Shopper and assortment

A store order draws on two sets of records: the shopper who placed it and the SK us offered by the store. Store Operations Manager keeps the SKU range current, while Order Coordinator checks the shopper and delivery recipient before entering the basket. The same household can have a preferred channel, delivery address and substitution note that help staff interpret an order request.

• Store assortment. Each SKU has a code, name, store, price, department and pack size, with flags for active use, inventory tracking and substitution eligibility.
• Shopper context. The shopper record holds contact details, delivery address, ordering channel and a substitution preference note.
• Order choice. The order links the shopper and delivery recipient, while each basket line points to the specific SKU and its own substitution consent.

These layers matter when a shopper permits substitutions in general but excludes a particular line. The team should read the preference note and line choice together. A SKU’s eligibility flag helps identify an option for review; it is not a record that a replacement has been picked or accepted. Order documents can hold notes or other supporting material tied to the order.

Decide who maintains SKU prices, department names and pack sizes for each store. The unit price entered on a basket line is the order’s commercial record; changes to the assortment should be reviewed before the next basket is confirmed. Decide who may edit shopper delivery addresses and how the team checks a separate delivery recipient. Staff should also agree how a substitution request is communicated and where the supporting note is kept.

The inventory tracking flag is useful classification for a SKU, but store availability depends on the connected stock process. Order Coordinator should use actual availability information before making a promise. A promised date belongs on the order and should reflect the store’s real operating decision.

A household orders berries and bottled water. The shopper note permits a similar berry pack, but the berries line has substitution disallowed. Order Coordinator leaves that line as ordered and alerts the store team if stock is short. The water line can have its own consent. If the recipient is another household member, the coordinator selects the correct recipient and confirms the address before sending the order for review.

Store Operations Manager can inspect the SKU’s pack size and price before the order is confirmed. If the basket needs a change, Order Coordinator changes the appropriate line and checks the new amount. Order Reviewer then sees the current order revision and any attached note before deciding whether to approve or return it.

• Store Operations Overview — The authorized store order book alongside its open exception queue.
• Open Grocery Orders — Orders whose shopper and basket choices still need attention.

See capture and review and exception follow-up.