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Sales Order Fulfillment Workflow

Metadata

FieldValue
PhasePhase 4c (Tier 3)
FWCR CategorySales & CRM
OwnerProduct Team
Status⚪ Planned
Linear:BAY-23

Overview

End-to-end order fulfillment from picking to delivery confirmation, with real-time tracking and customer notifications.


Actors

RoleDescription
WarehousePicks and packs orders
OperationsManages shipping
CustomerReceives delivery
SystemTracks fulfillment, notifies

Preconditions

  • Sales order created
  • Inventory available
  • Shipping partners configured

Postconditions

  • Order picked, packed, shipped
  • Customer received
  • Invoice confirmed

User Flow

  1. Order released to warehouse
  2. Generate pick list
  3. Pick items from locations
  4. Pack with label generation
  5. Hand to shipping provider
  6. Track shipment
  7. Confirm delivery
  8. Update order status
  9. Notify customer

Acceptance Criteria

#CriteriaTarget
1Fulfillment accuracy98%
2On-time delivery95%

Metrics

MetricTarget
FWCR80%
Order cycle timeunder 2 days

Status: ⚪ Planned Last Updated: May 2026