Send shipping confirmation and tracking details to customer
15
Follow up on delivery status
16
Update order as delivered in Magento system
17
Send delivery confirmation to customer
18
Handle customer inquiries post-delivery
19
Approval: Customer Satisfaction Check
20
Close order
Receive new order
Welcome to the order fulfillment process! This task involves receiving a new customer order. It is crucial to ensure all details are accurate and complete. You will need to keep an eye out for any additional instructions, special requests, or changes requested by the customer. Here is your chance to make a great first impression!
Verify order details
In this task, you will review the order details provided by the customer. Double-check the customer's contact information, shipping address, and any specific instructions they have provided. Accuracy is key at this stage to prevent any shipping or delivery errors.
Approval: Order Verification
Will be submitted for approval:
Verify order details
Will be submitted
Check item availability
Now it's time to ensure the availability of the items in the order. Check your inventory to see if all the products are in stock. If any items are out of stock, it's important to communicate this to the customer promptly.
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In stock
2
Out of stock
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Limited stock
Inform customer of order status
Keeping the customer informed about their order's progress is crucial. In this task, you will update the customer on the status of their order. Let them know whether their items are in stock, any potential delays, or if any changes have been made to their order.
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Processing
2
Delayed
3
Changes made
Allocate stock for the order
If all items are available and ready to be shipped, it's time to allocate the stock for the order. This step ensures that the items are set aside specifically for this customer's order and won't be accidentally allocated to another order.
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Allocate item 1
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Allocate item 2
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Allocate item 3
Prepare for packing
Before packing the items, ensure you have all the necessary packaging materials, such as boxes, bubble wrap, or envelopes. This task involves gathering all the items and materials needed for efficient and safe packing.
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Item 1
2
Item 2
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Item 3
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Box
2
Bubble wrap
3
Envelope
Pack items
It's time to carefully pack the items for shipment to ensure they arrive safely at the customer's doorstep. Pay attention to fragile items and use appropriate cushioning to protect them during transit.
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Item 1
2
Item 2
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Item 3
Prepare shipping label
In this task, you will generate the shipping label for the package. Make sure to fill in the correct shipping address, order number, and any other necessary details. This label will be used for tracking the package throughout its journey.
Finalize packaging
Before sealing the package, double-check that all items have been packed securely. Ensure that the shipping label is clearly visible and placed appropriately. This step is crucial to prevent any potential damage or loss during transit.
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Items secure
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Label visible
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Packaging intact
Schedule pickup with courier
Contact the designated courier to schedule a pickup for the package. Provide them with the necessary details, such as the pickup address, package weight, and any special instructions. Ensure that the pickup date and time are suitable for both parties.
Dispatch order to courier
Hand over the package to the courier for delivery. Ensure that the courier is aware of the package details, destination, and any specific handling instructions. Keep a record of the courier's information and the exact time of dispatch.
Update order status to shipped in Magento system
In Magento system, update the order status to 'shipped' to reflect the current progress. This step helps keep the customer informed and also allows them to track their order via their online account. Accuracy is crucial to maintain transparency.
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Shipped
2
In transit
3
Delivered
Send shipping confirmation and tracking details to customer
It's time to send a shipping confirmation email to the customer, providing them with the tracking details for their order. Use the template below to compose the email:
Follow up on delivery status
Check the delivery status of the package using the provided tracking number. Monitor the progress and stay proactive in case of any unexpected delays or issues. Keeping track of the package helps provide timely updates to the customer.
Update order as delivered in Magento system
Once the package has been successfully delivered, update the order status to 'delivered' within the Magento system. This step allows for accurate order records and helps with customer support, if needed.
Send delivery confirmation to customer
It's time to send a delivery confirmation email to the customer, letting them know that their package has been successfully delivered. Use the template below to compose the email:
Handle customer inquiries post-delivery
It's important to address any post-delivery inquiries or concerns raised by the customer promptly. Listen to the customer, investigate the issue, and provide suitable solutions or assistance. Effective communication is vital to maintaining a positive customer relationship.
Approval: Customer Satisfaction Check
Will be submitted for approval:
Handle customer inquiries post-delivery
Will be submitted
Close order
Congratulations! You have successfully completed the order fulfillment process. In this final task, make sure to close the order by updating the status and archiving any relevant files or records. Thank the customer for their business and encourage them to provide feedback on their experience.