These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- OMS for Grocery and Supermarkets
- Process
- Capture and review
Capture and review
Turn a priced grocery basket into a reviewed order with a decision tied to its revision.
Step by step
-
Capture basket Order Coordinator
Order Coordinator selects the store, shopper and recipient, enters the order terms and creates the basket lines.
- Draft order and priced lines
- Updates Grocery orders, Basket lines, Shoppers, Grocery SK us
-
Check substitution preferences Order Coordinator
Order Coordinator reads the shopper note and each line's consent against the store SKU setting.
- Consent and supporting note checked
- Updates Shoppers, Basket lines, Grocery SK us, Order documents
-
Confirm order Order Coordinator
Order Coordinator confirms the Draft, calculates the basket total, advances the revision to Awaiting Review and records a fulfillment receipt.
- Awaiting Review, new revision and receipt
- Updates Grocery orders, Basket lines, Fulfillment receipts
-
Review order Order Reviewer
Order Reviewer reads the current revision, lines and exceptions, then records an Approved or Returned decision with rationale.
- Decision, rationale and operational receipt
- Updates Grocery orders, Order review decisions, Fulfillment exceptions, Fulfillment receipts
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Order Coordinator
- Prepares and confirms.
- Order Reviewer
- Decides.
- Store Operations Manager
- Assigns review ownership.
- Customer Service Associate
- Follows shopper questions.
Set up OMS for Grocery and Supermarkets your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.