Order Coordinator
Prepares and owns customer orders, lines and customer context.
Can
- Manage customer orders, order lines, Customers
- View Products, payment evidence, review decisions
Starts on: Open Customer Orders
Assign order, review, fulfillment, service and operations work to the people responsible for each decision.
| Role | Orders and customers | Products and order lines | Allocation and shipping | Payment and reconciliation | Warranty and returns | Review and audit trail |
|---|---|---|---|---|---|---|
| Order Coordinator | Edit | Edit | Edit | Edit | Edit | View |
| Order Reviewer | Approve | View | Approve | View | View | Edit |
| Fulfillment Operator | Edit | Edit | Edit | Edit | Edit | Edit |
| Service Coordinator | View | View | View | View | Edit | View |
| Operations Manager | Edit | View | Edit | Edit | Edit | Edit |
| Admin | Edit | Edit | View | View | View | View |
Prepares and owns customer orders, lines and customer context.
Starts on: Open Customer Orders
Makes independent decisions on an order revision and records the rationale.
Starts on: Submitted warranty review inbox
Allocates eligible lines and records fulfillment events for authorized orders.
Starts on: Shipped Customer Orders
Assesses device warranty and return cases against the order evidence.
Starts on: Submitted warranty review inbox
Reconciles order completion and supervises exceptions and channel handoffs.
Starts on: Submitted warranty review inbox
Maintains users, organizations and team assignments.
Start free, then use Proto to change fields, steps and approvals before your team goes live.