Assign each open order to a fulfillment owner

Identify the last order the current site will fulfill and the first order the new site will fulfill. Give operations a list of open orders, returns, replacements, and shipments with missing tracking. Decide who owns each order if a shipment or refund remains outstanding after the move.

Update the customer and processor records affected by the move

  • Check whether the new location changes handling times, service regions, delivery options, or returns.
  • Review the merchant agreement for notification or review requirements and provide the actual fulfillment change if requested.
  • Change customer-facing information only when the new details apply.
  • Keep the old tracking and order records available for orders already fulfilled.

Prove one complete order from the new location

Check that the new site receives the order, ships the correct items, and returns tracking to the store. Confirm the receipt, order status, and support tools identify the same order. Include a return or cancellation exercise so staff can handle the first exception.

Sources and further reading

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