Trading in goods demands a lot from you every day. Processing and managing customer orders takes up a great deal of time that you lack elsewhere. But you don’t have to accept this situation: Thanks to your Virtual Personal Assistant (VPA), you can confidently turn your attention back to other tasks in the future.

Processing orders: Tasks you can delegate

If you want to entrust your VPA with the processing of your orders, there are a variety of individual tasks she can take on. A few examples illustrate the diversity of this area:

  •        Entering orders into your software
  •        Entering orders that the company received by channels other than the online shop (e.g., fax orders, by email)
  •        Reconciling received payments with the outstanding items according to orders
  •        Creating a shipping list for orders whose items are to be shipped
  •        Preparing delivery notes and other shipping documents for goods to be sent
  •        Processing returns

These tasks can be carried out especially easily if you operate a web shop through online shop software. With a login, your assistant can access the necessary data directly and process it. But even for a brick-and-mortar store she can manage your orders, provided access to your inventory management software can be enabled.

Working with eAssistentin.de: What it can look like

Effective cooperation with your VPA depends on an adequate briefing. Familiarize her with your internal processes so she can follow the data flow. Initially invest a little time to explain the software to your new assistant and show her how to perform which tasks. Then gradually hand over one subsection after another.

Additionally, you should clarify with her how she should document her work or in what form you expect the result reports. Also record the timing of the collaboration, for example the frequency at which she should manage your orders.