Managing On-line Orders

When I really ran my own business I used to keep receiving logs for anything I ordered, it was a nice way to track everything, but when you don’t generate purchase ordered and all the additional supporting paper work it would be a lot of trouble…

What I do now is use the task list in Outlook (you could use any task list).

Essentially when I want to order something I create a task entry; when I order it I update the task entry; when I get the shipping information I update the task entry and update the “end” date and put in the tracking number (if I have one).

It’s a really convenient place to gather all the information together in one place for an order so that you can quickly refer to when it was placed, where it was placed, when it’s due, how it was shipped, etc and it really doesn’t take much more time to copy the information over from a web site or email into the task (then you can file the email away and only refer to it if you have a problem that needs to be resolved).

Once you have the item, confirmed it’s what you ordered and isn’t defective — just delete the task and  free up room for your next order.

It works as well for mail and phone orders; just you generally don’t get a lot of updated information.  If you want to keep the task information for your records, just copy and paste it into an email and send it to yourself — you consider using OneNote.

Originally posted 2008-07-25 19:00:29.