Free Checklist Templates for Fulfillment

Fulfillment

OR

Delivery Tracking Checklist

Order Processing

Confirm order receipt in the OMS

Validate payment and fraud signals

Manually review high-risk orders

Allocate inventory and reserve stock

Send order confirmation to the customer

Pick, Pack, and Dispatch

Print pick lists and shipping labels

Pick units against the pick list

Inspect items for defects and accuracy

Pack items with appropriate dunnage

Hand off cartons to the carrier

Tracking and Customer Notifications

Push tracking numbers to all sales channels

Send shipping confirmation to the customer

Monitor in-transit shipments daily

Open carrier claims for stuck or lost packages

Send delivery confirmation and review request

Customer Support and Returns

Triage delivery tickets in Gorgias or Zendesk

Issue replacements for lost or damaged orders

Process RMAs through Loop or Returnly

Refund or exchange per the returns policy

Post-Delivery Reconciliation

Close out completed orders in the OMS

Audit weekly delivery performance KPIs

Document carrier or 3PL issues for the QBR

Roll improvements into next-cycle SOPs

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Logistics Coordination Checklist

Inventory Management

Run the weekly cycle count

Reconcile cycle-count variance against on-hand

Investigate variances over $250 or 2%

Generate replenishment POs from demand forecast

Receiving and Putaway

Verify piece count against the PO

Confirm whether the shipment matches the PO

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Order Fulfillment Checklist

Order Intake & Verification

Import new orders from all sales channels

Screen orders for fraud signals

Verify payment captured and cleared

Confirm SKU availability against on-hand inventory

Oversell Resolution

Contact customer with substitution or ETA options

Update channel inventory to prevent further oversells

Pick, Pack & Label

Generate pick lists by zone or batch

Pick units and scan against the order

Pack with brand-appropriate dunnage and inserts

Print and apply shipping labels

Carrier Handoff & Tracking

Stage outbound by carrier and confirm pickup

Push tracking numbers to all sales channels

Send shipment confirmation to the customer

Delivery Monitoring

Monitor in-transit exceptions and stalled shipments

Confirm delivery and check for damage reports

Returns & Refunds

Issue RMA and prepaid return label

Inspect returned units and grade condition

Process refund or store credit in the original channel

Restock resellable units to the channel they came from

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Order Packaging Checklist

Order Verification

Pull the pick list from the OMS

Confirm payment captured and not on hold

Identify the sales channel for this order

Verify on-hand inventory matches the pick

Flag fragile, hazmat, or oversize SKUs

Packaging Material Selection

Select the right-size box or mailer

Pull dunnage matched to fragility tier

Apply UN-rated packaging for hazmat

Insert branded inserts and packing slip

Packing Process

Scan each unit against the pick list

Pack with six-sided protection

Seal with H-tape pattern

Apply tamper-evident seal for high-value SKUs

Generate the carrier label in ShipStation

Quality Control

Weigh and measure the sealed package

Verify ship-to address and label legibility

Photograph the sealed package

Log any QC discrepancies

Carrier Handoff and Confirmation

Stage parcels by carrier and service level

Hand off to carrier and obtain manifest

Push tracking back to the sales channel

Schedule LTL freight pickup

Send branded shipment confirmation

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Order Processing Checklist

Order Reception & Validation

Pull new orders from the OMS

Verify payment capture and AVS clearance

Screen the queue against fraud rules

Manually review high-risk flagged orders

Check buyer notes and gift instructions

Inventory & Allocation

Verify on-hand stock across channels

Allocate stock to the order

Trigger replenishment PO for low SKUs

Confirm lot and expiration for regulated SKUs

Pick, Pack, and Label

Print zone pick lists and packing slips

Scan barcodes during the pick

Inspect units for QC defects

Pack with right-sized dunnage and inserts

Generate the carrier label

Carrier Handoff & Tracking

Schedule the daily carrier pickup

Hand cartons to the driver

Send shipping confirmation to the customer

Monitor in-transit exceptions in AfterShip

Post-Delivery & Reporting

Reconcile the daily ship report

Trigger the post-delivery review request

Process the customer RMA return

File the carrier claim

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Shipping and Delivery Checklist

Order Acceptance and Validation

Validate billing and shipping address

Review payment capture and fraud signals

Confirm SKU availability across channels

Flag restricted or hazmat orders

Pick, Pack, and Label

Pick units against the pack slip

Apply FNSKU or carrier-required labels

Pack with right-sized carton and dunnage

Confirm dim weight matches rate quote

Carrier Handoff

Generate shipping label in ShipStation

Schedule carrier pickup or drop-off

Capture signed driver manifest

In-Transit Monitoring

Send tracking notification via Klaviyo

Review in-transit scan exceptions

File carrier claim for lost or damaged units

Delivery Confirmation and Reconciliation

Confirm delivery scan and POD

Trigger post-purchase review request

Process return or replacement

Reconcile order in the OMS

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Shipping and Fulfillment Checklist

Order Intake and Verification

Pull the order batch from the OMS

Verify ship-to address and payment status

Check on-hand availability against the pick list

Split the order or backorder the missing line

Pick and Pack

Pick items against the scan-verified pick ticket

Select packaging by product profile

Insert packing slip and brand inserts

Seal, weigh, and dimension the package

Carrier Selection and Label Generation

Rate-shop the carrier mix for the lane

Print the shipping label and tracking barcode

Confirm late-cutoff handoff for expedited orders

Carrier Handoff and Manifest

Stage packages by carrier and service

Close out and transmit the end-of-day manifest

Get the driver's signature on the BOL

Tracking and Customer Communication

Trigger the ship-confirmation email

Monitor in-transit exceptions daily

Confirm delivery and capture proof

File the carrier claim and reship

Returns and Exchanges

Receive the return at the inspection bench

Inspect condition against the return policy

Process the refund or exchange in the POS

Restock or route to RTV

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Warehouse Operations Checklist

Inventory Accuracy & Cycle Counts

Cycle count A-velocity SKUs

Investigate count variances

Verify FIFO on dated and lot-controlled SKUs

Review barcode and RFID scan exceptions

Update reorder points and safety stock

Order Fulfillment & Outbound

Validate today's pick waves against the OMS

Pack per channel-specific prep requirements

Generate carrier labels and rate-shop

QC scan packages before manifest cutoff

Confirm carrier pickup and tracking upload

Warehouse Safety & Compliance

Run forklift pre-operation inspection

Walk emergency exits and fire lanes

Audit PPE compliance on the floor

Log near-misses and safety incidents

Verify hazmat and restricted-product handling

Returns Processing & Disposition

Inspect inbound returns against the RMA

Grade return condition for disposition

Restock sellable units to bin locations

Process refund or exchange in the OMS

Tag return reason codes for trend review

Equipment Maintenance & Uptime

Run scheduled PM on conveyors and scanners

Check forklift batteries and charge logs

Verify spare-parts inventory levels

Inspect racking for damage and overload

Close out the week's CMMS work orders

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