Confirm your access, the enabled capabilities and the relevant plan or provider requirements. Use a test environment for tasks that could change live records.
Define order confirmation#
Choose the supported contact or messaging path and the person responsible for no response, corrections and cancellation. Check the enabled tool rather than assuming a configured provider is active.
Validate delivery information#
Confirm the address, recipient and amount to collect. Establish an escalation route for a change that arrives after packing or dispatch.
Hand off the order#
Give the fulfillment party the correct order and collection details. Make responsibility clear when more than one vendor or pickup is involved.
Record the delivery outcome#
Distinguish delivered, failed and returned outcomes. Confirm the supported collection record and any adjustment required by the result.
Reconcile the cash#
Compare collected cash and remittance with the original order. Investigate shortages, collection fees and returns before closing the period.
The normal journey and the relevant exception paths have been checked, ownership is clear and the result can be inspected by your team.