Solutions / E-commerce and operations

The back office keeps running, even when the person who knows is away.

Orders, returns, product pages, shipping: document everyday tasks so anyone can take over.

Process a product return · 5 stepsPublished
  1. 1Find the order using the number on the return slip.
  2. 2Check the condition of the returned product.
  3. !Warning: a damaged product goes to a carrier claim, not a refund.
  4. 3Set the return to Received, then put the product back in stock.
  5. 4Trigger the refund and let the customer know.

What you’re dealing with

Processes live in the team’s heads.

Hard to hand over

One absence, and nobody knows how to process a return anymore.

Costly mistakes

A wrong order status, a double refund.

Too many tools

Shop, carrier, ERP: each has its own screens.

How proced.ai fixes it

Document the gesture, not the theory.

1. Capture

In the browser, or with the desktop app for your installed software.

2. Annotate

Arrows, boxes and “Warning” callouts on sensitive points.

3. Assign

Hand the creation or update of a procedure to a colleague.

4. Share

A link, a PDF, or a page in your documentation tool.

Useful features

Procedures ready for peak periods.

Seasonal staff follow the procedure alone, without tying up the team.

Desktop app

Capture outside the browser, on Mac and Windows.

Tasks

Assign, track and approve procedure updates.

Exports

PDF, Word, HTML, Markdown, Notion, Confluence, SharePoint.

Dashboard

Most viewed procedures and active members.

Customer reviews

They’ve been documenting with proced.ai since the beta.

“A real time-saver for training on our rental tools.”

Valéry uses proced.ai to train teams on G’ma Loc’s rental tools.

VGValéry G.
G’ma Loc, rental tools

“We document the procedures of our OhMyArt programme. Thank you to proced.ai for the support since the beta.”

Léa relies on proced.ai for the procedures of Ohmycase’s OhMyArt programme.

LOLéa O.
Ohmycase, OhMyArt programme

Frequently asked questions

Does it work with our shop and our ERP?

Yes, the extension captures any web tool, the desktop app captures installed software.

Can we hide customer data?

Yes, blurring hides emails, addresses and amounts on screenshots.

Does temporary staff need an account to read?

No, a public or password-protected link is enough.

How long does it take to get started?

Getting started is instant: create an account, install the extension, make your first procedure.

Stop re-explaining. Send the procedure

Install the extension, do the task once, share the link. 14-day trial on Pro and Team, no commitment.