Order Coordinator
Prepares customer orders and keeps customer and order-line context current.
Can
- Manage customer orders, order lines
- View Customers, Products, payment evidence, fulfillment events
Starts on: Open Customer Orders
- Food and Beverage D2C OMS
- Roles and permissions
Who can do what in Food and Beverage D2C OMS
Assign order preparation, independent review, fulfillment and exception decisions.
Who can do what
| Role | Customer orders | Catalog and customers | Order review | Allocation and fulfillment | Cold-chain operations | Payments and reconciliation |
|---|---|---|---|---|---|---|
| Order Coordinator | Edit | View | Edit | Edit | View | Edit |
| Order Reviewer | Approve | — | Approve | Approve | View | View |
| Fulfillment Operator | View | View | Edit | Edit | Edit | Edit |
| Cold-Chain Investigator | View | — | Edit | View | Edit | Edit |
| Payment Analyst | View | — | View | View | — | Edit |
| Operations Manager | Edit | — | Edit | Edit | Approve | Edit |
| Admin | Edit | Edit | View | View | — | View |
Each role in detail
Order Reviewer
Decides whether a reviewed order revision can proceed.
Can
- Manage review decisions
- View customer orders, order lines, cold chain exceptions, operation receipts
Reviews and approves
- Approve customer orders
Starts on: Orders Awaiting Review
Fulfillment Operator
Allocates lines and records shipment and carrier activity.
Can
- Manage fulfillment events, cold chain handoffs, operation receipts
- View customer orders, order lines, Products
Starts on: Handoffs Awaiting Decision
Cold-Chain Investigator
Works temperature, spoilage and delivery exceptions to a recorded resolution.
Can
- Manage cold chain exceptions, record attachments
- View customer orders, fulfillment events, order lines, review decisions
Starts on: Open Cold-Chain Exceptions
Payment Analyst
Checks capture and refund evidence against the customer order.
Can
- Manage payment evidence
- View customer orders, order lines, operation receipts
Starts on: Captured Payment Evidence
Operations Manager
Owns order reconciliation and escalations across the fulfillment organization.
Can
- Manage customer orders, operation receipts, cold chain exceptions
- View review decisions, payment evidence, fulfillment events
Reviews and approves
- Approve cold chain handoffs
Starts on: Handoffs Awaiting Decision
Admin
Sets up organization, staff and product reference records and access.
Can
- Manage Organizations, team members, Users, Products, Customers
- View customer orders, review decisions, operation receipts
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.