Put these on your scorecard
- Select a small but representative SKU set: a straightforward item, a variant, and a bundle if you sell one.
- Follow a test inbound shipment through arrival, count, exception handling, and the point when stock can be ordered.
- Check that an order reaches the warehouse with the correct products, address, shipping instruction, and packaging requirements.
- Product setup
- Receiving and stock status
- Order and change handling
- Returns and billing
Test the product record
Select a small but representative SKU set: a straightforward item, a variant, and a bundle if you sell one. Check identifiers, unit quantities, dimensions, and packaging instructions. Have both teams confirm what they expect to see. Record any manual correction so it becomes an onboarding action rather than a workaround everyone forgets after the demonstration.
Test receiving and availability
Follow a test inbound shipment through arrival, count, exception handling, and the point when stock can be ordered. Include a controlled discrepancy where practical and agreed with the provider. Verify who sees the exception and who can approve the correction. The pass condition should describe the record and stock status you need, not simply that a delivery was accepted.
Test a normal order and a change
Check that an order reaches the warehouse with the correct products, address, shipping instruction, and packaging requirements. Then test the agreed cancellation or change process within its permitted window. Confirm the resulting statuses in the systems your team uses. Keep all tests clearly identified and coordinated so they cannot create unintended customer shipments or duplicate orders.
Test the return and the bill
Walk through a return disposition and a sample invoice for the test workload. Confirm how inventory changes and how the billed activities match the agreed rate sheet. For all five tests—product, receiving, order, return, and billing—record expected result, observed result, evidence, owner, and unresolved items. Agree which failures prevent launch and who can approve the final go-live decision.
Put the guide to work
Use the downloadable worksheet to record your requirements, the evidence you receive, and the next action. The rows below are prompts for your own evaluation; they contain no provider scores or claimed results.
| Discussion item | Record before deciding |
|---|---|
| Product setup | Your requirement and the proposed approach |
| Receiving and stock status | Supporting document, example, or calculation |
| Order and change handling | Remaining question and the person responsible |
| Returns and billing | Decision, review date, and next step |
Download the editable worksheet (CSV)
Opens in Excel, Numbers, or Google Sheets. Fill in your own information; downloading does not submit a request.
Continue your research
Use these profiles to prepare provider-specific questions: LVK · ShiptQuick · Tondo Fulfillment. Inclusion here is a reading suggestion, not a scored recommendation. Category selections are explained on the relevant category pages.
Open your personal scorecard →
Research scope and provider sources
This is original buying guidance, not an account of a facility visit or a customer interview. Examples are hypothetical. Provider sources support their published service descriptions; confirm the proposed account scope directly.