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  1. Click & Collect System
  2. Process
  3. Order to shipment
Process · Order to shipment

Order to shipment

See who moves the work forward and which records carry each decision.

Step by step

  1. 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
  2. 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
  3. 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
  4. 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
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.

How to get started