Order to Delivery

How a customer purchase moves through checkout, inventory, fulfillment, customer service, and financial reconciliation.

What this workflow is

The whole customer-facing experience and the operational machinery behind it — from a shopper’s first pre-purchase question, through checkout, to a reconciled book at month-end.

ScopeDetails
StartA customer browses the site or asks a question
EndProduct delivered, customer serviced, transaction reconciled
Channels competing for inventory5+ (D2C, Amazon, B2B, Wayfair, Pottery Barn)
Warehouses7–9 different 3PL systems
CS headcount20 off-season → 500+ in Q4 (via BPO on Gladly)
Finance entities8 QuickBooks files; 20+ monthly reconciliations
ERP migrationNetSuite targeted for June 2026 (has slipped before)

The flow today

graph LR
    subgraph Customer
        PRE[Pre-Purchase Inquiry<br/>75% of Jul–Oct CS]
        ORDER[Customer Order]
    end

    subgraph Commerce
        HYB[Hybris Checkout<br/>Custom / Vercel frontend]
        COUP[Coupons & Promotions<br/>Excel → Hybris<br/>Manual entry]
        PAY[Payment Processing<br/>Braintree / MX / PayPal]
    end

    subgraph Operations
        ALLOC[Inventory Allocation<br/>5+ channels competing<br/>No real-time visibility]
        TRACK[Container Tracking<br/>Podium<br/>4–5 day blind spot]
        WMS[3PL Systems<br/>7–9 warehouses]
    end

    subgraph Service
        SHIP[Shipping]
        CS[Customer Service<br/>Gladly<br/>20 → 500+ agents]
    end

    subgraph Finance
        QB[QuickBooks<br/>8 entities]
        RECON[Monthly Reconciliation<br/>1,000+ transactions<br/>30-day close]
    end

    PRE -->|3–4% reach Design Consultants| HYB
    PRE -->|96% self-service| HYB
    ORDER --> HYB
    COUP -.->|Promotions applied| HYB
    HYB --> PAY
    PAY -->|Bank deposits| QB
    HYB -->|Snowflake| ALLOC
    TRACK -->|4–5 day gap| WMS
    ALLOC -->|Manual allocation| WMS
    WMS --> SHIP
    SHIP --> CS
    QB -->|Manual research| RECON

    style ALLOC fill:#fecaca,stroke:#ef4444
    style TRACK fill:#fecaca,stroke:#ef4444
    style COUP fill:#fef3c7,stroke:#f59e0b
    style RECON fill:#fef3c7,stroke:#f59e0b
    style PRE fill:#dbeafe,stroke:#3b82f6

How it works

PhaseWhat happensPrimary tools
Pre-purchaseChatbot handles initial site questions. High-intent shoppers can book a 45-min Design Consultant Zoom with AR tree placement. Reaches only 3–4% of customers today, generates 4× AOV.Gladly, Tangible
CheckoutCustom Hybris backend with Vercel frontend. B2B currently runs through D2C checkout. European market needs a local-payment gateway.Hybris, Braintree/MX/PayPal
Coupons & promotionsExcel requests from across org → single person → manual entry into commerce back office. 2–3 day SLA.Hybris, Excel
Inventory allocationOrders allocated via the Warehouse Integration System, which aggregates feeds from 7–9 3PLs. 5 channels share one pool.WIS, Snowflake
Container trackingSolid from factory to port. After port, drayage provides no real-time tracking. 4–5 day blind spot.Podium, IIT (legacy)
Fulfillment3PL picks, packs, ships. Narvar tracks the shipment but only exposes two states (shipped / not shipped).3PL WMS, Narvar
ShippingFedEx primary US carrier at ~95% delivery success.FedEx
Customer serviceBPO on Gladly scales 20 → 500+ for Q4. AI deflects ~6% of voice volume; auto-email handles routine returns and order status.Gladly
Finance reconciliationMonth-end: Hybris → merchant processors → bank deposits. 20+ reconciliations. 1,000+ transactions researched by hand. B2B discovered via inventory discrepancy.QuickBooks, Sigma, Excel

Seasonal shape

PeriodCS mixScale
July–October75% pre-purchase / 25% post-orderCS ramps from 20 → 500+ agents
November50 / 50Peak tracking + fulfillment; dynamic pricing stresses highest
December–JanuaryLower % pre-purchase, higher % delivery/returnsRamp back down to ~20 agents by end of January

Where it gets stuck

FrictionWhat it looks like
Inventory visibility across channels is absent5 channel teams Slack ops for stock status because Podium is unusable for self-serve.
Port-to-warehouse blind spot is 4–5 daysNo drayage tracking. Containers have fallen off ships, discovered manually.
WIS feed is fragileGlitches silently drop entire warehouses. 34K units have reappeared overnight after a feed resumed.
Dynamic pricing misreads inventoryFeed glitches and channel reallocations register as sales spikes. D2C prices rise on items that are still available.
Narvar only exposes two tracking statesShipped / not shipped. No in-transit detail without direct FedEx API.
96% of high-intent shoppers never talk to anyoneDesign Consultant program is 4× AOV, reaches 3–4% of customers. No pre-purchase AI layer at scale.
Finance reconciliation is 30 days of manual work1,000+ transactions researched monthly. CS credits and B2B sales bypass the books until inventory reconciliation surfaces them.
Coupon pipeline is one person, one ExcelMiskeyed dates or codes hit live customers instantly. Real revenue impact.
NetSuite migration has slippedWas due a year ago; now targeting June. Most inventory + financial visibility work is waiting on it.

What a cohort here works on

A cohort on Order to Delivery partners with operations, supply chain, customer service, finance, and digital commerce to close the blind spots that currently get covered by human effort.

AudienceWhat better looks like
Internal customers (ops, CS, finance, channel teams)Days back for the work only they can do. Confidence in data they share. Capacity to be partners to every growing channel instead of firefighting.
External customers (shoppers, delivery customers, retail partners, B2B buyers)Answers before they buy. Real-time status instead of “shipped.” A version of the workflow that was actually designed for them.

Places a cohort finds traction:

  • Real-time visibility from port to warehouse and across 3PL systems
  • Self-serve inventory lookup so channel teams answer their own questions
  • Pre-purchase conversation layer extending the Design Consultant experience beyond 3–4% of shoppers
  • Dynamic-pricing feed that can tell real sales from channel reallocations and feed glitches
  • AI-assisted monthly reconciliation so finance can be a partner to every new channel
  • Coupon pipeline that isn’t one person and one Excel file
  • AI layer built into the NetSuite go-live from day one, so the new ERP is something teams actually use

The June NetSuite migration is a natural integration point for the data side.

Get involved

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Ideas touching this workflow

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