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- Food and Beverage D2C OMS
- Process
- Allocation and shipment release
Allocation and shipment release
A customer order keeps the operating context together while different staff record the actions they own. This process names the records to inspect at each handoff and the decision that moves the case ahead. Use the current order revision and linked evidence when a later question arises.
Step by step
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Line allocation Fulfillment Operator
Fulfillment Operator checks the current review decision, then records an allocated event per eligible line. This action also approves the parent order.
- Record an allocated event per eligible line and set the parent order to Approved.
- Updates Order lines, Fulfillment events, Customer orders, Review decisions, Operation receipts
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Cold-chain handoff Fulfillment Operator
Submit carrier handoff information for decision. Fulfillment Operator checks the linked record before handing it on.
- Submit carrier handoff information for decision.
- Updates Cold chain handoffs, Customer orders
-
Handoff decision Operations Manager
Approve or reject the submitted handoff. Operations Manager checks the linked record before handing it on.
- Approve or reject the submitted handoff.
- Updates Cold chain handoffs
ApprovalA person approves before the work moves on. -
Shipment release Fulfillment Operator
Record shipped events and the release receipt. Fulfillment Operator checks the linked record before handing it on.
- Record shipped events and the release receipt.
- Updates Customer orders, Order lines, Fulfillment events, Operation receipts
Who does what
Roles and permissions- Fulfillment Operator
- And Operations Manager own the principal handoffs.
- Admin
- Maintains staff and organization access; Order Coordinator can provide the original customer order context.
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