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.
- Order Management System
- Data model
The tables behind Order Management System
Order Management System ships with 14 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 14
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Order book
Customer orders owns the request; order lines carries product, quantity and price; channel handoffs records external routing.
Parties and catalog
Organizations groups Customers, product catalog and team members. Users connects to team members.
Execution
Fulfillment events records allocation and later physical events against customer orders.
Evidence
Order review decisions records revision decisions; order processing receipts records operations; order attachments stores documents.
Control
Payment evidence and order exceptions give finance and operations traceable completion and issue records.
Every table, by feature
- Order book6
- Customer and product records7
- Review and approval7
- Allocation and fulfillment6
- Payments and reconciliation6
- Exceptions and handoffs6
- Customer orders
Customer orders moving through draft, review, approval, execution and cancellation.
Linked to Organizations, Team members, Customers - Order lines
Product lines belonging to a customer order with quantity, price and line total.
Linked to Customer orders, Product catalog - Customers
Customer accounts that place orders across channels.
Linked to Organizations - Product catalog
Distribution catalog of stocked SK us with unit of measure, substitution and list pricing.
Linked to Organizations - Order processing receipts
Processing evidence recorded against a customer order when it is confirmed, released, corrected or reconciled.
Linked to Organizations, Team members, Customer orders - Order review decisions
Independent review decisions recorded against a customer order and its revision.
Linked to Organizations, Team members, Customer orders
- Customers
Customer accounts that place orders across channels.
Linked to Organizations - Product catalog
Distribution catalog of stocked SK us with unit of measure, substitution and list pricing.
Linked to Organizations - Organizations
Operating organizations that own orders, customers, products and fulfillment activity.
- Team members
Internal staff who own orders, reviews and operational records.
Linked to Organizations, Users - Users
Users
Linked to Users - Customer orders
Customer orders moving through draft, review, approval, execution and cancellation.
Linked to Organizations, Team members, Customers - Order lines
Product lines belonging to a customer order with quantity, price and line total.
Linked to Customer orders, Product catalog
- Customer orders
Customer orders moving through draft, review, approval, execution and cancellation.
Linked to Organizations, Team members, Customers - Order lines
Product lines belonging to a customer order with quantity, price and line total.
Linked to Customer orders, Product catalog - Order review decisions
Independent review decisions recorded against a customer order and its revision.
Linked to Organizations, Team members, Customer orders - Order processing receipts
Processing evidence recorded against a customer order when it is confirmed, released, corrected or reconciled.
Linked to Organizations, Team members, Customer orders - Order exceptions
Exceptions raised against an order with owner, detail and resolution.
Linked to Customer orders, Team members - Order attachments
Documents and evidence attached to a customer order.
Linked to Customer orders, Organizations - Team members
Internal staff who own orders, reviews and operational records.
Linked to Organizations, Users
- Customer orders
Customer orders moving through draft, review, approval, execution and cancellation.
Linked to Organizations, Team members, Customers - Order lines
Product lines belonging to a customer order with quantity, price and line total.
Linked to Customer orders, Product catalog - Fulfillment events
Allocation, pick, ship, delivery and return events recorded against an order.
Linked to Customer orders, Organizations - Product catalog
Distribution catalog of stocked SK us with unit of measure, substitution and list pricing.
Linked to Organizations - Order processing receipts
Processing evidence recorded against a customer order when it is confirmed, released, corrected or reconciled.
Linked to Organizations, Team members, Customer orders - Order exceptions
Exceptions raised against an order with owner, detail and resolution.
Linked to Customer orders, Team members
- Payment evidence
Captured payment evidence for an order with method, amount and reference.
Linked to Customer orders - Customer orders
Customer orders moving through draft, review, approval, execution and cancellation.
Linked to Organizations, Team members, Customers - Order lines
Product lines belonging to a customer order with quantity, price and line total.
Linked to Customer orders, Product catalog - Fulfillment events
Allocation, pick, ship, delivery and return events recorded against an order.
Linked to Customer orders, Organizations - Order processing receipts
Processing evidence recorded against a customer order when it is confirmed, released, corrected or reconciled.
Linked to Organizations, Team members, Customer orders - Order exceptions
Exceptions raised against an order with owner, detail and resolution.
Linked to Customer orders, Team members
- Order exceptions
Exceptions raised against an order with owner, detail and resolution.
Linked to Customer orders, Team members - Channel handoffs
Handoffs of an order to an external sales or fulfillment channel.
Linked to Customer orders, Organizations - Customer orders
Customer orders moving through draft, review, approval, execution and cancellation.
Linked to Organizations, Team members, Customers - Customers
Customer accounts that place orders across channels.
Linked to Organizations - Order review decisions
Independent review decisions recorded against a customer order and its revision.
Linked to Organizations, Team members, Customer orders - Order processing receipts
Processing evidence recorded against a customer order when it is confirmed, released, corrected or reconciled.
Linked to Organizations, Team members, Customer orders
Keys and references
Customer orders is the central transaction. Each order lines row references its order and product catalog item. Customer orders references its Organization, Owner, Customer and Counterparty. Order review decisions references the order and Reviewer, while order processing receipts uses source order. Fulfillment events, payment evidence, order attachments, order exceptions and channel handoffs each reference the order. Keep these references intact during import so a decision or event never becomes detached from its source.
Migration order
- Load Organizations, Users and team members, then verify owner and reviewer identities.
- Load Customers and product catalog with stable codes, SK us and organization references.
- Load customer orders and order lines with their original dates, amounts, statuses and revisions.
- Load linked channel handoffs, order attachments, order review decisions, fulfillment events, payment evidence, order processing receipts and order exceptions.
- Reconcile imported orders with their lines and evidence before beginning new operations.
Set up Order Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.