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- Meal Prep / Subscription Box
- Process
- Payment and release
Payment and release
A meal order has separate financial, fraud and fulfillment states. Finance Manager reads the payment evidence against the order before warehouse work moves forward. Warehouse Operator then works the actual saleable variants and records the delivery event that occurred. The order remains the common reference for both teams.
Step by step
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Payment review Finance Manager
Finance Manager examines payment evidence, any fraud review state and the amount paid. An authorization and a captured payment are different events, so the team follows the order's current financial state.
- Explains the current financial and risk position
- Updates Meal orders, Payment evidence, Operation receipts
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Fulfillment Warehouse Operator
Warehouse Operator checks stock by variant and the shippable meal lines, then records the relevant label, pick, pack, transit or delivery event. Partial work remains visible in fulfillment status.
- Connects stock and physical delivery steps
- Updates Inventory, Meal lines, Meal orders, Fulfillment events
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Delivery follow-up Customer Service Rep
Customer Service Rep checks the carrier and event history before answering a customer who asks where the box is.
- Supports an accurate customer update
- Updates Fulfillment events, Operation receipts, Emails sent
Who does what
Roles and permissions- Finance Manager
- Owns the payment check.
- Warehouse Operator
- Records stock and delivery work.
- Customer Service Rep
- Communicates the observed outcome.
- Merchant Owner
- Sets the release policy.
Set up Meal Prep / Subscription Box your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.