Keeping track of all the information you need to create every order accurately and on time can be challenging or even overwhelming at times. One way to keep your sanity is to systematize the way you collect and track the information necessary to create each custom order. Here are the crucial pieces of information you must document for every customer order (no matter the size):
- You need to document name, address, phone, and email
- Once your customer decides what product they want, you need to document the item number, supplier, color, and quantities by size
- The next thing you need to know is what design is going on the product, including where, how big, and in what colors
- If the customer wants more than one design on the product, you need to note details for each design placement
- Then, you need to know the customer’s deadline
- You also need to know how they expect to receive it (e.g. individually folded, bulk folded, bagged, bagged and tagged, etc.)
- You additionally need to clarify how they want to take possession of the order upon completion: pick up, ship, drop ship, delivery, etc.
- Finally, you need to establish what and how they will pay (e.g. price per item, digitizing fees, shipping fees, rush fees, deposit, payment in full, balance due on delivery, net terms, individual invoices, etc.)
No matter if you are embroidering a custom onesie gift item or creating 144 shirts for a local business, all of these pieces of information have to be collected and used to create and complete the order accurately.
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