Orders get missed after confirmation
Check where customer orders are captured, confirmed and handed over.
01 · What is usually happening?
The customer confirms on WhatsApp or by phone. The order is noted by one person, and the handover to planning, stores and production depends on that person remembering to pass it on.
Days later a customer asks about an order nobody else knew about.
The question people usually ask“How did we miss that order?”
The more useful question“Where is each confirmed order written, and who is told?”
02 · Common causes
- 01Orders are confirmed in chats, not in one register
- 02The handover to planning is verbal
- 03A confirmed order and an enquiry look the same in the list
- 04No daily check of new orders against the plan
- 05Changes after confirmation are not updated everywhere
- 06Only one person enters orders
03 · What to check now0 of 6 checked
04 · What good looks like
- 01Every confirmed order is entered the same day in one register.
- 02Planning sees new orders each morning.
- 03A confirmation message goes to the customer.
- 04Changes are recorded against the original order.
- 05A second person can enter orders.
05 · Where this connects
This rarely stays in one department
What it can lead to: A customer finds out their order was forgotten, after the date has passed.
Start from a problem
Work flows left to right, top to bottomKEYMost important for manufacturing
These support every part of the business
Problem
Orders get missed after confirmation
Usually connected to
How it spreads
- Orders & Delivery
What it can lead to: A customer finds out their order was forgotten, after the date has passed.
lamplamp could turn a confirmed order message into an order entry.
06 · Related processesCustomer order to confirmed delivery
Related guidesHow a 60-person fabrication business tracks open orders
08 · lamp
lamp could keep this moving
lamp is not available yet. These are things it is being built to do.
- lamp could turn a confirmed order message into an order entry.
- lamp could tell planning and stores about new orders the same day.
- lamp could send the customer a written confirmation.
- lamp could flag an order that has no plan against it.
Does your business handle this differently?Tell us what we have missed: a cause, a check, or a better way of handling it.
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