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Meal Prep / Subscription Box
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Meal Prep / Subscription Box · Available now

Run meal orders from storefront to delivery and refund.

Meal Prep / Subscription Box organizes the commerce work around a customer's meal order. Catalog managers maintain storefront catalogs, products and buyable variants.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewMeal Orders workspace
Meal Prep / Subscription Box · Meal orders

Meal Orders workspace

Meal orders in one list

New meal order
Meal orders in view
6
Open
3
Fulfilled
3
Open3
Aisha RahmanMO-52097
26 Oct
Sofia AlvarezMO-42874
19 Oct
Leonie FischerMO-70528
25 Oct
Add
Fulfilled3
Priya KapoorMO-89258
29 Oct
Nikhil RaoMO-34025
25 Oct
Leonie FischerMO-43871
31 Oct
Add
Aisha RahmanMeal orders · MO-52097
Open
Placed at26 Oct
Financial statusPending
Fulfillment statusUnfulfilled
Refund approvalMO-52097 · Aisha Rahman

Finance Manager decides whether a pending refund may proceed.

Waiting for Finance Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
29
Saved views
14
Roles with set permissions
7
Reports and dashboards
8
Features

Work from the order

Every feature works on the same records. Pick one to see the screen your team works in.

Catalog and products

Keep each storefront market, product listing and buyable variant clear before customers place an order.

  • Market
  • Offer
  • Availability
  • Catalogs
  • Product categories
  • Products
  • Product variants
  • Collections
  • Inventory
Explore catalog and products
OverviewProducts to publish
Meal Prep / Subscription Box · Catalog and products

Products to publish

Active waits for the catalog manager

New
HandleTitleStatusCatalogCategoryPublished at
ginger-chicken-rice-bowlGinger chicken rice bowl, singleDraftMountain region meal catalogProtein-forward dinners28 Oct
herb-lentil-supperHerb lentil supper, two servingsDraftPacific Northwest meal catalogSeasonal favorites21 Oct
roasted-pepper-pasta-kitRoasted pepper pasta kit, two servingsDraftNorthern California meal catalogPlant-based mains12 Oct
citrus-salmon-mealCitrus salmon meal, singleDraftPacific Northwest meal catalogBreakfast and brunch12 Oct
mushroom-barley-bowlMushroom barley bowl, singleDraftSouthern California meal catalogSeasonal favorites25 Oct
6 of 6 records
ginger-chicken-rice-bowlProducts · PRD-14453
Draft
TitleGinger chicken rice bowl, single
CatalogMountain region meal catalog
CategoryProtein-forward dinners
Published at28 Oct
Example screen with sample data
Process

Follow the sale through delivery

From product listing to meal order resolution ships ready to use. One step needs a named approval before the work moves on: Refund approval (Finance Manager).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Catalog preparation

    Define the market, products and buyable variants.

    Aisha RahmanMO-52097 · Catalog Manager
    Catalog preparationBy Catalog Manager

  2. Cart activity

    See what a customer selected before checkout.

    Aisha RahmanMO-52097 · Customer Service Rep
    Cart activityBy Customer Service Rep

  3. Order placement

    Keep purchased meal lines and customer details together.

    Aisha RahmanMO-52097 · Customer Service Rep
    Order placementBy Customer Service Rep

  4. Payment review

    Check the financial and fraud position before release.

    Aisha RahmanMO-52097 · Finance Manager
    Payment reviewBy Finance Manager

  5. Fulfillment

    Record the stock and delivery work on the order.

    Aisha RahmanMO-52097 · Warehouse Operator
    FulfillmentBy Warehouse Operator

  6. Refund approval

    Review the claim against the paid and already refunded balance.

    Aisha RahmanMO-52097 · Finance Manager
    Refund approvalBy Finance Manager
    ApprovalFinance Manager decides whether a pending refund may proceed.

Start with Storefront preparation

Inside a record

Connect each external service

Open any meal order to see its abandoned carts, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Placed at, Financial status and Fulfillment status.

  2. 2
    Abandoned carts

    Each line is linked to this meal order.

