Track shipment and provide updates to the customer
16
Confirm delivery of order with courier
17
Send delivery confirmation to customer
18
Close order in system
19
Archive order details in system
20
Prepare for next order
Receive new order from customer
Upon receiving a new order from a customer, this task initiates the order fulfillment process. It plays a crucial role in ensuring customer satisfaction and generating revenue for the business. The desired result is to successfully capture all necessary details of the order from the customer. Make sure to ask for the customer's name, contact information, shipping address, and the products they wish to purchase.
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Product A
2
Product B
3
Product C
4
Product D
5
Product E
Verify and validate customer details
This task is responsible for verifying and validating the customer's details provided in the previous step. It ensures that the information is accurate and complete, minimizing the risk of errors or misdeliveries. The desired result is to confirm the customer's identity and contact information. You can use tools like online phone directories or address validation services to cross-check the provided information.
Check product availability
This task focuses on checking the availability of the products requested by the customer. It plays a crucial role in ensuring that customers' orders can be fulfilled within the expected timeframe. The desired result is to confirm whether the requested products are in stock or if any items need to be restocked before fulfilling the order. You can use an inventory management system or contact the warehouse team for real-time product availability.
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Product A
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Product B
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Product C
4
Product D
5
Product E
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North America
2
Europe
3
Malaysia
Reserve inventory for order
Once the product availability has been confirmed, this task focuses on reserving the required inventory for the customer's order. It ensures that the products will be held and not sold to other customers. The desired result is to allocate the necessary quantity of each product for the order without any overbooking. This helps prevent stockouts and delays in order fulfillment.
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Product A
2
Product B
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Product C
4
Product D
5
Product E
Approval: Inventory Reservation
Will be submitted for approval:
Check product availability
Will be submitted
Reserve inventory for order
Will be submitted
Generate invoice for order
This task is responsible for generating an invoice for the customer's order. It includes the itemized list of products, prices, any applicable discounts or taxes, and the total amount due. The desired result is to create an accurate and clear invoice that can be sent to the customer for payment and record-keeping purposes.
1
Credit Card
2
PayPal
3
Bank Transfer
Capture customer payment
Upon receiving the customer's payment, this task focuses on capturing and verifying the payment. It ensures that the transaction is completed successfully and the payment is securely processed. The desired result is to collect the payment and confirm its validity before proceeding with order fulfillment. You can use payment gateways or contact the finance team for payment verification.
1
Credit Card
2
PayPal
3
Bank Transfer
Approval: Payment Processing
Will be submitted for approval:
Generate invoice for order
Will be submitted
Capture customer payment
Will be submitted
Prepare order for shipment
This task involves preparing the customer's order for shipment. It includes gathering the products, packaging them securely, and organizing them for efficient processing. The desired result is to have the order ready for pickup by the shipment courier. Make sure to instruct the fulfillment team to follow proper packaging guidelines and include any necessary documents, such as packing slips or return forms.
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Product A
2
Product B
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Product C
4
Product D
5
Product E
Package ordered products
This task focuses on packaging the ordered products securely to ensure safe delivery to the customer. It includes using appropriate packaging materials, protecting fragile items, and labeling the packages correctly. The desired result is to have the ordered products properly packaged and ready for shipping. Provide clear instructions to the fulfillment team to follow packaging standards and use any necessary cushioning materials or protective measures.
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Product A
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Product B
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Product C
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Product D
5
Product E
Create shipping label
This task involves creating the shipping label for the customer's order. It includes inputting the shipping address, package weight, and other necessary details required by the shipment courier. The desired result is to generate an accurate shipping label that can be attached to the package. Provide clear instructions on how the shipping label should be formatted and what information needs to be included.
Assign order to shipment courier
Once the shipping label is ready, this task focuses on assigning the customer's order to a specific shipment courier for pickup and delivery. It ensures that the order is handed over to a reliable courier service that can meet the expected delivery timeline. The desired result is to have the order assigned to a suitable courier and schedule pickup accordingly. Make sure to provide clear instructions to the shipping team on how to assign the order to the designated courier.
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Courier A
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Courier B
3
Courier C
4
Courier D
5
Courier E
Confirm pickup with shipment courier
Once the customer's order is assigned to the shipment courier, this task focuses on confirming the pickup details with the courier. It ensures that the courier is aware of the order and ready to collect it as scheduled. The desired result is to establish clear communication and confirmation with the courier to avoid any pickup delays or issues. Instruct the team to contact the courier and document the pickup confirmation details.
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Courier A
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Courier B
3
Courier C
4
Courier D
5
Courier E
Notify customer of shipment
Once the customer's order is picked up by the shipment courier, this task focuses on notifying the customer about the shipment. It includes providing them with the tracking information, estimated delivery date, and any additional instructions or updates. The desired result is to keep the customer informed and engaged throughout the shipping process. Make sure to provide clear instructions on how to send the shipment notification to the customer.
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Standard Shipping
2
Express Shipping
3
Overnight Shipping
Track shipment and provide updates to the customer
This task involves tracking the customer's shipment and providing regular updates on its status. It ensures that the customer can monitor the progress of their order and anticipate its arrival. The desired result is to keep the customer informed about any delays, location changes, or delivery exceptions. Instruct the team to use a reliable shipment tracking system or contact the courier for real-time updates.
Confirm delivery of order with courier
Once the customer's order is delivered by the shipment courier, this task focuses on confirming the successful delivery of the order. It ensures that the package reaches the intended recipient and can be marked as delivered in the system. The desired result is to obtain confirmation from the courier and update the order status accordingly. Instruct the team to contact the courier for delivery confirmation details.
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Courier A
2
Courier B
3
Courier C
4
Courier D
5
Courier E
Send delivery confirmation to customer
Upon confirming the successful delivery of the customer's order, this task focuses on sending a delivery confirmation to the customer. It provides the final update on the order's status and ensures that the customer knows their package has been delivered. The desired result is to communicate the delivery confirmation effectively and provide any necessary follow-up information. Make sure to include the delivery confirmation details and express gratitude for the customer's business.
Order Delivery Confirmation
1
Request Feedback
2
Offer Discount for Next Purchase
3
Encourage Product Review
Close order in system
Upon completing the fulfillment process for the customer's order, this task focuses on closing the order in the system. It ensures that all associated tasks and processes are marked as completed, and the order is no longer active. The desired result is to maintain an accurate and up-to-date order status in the system. Provide clear instructions on how to close the order and update the relevant fields or statuses.
Archive order details in system
After closing the order in the system, this task focuses on archiving the order details for future reference and record-keeping purposes. It ensures that the order information is stored securely and can be accessed if needed. The desired result is to have a complete and well-organized order archive for easy retrieval and analysis. Provide clear instructions on how to archive the order details, including any specific file naming or storage conventions.
Prepare for next order
After successfully fulfilling the current order, this task prepares the team for the next order. It ensures that all necessary resources, tools, and equipment are restocked or prepared for efficient order processing. The desired result is to have a smooth transition from one order to the next, minimizing any downtime or delays. Provide instructions on what needs to be checked or prepared for the next order and any specific tasks to be completed before proceeding.