Customer Order Fulfillment Process Workflow Template

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Overview: Customer Order Fulfillment Workflow Template

This workflow template illustrates the processing of incoming orders from customers and the resulting credit check, order configuration and shipment of the order to the customer. Purchase and download this template in PDF and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Customer Order Fulfillment process.

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Process Details and FAQ: Customer Order Fulfillment

What is Customer Order Fulfillment?

The Customer Order Fulfillment process involves coordination between customers, sales representatives, procurement staff (i.e., buyers), vendors and order distribution/processing staff to field, verify, prepare and ship out orders to customers. The order is initially collected by sales team members who interface directly with the customer/client. Once the order information has been collected, the customer's credit is verified and the order is sent to the procurement team for preparation.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Customer Order Fulfillment process:

Which employees and/or departments are involved in this process?

The following parties are typically involved in Customer Order Fulfillment:

  • Customers
  • Sales Representatives
  • Procurement Staff (Buyers)
  • Vendors
  • Distribution Staff

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF and Visio (VSD) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Customer Order Fulfillment

    - Instantly download files
    - Includes PDF, VSD file formats
    - Customize the Visio version
    - Workflows mapped in BPMN 2.0


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