January 30, 2024

How to Organize Orders for Small Business

Keep your customers happy with fast delivery times and accurate information throughout the process. It’s critical that customers receive their orders on time or even sooner, especially in the case of online purchases.

Order tracking starts with a standardized order form that captures all the necessary information. From there, it’s important to have a method for updating the order status, whether that be using a physical whiteboard or corkboard, or a digital spreadsheet.

It’s important to consider your return policy when designing an order management system, as some customers may change their mind or find that a product isn’t right for them. Keeping that in mind, you’ll also want to create a board dedicated to managing returns so that your team can quickly see what is going on.

Embrace lean inventory principles to reduce excess inventory and minimize carrying costs. You’ll also need to set reorder points based on sales trends and lead times, which can help prevent stockouts and maintain customer satisfaction.

Once you have an efficient ordering system in place, it’s time to optimize your workflow by automating as many processes as possible. For example, you can use an online tool like Circuit to connect with your inventory dashboard and automatically send incoming orders to the appropriate member of your team for processing. Additionally, you can plan and track your deliveries so that you’re always on-time and don’t have demanding customers coming to you with complaints.

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