Shipping & Fulfillment Issue Resolution Checklist
Resolve shipping errors, delivery delays, and fulfillment frustrations fast! This checklist ensures consistent, efficient resolution of customer issues and keeps your logistics running smoothly. From tracking problems to damaged goods, cover every step with confidence.
This Template was installed 5 times.
Issue Identification & Documentation
Gather initial details and accurately record the problem.
Order Number
Customer Description of Issue
Issue Category
Date Issue Reported
Time Issue Reported
Additional Notes (Internal Use)
Order Verification
Confirm order details, shipping address, and payment status.
Order Number
Customer Notes (if any)
Order Status (Before Investigation)
Payment Method
Total Order Value
Order Date
Tracking Investigation
Trace the shipment's journey and identify any delays or discrepancies.
Tracking Number
Shipment Date
Expected Delivery Date
Last Scan Time
Carrier Status (e.g., In Transit, Delivered, Exception)
Carrier Tracking Notes (Copy/Paste from Carrier Website)
Last Scan Location
Carrier Communication
Contact the carrier to inquire about the shipment status and resolve issues.
Carrier Contact Method
Carrier Contact Notes
Tracking Number
Contact Date
Contact Time
Carrier Representative Name
Inventory Check
Verify product availability and confirm correct items were shipped.
Quantity Ordered
Quantity Available in Stock
Quantity Shipped
Item Condition Upon Retrieval
Missing Components (Select all that apply)
Notes on Inventory Condition
Photo of Inventory (if damaged/incorrect)
Customer Communication
Inform the customer about the issue, proposed solutions, and timelines.
Initial Communication Summary
Communication Method
Estimated Resolution Time (Days)
Follow-up Date
Customer Acknowledgement/Confirmation
Customer Sentiment (Post Communication)
Resolution Implementation
Execute the agreed-upon solution (e.g., reshipment, refund).
Resolution Type Selected
If 'Other' Resolution Selected, Please Explain
Refund Amount (if applicable)
Estimated Reshipment/Refund Date
Attach Proof of Refund/Reshipment (if available)
Shipping Method for Reshipment (if applicable)
Additional Notes Regarding Implementation
Issue Closure & Documentation
Finalize the resolution, update records, and document lessons learned.
Resolution Summary
Time Spent (Minutes)
Resolution Date
Customer Satisfaction (Scale of 1-5)
Related Internal Systems Updated?
Case Reference Number
Root Cause Analysis (If Necessary)
Identify underlying problems to prevent future occurrences.
Describe the initial observed problem in detail.
Document steps taken to investigate the issue.
Select possible contributing factors:
Estimated cost of the incident (in USD)
Date of first occurrence of the related problem
Severity Level (Impact on Business)
Support Management Solution Screen Recording
See ChecklistGuro's Support Management solution in action! This screen recording demonstrates how our BPM platform can streamline your support workflows, improve agent efficiency, and boost customer satisfaction. #SupportManagement #BPM #ChecklistGuro #WorkflowAutomation #CustomerService
Related Checklist Templates
Zoo Animal Welfare Support Checklist
Museum Exhibit Support Checklist
Forestry Timber Harvesting Support Checklist
Aquaculture Fish Farm Support Checklist
Casino Guest Support Issue Checklist
Religious Organization Parishioner Support Checklist
Research & Development Project Support Checklist
Mining Equipment Maintenance Checklist
Waste Management Equipment Malfunction Checklist
Food & Beverage Restaurant Service Issue Checklist
We can do it Together
Need help with Checklists?
Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.