Project managers: Ensure COD and pickup orders have instructions
Project managers: Ensure COD and pickup orders have instructions
Project managers miss COD and pickup payment notes on new orders, causing fulfillment errors. Add staff notes to COD/pickup orders so fulfillment has handling guidance before status changes.
Overview
Missed COD and pickup instructions create fulfillment errors and rework that derail project timelines. This workflow attaches staff notes to new COD/pickup orders so fulfillment receives payment and pick-up guidance before status changes, reducing manual handoffs and improving order processing reliability.
Notable Features
- Attach staff payment instructions
- Flag COD and pickup orders
- Ensure fulfillment sees guidance