Made-to-Order Kanban for Beginners: Move Custom Orders to Shipping and Cut Late Deliveries

Marketing & Sales

Made-to-Order Kanban for Beginners: Move Custom Orders to Shipping and Cut Late Deliveries

Owners of small handmade shops use this made-to-order kanban template for beginners to move each custom order from received to shipped and avoid late deliveries. The whiteboard has four pages. Page 1 sets the shipping promise, a six-step flow, and intake questions. Page 2 places orders in four columns with a due-date table. Page 3 sorts late orders and problems by likelihood and impact and drafts replies to common questions. Page 4 plans time-saving fixes, who does what and on which day, and a month-end review date. The task board has four columns - to do, in progress, waiting for the owner, and done - with 4 parent tasks and 3 subtasks each. Sticky notes carry only the order number and item name, so customer names, addresses, and phone numbers stay in the shop admin and off the board. Only custom orders go here; regular in-stock orders stay in the shop admin. Members of a limited-visibility team can write together.

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made-to-order order management handmade kanban online shop
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① Shipping Promise (rules you tell cu... ② From Order to Shipping (6 steps) ③ What to Ask at Intake ④ Received (orders at steps 1-3 of ②) ⑤ In Progress (step 4 of ②) ⑥ Ready to Ship (step 5 of ②) ⑦ Shipped (step 6 of ②) ⑧ Dates by Order (use the same number... ⑨ Late Orders and Trouble (pick from ... Big impact x Happens sometimes Big impact x Happens often Small impact x Happens sometimes Small impact x Happens often ⑩ Common Questions and Replies ⑫ Who Does What (task x owner and day) ⑬ Month-End Review (set the day and w... Custom Order Kanban How to use (4 pag... Shipped / done Rules / owners Delays / trouble Improvements / in... 1/4 Align the shippin... Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Move orders by co... ↙ 3/4 Days until shipping and days offe.g. Ship within 14 days after the customer approves the designSaturdays, Sundays, and holidays do not count as days When you will be latee.g. Tell the customer a new ship date the same day you learn of the delayWho contacts them: ____ What goes on a sticky noteWrite only the order number and item name.Do not write the customer's name, address, or phone number; check them in the shop admin 1 Receive the orderSee the new custom order in the admine.g. Write "#1024 Name keychain" on a note and put it in Received 2 Confirm detailsAsk as listed in table ③Confirm color, size, name text, and delivery date 3 Discuss designSend design ideas as photose.g. No reply in 3 days - follow up again 4 Make itOnce approved, move it to In progressEach morning, check it will make the date 5 Pack and checkWhen made, move it to Ready to shipPack after matching item name and order number with the admin 6 Ship and notifySend the tracking number to the customerThen move the note to Shipped Example question Why ask If undecided Where to write Color / material e.g. Let them pick by number from sample photos To prepare materials first Suggest one and let them choose Order note in the admin Size e.g. Ask for wrist length in cm To avoid remaking it Say you will use the standard size Order note in the admin Name or text e.g. Have them send the text one letter at a time To avoid spelling mistakes Show a sample at the meeting Order note in the admin Delivery date e.g. Ask whether it is for a gift date To set the ship date Tell them the dates that fit the days in ① The schedule at ⑧ e.g. #1024 Name keychain e.g. #1027 Leather pen case Write only order number and item name Move to ⑤ once the design is approved e.g. #1019 Embroidered handkerchief e.g. #1021 Wooden name plate Write the ship date in the corner If it may be late, stick a red note beside it e.g. #1015 Fabric book cover Match item name and order number with the admin Two people check the packing Move to ⑦ on the day it ships e.g. #1012 Bead bracelet Tracking number sent to the customer Mark it if the customer confirms arrival Remove the note after 7 days Meeting Production end Ship date Owner e.g. #1024 Day 3 after receipt Day 12 after receipt Day 14 after receipt Owner: shop owner e.g. #1027 Day 2 after receipt Day 10 after receipt Day 12 after receipt Owner: helper e.g. #1019 Done Day 9 after receipt Day 11 after receipt Owner: shop owner e.g. #1021 Done Day 13 after receipt (may be late) Day 15 after receipt Owner: shop owner #____ Day __ after receipt Day __ after receipt Day __ after receipt Owner: ____ 3/4 Prepare for trouble → 4/4 4/4 Share work and im... 縦軸: Customer impa... e.g. Damaged in transit. Prep - take a photo before packing and set the steps for remaking it. e.g. No reply at the meeting stage and the ship date passes. Prepare for this first - follow up again after 3 days without a reply. e.g. A question about the lettering style. Just record it, and add it to the table at ⑩ if it comes up again. e.g. 'When will it arrive?' Reply the same day using the reply in ⑩. Example reply Who replies Next step When it arrives e.g. Give the ship date from ⑧ and say you will send the tracking number once shipped Helper Write 'replied' on the note Change the color e.g. Say it can change during the meeting but means a remake once production starts Shop owner Rewrite the date on ⑧ It is late e.g. Apologize and give a new ship date the same day Shop owner Make the note red and place it on ⑨ Wrong item arrived e.g. Ask for a photo and say you will send the right item again Shop owner Review how you check at ⑥ Cancel the order e.g. Accept before production starts; after that, explain the shop rule Shop owner Remove the note and handle it in the admin ⑪ Effort-Saving I... Lighten the daily order work Message templates e.g. Make a stock message for waiting on a meeting reply Preparing materials e.g. Pre-cut materials in the colors that sell often Intake questions e.g. Put the questions from ③ into the order form Keeping photos e.g. Take one photo before packing and name it with the ord… Shipping days e.g. Ship in batches on Tuesday and Friday Handing off to helper e.g. Hand over packing and tracking-number messages Prep or fix Owner Day Done mark e.g. Reply reminders Prep (top right of ⑨) Shop owner Every morning Write the order numbers you contacted e.g. Packing and ... Fix (photos at ⑪) Helper Monday, Thursday Write the number of photos taken e.g. Shipping and... Fix (days at ⑪) Helper Tuesday, Friday Write the number of notes moved to ⑦ Review day and peoplee.g. The last Friday of each month, the owner and helper, 15 minutesDate: ____ / Owner: ____ Numbers to counte.g. Orders shipped after the date, and late noticesThis month: __ / Last month: __ What to change next monthe.g. Choose one task from ⑫ to keep and one to stop, and add them to the task board as next tasks → 2/4 Move orders by co... ↙ 3/4 Prepare for trouble → 4/4 Share work and im...
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Task board contents

To do 16 items

Agree on shipping
Move orders along
Prepare for issues
Share and improve
Write the promise
Check the 6 steps
Decide what to ask
Write order notes
Fill the due dates
Move notes daily
Place late orders
Plan one prep each
Make a reply table
Brainstorm fixes
Set owners and days
Set the review day

In progress 0 items

Waiting for owner 0 items

Done 0 items

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