{"id":8742,"date":"2016-10-26T16:51:05","date_gmt":"2016-10-26T16:51:05","guid":{"rendered":"https:\/\/www.process.st\/templates\/order-processing-checklist\/"},"modified":"2024-02-28T20:50:52","modified_gmt":"2024-02-28T20:50:52","slug":"order-processing-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/order-processing-checklist\/","title":{"rendered":"Order Processing Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2> Introduction: <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tR7Ukpntdl4BurIR81ZJNw.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tR7Ukpntdl4BurIR81ZJNw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Effective order processing helps&nbsp;<strong>the completion of a sale&nbsp;run smoothly and efficiently.<\/strong> The key steps are recording information, communicating that information to the necessary teams, and following up with the customer to check they were satisfied with the end result.&nbsp;<\/p>\n<p>With this checklist, you can take a transaction to completion and <strong>record the necessary data<\/strong> from each step along the way.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"record-product-and-client-details\">\n<h2> Record product and client details <\/h2>\n<div class=\"text-content\">\n<p>It is important to keep track of all the information so the process runs smoothly. First,<strong> record the product information<\/strong> and then <strong>record the customer information<\/strong> below.<\/p>\n<p><strong>Use the form fields below<\/strong> to record the details of the product.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Name of product <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Product ID <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Price <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of purchase <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use the form fields below to keep track of your customers, and to ensure you can easily contact them.&nbsp;<\/p>\n<p>This will aid you in customer feedback and satisfaction, and enable you to provide high standard account management. You can also leverage this information in future to inform past customers about upcoming sales and offers.<\/p>\n<p><a href=\"http:\/\/www.ajml.com.au\/downloads\/resource-centre\/references\/operational-management\/The%20importance%20of%20record%20keeping.pdf\" rel=\"nofollow\">AJML - The Importance of Record Keeping<\/a><br \/><a href=\"https:\/\/www.zoho.com\/crm\/blog\/5-ways-maintain-clean-accurate-data.html\" rel=\"nofollow\">Zoho - 5 Ways to Maintain Clean and Accurate Customer Information<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Order ID <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customer name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customer address <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Customer phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"record-which-salesperson-made-the-sale\">\n<h2> Record which salesperson made the sale <\/h2>\n<div class=\"text-content\">\n<p>Ensure you record the details of who made the sale and how they were able to.<\/p>\n<p>Record the employee name in the form field below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>It is important to track these metrics within the company as it allows you to <strong>analyze which aspects of the business are performing highly and which are struggling<\/strong>. Recording the details of each sale allows you to optimize your business processes to focus on sending potential customers down a sales funnel which prioritizes the highest conversion aspects of the business.&nbsp;<\/p>\n<p>If you're not using a commission base for your sales then you could consider implementing one. There are benefits and downsides to commission based payment structures. You can find a comparison of different pay structures by Neil Kokemuller&nbsp;<a href=\"http:\/\/work.chron.com\/commission-vs-salaried-salespersons-1561.html\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.<\/p>\n<p><a href=\"https:\/\/www.linkedin.com\/pulse\/pros-cons-popular-sales-compensation-structures-michael-lambourne\" rel=\"nofollow noopener\" target=\"_blank\">A longer discussion of sales pay structures from Michael Lambourne can be found here.<\/a><\/p>\n<p>Commission or no commission, be sure to <strong>give the employee who made the sale a pat on the back<\/strong> and record their success for your monthly report. If you need assistance with creating your monthly reports you can use our <a href=\"https:\/\/www.process.st\/templates\/monthly-sales-report\" rel=\"nofollow noopener\" target=\"_blank\">Monthly Sales Report Checklist<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"check-product-is-in-stock\">\n<h2> Check product Is in stock <\/h2>\n<div class=\"text-content\">\n<p><strong>Ensure the product is in the warehouse<\/strong> and can be supplied to the customer or client.&nbsp;<\/p>\n<p>If the product cannot be found then it is important to <strong>check when there will be more stock<\/strong>.&nbsp;<\/p>\n<p><strong>Use the <\/strong>dropdown<strong> selection list below<\/strong> to record whether the product is available.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Can the product be found in stock? <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>Contact the client if the product is not in stock<\/h5>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If necessary, <strong>contact the client using the email widget<\/strong> below to explain that there will be a delay in delivery and let them know when to expect the product. Check the time and date of delivery works for the customer. <strong>Apologize for any inconvenience<\/strong> caused.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"ensure-payment-has-been-successfully-made\">\n<h2> Ensure payment has been successfully made <\/h2>\n<div class=\"text-content\">\n<p>Check that all payments have gone through successfully and confirmation has been received. &nbsp;<\/p>\n<p><strong>Use the dropdown below to record the confirmation<\/strong>. &nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> The customer has completed the payment <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Record the total price below<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Price paid <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-delivery-method\">\n<h2> Review delivery method <\/h2>\n<div class=\"text-content\">\n<p>Check <strong>which delivery method the client specified.<\/strong><\/p>\n<p>Record this information<strong> in the form field.