Shipper and Consignee
Full legal names and addresses for both shipper and consignee, including contact person, phone, and email for day-of-shipment coordination and claims.
A concise Shipping Method Letter reduces ambiguity about carrier selection, liability, and timing, lowering the risk of delays, additional charges, and disputed claims. It creates a written record useful for customs compliance, carrier claims, and internal audit trails while supporting consistent workflow across procurement, warehouse, and finance teams.
Keep the letter accessible to all stakeholders and attach it to the purchase order, packing list, and shipping documents to preserve a consistent record.
Full legal names and addresses for both shipper and consignee, including contact person, phone, and email for day-of-shipment coordination and claims.
Specify chosen carrier(s), service level (e.g., LTL, FTL, expedited air), and preferred routing or transit mode to ensure consistent pickup and delivery.
Name the applicable Incoterm (e.g., DAP, FOB) and who pays freight, duties, insurance, and any handling or accessorial charges.
List package counts, dimensions, weights, hazardous material designation if any, and required labeling or palletization instructions.
Provide exact delivery address, receiving hours, appointment requirements, liftgate or inside delivery needs, and any access codes.
State declared value or insurance requirements and identify the party responsible for filing claims and maintaining proof of loss or damage.
| Field | Configuration |
|---|---|
| Auto-fill PO | Map PO number from ERP to letter |
| Approval Steps | Two-step: Logistics then Finance |
| Signer Auth | Email OTP or SSO |
| Archive | Save signed copy to cloud storage |
Use a platform that preserves a tamper-evident audit trail and stores signed copies in secure cloud storage for retrieval during claims or audits.
Provide MM/DD/YYYY for carrier scheduling
Date after which late fees may apply
Start and end dates for expected delivery
Time required before arrival for export docs
Deadline to report damage or loss
Procurement confirms PO and shipping requirements
Shipping Method Letter is created and sent
Carrier collects goods from shipper
Consignee signs and acknowledges receipt
A contract manufacturer must dispatch components weekly
An exporter requires customs-ready shipments
A named officer or employee with delegated authority may sign on behalf of a company. Ensure the signatory’s title and authorization are recorded in corporate delegation documents or the purchase order to avoid disputes about authority.
A logistics agent or broker may sign if the vendor or buyer has executed a written agency authorization. Maintain the agency agreement as support that the agent can bind the principal for shipping instructions.
Attach PO showing itemized goods, payment terms, and seller/buyer references for reconciliation.
Include counts, weights, and pallet information to match shipment at pickup and delivery.
For international shipments, provide clear commodity descriptions, HTS codes, and values for customs.
Attach proof of cargo insurance and declared value when required by the letter.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |