The daily work of running a shop.
THE ROUTINE
- WooCommerce > Orders, filtered to Processing.
- Open the order and check the items, address and any customer note.
- Pack it.
- Add a private order note recording dispatch and any tracking reference.
- Mark it Completed, which sends the customer their dispatch email.
WHAT TO CHECK BEFORE DISPATCH
That payment genuinely cleared, particularly for bank transfer That the delivery address is complete and includes a phone number That the customer note does not change the order
ORDER NOTES
Private notes are for you and your team. Notes to customer are emailed. Use private notes for everything internal: who packed it, which courier, what went wrong.
They become the record when a dispute arises months later.
BULK ACTIONS
The orders list supports bulk status changes. Useful at volume, but check before applying: marking fifty orders Completed sends fifty emails.
KEEPING CUSTOMERS INFORMED
A dispatch email with a tracking reference prevents most "where is my order" messages.
