Assign order preparation, review, allocation, fulfillment, support and reconciliation to named people.
| Role | Order capture | Review and decisions | Allocation and fulfillment | Returns and support | Payment and reconciliation | Assortment and channels |
|---|---|---|---|---|---|---|
| Admin | Approve | Approve | View | Approve | View | Edit |
| Order Desk | Edit | Edit | Edit | Edit | Edit | Edit |
| Order Reviewer | Approve | Approve | Approve | Edit | View | View |
| Allocation Lead | Edit | Edit | Edit | Edit | Edit | Edit |
| Fulfillment Lead | Edit | Edit | Edit | Edit | Edit | View |
| Support Agent | View | Edit | View | Edit | View | — |
| Reconciliation Analyst | Edit | Edit | Edit | Edit | Edit | View |
Maintains organization, team and access configuration and oversees corrections.
Captures orders, maintains customer details and prepares review.
Starts on: Open Apparel Orders
Decides on a recorded order revision and explains returns or rejections.
Starts on: Open Apparel Orders
Runs allocation against eligible order lines and checks the receipt.
Starts on: Open Apparel Orders
Records shipment activity and reviews delivery or return events.
Starts on: Apparel order board
Investigates stock, shipment, payment and return issues for the order owner.
Starts on: Open Order and Support Exceptions
Compares order value, fulfillment, captured payment and receipts before closing a discrepancy.
Starts on: Failed or Corrected Receipts
Start free, then use Proto to change fields, steps and approvals before your team goes live.