date**         | Date of delivery as stated on the POD, if present.                                                                                            | Date       | Extraction |
| **Goods Description**     | Description of goods/items shipped (may be a summary if multiple line items).                                                                 | Text       | Extraction |
| **Quantity per BOL**      | Quantity shipped per the BOL (total or relevant aggregation your team uses).                                                                  | Number     | Extraction |
| **Quantity per POD**      | Quantity received/delivered per the POD (total or relevant aggregation your team uses).                                                       | Number     | Extraction |
| **Reconciliation Status** | Status summarizing reconciliation outcome (e.g., Reconciled, Discrepancy Found, Needs Review, Missing Document), with a brief note if needed. | Text       | Reasoning  |

### Customising BOL – POD Reconciliation columns

You can tailor columns to match how your team reconciles shipments.

* Add columns for **line item matching**, **damage noted**, **short/over quantity reason**, **receiver name/signature present**, or **exception notes**.
* Rename columns to be explicit (for example, include expected units for quantity).
* Keep column names clear and unambiguous to improve extraction quality.

### Important Notes

* Always validate critical identifiers (BOL number and POD reference) against the source documents.
* If quantities are consistently wrong, clarify whether the field should be **total quantity**, **number of packages**, **weight**, or another unit.
* If a field is consistently wrong, simplify the column name or add a short instruction to the column prompt.

## Related articles

* [Setting Up a Workflow](/workflows/setting-up-a-workflow)
* [How To Add Custom Columns](/workflows/setting-up-a-workflow#how-to-add-custom-columns)

## Need help?

If you run into issues, contact the Wamiri support team at [support@wamiri.com](mailto:support@wamiri.com). Include:

* What you were trying to do
* What happened instead
* Any error messages
* Steps to reproduce
* Screenshots or recordings (if available)