E-commerce operations workflow for Tallyfy

Coordinate drop-ship orders without losing track

Drop-shipping means you're responsible for the customer experience even though you never touch the product. When orders fall through the cracks between you and your supplier, customers blame you. This template tracks every order from placement through delivery confirmation.

8 steps

5 fields

Import into Tallyfy Preview steps

Retail shipping

Run this workflow in Tallyfy

Import this template into Tallyfy and capture customer name, email, mobile, address, and items ordered in the kickoff form for each drop-ship

Configure the 8-step process in Tallyfy with 5-day deadlines covering order capture, supplier PO, shipment tracking, and customer invoicing

Track every drop-ship order in Tallyfy with real-time visibility across all suppliers so you can proactively update customers on delivery status

Import this template into Tallyfy

Process steps

Customer places order

5 days from previous step

task

The customer submits their order through your website or sales channel. Verify the shipping address is complete and the payment is processed. Flag anything unusual before moving forward.

Capture and schedule order

5 days from previous step

task

Enter the order in your system and check inventory availability with your supplier. Set expected delivery dates based on supplier lead times. Send the customer an order confirmation with realistic timing.

Create drop ship purchase order

5 days from previous step

task

Generate a PO for your supplier with the customer ship-to address. Double-check product codes and quantities match the customer order. Include any special handling or packaging instructions.

Supplier receives purchase order

5 days from previous step

task

Confirm the supplier received and accepted your PO. Get their commitment on ship date. If they flag any issues like stock problems, deal with it now rather than after the customer is waiting.

Supplier ships goods and sends invoice

5 days from previous step

task

The supplier ships directly to your customer and sends you the tracking number and their invoice. Forward the tracking to your customer immediately. Check the supplier invoice matches what you ordered.

Customer receives shipment

5 days from previous step

task

Verify the customer received their order in good condition. Watch for delivery exceptions or returns. If something went wrong, handle it fast - drop ship problems feel like your problems to the customer.

Record shipment and update sales order

5 days from previous step

task

Mark the sales order as shipped in your system. Update inventory records and supplier performance tracking. Close the loop so your reports are accurate.

Invoice customer

5 days from previous step

task

Generate and send the customer invoice with your pricing, not the supplier cost. Confirm the invoice matches the original order including any discounts or promotions. Set appropriate payment terms.