Order Coordinator
Owns customer orders, delivery details and the initial review handoff.
Can
- Manage home goods orders, order line items, trade customers
- View furniture catalog items, freight shipments, delivery receipts
Starts on: Captured Payments
- OMS for Furniture and Home Goods
- Roles and access
Who can do what in OMS for Furniture and Home Goods
Assign order, review, freight, delivery and payment responsibilities before the first operating cycle.
How permissions work
Separate preparation from decision
Order Coordinator prepares the case and Fulfillment Reviewer records the review result.
Keep a clear regional owner
Assign each order and exception to the coordinator responsible for its delivery region.
Limit payment access
Finance Operator maintains payment records while delivery staff reads the state needed for reconciliation.
Rehearse both approval paths
Review the order decision and the allocation action that can approve a parent order.
Who can do what
| Role | Orders and customers | Catalog and lines | Review and decisions | Freight operations | Delivery and exceptions | Payments and evidence |
|---|---|---|---|---|---|---|
| Order Coordinator | Edit | Edit | Edit | Edit | View | — |
| Fulfillment Reviewer | Approve | View | Edit | View | View | View |
| Freight Dispatcher | Edit | Edit | Edit | Edit | View | — |
| Delivery Coordinator | Edit | — | Edit | View | Edit | Edit |
| Finance Operator | View | — | View | — | View | Edit |
| Admin | Edit | Edit | View | Edit | — | — |
Each role in detail
Fulfillment Reviewer
Decides whether order and claim evidence supports approval or return.
Can
- Manage fulfillment review decisions
- View home goods orders, order line items, damage and delivery exceptions, delivery receipts, order documents
Reviews and approves
- Approve home goods orders
Starts on: Failed Or Corrected Delivery Receipts
Freight Dispatcher
Allocates order lines and records freight and carrier movements.
Can
- Manage freight shipments, freight carrier handoffs, order line items
- View home goods orders, furniture catalog items, distribution regions, delivery receipts
Starts on: Freight Status Board
Delivery Coordinator
Signs off delivery receipts and investigates delivery or damage exceptions.
Can
- Manage delivery receipts, damage and delivery exceptions, order documents
- View home goods orders, freight shipments, payment records
Starts on: Failed Or Corrected Delivery Receipts
Finance Operator
Maintains payment records and checks them during delivery reconciliation.
Can
- Manage payment records
- View home goods orders, delivery receipts, damage and delivery exceptions
Starts on: Captured Payments
Admin
Maintains users, regions and the operating catalog.
Can
- Manage Users, distribution regions, delivery coordinators, furniture catalog items
- View home goods orders, fulfillment review decisions, freight shipments
Set up OMS for Furniture and Home Goods your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.