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
- Who it's for
- Distribution order desks
Distribution order desks
A distribution order desk handles repeat customers, stocked SK us and requested delivery dates. Order Management System places the customer request beside its lines, reviewer decision and fulfillment events. The team can see which Approved orders are ready for allocation and which exceptions need an owner.
How Order Management System is set up for you
Customer request
Order Desk Agent selects the customer and product, enters units and price, then confirms the order for review.
Stock decision
Fulfillment Coordinator records Allocated events against eligible lines and checks quantities before release.
Shipment evidence
Release records Shipped events and a processing receipt; later Delivered or Returned events stay with the order.
Discrepancy
A stock shortage or damaged item becomes an exception with type, owner and resolution.
A distribution order desk handles repeat customers, stocked SK us and requested delivery dates. Order Management System places the customer request beside its lines, reviewer decision and fulfillment events. The team can see which Approved orders are ready for allocation and which exceptions need an owner.
Begin with a small set of active customers and products whose SKU and unit of measure are agreed. Enter one order with more than one line. Confirm it, have Order Reviewer approve its current revision, then allocate and release it. Compare the event quantities with the line quantities and inspect the processing receipts at each step.
Add a stock shortage case during the rehearsal. Give it to a named owner, record the detail and check whether the order needs to return for correction. The team should know when a line is merely requested, when it is Allocated and when it is Fulfilled. Those statuses describe distinct operating moments.
Before wider use, agree where product and customer master data comes from and who updates it. Decide how a distribution location is written on fulfillment events and how the order desk will hear about a shipment discrepancy. A channel handoff can record the external order ID when a partner handles part of the delivery.
Features to start with
Roles on the team
- Order Desk Agent
- Prepares customer orders and their product lines for review.
- Order Reviewer
- Reviews the current order revision and records the decision.
- Fulfillment Coordinator
- Handles allocation, release and fulfillment evidence for approved orders.
- Order Operations Manager
- Owns exception resolution, channel handoffs and operating oversight.
Set up Order Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.