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- Food and Beverage D2C OMS
- Process
- Completion and correction
Completion and correction
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
-
Payment evidence review Payment Analyst
Check captured or refunded amount and provider reference. Payment Analyst checks the linked record before handing it on.
- Check captured or refunded amount and provider reference.
- Updates Payment evidence, Customer orders
-
Completion reconciliation Operations Manager
Compare recorded order and fulfillment evidence. Operations Manager checks the linked record before handing it on.
- Compare recorded order and fulfillment evidence.
- Updates Customer orders, Order lines, Fulfillment events, Payment evidence, Operation receipts
-
Mismatch investigation Operations Manager
Raise an open exception and failed receipt. Operations Manager checks the linked record before handing it on.
- Raise an open exception and failed receipt.
- Updates Cold chain exceptions, Operation receipts
-
Correction or cancellation Operations Manager
Cancel unexecuted scope or record compensating escalation. Operations Manager checks the linked record before handing it on.
- Cancel unexecuted scope or record compensating escalation.
- Updates Customer orders, Review decisions, Operation receipts
Who does what
Roles and permissions- Payment Analyst
- 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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