Workflow Templates: Order Processing Checklist

Receive order notification from sales platform

Verify order details and payment confirmation

Check for any special instructions or notes from the customer

Assign order to appropriate processing team

Update order status to 'Processing' in the system

Verify product availability in the inventory

Reserve items for the order to prevent overselling

Update inventory levels to reflect reserved items

Notify procurement team if inventory levels are low

Confirm reserved items are ready for picking and packing

Print order invoice and shipping labels

Pick items from the warehouse according to the order

Inspect items for quality and accuracy

Pack items securely for shipment

Attach shipping labels and necessary documentation

Schedule pickup with the shipping carrier

Hand over packed orders to the shipping carrier

Update order status to 'Shipped' in the system

Send shipping confirmation and tracking details to the customer

Monitor delivery status until order reaches the customer

Confirm delivery with the customer

Request feedback or review from the customer

Update order status to 'Completed' in the system

Handle any post-delivery issues or returns

Generate reports on order processing efficiency

Order Processing Checklist