Checklist template

Omnichannel order fulfillment for fashion retailers

A ready-to-use checklist with 106 items in 6 sections, covering Picking, Packing, Shipping deadlines, Pickup, Cancellations, Metrics. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 106 Items
  • 83 Yes / No checks
  • 6 Scored ratings
  • 113 Points

Use this template How audits work

1. Picking 21 items

  1. The order queue on the fulfillment handheld or terminal was opened within the first hour of today's shift Yes / No 1 pt
  2. A named employee is assigned to picking on each shift of this week's schedule Yes / No 1 pt
  3. Pick lists are sorted by department or floor zone so the picker walks the store once per batch Yes / No 1 pt
  4. The picker scans the barcode of each unit instead of confirming it by sight Yes / No 1 pt
  5. The style, color and size on the ticket are compared with the order line before the unit leaves the floor Yes / No 1 pt
  6. Pickers look for the unit on the sales floor, in the fitting room go-backs and in the stockroom before reporting it as not found Yes / No 1 pt
  7. Units on hold for customers at the cash wrap are not picked for online orders Yes / No 1 pt
  8. Units are taken off mannequins or window displays for an order only when no other unit is in stock Yes / No 1 pt
  9. A mannequin or display stripped for an order is redressed the same day Yes / No 1 pt
  10. Each picked garment is inspected for stains, makeup marks, pulled threads and missing buttons Yes / No 1 pt
  11. Zippers and snaps are tried on picked garments that have them Yes / No 1 pt
  12. Picked shoes are checked to be a left and a right of the same size, in their original box Yes / No 1 pt
  13. Picked jewelry and watches are checked for their box, pouch and any certificate or warranty card Yes / No 1 pt
  14. Security tags are removed with the detacher at the picking station before the unit goes to packing Yes / No 1 pt
  15. Garments are checked for pin holes and ink stains after the security tag is removed Yes / No 1 pt
  16. Units that fail inspection are marked as damaged in the system, not sent back to the floor as sellable Yes / No 1 pt
  17. Picked units wait in a tote or on a rail labeled with their order number Yes / No 1 pt
  18. Orders with several units are kept together from picking to packing Yes / No 1 pt
  19. Orders waiting to be picked at the time of the visit Number
  20. Age of the oldest unpicked order (hours) Number
  21. Accuracy of picking in a sample of 5 picked orders Rating
    • All units correct and in sellable condition 5 pts
    • One unit wrong or flawed 3 pts
    • Several units wrong or flawed 1 pt

2. Packing 20 items

  1. The packing station is a table in the back of house used only for packing Yes / No 1 pt
  2. The packing station is stocked with each size of company mailer and box used for shipping Yes / No 1 pt
  3. Tissue paper, stickers and branded inserts specified by the company are in stock at the station Yes / No 1 pt
  4. Garments are folded to the company's shipping fold Yes / No 1 pt
  5. Tailored jackets, dresses and coats ship on the fold or hanger method the company specifies for them Yes / No 1 pt
  6. Shoe boxes are packed inside a shipping carton or bag, never labeled and shipped bare Yes / No 1 pt
  7. Fine jewelry and watches ship in a plain outer box with no brand name showing, where company policy requires it Yes / No 1 pt
  8. Fragile accessories such as sunglasses and hats ship in a box, not a soft mailer Yes / No 1 pt
  9. The smallest package that fits the order without crushing it is used Yes / No 1 pt
  10. The packing slip or gift receipt printed for the order is placed inside the package Yes / No 1 pt
  11. Gift orders ship with a gift receipt or slip that shows no prices Yes / No 1 pt
  12. Price tickets are removed from the units of gift orders that ask for it Yes / No 1 pt
  13. The return instructions or return label insert is included where the company provides one Yes / No 1 pt
  14. Packages are sealed with the company's tape or the mailer's own adhesive strip Yes / No 1 pt
  15. No reused box carrying another brand's markings is used for shipping Yes / No 1 pt
  16. The shipping label is printed from the fulfillment system, with no handwritten addresses Yes / No 1 pt
  17. The packer scans the label against the order before sealing, so the label matches the contents Yes / No 1 pt
  18. Shipments above the value set by company policy are sent with signature required Yes / No 1 pt
  19. Packed orders opened and checked during the visit Number
  20. Presentation of the packed orders checked Rating
    • Folded, wrapped and complete to standard 5 pts
    • Fold uneven or an insert missing 3 pts
    • Garments crushed or items missing 1 pt

3. Shipping deadlines 17 items

  1. The carrier's daily pickup time is posted at the packing station Yes / No 1 pt
  2. Employees asked know the order cut-off time for same-day shipping Yes / No 1 pt
  3. Orders received before the cut-off yesterday were shipped yesterday, per the fulfillment report Yes / No 1 pt
  4. No order in the queue is past the fulfillment deadline set by the company Yes / No 1 pt
  5. Express and expedited orders are flagged in the queue and picked before standard orders Yes / No 1 pt
  6. Sealed packages wait for the carrier in a locked room or cage, not on the sales floor or at the back door Yes / No 1 pt
  7. The carrier scans each package at pickup, or signs a manifest listing the package count Yes / No 1 pt
  8. The package count handed to the carrier yesterday matches the count marked as shipped in the system Yes / No 1 pt
  9. A missed carrier pickup is reported to the district manager or the support desk on the same day Yes / No 1 pt
  10. Orders are marked as shipped in the system only after the label is printed and the package is sealed Yes / No 1 pt
  11. The store has a written plan for fulfillment on days when the assigned employee is absent Yes / No 1 pt
  12. Extra fulfillment hours are scheduled for peak periods such as holiday weeks and sale events Yes / No 1 pt
  13. The label printer has a spare roll of labels at the station Yes / No 1 pt
  14. Orders shipped yesterday Number
  15. Orders in the queue past their deadline at the time of the visit Number
  16. Date of the last missed carrier pickup Date
  17. Shipping on time over the last 7 days, per the fulfillment report Rating
    • Every order shipped on time 5 pts
    • A few orders late 3 pts
    • Late orders on most days 1 pt

