An online order is picked and shipped by the warehouse
Who is involved
| Role | What they do |
|---|---|
| Customer | Pays on the online store and follows the status. |
| Order clerk | Watches the order list for new online orders. |
| Warehouse user | Ships and marks it delivered. |
Step by step
- Customer
Pays for an order on the online store.
What they see:The shop shows the order as placed.
- Order clerk
Finds the new order in Sales Orders.
What they see:It is already Confirmed; nobody has to confirm it.
- Warehouse user
Creates the delivery and dispatches it with the carrier and tracking.
What they see:The order is Shipped.
- Warehouse user
Marks it delivered.
What they see:The order is Delivered.
- Customer
Opens the order status page.
What they see:Shipped, then delivered.
Who is told what
The customer's status page follows the order; staff work from the order list. The order page does not show the customer or the delivery address, which are kept in the online store's own order.
Related
- Products & Online Store
- Sales Orders & Fulfilment
- Inventory, Purchasing & Warehousing
- The order desk hands a shipment to the warehouse
- A clerk prepares the order and a manager confirms it
- A customer return is approved, received and refunded
- A won deal can open a draft order
- An accepted quote becomes a sales order
- Team workflows