  3. 3
    Who works on it

    Admin, Merchant Owner and Warehouse Operator, each with their own permissions.

  4. 4
    Process stages

    Order placement and Payment review, with the role that acts.

  5. 5
    Approvals

    Refund approval, with who decides.

Meal Orders workspaceAisha Rahman
Meal Prep / Subscription Box · Meal orders

Aisha Rahman

Open

Log activity
1
Record details
Placed at26 Oct
Financial statusPending
Fulfillment statusUnfulfilled
2
Abandoned carts

Aisha Rahman

EmailAbandoned atRecovery stage
aisha.rahman@example.com23 OctStage1_1hr
elliot.morgan@example.com20 OctStage2_24hr
sofia.alvarez@example.com21 OctStage3_72hr
Abandoned carts
6
Total recovery emails sent
2,180
3

Who works on it

  • AdminManage Users, Catalogs, payment methods, shipping methods, tax…
  • Merchant OwnerManage Catalogs, payment methods, shipping methods, tax rates…
  • Warehouse OperatorManage Inventory, fulfillment events
4

Process stages

  • Order placementCustomer Service Rep
  • Payment reviewFinance Manager
5

Approvals

  • Refund approvalFinance Manager
    Approved
Example screen with sample data
Approvals

Keep refund decisions accountable

OverviewApprovals
Meal Prep / Subscription Box · Overview

Approvals

Signed in as Finance Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • PR-18486Fresh and filling weeknight dinner
    Mushroom barley bowl, singleRequested by Callum Reed
    Pending3dActions
  • PR-86960The lentils held up beautifully
    Mushroom barley bowl, singleRequested by Tomas Nguyen
    Pending2dActions
  • PR-63236Easy prep after a long shift
    Citrus salmon meal, singleRequested by Zara Ahmed
    Pending2dActions
  • PR-91724Bright flavor and generous portion
    Breakfast oat bake, four slicesRequested by Aisha Rahman
    Pending4dActions

Who approves what

DecisionApprover
Refund approvalReview the claim against the paid and already refunded balance.Finance Manager
Approve CatalogsMerchant Owner
Approve order refundsFinance Manager
3 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Meal Prep / Subscription Box to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains access and the app's operating setup.

  • Manage Users, Catalogs, payment methods, shipping methods, tax rates
  • View meal orders, config validation runs

Roles and permissions

Reports

See what needs attention

Answer operational questions from order, stock, cart, payment and refund records.

Overview
Meal Prep / Subscription Box · Overview

Meal Prep / Subscription Box dashboard

This quarter

Product reviews in view
6
Pending
6

Meal orders by financial status

How far records got this quarter

StageReachedStep
Pending48
Authorized2042%
Paid840%
Partially paid338%

Number of meal orders by financial status

Sample counts per stage

200
20Pending
20Authorized
20Paid
20Partially paid
-30Refunded
Example screen with sample data
  1. 01Order payment position

    Compare amount paid and amount refunded by financial status on meal orders.

  2. 02Fulfillment backlog

    Group meal orders by fulfillment status and shipping method.

  3. 03Variant stock position

    Compare quantity on hand, quantity reserved and reorder point for each Inventory Variant and warehouse code.

  4. 04Refund outcomes

    Sum order refunds Amount by Status and Reason.

  5. 05Catalog sales mix

    Follow meal orders through meal lines by Catalog and SKU.

  6. 06Cart conversion

    Compare Carts by Status and Catalog.

  7. 07Traffic sources

    Group store sessions by Source and Converted.

  8. 08Discount use

    Sum applied discounts Amount by Rule and Scope.

All reports and dashboards

Who it's for

Fit your food storefront

See how Meal Prep / Subscription Box fits your kind of team.

Prepared meal delivery

Operate catalog choices, customer meal orders and delivery evidence for a prepared-meal seller.

Local food storefront

Coordinate a local storefront's product offer, carts, pickup choices and order follow-up.

Specialty food commerce

Manage variant-led product sales and service cases across storefront markets.

Controls

Keep the purchase history intact

Each stage, from product listing to meal order resolution, names the role that acts and the status it records, so a change is never anonymous.

