Record what the customer has agreed to buy
Give the order a reference and keep the confirmed item or design details together. For a product, include the size, colour, quantity and relevant condition notes. For bespoke work, include the agreed reference, fabric, measurements or fitting arrangements, and the work included.
A reference photograph can leave important choices unclear. Confirm details such as sleeve length, neckline, lining and fabric supplied by the customer in words. Record any agreed change before work proceeds, including its effect on price or timing.
Agree the handover and check the finished piece
State collection or delivery, the agreed date or window and who will receive the item. Confirm the location and contact details privately. If a delivery charge or another step is still undecided, resolve it before representing the order as ready for dispatch.
Before packing, compare the actual piece with the confirmed record. Check variation, quantity, condition and included accessories. For custom work, review the agreed details and fitting outcome. Label packages with the correct order reference, and keep evidence appropriate to the handover without publishing private customer details.
Close the loop after handover
Record what was handed over, when and how. Give the customer a clear route to raise a problem. If something is wrong, preserve the order details and relevant photos so both sides can discuss the same facts.
This guide is a working checklist for your business. The actual order agreement and applicable published policies govern payment, cancellation, returns and disputes. Do not invent a refund deadline or promise protection simply to finish a conversation.
- The confirmed item or design matches the final piece.
- Changes to the agreement are recorded and acknowledged.
- Handover details and separate charges are agreed.
- The customer knows how to raise a problem.
Put it to work
Keep one confirmed record that the person making, packing or handing over the item can follow without guessing.