Free Checklist Templates for Shipping

Shipping

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 and Transportation Checklist

Transportation Planning

Pull next week's shipping demand from ERP

Classify shipments by mode and service level

Review carrier scorecard for OTD and damage

Tender loads to carriers via TMS

Inbound Coordination

Confirm supplier ship dates against MRP

Schedule inbound dock appointments

Verify packing slips against PO at receiving

Open a supplier NCR for the discrepancy

Compliance and Documentation

Generate BOL and commercial invoice

Prepare hazmat shipping papers and labels

Complete export documents for international freight

File shipping records for audit retention

Risk and Loss Prevention

Verify cargo insurance covers declared value

Apply tamper-evident seals to FTL trailers

Brief the contingency plan for lane disruption

Performance Review

Pull weekly OTD and damage KPIs from TMS

Audit freight invoices against tendered rates

Capture customer delivery feedback

Review KPIs in the weekly logistics huddle

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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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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 Carrier Selection Checklist

Volume & Ship Profile Analysis

Pull 12 months of shipping data by zone

Segment shipments by weight and DIM ratio

Identify residential vs commercial split

Forecast peak-season parcel volume

Rate & Surcharge Comparison

Request rate cards from UPS, FedEx, USPS

Model effective rate against your ship profile

Audit accessorial and GRI exposure

Evaluate hybrid services like SurePost and SmartPost

Coverage & Transit Times

Map transit times to top demand ZIPs

Confirm rural, PO box, and APO coverage

Verify international shipping capability

Confirm DDP and customs documentation support

Technology & Integration Fit

Verify ShipStation or OMS connector availability

Test rate-shopping API and label generation

Confirm tracking webhook reliability

Review claims portal for lost or damaged parcels

Contract & Pilot Rollout

Negotiate volume tiers and accessorial waivers

Sign the carrier contract

Configure carrier in shipping software

Run a pilot shipment batch

Open carrier-side remediation case

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