Process · Order review

Order review

Submit, review and release a subscriber order for fulfillment.

Step by step

Prepare the order Sales Rep

Sales Rep records the subscriber, contract, delivery request, product lines and chosen fulfillment route.
- Captures the customer commitment
- Updates Meal orders, Meal lines
Submit for review Sales Rep

Sales Rep checks totals and moves the order from draft to submitted.
- Makes the order visible in the manager queue
- Updates Meal orders
Decide release Sales Manager

Sales Manager reviews the submitted order against terms, requested date and credit context, then records the approval decision and moves the order to approved.
- Records the approval decision
- Updates Meal orders, Review decisions, Credit exposures
ApprovalA person approves before the work moves on.
Allocate work Fulfillment Lead

Fulfillment Lead acts on the approved order and checks the product quantities before picking.
- Shows the quantity ready for fulfillment
- Updates Meal orders, Meal lines
Hand over for packing Fulfillment Lead

Fulfillment Lead uses the order line quantities and warehouse context to prepare a shipment event.
- Starts the delivery record
- Updates Meal orders, Fulfillment events

And how to keep it from happening.

A line can differ from the agreed contract product or quantity. Compare the order and terms before approval.
Credit hold needs its own review. Do not treat submission as an approved release.
An approved order can still have only part of its quantity allocated. Fulfillment Lead should inspect line quantities before marking the order ready for packing.

Sales Rep: Submits; Sales Manager approves; Fulfillment Lead allocates and prepares dispatch; Finance Clerk reviews later billing.

Start free, then use Proto to change fields, steps and approvals before your team goes live.