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- Delivery Slot Management
- Process
- Booking to shipment
Booking to shipment
Follow the people and records involved in booking to shipment.
Step by step
-
Place booking Customer
Keep the customer order and delivery address together. Customer (external) reviews the relevant record and passes its reference to the next owner.
- Keep the customer order and delivery address together
- Updates Bookings, Booking resources, Addresses
-
Review payment and risk Customer Service Rep
Inspect provider result and risk state. Customer Service Rep reviews the relevant record and passes its reference to the next owner.
- Inspect provider result and risk state
- Updates Payment evidence, Bookings
-
Ship booking Warehouse Operator
Follow stock and parcel progress. Warehouse Operator reviews the relevant record and passes its reference to the next owner.
- Follow stock and parcel progress
- Updates Inventory, Order shipments, Bookings
-
Handle delivery and service Customer Service Rep
Record delivery and customer follow-up. Customer Service Rep reviews the relevant record and passes its reference to the next owner.
- Record delivery and customer follow-up
- Updates Order shipments, Operation receipts
Who does what
Roles and permissions- Customer
- (external), Customer Service Rep, Warehouse Operator, Merchant Owner.
- Each person works within the configured role permissions and passes the original record reference to the next owner.
Set up Delivery Slot Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.