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- Click & Collect System
- Process
- Order to shipment
Order to shipment
See who moves the work forward and which records carry each decision.
Step by step
-
Place order Customer Service Rep
Customer Service Rep confirms the order number, shipping address, and shippable lines.
- Pass the order and address to warehouse review.
- Updates Customer orders, Order lines, Addresses
-
Review payment and risk Merchant Owner
Merchant Owner checks the financial and fraud statuses before fulfillment proceeds.
- Resolve the risk decision against the order and payment evidence.
- Updates Payment evidence, Customer orders
-
Track fulfillment Warehouse Operator
Warehouse Operator matches ordered variants with stock by warehouse code and updates shipment progress.
- Link stock and shipment work to the same order.
- Updates Inventory, Order shipments
-
Record delivery Warehouse Operator
Warehouse Operator records delivery on the linked shipment and checks the order fulfillment picture.
- Keep shipment and order statuses consistent for service staff.
- Updates Order shipments, Order events
Who does what
Roles and permissions- Customer Service Rep
- , Merchant Owner, Warehouse Operator work through these stages.
- Each role checks the records named in its stage before changing the status.
Set up Click & Collect System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.