Workflow Templates: Shipping and Fulfillment Checklist

Verify the accuracy of the customer's order details

Check inventory levels for the ordered items

Assign the order to the appropriate fulfillment team or individual

Select the appropriate packaging materials to ensure product safety

Include all necessary items in the package (e.g., invoices, promotional materials)

Seal and label the package correctly with the shipping and handling instructions

Choose the right carrier based on cost, reliability, and delivery speed

Calculate and apply the correct postage or shipping label

Schedule pickups or drop off packages according to the carrier's guidelines

Provide the customer with a tracking number and expected delivery date

Monitor the shipment to ensure it is on track and update the customer on any delays

Confirm delivery with the customer and collect feedback on the shipping experience

Clearly communicate the return and exchange policy to customers

Inspect returned items for condition and compliance with the return policy

Process refunds or exchanges promptly to maintain customer satisfaction

Shipping and Fulfillment Checklist