TACTIXProcess templates
Order Picking & Shipping Process Template
Wrong or short shipments are the most common reason for returns and lost customers. This template shows the shipping steps from order to handover and the packing check.
Free. Lanes, steps and approvers come ready; you can change everything.
Process flow
Each row is a role (swimlane); steps run left to right.
| Sales / customer service | 1 · StartConfirm the order | |||||
|---|---|---|---|---|---|---|
| Warehouse | 2 · DocumentPrint the pick list | 3 · StepPick the items | 4 · StepCheck and pack | |||
| Shipping | 5 · DocumentDelivery note / shipping label | 6 · EndHand over and send tracking |
Step by step
Confirm the order
Print the pick list
Pick the items
Check and pack
- Items and quantities correct
- No damage
Delivery note / shipping label
Hand over and send tracking
Who does what? (RACI summary)
R: responsible · A: approves
| Step | Sales / customer service | Warehouse | Shipping |
|---|---|---|---|
| Confirm the order | R | ||
| Print the pick list | R | ||
| Pick the items | R | ||
| Check and pack | R | ||
| Delivery note / shipping label | R | ||
| Hand over and send tracking | R |
When to use it
- New staff prepare shipments
- Packing errors happen often
- You want to show shipping steps as on-site instructions
Tips
- Put the item, quantity and damage checks in the packing step.
- Stick the step's QR guide at the packing table.
- TACTIX describes the process; keep stock and orders in your warehouse system.
More process templates
Run the process with your team on one map
Open the template, give each step an owner and a date, and send it to your field team as step-by-step instructions and QR labels.