Build your packing quality checklist.

How to build your packing quality checklist

1. 1

   Describe the job

   Check each order's required products and accessories before packing release.

2. 2

   Review the first version

   Choose how the warehouse coordinator records the order and how the warehouse supervisor reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your packing quality checklist

• Keep the order in context

  Keep order, package, required item, packing evidence, reviewer and release decision together so the next person can understand the request or record.

• When the next step needs a decision

  An order contains the right products but lacks the agreed accessory. Keep packing incomplete until the checklist discrepancy is resolved.

• Keep release decision visible

  Keep the missing accessory unresolved before marking the package ready.

• Choose what each person needs

  Give the warehouse coordinator a working view and the warehouse supervisor a review view. Keep order and package attached to the decision as the work moves between them.