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- Meal Prep / Subscription Box
- Process
- Order intake
Order intake
Order intake joins the customer's storefront choice to an order staff can operate. The cart provides the market and selected variants. The order preserves its own customer, address, shipping and purchased meal lines. Customer Service Rep should use the order number as the anchor once checkout is complete.
Step by step
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Cart activity Customer Service Rep
A visitor enters a cart and selects buyable variants. Customer Service Rep can follow the cart's activity and checkout state.
- Preserves the selected offer and storefront context
- Updates Store sessions, Carts, Cart items, Product variants
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Order placement Customer Service Rep
The placed meal order records the shopper, shipping choice, order amounts and purchased lines. The cart can move from checkout to converted while the order becomes the lasting purchase record.
- Establishes the customer purchase and delivery address
- Updates Meal orders, Meal lines, Subscribers, Service locations
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Payment review Finance Manager
Finance Manager checks the order's financial and fraud states with the related payment evidence before the team treats it as ready for delivery.
- Shows paid value, discount and any issue to review
- Updates Meal orders, Payment evidence, Applied discounts
Who does what
Roles and permissions- Customer Service Rep
- Traces the buyer's order.
- Catalog Manager
- Corrects a selling record when needed.
- Finance Manager
- Reviews money and risk.
- Warehouse Operator
- Receives the order after release.
Set up Meal Prep / Subscription Box your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.