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- Order Management System
- Process
- Review to allocation
Review to allocation
The reviewer decides whether the order may proceed. Allocation then records a fulfillment event against each eligible line. The decision and the physical allocation are different records, giving the order desk and warehouse a shared sequence to inspect.
Step by step
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Review order Order Reviewer
Order Reviewer checks the current order revision, its lines and exceptions. A passing review records Approved and moves the order to Approved.
- Stores decision against revision
- Updates Customer orders, Order lines, Order exceptions, Order review decisions, Order processing receipts
ApprovalA person approves before the work moves on. -
Allocate lines Fulfillment Coordinator
Fulfillment Coordinator runs allocation for Draft or Open lines, creating an Allocated event for each eligible line and changing its status to Allocated.
- Creates allocation evidence and marks lines Allocated
- Updates Customer orders, Order lines, Fulfillment events, Order processing receipts
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Inspect allocation Fulfillment Coordinator
Fulfillment Coordinator compares event quantities with ordered units and investigates any shortage or duplicate claim.
- Exposes quantity differences for follow-up
- Updates Order lines, Fulfillment events, Order exceptions
Who does what
Roles and permissions- Order Reviewer
- Owns approval.
- Fulfillment Coordinator
- Runs and inspects allocation.
- Order Operations Manager
- Assigns exceptions when quantities or product choices require a decision.
Set up Order Management System your way.
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