Whether you’re launching an e-commerce brand or transitioning from dropshipping to in-house shipping, setting up your fulfillment operation correctly from the start is essential. A smooth and scalable system allows you to process orders quickly, reduce errors, and deliver a better customer experience. This checklist covers every element you need—from space and supplies to software and staffing.
- Choose the Right Fulfillment Model
Start by selecting the model that aligns with your business needs:
- In-house fulfillment: Best for full control and customization.
- 3PL (Third-Party Logistics): Ideal for scaling fast and accessing nationwide shipping.
- Hybrid: A combination of both can support growth and flexibility.
If you’re exploring 3PLs, look into providers like ShipBob and Red Stag Fulfillment.
- Secure and Prepare Your Space
Whether it’s a spare room or a dedicated warehouse, your fulfillment area should be organized and scalable:
- Install industrial shelving or racking
- Set up defined zones: receiving, storage, packing, and staging
- Ensure clean pathways for safe and efficient movement
- Invest in Equipment and Supplies
Here’s what you’ll need for a basic setup:
- Packing stations with tables and lighting
- Digital scales and tape dispensers
- Thermal printers for shipping labels
- Shipping boxes, padded mailers, tape, and barcode labels
To save on supplies, you can earn cashback with an Office Depot gift card or get rewards with a Staples gift card by purchasing them through Fluz.
- Choose Your Shipping Carriers
Most businesses use a mix of carriers like USPS, UPS, FedEx, and DHL. Sign up for business accounts to access discounted rates. You can also use platforms like ShipStation or Shippo to manage multi-carrier shipping from one dashboard.
- Implement Inventory and Order Management Software
Use inventory management tools to track stock, forecast demand, and reduce stockouts:
These platforms integrate with e-commerce channels and automate key fulfillment tasks like order syncing and label creation.
- Develop Your Shipping Policy and Returns Workflow
Create a transparent shipping policy outlining processing times, delivery expectations, and return instructions. A clear returns process reduces friction and boosts buyer trust. Consider return management tools like Loop or Returnly.
- Hire and Train Your Fulfillment Team
If you’re scaling up, train staff on:
- Proper picking and packing methods
- Barcode scanning for accuracy
- Daily operational checklists
- Safety procedures for equipment handling
- Monitor and Improve KPIs
Track key fulfillment metrics such as:
- Order accuracy rate
- Average fulfillment time
- On-time delivery rate
- Return rate
Use dashboards built into tools like ShipHero or Easyship to spot bottlenecks and optimize workflows.
Final Thoughts
A well-structured fulfillment operation is the backbone of any successful product-based business. By following this checklist—and leveraging tools like Fluz to earn cashback with an Office Depot gift card—you can launch or scale your shipping system with confidence, efficiency, and profitability.
