Confirm your access, the enabled capabilities and the relevant plan or provider requirements. Use a test environment for tasks that could change live records.
Understand the order#
Inspect items, customer information, destination and payment state. Distinguish an ordinary paid order from an unpaid or cash-on-delivery order.
Confirm readiness#
Check item availability and assign the appropriate location, seller or team. Resolve incomplete information before committing goods to a delivery process.
Prepare the handoff#
Pack the right items and pass the necessary delivery and collection information to the responsible party. Review partial or multi-vendor fulfillment if relevant.
Follow the exception#
Define what happens after a failed delivery, an unavailable item or a customer cancellation. The customer-facing response and the operational correction should describe the same outcome.
Close the loop#
Inspect delivery, payment or cash collection, and the customer record. If a return follows, preserve the link to the original order and its financial consequences.
The normal journey and the relevant exception paths have been checked, ownership is clear and the result can be inspected by your team.