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  • briefcaseProcesses
    • Hexio - Shipping
    • Hexio - Returns
    • Hexio - Billing
  • briefcaseCustomer Service
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  • Other Processes
    • Job Descriptions
    • Process 2
    • Process 3

Shipping Process

Will add something here later.

  1. Receive order. (All new orders will have the status 'Open' and be in the Open Orders Que)
  2. Verify Address is deliverable.
  3. Printing picklist. **(Click CSV, Open in excel. Delete the following Columns: A-L)
  4. Pull the products from the back.
  5. Create shiping Label through FedEx.
  6. Input tracking number into platform.
  7. Print packing slip.
  8. Assemble package. (Every package should include: Product, Packing slip, Welcome Package, Prepaid Envelope, Shipping Label)
  9. Move packaged box to front to await FedEx.
  10. Click Print Invoice. (No need to actually print it. It automatically attaches to client's account.)
  11. Change status to 'Pending' (It will then automatically move to Pending Que.)
  12. Update Inventory.
  13. Go into Pending que and Update Delivery Date.

Questions / Notes

  • How long for 1 employee to do an order of 10 packages from start to finish?
  • Automatically Email invoice after created.
  • Automate inventory from Sales / Returns / Purchase Orders

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