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order check list

1. Order Confirmation

  • Review order summary in the system
  • Check each item's description for accuracy
  • Ensure quantities match customer request
  • Verify pricing against current pricing list
  • Look for any discounts or promotions applied
  • Access payment processing system
  • Check transaction status for successful payment
  • Verify payment method matches customer details
  • Look for any payment discrepancies or issues
  • Document payment confirmation in order records
  • Create email template for order confirmation
  • Include order details: items, quantities, and prices
  • Add estimated delivery date and shipping details
  • Personalize email with customer's name
  • Send email and log sent status in system
  • Review order notes section in the system
  • Identify any specific requests or modifications
  • Ensure team is aware of special instructions
  • Update order processing notes if needed
  • Confirm any adjustments are feasible before fulfilling

2. Inventory Check

3. Packaging Preparation

4. Shipping Coordination

5. Post-Order Follow-Up

6. Record Keeping

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