Shipping Process
Will add something here later.
- Receive order. (All new orders will have the status 'Open' and be in the Open Orders Que)
- Verify Address is deliverable.
- Printing picklist. **(Click CSV, Open in excel. Delete the following Columns: A-L)
- Pull the products from the back.
- Create shiping Label through FedEx.
- Input tracking number into platform.
- Print packing slip.
- Assemble package. (Every package should include: Product, Packing slip, Welcome Package, Prepaid Envelope, Shipping Label)
- Move packaged box to front to await FedEx.
- Click Print Invoice. (No need to actually print it. It automatically attaches to client's account.)
- Change status to 'Pending' (It will then automatically move to Pending Que.)
- Update Inventory.
- 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