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- Order Management System
- Frequently asked questions
Questions, answered
Answers for teams starting order management work.
Order Management System
9 questions
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How do I get started?
Click Get started, then use Proto to configure Order Management System for your business. Start with a customer, a small product range and one order through review, fulfillment and reconciliation.
Where does an order begin?
Order Desk Agent prepares a Draft customer order with product lines, then confirms it for Review.
Who approves the order?
Order Reviewer records a decision against the current revision after checking the order, lines and exceptions.
How is allocation recorded?
Allocation creates an Allocated fulfillment event for each eligible line and marks that line Allocated.
What shows that an order shipped?
A Shipped fulfillment event records the quantity against the order. Release also leaves a processing receipt.
How does the team handle a mismatch?
Reconciliation records a Failed receipt and opens an exception for the owner to investigate.
Where is payment information kept?
Payment evidence carries the amount, method, status, provider reference and verification choice for the order.
Can we track an external channel?
A channel handoff links the internal order to the external channel and its order ID.
What happens if an executed order needs correction?
The correction path records an escalation decision and compensating processing receipt, preserving the executed evidence.
Set up Order Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.