Channel order acceptance

Follow channel order acceptance through decisions and exceptions.

Step by step

Map channel SKU Channel Manager

Channel Manager checks each external SKU against the channel product mapping and its stocked product. Lines that need review stay visible. The received channel order can move to Mapped only after the mapping check.
- External SKU linked to a Product
- Updates Channel products, Channel order lines
Approve channel order Channel Manager

Channel Manager checks the mapped lines, account, channel and source key. The manager approves or rejects the channel order; a rejected order does not enter local sales work.
- Mapped order approved or rejected
- Updates Channel orders, Channel order lines
ApprovalA person approves before the work moves on.
Convert to sales order Sales Manager

Sales Manager links the approved channel order to a local sales order. Keep the external order key and revision with the source record so another import can be recognized.
- Local order linked to external key
- Updates Channel orders, Sales orders
Approve sales order Sales Manager

Sales Manager checks the account, entity, ordered quantities and stock position on the submitted local order. Approval releases the order to warehouse planning.
- Accepted quantity approved
- Updates Sales orders, Sales order lines
ApprovalA person approves before the work moves on.

And how to keep it from happening.

A repeat external order key creates another local order instead of updating the existing channel order.
An unmapped or disputed SKU is treated as a stocked product because its title looks similar.
The channel order is approved while a line still needs mapping review.

Channel Manager: , Sales Manager.
: Each actor reviews their own stage and passes the linked record to the next owner.

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