4. Pickup 18 items

  1. Pickup orders are picked within the time promised to the customer on the website Yes / No 1 pt
  2. The ready-for-pickup message is sent only after the units are in hand, bagged and labeled Yes / No 1 pt
  3. Pickup orders are stored on a dedicated shelf or rail, sorted by customer last name or order number Yes / No 1 pt
  4. Each pickup bag or hanger carries a label with the order number and the customer name Yes / No 1 pt
  5. Pickup orders are stored out of customer reach Yes / No 1 pt
  6. Hanging garments for pickup are stored on a rail in a garment bag or cover, not folded into a bag Yes / No 1 pt
  7. A sign shows customers where to collect their order from the store entrance Yes / No 1 pt
  8. The employee checks the customer's identification or pickup code before handing over the order Yes / No 1 pt
  9. Pickup by another person is allowed only when that person is named on the order, per company policy Yes / No 1 pt
  10. The handover is completed in the system at the time of pickup, with the customer's signature where required Yes / No 1 pt
  11. The customer is offered the fitting room to try pickup items before leaving Yes / No 1 pt
  12. Returns or exchanges of pickup items are processed at the time of pickup when the customer asks Yes / No 1 pt
  13. Curbside orders, where offered, are brought out within the time set by company policy Yes / No 1 pt
  14. Reminder messages are sent for orders not collected, on the schedule the company sets Yes / No 1 pt
  15. Orders past the pickup period are canceled and refunded in the system on the day the period ends Yes / No 1 pt
  16. Pickup orders on the shelf at the time of the visit Number
  17. Pickup orders on the shelf past the pickup period Number
  18. Wait observed or timed at the pickup point Rating
    • Order handed over within 2 minutes 5 pts
    • Short search for the order 3 pts
    • Long wait or order not found 1 pt

5. Cancellations 15 items

  1. Each order line the store could not fill is recorded with a reason code (not found, damaged, on hold, sold) Yes / No 1 pt
  2. A second employee or a manager searches for the unit before a line is declined Yes / No 1 pt
  3. The on-hand quantity of a style reported as not found is counted and corrected the same day Yes / No 1 pt
  4. Declined lines are released in the system as soon as they are declined, so the order can be routed to another store Yes / No 1 pt
  5. No line on last week's declined order report was declined because no employee was available to pick it Yes / No 1 pt
  6. The manager reviews the declined order report at least weekly Yes / No 1 pt
  7. Styles declined more than once in a week have been located or adjusted out of inventory Yes / No 1 pt
  8. Damaged units found while picking are processed as damages on the day they are found Yes / No 1 pt
  9. Customer-requested cancellations are stopped before the package is handed to the carrier, where the system allows it Yes / No 1 pt
  10. Units from canceled orders are returned to the sales floor within one day Yes / No 1 pt
  11. Packages returned to the store as undeliverable are processed back into inventory within the time set by company policy Yes / No 1 pt
  12. No picked units without an open order are sitting at the packing station Yes / No 1 pt
  13. Order lines declined in the last 7 days Number
  14. Units from canceled orders waiting to return to the floor Number
  15. Handling of orders the store cannot fill Rating
    • Searched, recorded and inventory corrected 5 pts
    • Recorded but inventory not corrected 3 pts
    • Declined without search or record 1 pt

6. Metrics 15 items

  1. Fill rate for ship-from-store orders last week (%) Number
  2. Orders shipped on time last week (%) Number
  3. Pickup orders ready within the promised time last week (%) Number
  4. Customer complaints on wrong or damaged items from this store in the last 4 weeks Number
  5. The store's fulfillment scorecard is posted or shared with the team weekly Yes / No 1 pt
  6. The store manager can state the store's fill rate target Yes / No 1 pt
  7. The fill rate is at or above the company target Yes / No 1 pt
  8. Each metric below target has a written action with a named owner Yes / No 1 pt
  9. Shipping supplies are counted and reordered on a set day of the week Yes / No 1 pt
  10. New employees assigned to fulfillment have completed the company's fulfillment training Yes / No 1 pt
  11. Corrective actions from the previous fulfillment review have been completed Yes / No 1 pt
  12. Name of the employee responsible for fulfillment Short text
  13. Name of the store manager Short text
  14. Overall fulfillment operation Rating
    • Orders picked, shipped and handed over on time and correct 5 pts
    • Most orders on time, with some errors or declines 3 pts
    • Late, wrong or declined orders are frequent 1 pt
  15. Corrective actions required Comments

About this template

This checklist is part of the InspectLoop template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In InspectLoop you can add photos, assign corrective actions, require sign-off and compare results across sites.

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