Capability template for supply chain and inventory
Unshipped order review
The fulfilment or customer-service lead gets one aged list of the orders not yet sent, whole or in part: how old each is, what is holding it, who owns the next step, and which orders have none. Nothing is released, moved or sent.
Listed under
Add it to a workflow in the Fully Powered Planner, beside the teams and roles that will run it. Book a fit call
The outcome
Every morning there are orders that have not gone out, and most are fine: they came in an hour ago. The few that matter are the ones that have sat for days with nobody clearly responsible. This capability puts the whole set on one page, oldest first, so those few cannot hide among the rest.
Each order shows its age, the date it was promised, whether it is wholly unshipped or part-shipped and what is still to go, the hold on it and how long that hold has stood, and the next step with the name of whoever owns it. An order with a hold but no next step, or with no hold and no explanation, is pulled out into its own list.
The page works out what has shipped from the order lines, not from a status word. An order marked shipped whose lines say otherwise is shown for someone to confirm. An order with no shipping record at all is shown as unknown, never as shipped. A hold stays in force until a person releases it, however old it is.
You then decide the priorities, who takes over, and what each customer is told. The page gives you the facts to decide with and drafts no message.
Who starts the work, and when
A fulfilment lead, a warehouse or operations manager, or a customer-service lead runs it at the start of each working day, or whenever the daily order review is due. A coordinator can prepare it from the exports.
The fulfilment lead sets the priorities and authorises any release or reassignment. The customer-service lead decides what customers hear. The capability changes no order, lifts no hold and contacts nobody.
What they supply
- The orders: order number, order date, customer, promised date and the order's status from your system.
- The order lines: order number, line, item code, quantity ordered, quantity shipped and the date of the last shipment.
- The active holds: order number, the reason, the date it was placed, who owns it, the next step and who owns that.
- Settings: today's date, the age bands, which status words mean shipped and cancelled, and the limits for a hold and for a part-shipped order.
Each export's column headers are checked first. If one does not match, the work stops and asks which column is which. It works from files you supply and needs no connection to your order system.
What comes out
One page in a fixed order: a summary and data checks, the aged list with every open order, the orders with no usable next step, the holds past your limit, the part-shipped orders with no recent shipment, the statuses to confirm, and a numbered question for the lead on each order that needs a decision. A section with nothing in it says "None."
Every age and count can be checked with a calendar and the exports. Each order says which hold and which items it comes from.
Nothing is sent. The capability releases no order, reassigns nothing and writes to no customer.
An invented example
Illustrative example with invented data. The business, the customers, the item codes, the order numbers, the quantities and every date below are invented. The business is an invented online homewares shop, called the Store here, with one warehouse. Its fulfilment lead asks for the daily order review on the morning of Tuesday 10 November 2026. Customers are shown as Customer A, Customer B and so on; people are referred to by role.
The inputs come first, in full, so the template can be run on them. The review follows.
The inputs
1. Settings (typed by the fulfilment coordinator)
Business: the Store
Today: 2026-11-10
Fulfilment lead: not named, use the role
All other settings: use the defaults
2. Orders
order_number,order_date,customer,promised_date,order_status
A1001,2026-10-26,Customer A,2026-10-30,open
A1002,2026-10-29,Customer B,2026-11-03,open
A1003,2026-11-02,Customer C,2026-11-06,open
A1004,2026-11-04,Customer D,2026-11-09,open
A1005,2026-11-05,Customer E,2026-11-10,open
A1006,2026-11-07,Customer F,2026-11-12,open
A1007,2026-11-09,Customer G,2026-11-13,open
A1008,2026-11-03,Customer H,2026-11-06,shipped
A1009,2026-11-06,Customer J,2026-11-11,open
A1010,2026-10-30,Customer K,2026-11-04,shipped
A1011,2026-11-01,Customer L,2026-11-05,cancelled
A1012,2026-11-08,Customer M,2026-11-12,open
3. Order lines
order_number,line,item_code,qty_ordered,qty_shipped,last_ship_date
A1001,1,ITM-10,4,0,
A1001,2,ITM-22,2,0,
A1002,1,ITM-31,10,6,2026-11-04
A1002,2,ITM-32,5,5,2026-11-04
A1003,1,ITM-10,3,0,
A1004,1,ITM-45,6,0,
A1005,1,ITM-50,2,2,2026-11-09
A1005,2,ITM-51,1,0,
A1006,1,ITM-10,1,0,
A1007,1,ITM-60,2,0,
A1008,1,ITM-70,5,5,2026-11-05
A1008,2,ITM-71,2,0,
A1010,1,ITM-80,3,3,2026-11-02
A1011,1,ITM-81,2,0,
A1012,1,ITM-90,4,4,2026-11-09
4. Active holds
order_number,hold_reason,hold_placed_date,hold_owner,next_step,next_step_owner
A1001,Awaiting stock,2026-10-28,Buyer,,
A1002,Remainder awaiting stock,2026-11-04,Warehouse lead,Ship remainder when ITM-31 is received,Warehouse lead
A1003,Address check,2026-11-09,Customer service,Phone customer to confirm address,Customer service
A1005,Awaiting stock,2026-11-09,,Re-check stock Thursday,
A1006,Payment review,2026-11-08,Finance,Release when payment clears,Finance
A1009,Payment review,2026-11-07,Finance,,
A1013,Address check,2026-11-05,Customer service,Phone customer to confirm address,Customer service
The review
UNSHIPPED ORDER REVIEW: the Store, Tuesday 2026-11-10
For: the fulfilment lead. Prepared from: orders (12 rows), order lines (15 rows), holds (7 rows), settings.
