Order Management Checklist for Growing Businesses
A comprehensive operational checklist for managing open orders, timely dispatch, and accurate customer tracking updates.
Before You Begin
- Review current active orders across all fulfillment stages in your dashboard.
Step-by-Step Instructions
Step 1: Daily Order Review
Check for incoming prepaid and COD orders at scheduled intervals throughout the business day.
Step 2: Address and Stock Validation
Confirm that items are in stock and customer shipping destinations are complete.
Step 3: Tracking Entry and Status Updates
Ensure every dispatched parcel has tracking details entered and status updated promptly.
What You Should See
- Open orders are reviewed regularly and moved through the appropriate fulfillment steps.
Common Problems & Troubleshooting
Problem: Unfulfilled Orders Overlooked
Solution: Use the Processing status filter daily to ensure all open orders are moving toward dispatch.