Process · Delivery handoff

Delivery handoff

Keep shipment, carrier and delivery evidence tied to the subscriber order.

Step by step

Check the approved order Fulfillment Lead

Fulfillment Lead reads the requested delivery date, products and quantities.
- Confirms scope and promised date
- Updates Meal orders, Meal lines
Pack the items Fulfillment Lead

Fulfillment Lead prepares the shipment from the correct warehouse and records who packed it.
- Captures packing responsibility
- Updates Fulfillment events, Warehouses
Dispatch the shipment Fulfillment Lead

Fulfillment Lead records the ship date, carrier and tracking number when dispatch is confirmed.
- Keeps carrier and tracking evidence
- Updates Fulfillment events
Record delivery Fulfillment Lead

Fulfillment Lead updates the observed delivery state and retains proof where available.
- Records delivery timing and proof
- Updates Fulfillment events
Handle a return Fulfillment Lead

Fulfillment Lead links a customer return to the shipped item if the subscriber reports a problem.
- Relates the issue to shipped scope
- Updates Customer returns, Shipment items

And how to keep it from happening.

A tracking number alone is not evidence that every order line was delivered. Compare shipped quantities with the lines.
A split shipment can leave an order partly shipped. Keep each shipment event linked to the same order.
A return without its original shipped item makes credit review harder. Start from the shipment item and record the reason and disposition.

Fulfillment Lead: Owns packing and delivery evidence; Sales Rep answers the subscriber; Finance Clerk reviews any credit effect.

Start free, then use Proto to change fields, steps and approvals before your team goes live.