Column check: all headers matched.
Settings: age bands 0 to 2, 3 to 5, 6 to 10 and over 10 days, first band (0 to 2 days) needs no explanation; shipped status shipped; cancelled status cancelled; hold limit 5 days; part-shipment limit 3 days. Defaults used: age bands, status words, hold limit, part-shipment limit.
Summary: 9 open orders listed: unshipped 5, part-shipped 3, status unknown 1. Left out: shipped in full 2, cancelled 1. By age: over 10 days 2, 6 to 10 days 3, 3 to 5 days 3, 0 to 2 days 1. With a hold 6; no hold 3. Next step missing 5; within the first band with no hold 1. Past promised date 5. Still to ship 25 units across 8 orders; units not known for 1. Holds past the limit 2. Part-shipped with no recent shipment 2. Status to confirm 3.
Data checks
A1013: a hold row for an order that is not in the orders file; left out.
Aged list
Over 10 days (2)
A1001 Customer A. Ordered 2026-10-26, 15 days. Promised 2026-10-30, 11 days past. Unshipped: 6 units to ship, ITM-10 4, ITM-22 2. Hold: Awaiting stock, placed 2026-10-28, 13 days, owner Buyer. Next step missing: hold without a next step.
A1002 Customer B. Ordered 2026-10-29, 12 days. Promised 2026-11-03, 7 days past. Part-shipped: 11 of 15 units shipped, last shipment 2026-11-04, 6 days ago; still to ship ITM-31 4. Hold: Remainder awaiting stock, placed 2026-11-04, 6 days, owner Warehouse lead. Next step: Ship remainder when ITM-31 is received, Warehouse lead.
6 to 10 days (3)
A1003 Customer C. Ordered 2026-11-02, 8 days. Promised 2026-11-06, 4 days past. Unshipped: 3 units to ship, ITM-10 3. Hold: Address check, placed 2026-11-09, 1 day, owner Customer service. Next step: Phone customer to confirm address, Customer service.
A1008 Customer H. Ordered 2026-11-03, 7 days. Promised 2026-11-06, 4 days past. Part-shipped: 5 of 7 units shipped, last shipment 2026-11-05, 5 days ago; still to ship ITM-71 2. No hold recorded. Next step missing: no hold recorded, no next step.
A1004 Customer D. Ordered 2026-11-04, 6 days. Promised 2026-11-09, 1 day past. Unshipped: 6 units to ship, ITM-45 6. No hold recorded. Next step missing: no hold recorded, no next step.
3 to 5 days (3)
A1005 Customer E. Ordered 2026-11-05, 5 days. Promised 2026-11-10. Part-shipped: 2 of 3 units shipped, last shipment 2026-11-09, 1 day ago; still to ship ITM-51 1. Hold: Awaiting stock, placed 2026-11-09, 1 day, owner not named. Next step missing: next step without an owner ("Re-check stock Thursday").
A1009 Customer J. Ordered 2026-11-06, 4 days. Promised 2026-11-11. Status unknown: no order line rows; units not known. Hold: Payment review, placed 2026-11-07, 3 days, owner Finance. Next step missing: hold without a next step.
A1006 Customer F. Ordered 2026-11-07, 3 days. Promised 2026-11-12. Unshipped: 1 unit to ship, ITM-10 1. Hold: Payment review, placed 2026-11-08, 2 days, owner Finance. Next step: Release when payment clears, Finance.
0 to 2 days (1)
A1007 Customer G. Ordered 2026-11-09, 1 day. Promised 2026-11-13. Unshipped: 2 units to ship, ITM-60 2. No hold recorded. Within the first band with no hold.
Missing next step
A1001: hold without a next step; 15 days old. See decision 1.
A1008: no hold recorded, no next step; 7 days old. See decision 3.
A1004: no hold recorded, no next step; 6 days old. See decision 4.
A1005: next step without an owner; 5 days old. See decision 5.
A1009: hold without a next step; 4 days old. See decision 6.
Holds past the limit
A1001: Awaiting stock, 13 days against a limit of 5; owner Buyer. See decision 1.
