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- Food and Beverage D2C OMS
- Process
- Order capture and review
Order capture and review
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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Order capture Order Coordinator
Record customer, lines, owner and promised date. Order Coordinator checks the linked record before handing it on.
- Record customer, lines, owner and promised date.
- Updates Customer orders, Order lines, Customers, Products
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Order confirmation Order Coordinator
Check line totals, move Draft to Review and retain receipt. Order Coordinator checks the linked record before handing it on.
- Check line totals, move Draft to Review and retain receipt.
- Updates Customer orders, Order lines, Operation receipts
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Review decision Order Reviewer
Approve or return the current revision after examining exceptions. Order Reviewer checks the linked record before handing it on.
- Approve or return the current revision after examining exceptions.
- Updates Customer orders, Review decisions, Cold chain exceptions
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Order Coordinator
- And Order Reviewer own the principal handoffs.
- Admin
- Maintains staff and organization access; Order Coordinator can provide the original customer order context.
Set up Food and Beverage D2C OMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.