Logistics operations workflow for Tallyfy

Ship orders accurately with full traceability

One wrong item costs more than the entire order value in returns and customer dissatisfaction. This template guides pickers through optimized routes, barcode verification, quality inspection, packing, and shipping so every order arrives correctly.

9 steps
3 fields

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign the 9 steps to your warehouse pickers, quality inspectors, and shipping team with order number captured at kickoff
2
Configure Tallyfy form fields to capture barcode scan confirmations, quality inspection results, and shipping label details with deadlines across the 2-4 hour fulfillment window
3
Track order fulfillment in real-time through Tallyfy so warehouse managers can see which orders are being picked, packed, or awaiting carrier pickup
Import this template into Tallyfy

Process steps

1

Generate warehouse picklist from pending orders

2 hours from previous step
task
Create the picking list from your warehouse management system (WMS) or order queue. Group orders by warehouse zone or aisle to minimize picker travel time and improve efficiency. Send the picklist to mobile RF scanners or print for manual picking. Flag any backorders, out-of-stock items, or special handling requirements before dispatching pickers to the floor.
2

Assign warehouse picker to order batch

2 hours from previous step
task
Assign an available warehouse picker to this order batch based on current workload, zone expertise, and picker performance metrics. Check real-time floor availability and order priority levels. Consider special handling requirements such as hazmat, fragile items, or temperature-sensitive products when making assignments. Document the assignment for accountability and performance tracking.
3

Prepare picking cart and warehouse equipment

3 hours from previous step
task
Retrieve an available picking trolley or cart from the staging area. Inspect the trolley for cleanliness and proper working condition. Gather all required equipment including RF scanner, barcode labels, picking totes, and any protective gear. Verify battery levels on mobile devices are sufficient for the picking route. Report any equipment issues to maintenance before proceeding.
4

Scan totes and verify item barcodes for accuracy

4 hours from previous step
task
Scan each tote barcode to link it to the corresponding order in the WMS. Scan every item barcode as you place it in the tote to ensure picking accuracy. The system will alert you immediately to any SKU mismatches, wrong quantities, or substitution requirements. Document and report any damaged items, missing inventory, or discrepancies to your supervisor for immediate resolution.
5

Review and verify customer order details

4 hours from previous step
task
Confirm the order is complete, accurate, and ready for fulfillment before starting the picking process. Review for any special instructions, rush shipping requests, gift wrapping, or custom notes from sales or customer service. Verify shipping address and delivery method. Catching order issues at this stage prevents costly rework, returns, and customer complaints downstream.
6

Pick ordered items from warehouse inventory locations

6 hours from previous step
task
Navigate an optimized path through the warehouse to retrieve items from their designated bin locations. Use pick lists or mobile RF scanners to locate each SKU. Verify quantities and product codes as you pick to prevent errors. One wrong item can cost more than the entire order value in returns, reshipping, and customer dissatisfaction. Flag any inventory discrepancies for cycle count review.
7

Perform quality inspection and pack shipment securely

8 hours from previous step
task
Inspect each item before packing for damage, correct model number, and included accessories. Verify the order matches the packing slip exactly. Pack items securely using appropriate box size and protective materials such as bubble wrap, air pillows, or packing paper. Fragile and high-value items require extra protection. Include the packing slip, any promotional inserts, and gift messaging when applicable.
8

Generate shipping label and verify carrier details

10 hours from previous step
task
Create the shipping label based on the customer-selected carrier and shipping method. Verify the destination address is complete, correct, and deliverable. Weigh the package accurately using calibrated scales to prevent carrier surcharges and delivery delays. Select appropriate service level for priority or guaranteed delivery windows. Apply the label securely and scan to confirm tracking number assignment.
9

Update order status and send customer shipment notification

12 hours from previous step
task
Update the order status to shipped in your order management system and WMS. Send the tracking number and estimated delivery date to the customer via email or SMS notification. Move the completed package to the outbound staging area for carrier pickup. Update inventory counts if your system does not automatically decrement on shipment. Log any order notes for customer service reference.

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