OverviewFrom product listing to meal order resolution
Meal Prep / Subscription Box · Process

From product listing to meal order resolution

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
5
Tables touched
17
Catalog preparation
Catalog Manager
StatusDraft → Active
RecordsProduct variants, Catalogs, Products
Cart activity
Customer Service Rep
StatusActive → Checkout
RecordsCart items, Carts
Order placement
Customer Service Rep
StatusCheckout → Converted
RecordsMeal orders, Meal lines, Carts
From product listing to meal order resolution
  1. Start
    Catalog preparationDraft → Active
    Product variants
  2. Step
    Cart activityActive → Checkout
    Cart items
  3. Step
    Order placementCheckout → Converted
    Meal orders
  4. Step
    FulfillmentUnfulfilled → in progress → Fulfilled
    Fulfillment events
  5. Approval
    Refund approvalPending → Processing
    Order refunds
Example screen with sample data

See each stage in detail

AI agent

Bring the record to the conversation

Ask Proto to help configure records and investigate an order while staff keep the decisions.

It can

  • Catalog Manager: Check a product and its variants before a storefront listing is made active.
  • Warehouse Operator: Bring an order's meal lines, stock positions and latest fulfillment events into one review.
  • Customer Service Rep: Trace a customer question from the order number through the purchased lines and event history.
  • Finance Manager: Summarize payment and prior refund evidence for a pending request.

Stays with a person

  • A person still owns catalog release, stock corrections and refund approval.
  • The agent can gather records and point out a conflict, but the responsible role makes the decision and verifies the resulting record.
  • Set access to match the person's role and rehearse an exception before regular use.
  • Start with roles and get started.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Meal Prep / Subscription Box
  • Storefront
  • Payment provider
  • Carrier and label service
  • Email delivery
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 29 tables
29tables
  • Catalog and products6
  • Carts and traffic7
  • Meal orders8
  • Payments and pricing9
  • Inventory and fulfillment6
  • Customer care9
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Name owners

    Merchant Owner assigns catalog, warehouse, customer service and finance responsibilities, including refund approval.

  2. Prepare records

    Import catalogs, products, variants, stock, customers and addresses in reference order.

  3. Set checkout choices

    Review payment methods, shipping methods, tax rates and discount rules for the first market.

  4. Rehearse orders

    Place carts and orders, inspect payment evidence, record fulfillment and test a refund decision.

  5. Open operations

    Train each role on its views and agree who checks failed configuration, payment and delivery outcomes.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Meal Prep / Subscription Box.

All questions
How do I get started?

Click Get started, then use Proto to configure Meal Prep / Subscription Box for your business. Begin with one catalog, a few saleable meal variants, stock positions and a test order.

What does a meal order contain?

It links the customer or guest email, catalog, shipping choice, addresses, financial and fulfillment states, and purchased meal lines. Each line keeps the purchased item and portions.

Can I sell different sizes of one meal?

Use product variants for separate saleable choices. Each variant can have its own SKU, price, weight and stock position.

How do I see a cart that was left behind?

Use Abandoned cart follow-up to review its recovery stage and related communication entries. Open the linked cart to check its last activity.

How is stock tracked?

Inventory holds on-hand and reserved quantities for each variant at a warehouse. Warehouse Operator checks it alongside the order lines.

What tells a customer where a package is?

Fulfillment Events hold the recorded label, transit, delivery and exception steps. Customer Service Rep checks the latest event and tracking details.

Who approves a refund?

Finance Manager reviews a pending request, the authorized approver and the order's remaining refundable balance before approval.

How do I check payment progress?

Read the order's financial status and paid amount with its Payment Evidence records. Authorization, capture and failed attempts have different meanings.

Can I compare campaign traffic with purchases?

Store Sessions hold traffic source and conversion status. Carts and meal orders show the subsequent customer activity.

Where do I plan external services?

Use integrations to assign owners for storefront, payment, carrier and email connections.

Set up Meal Prep / Subscription Box your way.

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

Start now Download Proto

How to get started

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