Give order capture, independent review, fulfillment and issue resolution clear owners.
| Role | Grocery orders | Shopper and assortment | Review and decisions | Pick and delivery | Exceptions and correction | Tender and evidence |
|---|---|---|---|---|---|---|
| Store Operations Manager | Edit | — | Edit | Edit | Edit | View |
| Order Coordinator | Edit | Edit | Edit | Edit | Edit | Edit |
| Order Reviewer | Approve | View | Approve | Approve | Edit | Edit |
| Fulfillment Associate | Edit | View | Edit | Edit | Edit | Edit |
| Customer Service Associate | Edit | Edit | Edit | View | Edit | Edit |
| Admin | View | Edit | View | View | View | View |
Owns the store order book and assigns work across associates.
Starts on: Grocery Orders Awaiting Review
Captures grocery orders and keeps basket and shopper details current.
Starts on: Open Grocery Orders
Records the decision and rationale for the current order revision.
Starts on: Grocery Orders Awaiting Review
Records pick and delivery work and the handoff between store channels.
Starts on: Open Fulfillment Exceptions
Follows shopper questions, substitutions and order exceptions.
Starts on: Completed Grocery Orders
Maintains store records, users and access assignments.
Start free, then use Proto to change fields, steps and approvals before your team goes live.