User adoption
Independent order entry
A new Sales employee used my SOP to enter orders independently.
Blue Line Solutions · 2024–2026
Tracing wholesale
orders across systems.
I simplified internal order entry, reconstructed order balances across separate systems and helped a new employee follow the process independently.
Blue Line sells wholesale in Canada and the U.S.; each side ran on different systems.
Canada
One internal order record
Sales and Warehouse used Fishbowl as one place to create and update internal orders.
U.S.
Checked order balances
Teams could identify what remained to ship and which billing differences needed review.
U.S. · Reconciliation
Check the balance
against the source records.
Large wholesale orders shipped in multiple partial shipments, often against a single purchase order. Two U.S. Fishbowl environments supported container receipts and customer sales. I traced selected orders through the original purchase orders, shipment and serial records, invoices and relevant emails.
- Ordered
- 100 units
- Shipped
- 35 + 25 = 60 units
- Billed
- 50 units
This illustrative system view shows 90 open before the shipments are reconciled.
Illustrative quantities, not company data. Assumes no cancellations or returns.
100 ordered60 shipped · 50 billed · 40 still to ship in this example.
Customer PO100 ordered
Shipment evidence60 shipped
Illustrative system view
90?units shown before reconciliation
Check the original order + shipments.
Canada · Process change
One place to update
internal orders.
I mapped how internal orders moved between BigCommerce and Fishbowl, checked the options with platform support and clarified each system’s role.
Before
Two places to maintain an order
Internal orders were maintained separately in BigCommerce and Fishbowl, requiring updates in both systems.
After
Fishbowl owns internal order entry
Sales and Warehouse used one internal order record. BigCommerce retained its website, online sales and historical information.
SOPs · User adoption
Help a new employee
work independently.
I wrote role-specific instructions with report names and screenshots, then walked Sales, Warehouse and Accounting through a real order. I followed up as they used the process.
The new Sales employee completed order entry independently, and repeat questions decreased.
- 01Write usable instructions
Match the steps to the person doing the work.
- 02Walk through a live order
Connect the SOP to the actual records and handoffs.
- 03Follow up in use
Resolve questions and confirm independent entry.
Supporting detail
Read the full case
or get in touch.
The PDF includes the six-step workflow, EDI provider comparison and supporting detail.
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