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Delivery preference <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"note-appropriate-time-and-date-for-delivery\">\n<h2> Note appropriate time and date for delivery <\/h2>\n<div class=\"text-content\">\n<p>Record the information <strong>for the delivery company<\/strong> of when the product needs to arrive for the customer&nbsp;<strong>in the form fields below.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Time <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"contact-delivery-company\">\n<h2> Contact delivery company <\/h2>\n<div class=\"text-content\">\n<p><strong>Send an email to the delivery company<\/strong> to ensure they know the appropriate date and time for both collection and arrival of the product.&nbsp;<\/p>\n<p>In the email, <strong>ensure the customer will receive delivery updates<\/strong>.<\/p>\n<p>Use the<strong> email widget below<\/strong> to pass this information on.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Collect the tracking ID for the delivery <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"notify-warehouse-of-date-and-time-of-pickup\">\n<h2> Notify warehouse of date and time of pickup <\/h2>\n<div class=\"text-content\">\n<p>Ensure the warehouse is <strong>fully aware of the time and date of the pickup<\/strong> so they can have the product ready for collection and can record it within their systems.&nbsp;<\/p>\n<p><strong>Use the email widget<\/strong> below to notify the warehouse.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"notify-customer-of-delivery-confirmation\">\n<h2> Notify customer of delivery confirmation <\/h2>\n<div class=\"text-content\">\n<p><strong>Let the customer know their order has been processed successfully<\/strong> and they should receive it as planned. Send them their tracking ID along with the confirmation.<\/p>\n<p><strong>Use the email widget<\/strong> below to contact the customer.<\/p>\n<p>Alternatively, you can <strong>connect this step with Clicksend<\/strong>&nbsp;to automatically send the customer an SMS with their product name and tracking ID.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"record-completed-delivery-in-crm\">\n<h2> Record completed delivery in CRM <\/h2>\n<div class=\"text-content\">\n<p><strong>Keep a record in your own systems<\/strong> of the successful delivery and completion of the order process.&nbsp;<\/p>\n<p>Use the <strong>form field below<\/strong> to confirm the completed process.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Order completed? <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You can integrate&nbsp;Process Street with other systems to help you track and record this data. Within Process Street we integrate&nbsp;our sales data with Close.io by using Zapier.&nbsp;<\/p>\n<p>You can see <strong>an example of integrating with Close.io via Zapier<\/strong> at <a href=\"https:\/\/www.youtube.com\/watch?v=0fvQz69b6AM\" rel=\"nofollow noopener\" target=\"_blank\">this video of setting up a client onboarding process.<\/a><\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/0fvQz69b6AM?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-a-follow-up-to-check-customer-satisfaction\">\n<h2> Assign a follow up to check customer satisfaction <\/h2>\n<div class=\"text-content\">\n<p>It is important for customer satisfaction to <strong>check on whether clients were happy with your service<\/strong>. This can help you improve your processes in future and increase the quality of your products.&nbsp;<\/p>\n<p><strong>Use the email widget below<\/strong> to alert a member of your customer support team<strong> to check on the customer<\/strong> after a specified period of time.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You can learn more about customer follow-ups here:<br \/><a href=\"https:\/\/smallbiztrends.com\/2013\/10\/customer-follow-up.html\" rel=\"nofollow\">SmallBizTrends - 7 Ways to Master the Art of Customer Follow Up<\/a><\/p>\n<p>And you can find a series of follow-up email templates from HubSpot here:<br \/><a href=\"http:\/\/www.hubspot.com\/sales\/sales-follow-up-email\" rel=\"nofollow\">HubSpot - 16 Templates For The Sales Follow Up Email<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"order-processing-sources\">\n<h2> Order Processing Sources: <\/h2>\n<div class=\"text-content\">\n<p><a href=\"http:\/\/www.bssd.org\/UserFiles\/Servers\/Server_82120\/File\/Business%20Office%20Forms\/OrderingProcess_checklist.pdf\" rel=\"nofollow\">BSSD - Order Processing Checklist<\/a><br \/><a href=\"http:\/\/www.todolistsoft.com\/solutions\/checklist\/sales-order-checklist.php\" rel=\"nofollow\">TodoListSoft - Sales Order Checklist<\/a><br \/><a href=\"https:\/\/www.shipwire.com\/w\/support\/receiving-checklist\/\" rel=\"nofollow\">ShipWire - Receiving Checklist<\/a><br \/><a href=\"http:\/\/searchfinancialapplications.techtarget.com\/podcast\/Best-practices-for-sales-order-processing-and-management\" rel=\"nofollow\">Ray Wang - Best practices for sales order processing and management (Podcast)<\/a><br \/><a href=\"http:\/\/www.infinitcontact.com\/blog\/6-steps-to-an-effective-order-processing-system\/\" rel=\"nofollow\">Alfred Meneses - 6 Steps To An Effective Order Processing System<\/a><br \/><a href=\"https:\/\/www.volusion.com\/ecommerce-blog\/articles\/keeping-it-simple-your-guide-for-efficient-order-processing\/\" rel=\"nofollow\">Michael Crary - Keeping It Simple: Your Guide For Efficient Order Processing<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"related-templates\">\n<h2> Related Templates: <\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/sales-training-process\/\" rel=\"nofollow\">Sales training process checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/weekly-sales-prospecting-checklist\/\" rel=\"nofollow\">Weekly sales prospecting checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/cold-calling-checklist\/\" rel=\"nofollow\">Cold calling checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/bant-sales-qualification-call-process\/\" rel=\"nofollow\">BANT sales qualification call process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/sales-presentation-template\/\" rel=\"nofollow\">Sales presentation template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/sales-pitch-planning-checklist\/\" rel=\"nofollow\">Sales pitch planning checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/closing-the-sale-checklist\/\" rel=\"nofollow\">Closing the sale checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/monthly-sales-report\/\" rel=\"nofollow\">Monthly sales report<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Effective order processing helps&nbsp;the completion of a sale&nbsp;run smoothly and efficiently. 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