01Choose a Store Process and Define Its RulesStart with one repeatable task, such as checking deliveries or handling back-in-stock requests. Document the trigger, required records, responsible staff member, response deadline and decisions that always need human approval.
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02Confirm Available Data and AccessReview the store's actual files, exports and permitted system access before agreeing the setup. Map product codes, locations, order references and customer permissions; integration availability must be assessed rather than assumed.
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03Test Drafts, Exceptions and Approval RoutesRun representative cases, including missing item codes, partial deliveries, stale stock records and disputed returns. Check that uncertain cases stop for review and that messages, adjustments and public updates follow the agreed approval rules.
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04Launch With Monitoring and Staff OwnershipAssign an owner to every exception queue and retain a record of source data, proposed actions and approvals. Review practical measures such as unresolved stock discrepancies, response times and overdue pickup orders before extending the workflow.