Ecommerce Automated Order Fulfillment Setup Checklist
Use this checklist to configure your ecommerce automated order fulfillment workflow, integrations, shipping rules, and go-live readiness.
Store and Contact Setup
Store Name
*
Primary Contact Name
*
First Name
Middle Name
Last Name
Contact Email
*
example@example.com
Contact Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Website / Store URL
*
Timezone
*
Please Select
UTC-12:00
UTC-11:00
UTC-10:00
UTC-09:00
UTC-08:00
UTC-07:00
UTC-06:00
UTC-05:00
UTC-04:00
UTC-03:00
UTC-02:00
UTC-01:00
UTC+00:00
UTC+01:00
UTC+02:00
UTC+03:00
UTC+04:00
UTC+05:00
UTC+06:00
UTC+07:00
UTC+08:00
UTC+09:00
UTC+10:00
UTC+11:00
UTC+12:00
Other
Setup Owner Notes
Platform and Integration Configuration
Ecommerce platform used
*
Shopify
WooCommerce
BigCommerce
Magento
Amazon
Etsy
Other
Sales channels to connect
*
Online store
Marketplace(s)
Social commerce
Mobile app
Wholesale/B2B portal
Other
ERP/WMS/OMS integration need
*
Please Select
ERP
WMS
OMS
ERP + WMS
ERP + OMS
WMS + OMS
No direct integration needed
Other
Shipping carrier/account setup status
*
Fully set up
Partially set up
Not set up
Using platform-managed labels
Other
Webhook/API setup needs
Order created
Order updated
Inventory sync
Shipment confirmation
Tracking updates
Refunds/returns
Other
Fulfillment app or middleware name
Current integration status
*
Ready to connect
In progress
Requires review
Blocked
Not started
Other
Product, Inventory, and Fulfillment Rules
Catalog scope
*
SKUs to include
*
Product fulfillment types
*
Stocked
Made-to-order
Backorderable
Preorder
Other
Inventory source locations
*
Warehouse
Storefront
3PL
Supplier
Other
Bundle or kitting required?
*
No
Yes
Lot or serial tracking required?
*
No
Lot tracking
Serial tracking
Both
Item exclusions or special handling instructions
Split shipment and partial fulfillment
*
Split shipment not allowed; partial fulfillment not allowed
Split shipment allowed; partial fulfillment not allowed
Split shipment allowed; partial fulfillment allowed
Shipping, Packing, and Order Routing Preferences
Supported shipping methods
*
Standard
Expedited
Same-day
International
Local pickup
Other
Preferred carriers
UPS
FedEx
DHL
USPS
Local courier
Freight carrier
Other
Shipping origin address or warehouse location
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Package type preference
Please Select
Poly mailer
Box
Envelope
Padded mailer
Tube
Palette/Pallet
Varies by order
Other
Label printing requirement
*
Automatic at order release
Manual review before printing
Batch printing
Print on demand by warehouse
Other
Include invoice and packing slip
*
Invoice and packing slip both included
Invoice only
Packing slip only
Neither
Varies by order
Other
Cutoff time for same-day dispatch
Order routing rules by region or stock location
Handling instructions and order status notifications
Fragile
Cold-chain
Oversized
Hazardous-restricted
Notify on packed
Notify on shipped
Notify on delivery issue
Other
Exceptions, Testing, and Go-Live Checklist
Address validation failure handling
*
Auto-correct if possible
Hold for manual review
Skip validation and proceed
Notify team only
Other
Out-of-stock order handling
*
Backorder if available
Hold order for review
Split shipment
Cancel item and notify customer
Other
Failed label generation handling
*
Retry automatically
Hold and alert team
Create manual shipping task
Switch to alternate carrier service
Other
Manual review triggers
High-value orders
International orders
Billing and shipping mismatch
Address risk flags
First-time customers
Fraud or risk score threshold
Other
Returns and RMA handling notes
Cancellation and refund workflow handoff
Exceptions, testing, and go-live readiness confirmation
*
Test orders completed
Sample order numbers recorded
Desired go-live or readiness date set
Return and exception workflows confirmed
Ready to activate automated fulfillment
Submit Checklist
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