Questions, answered

Click Get started, then use Proto to configure OMS for Health and Beauty for your business. Start with one organization, a small product set and an order that the team can review, allocate, ship and reconcile.

The order identifies its owner, organization, shopper and billing customer. Agree the assignment rule for each sales channel before importing orders.

Order Coordinator confirms a draft. Confirmation computes the net amount from lines, moves the order to Review, advances its revision and records an operation receipt and review decision entry.

Order Reviewer examines the current revision, lines, exceptions and evidence and records a decision with a reason. An approved order is the starting point for shipment release.

Allocation checks existing events for eligible Draft or Open lines. Rehearse a repeated request and inspect the events and line states.

Products carry batch tracking and shelf-life settings. Lines can carry a batch code, while exceptions and return reviews record a batch issue or disposition against the order.

Payment evidence records method, amount, status, authorization reference and verification. Connect the chosen payment source and agree who checks the evidence.

An exception records cause, owner, detail, status and resolution. A channel handoff retains the support channel and provider reference; a batch return review records returned units and hygiene disposition.

The fulfillment event history can include shipped, delivered or returned events. Finance Analyst reconciles the selected order with its lines, events, payment evidence and operation receipts.