A1002: Remainder awaiting stock, 6 days against a limit of 5; owner Warehouse lead. See decision 2.
Part-shipped with no recent shipment
A1002: last shipment 2026-11-04, 6 days ago against a limit of 3; still to ship ITM-31 4. See decision 2.
A1008: last shipment 2026-11-05, 5 days ago against a limit of 3; still to ship ITM-71 2. See decision 3.
Status to confirm
A1008: status says shipped; the lines show part-shipped. See decision 3.
A1009: status says open; the lines show no line rows. See decision 6.
A1012: status says open; the lines show shipped in full. See decision 7.
Decisions for the fulfilment lead
1. A1001, Customer A: 15 days old, 11 days past its promised date, 6 units unshipped. The hold (awaiting stock, owner Buyer) has stood 13 days, past the limit of 5, and has no next step. Who owns the next step, does the hold stay in force, and is the customer to be told about the delay?
2. A1002, Customer B: 12 days old, 7 days past its promised date. 11 of 15 units shipped on 2026-11-04, 6 days ago, past the limit of 3; 4 units of ITM-31 remain. The hold (remainder awaiting stock, owner Warehouse lead) has stood 6 days, past the limit of 5, and its recorded next step is to ship the remainder when ITM-31 is received. Does the hold stay in force, and is the customer to be told about the remainder?
3. A1008, Customer H: 7 days old, 4 days past its promised date. The status says shipped, but the lines show 5 of 7 units shipped on 2026-11-05, 5 days ago, past the limit of 3, and 2 units of ITM-71 not shipped. No hold or next step is recorded. Are the lines or the status word right, and if the lines are right, who owns the next step?
4. A1004, Customer D: 6 days old, 1 day past its promised date, 6 units of ITM-45 unshipped. No hold and no next step are recorded. What is keeping it, and who owns the next step?
5. A1005, Customer E: 5 days old, promised today. 2 of 3 units shipped on 2026-11-09; 1 unit of ITM-51 remains. The hold (awaiting stock, placed 2026-11-09) has no named owner, and its next step, "Re-check stock Thursday", has no owner. Who owns the hold and the next step?
6. A1009, Customer J: 4 days old, promised 2026-11-11. The status is open and there are no line records, so what has shipped is not known. The hold (payment review, owner Finance) has stood 3 days and has no next step. Has anything shipped, and who owns the next step on the payment review?
7. A1012, Customer M: the status is open, but the lines show all 4 units of ITM-90 shipped on 2026-11-09. Is the order complete, and who updates its status?
Draft for the fulfilment lead's decision. Nothing has been released, shipped, reassigned, changed or sent, and no hold has been lifted. Ages are in calendar days to 2026-11-10.
Where it fits
- Supply chain and inventory: the daily view of what is waiting to leave the warehouse.
- Customer support and service: the answer to "where is my order" before the customer asks.
- E-commerce and retail: web and marketplace orders held for stock, payment or address checks.
- Consumer brands: direct orders alongside wholesale ones, each with its own holds.
- Manufacturing: made-to-order and part-built orders waiting on parts or finishing.
- Established businesses: when holds live in notes and memory rather than in a list.
- Growth and scaling: when there are more open orders than anyone can check by eye each morning.
It looks at orders, not support tickets; the review of old tickets is stale ticket sweep. It does not judge a supplier's date, which is supplier delivery date check. Deciding what to reorder is inventory reorder plan.
What has to change for your company
- Your export headers, set once so the check passes without a question.
- Your age bands, and which band is young enough to need no explanation.
- Your status words for shipped and cancelled.
- Your limits: how many days a hold may stand, and how many days a part-shipped order may go without a shipment.
- Who decides priorities and releases, and who decides what customers are told.
- Your AI product. It runs in ChatGPT, Claude, Copilot or Gemini from the files you supply. It sends nothing and never asks for a password.
What has been checked
Fully Powered AI wrote this capability template in its own words from its own map of the work, with no third-party text. It was editorially reviewed on 10 November 2026. It was tried on its invented example on 10 November 2026 in Claude; the record is published with it. It has not yet been tested in a client environment.
Testing in your environment means running it on a past morning's orders that your fulfilment lead remembers well, plus hard cases written in advance with their expected results: a renamed column, an order marked shipped with an open line, an order with no lines, a hold with no next step, a hold older than the limit. The lead checks every age and every hold against the exports before anyone acts.
The full capability template
Everything above is the outline. The complete capability template is the working version: the roles, the inputs, the procedure, the exceptions and stop conditions, the output format, the reviewer checklist, the acceptance tests, the instructions for an AI assistant and what to customize for your company. It comes with a download and the link to its folder in Fully Powered’s public repository.
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Next step
Put this capability to work for your team: on your plan, or built with you in a sprint.
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In a sprint, Fully Powered adapts this capability template to your rules, proves it on your own work and puts it in the hands of the roles that own it.
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