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- Order Management System
- Process
- Order to review
Order to review
A customer request becomes an order only when its customer, owner, products, quantities and prices can be read together. Order Desk Agent prepares that record, then confirms it for review. The confirmation action calculates the net amount from the lines, advances the revision and records a processing receipt.
Step by step
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Prepare order Order Desk Agent
Order Desk Agent selects the customer, enters the subject and dates, assigns the owner and adds product lines. The order is Draft while details are checked.
- Establishes customer, items, units and price
- Updates Customer orders, Order lines, Customers, Product catalog
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Confirm for review Order Desk Agent
Order Desk Agent confirms the request. The order moves to Review and a review decision opens for the current revision.
- Calculates amount and records the review revision
- Updates Customer orders, Order lines, Order processing receipts, Order review decisions
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Review order Order Reviewer
Order Reviewer examines the order, lines and exceptions, then records a reasoned decision. Approval moves the order to Approved.
- Records decision and approved status when checks pass
- Updates Customer orders, Order lines, Order exceptions, Order review decisions, Order processing receipts
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Order Desk Agent
- Prepares and confirms the order; Order Reviewer decides; Order Operations Manager watches the queue and exceptions.
Set up Order Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.