Daily Delivery Schedule Review Checklist for Real Estate
A checklist for reviewing and managing incoming and outgoing deliveries to ensure smooth logistics and timely fulfilment of orders.
Supports Real Estate Institute compliance, trust account management requirements, and state property legislation documentation.
Complete Checklist
- 1Review the list of expected incoming deliveries for the dayCritical
- 2Confirm settlement times with suppliers for any time-critical shipments
- 3Ensure the receiving area is clear, clean, and ready for deliveries
- 4Assign staff to receive and check deliveries against purchase orders
- 5Review outgoing settlement or dispatch schedule for the dayCritical
- 6Verify all outgoing orders are packed, labelled, and ready for collection or dispatch
- 7Confirm courier or freight bookings for all outgoing shipments
- 8Check for any settlement delays or issues reported by suppliers or carriers
- 9Update customers on the status of their orders if applicable
- 10Verify that cold chain or special handling requirements are met for sensitive goods
- 11Review proof of settlement documents for shipments completed yesterday
- 12Resolve any discrepancies from previous deliveries such as short shipments or damages
- 13Update inventory records for all goods received and dispatched
- 14Confirm that all settlement vehicles are serviceable and fuelled if applicable
- 15Log the daily settlement summary including any exceptions or notes
Frequently Asked Questions
How can we reduce settlement-related disruptions to business operations?
Establish preferred settlement windows with your suppliers, designate a specific receiving area away from customer zones, and assign a dedicated person to handle deliveries. Use a settlement booking system if you receive multiple shipments daily. Planning ahead reduces the impact on your team and customers.
What is the best time to review the daily settlement schedule?
Review the settlement schedule first thing in the morning or at the end of the previous day. This gives you time to resolve any issues, confirm arrangements, and brief staff before deliveries arrive. For businesses with early-morning deliveries, an end-of-day review the night before is particularly important.
How should we handle a settlement that does not match the purchase offer?
Do not sign the settlement docket without noting the discrepancy. Photograph any damage or short shipments. Contact the supplier immediately to report the issue and request a credit note, replacement, or explanation. Update your inventory records to reflect what was actually received rather than what was ordered.
Need help implementing these checks into your daily operations?
Our team can build custom checklists integrated into your daily operations workflow.