Free practical resource

Find the gaps between your sales channels and operations.

Score the workflows that connect ecommerce, POS, stock, staff fulfilment, delivery, payments, customer data, and reporting. Leave with a clear list of priorities for your next system decision.

8 operating areas40 review pointsPrintable scorecard
What you will assess

One scorecard across the full order journey

Use the same four-point readiness scale for every item, then prioritise the weakest areas with the highest customer or operational impact.

01

Sales channels

Website, apps, social, marketplace, and counter orders feed one reliable workflow.

02

Catalog and pricing

Products, options, availability, pricing, and promotions stay consistent across channels.

03

Inventory and purchasing

Stock movement, adjustments, transfers, purchasing, and valuation remain traceable.

04

Order fulfilment

Every order has clear ownership, status, preparation steps, and exception handling.

05

Delivery and collection

Zones, charges, slots, dispatch, proof, and cash collection are controlled.

06

Payments and cash

Online, POS, refunds, settlement, and cash movement reconcile cleanly.

07

Customers and retention

Customer, recipient, consent, loyalty, and communication data remains usable.

08

Reporting and control

Owners can see performance, stock, staff activity, and operational exceptions.

Simple scoring

Turn observations into an action plan

The PDF uses a 0-3 readiness scale: not in place, mostly manual, partly connected, or consistently connected. It also gives you space to name the owner, evidence, risk, and next action for each priority.

  1. Assess honestly.Use current evidence, not planned features.
  2. Find the bottlenecks.Flag low scores that affect customers, cash, or fulfilment.
  3. Assign ownership.Give each priority an owner and review date.
  4. Re-score later.Measure whether process and system changes improved readiness.

Ready to map your operation?

Download the checklist now, or bring your completed scorecard to a tailored Bloomlytix walkthrough.

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