Order Processing & Fulfilment

Faster order turnaround and fewer picking errors start the moment an order lands in your system.

107 hrs
Time saved/month
9
Companies have mapped
Map This Automation

About This Automation

Order processing turns a single online order into a picked, packed, invoiced, and shipped package. Doing this by hand means re-checking stock in a spreadsheet, retyping details into an accounting system, and manually booking every carrier pickup.

An automated version verifies stock, builds the pick list, generates the invoice and shipping label, and files the paperwork on its own. Staff step in only to pack the box and resolve genuine shortages, so orders move faster with fewer errors.

Key features
Checks live stock levels against each incoming order automatically
Flags shortages and routes a substitution or refund request to the customer
Builds a pick list for the warehouse floor without manual entry
Generates the invoice and packing slip once packing is confirmed
Books carrier pickup and prints the shipping label from the final weight
Files invoices, packing slips, and tracking numbers into a shared folder

How The Automation Works

The full workflow, from trigger to completion.

1. New Order Receivedtrigger

A new order triggers the workflow the moment it is placed.

2. Verify Stock & Draft Pick List

The automation checks the stock list and builds a pick list, flagging any shortages.

3. Email Customer About Substitution

If an item is short, the automation drafts and sends a substitution or refund email for a shortage.

4. Notify Warehouse With Pick List

The confirmed pick list is pushed to the shared stock sheet for the warehouse floor.

5. Pick, Pack & Weigh Order

Warehouse staff pull, pack, and weigh the order as before, this step stays manual.

6. Create Invoice & Book Shipment

The automation generates the invoice and books the carrier pickup using the confirmed weight and address.

7. Send Shipping Confirmation

A confirmation email with tracking number goes to the customer automatically.

8. Archive Order Files

The invoice, packing slip, and tracking details are filed into the order folder automatically.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

Recommended for you

Other high-impact processes teams commonly map alongside this one.

Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

View more FAQs
Estimated Time Saving
107hrs/month
Process pain:8.2/10
Mapped by:9 Companies

Map this to your business to get your exact numbers.

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