Orders, stock and shipping
Connect order references, product codes and dispatch status to make fulfilment work traceable.
Orders, inventory and shipments count different things. Keep line items and shipment references alongside the order number so that shortages and split fulfilment remain visible.
The workflow
Keep identifiers consistent
Distinguish order numbers, product codes and shipment references. Check blanks, duplicates and shifted columns before importing CSV files.
Separate work in progress from completion
Record receipt, allocation, packing and dispatch separately. Preserve returns and cancellations as changes rather than deleting the original line.
Reconcile counts and balances
Reconcile daily order counts against the register. Define when a stock warning may repeat, and use the original identifier to investigate failed processing.
Choose your starting point
I am setting up a small store
I need an order register
I need stock alerts and month-end totals
I need to handle partial shipments and returns
Product codes or stock counts do not match
Templates for this workflow
Preview the examples before editing, copying or downloading.
Stock review register
Record physical stock, allocations and warning thresholds by product code.
Preview and use RegisterShipment reconciliation register
Keep order and shipment references separate, including split shipments.
Preview and use ChecklistAutomation recovery checklist
Check what was saved and sent before retrying a partially completed process.
Preview and useTools for preparing your data
CSV preflight check
Check required fields, duplicate IDs and column counts before import.
Open tool →Build a field mapping table
Map source fields to destination fields and record conversions.
Open tool →Related guides
Choose a small-catalogue store by the work after checkout
Evaluate a small online store through order operations, payment eligibility, fees and checkout testing rather than product count alone.
Read the guide
Connect Make and Shopify: log orders and notify the right team
Design a Make workflow that logs Shopify orders and notifies a team. Separate orders from line items, check payment states, and handle updates, cancellations and partial failures.
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Reconcile daily orders with Make
Compare source orders with the internal order log each day.
Read the guide
Send low-stock alerts with Make
Notify the responsible Slack channel when stock crosses a product-specific threshold.
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Build a month-end order summary with Make
Create an operational month-end summary from order rows in Google Sheets.
Read the guide
Normalize expense CSV rows with Make
Transform expense CSV rows into a consistent review table without overwriting the source export.
Read the guide
Track partial shipments by order line and package
When one order ships in several packages, marking the whole order as shipped can hide the remaining items. Track order lines and packages separately so shipped quantities and outstanding work reconcile.
Read the guide
Track return arrival and inspection before restocking
A return request, physical arrival, inspection, restocking and refund are separate events. Reconcile the returned items before making them available to sell or treating the customer case as resolved.
Read the guide
Allocate arriving stock to backorders
Arriving stock needs an explicit allocation rule. Separate incoming quantities from unallocated demand so later orders do not silently consume stock promised to earlier customers.
Read the guide
Map supplier product codes to internal SKUs
Supplier codes and internal SKUs often differ. Preserve the original code and map it with supplier, unit and validity information before using it for imports or stock updates.
Read the guide
Correct shipment tracking without losing the original record
Correcting tracking information requires more than overwriting a number. Identify the package, preserve the correction and reconcile customer messages and connected systems.
Read the guide
Reconcile partial order cancellations
A partial cancellation affects more than the order total. Reconcile the requested lines with payments, stock and fulfilment work so the remaining order can proceed correctly.
Read the guide
Record parcel damage and supporting evidence
When a damaged parcel is reported, connect the order, package, item, evidence and response history. Preserve what is known without prematurely assigning a cause or promising an unconfirmed remedy.
Read the guide
Investigate stocktake differences before adjusting inventory
When a stocktake differs from the register, immediately changing the number can erase the explanation. Recount and review location, units and pending movements before recording an adjustment.
Read the guide
Handle picking exceptions without silent substitutions
When a picker cannot find an item, a silent substitution can create a wrong shipment. Record the exception against the order line and decide what is held, who investigates and how the customer is updated.
Read the guide
Reconcile supplier deliveries against purchase orders
A supplier delivery should be reconciled with what was ordered and physically received. Separate arrival, inspection, acceptance and supplier follow-up so document quantities do not become stock without review.
Read the guideExplore another task
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Websites for shops and classes
Choose a website approach around menus, opening hours and trial-class requests, including who will keep the information current.
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