Orders and customers

A furniture order begins with a trade customer, a consignee and a distribution region. Order Coordinator records who is buying, where the goods are going and which coordinator owns the work. The requested delivery date gives dispatch and delivery teams a common point of reference. An order title makes the case recognizable while its number keeps the full record traceable.

The customer record carries the delivery contact, address, sales channel and credit and delivery notes. These details matter when the buyer and recipient differ. A trade account ordering a sectional for a project site can have one account for the sale and another consignee for the drop. The coordinator checks both before confirming the order. Region and time zone guide the handoff to the local team.

• Customer identity. Keep the buying account and consignee associated with the order, including the delivery contact and address.
• Order ownership. Assign the account coordinator and distribution region before review so exceptions reach the right person.
• Value and revision. Confirm line quantities and prices, then preserve the recalculated order value and next revision when the order enters review.

Decide who creates trade customers and who can change delivery details after an order has entered review. Agree how the sales channel is recorded and which region owns a cross-region delivery. A coordinator should know whether a changed address calls for a corrected order or an exception, and who will resolve that exception. Keep the primary item code useful for searching without treating it as a substitute for the linked lines.

The account coordinator should check the ordered units against the lines. The order value comes from those lines during confirmation. A payment record belongs to the order, but its state is tracked separately from the order’s review state. Use the order number as the common reference when discussing a case with the freight and finance teams.

Take a dining set order for a trade customer with delivery to a different consignee. Record the requested date, region, coordinator, item and quantity. Confirm the draft. The coordinator should see the value recalculated, the order move into review and the revision advance. The reviewer should receive a review item and a receipt should record the confirmation. If the consignee reports an address problem, link an open delivery exception to the same order and assign a coordinator to investigate it. The team can then follow the original order and the change without confusing them.

• Open Home Goods Orders — Draft, reviewed and approved work with buyer, owner, date and value visible.
• Orders Awaiting Review — Confirmed orders waiting for a recorded decision.
• Freight Operations Overview — Order book health beside transit and delivery exceptions.

Follow order review and delivery reconciliation for the decisions that follow confirmation.