Daily Ecommerce Operations Checklist Use this as a starting point. Adapt each
section to your specific operation, team structure, and Shopify setup. ### Order Processing - Review new orders for exceptions (address issues, payment flags, out-of-stock items) - Confirm all orders from the previous cutoff have been picked and packed - Check carrier pickup and drop-off deadlines for same-day fulfilment - Escalate any open order exceptions to the appropriate handler ### Customer Service - Review and respond to open customer messages within your service SLA - Process refund and return requests received since the last review
- Update customers on orders that encountered fulfilment issues ### Inventory - Review low-stock alerts and trigger replenishment requests as needed - Flag any stock discrepancies identified during picking - Update inventory counts if manual adjustments were made in the warehouse --- ## Weekly Ecommerce Operations Checklist ### Operations Review - Review exception volume by type - identify patterns and recurring causes - Check open tasks older than 48 hours and escalate if necessary - Review SLA performance on customer service tickets - Confirm recurring checklists are being completed consistently across the team
Fulfilment Accuracy - Review dispatch accuracy from the previous week
against your target - Check return reason codes - identify product or packaging issues - Audit warehouse stock counts against Shopify inventory data ### Team - Review any process issues raised during the week - Update or create SOPs for any process that caused repeated exceptions - Onboard any new team members to relevant operational checklists --- ## Why Checklists Alone Are Not Enough A static checklist has one critical limitation: you cannot enforce it. Without a system, nobody knows whether yesterday's checklist was actually completed diligently or marked complete in five seconds under time pressure. Effective operational checklists need three things: 1. Assignment - Each checklist item has a named owner for that shift or day 2. Completion tracking - Every item produces a timestamped record when done 3. Visibility - Managers can see what is complete, what is pending, and what is overdue ShopTasks converts your checklists into assigned, trackable tasks inside Shopify admin. The checklist is no longer just a document - it is an enforced operational standard.