Planning Specialist

Location: Fontana

Position Summary The Planning Specialist is responsible for coordinating and managing daily order planning and outbound shipment activities within a high-volume third-party logistics (3PL) warehouse environment. This position coordinates order allocation, order release, wave planning, routing, carrier appointments, shipping documentation, and customer-specific compliance requirements.

The Planning Specialist serves as a primary operational link between customer requirements and warehouse execution. The position works closely with Customer Service, Operations, Inventory Control, Transportation, Shipping, and external carriers to ensure orders are planned and released accurately, shipped within required service windows, and processed in accordance with customer and retailer requirements.

The position requires strong attention to detail, organizational skills, problem-solving ability, and the ability to manage multiple customer accounts and competing priorities in a time-sensitive environment.

Essential Duties and Responsibilities Order Planning and Allocation Review incoming B2B, retail, wholesale, and e-commerce orders.

Review order requirements, ship windows, inventory availability, customer priorities, and carrier schedules.

Allocate available inventory and coordinate order releases to support customer shipping requirements.

Build and manage warehouse waves, batches, or work queues based on order volume, priorities, shipping deadlines, and operational capacity.

Monitor order progress from release through shipment and identify orders at risk of missing required ship dates.

Coordinate with Inventory Control and Operations to resolve inventory discrepancies or shortages affecting order fulfillment.

Adjust order priorities based on changing customer requirements, inventory availability, warehouse capacity, and transportation schedules.

Maintain accurate order status information within applicable systems.

Routing and Transportation Coordination Submit routing requests through customer and retailer portals, including Retail Link, Commerce Hub, TMS platforms, and other customer-specific systems.

Review and follow customer routing guides, vendor compliance manuals, and carrier requirements.

Coordinate carrier pickups and delivery appointments as required.

Monitor routing approvals and follow up on pending, rejected, or incomplete routing requests.

Communicate routing requirements and changes to warehouse and shipping personnel.

Identify and escalate transportation or scheduling issues that may affect customer service.

Coordinate with carriers and internal departments to resolve pickup, appointment, routing, and scheduling issues.

Shipping Documentation Prepare, review, and verify outbound shipping documentation.

Generate and/or verify:

Bills of Lading (BOL)
Master Bills of Lading (MBOL)
UCC-128 / SSCC labels

Pallet manifests

Carton documentation

Customer-specific shipping documentation

Verify shipment quantities, addresses, carrier information, routing instructions, and other required shipment details.

Ensure required labels and documentation are accurate and available prior to shipment.

Coordinate with warehouse and shipping personnel to correct documentation, labeling, or shipment discrepancies.

Customer and Retailer Compliance Maintain knowledge of customer-specific routing, labeling, packaging, shipping, and delivery requirements.

Monitor orders for potential compliance issues prior to shipment.

Identify and resolve potential violations involving:

Late or incorrect routing

Incorrect or missing labels

Packaging or pallet requirements

Missed carrier or delivery appointments

Incorrect shipping documentation

Other customer-specific compliance requirements

Proactively communicate compliance risks to Operations and appropriate management personnel.

Assist with investigation and resolution of chargebacks, deductions, and other customer compliance issues.

Maintain records of compliance issues and assist with identifying root causes and corrective actions.

Warehouse Operations Coordination Coordinate daily order planning requirements with warehouse supervisors, operations personnel, picking teams, packing, inventory control, and shipping.

Align order volume and shipping priorities with available warehouse capacity, labor, dock capacity, and carrier appointments.

Monitor daily fulfillment progress against established shipping targets and customer deadlines.

Communicate changes in order priorities and shipping requirements to appropriate warehouse personnel.

Identify…