Reply To: Minimize steps to cancel or change an order once released to warehouse

  • Chris Donnelly

    October 23, 2023 at 10:46 am


    There are a lot of considerations here. Every customer/organization is different.

    Some of the considerations are: number of lines on the order, size of the order (qty and $), nature of the product (i.e. expiration), nature of the business (high touch vs. operational excellence), size of the operation (volume of orders, number of order types/workflows), etc.

    My advice would be to focus on learning their current process and adapting the solution to it.

    Ideas on how to streamline:

    – Set a deadline for any changes to an order. If the order goes into the warehouse, it’s getting shipped.

    – Only allow ‘pulls’ from an order after packing and before shipping. Any changes or additions must be a new order.

    – Charge a handling fee for some or all changes.

    I hope this helps. Good luck.


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