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- Size & Fit Recommendation
- Who it's for
- Multi-Organization Retail Teams
Multi-Organization Retail Teams
A retail team working across organizations needs clear ownership of each customer transaction. Customers, orders and fit assessments retain organization references, while the order owner links to an authenticated team member. Commerce Reviewer follows the selected order and action when reviewing size guidance, refund requests or incomplete results.
How Size & Fit Recommendation is set up for you
Customer selection
Similar customer names can appear in different organizations. Use customer code and contact context before preparing the order and its assessment.
Independent review
Confirm the preparing and deciding people through their authenticated accounts. Changing a visible role label does not make a person independent of their own request.
Protected information
Keep measurement consent and supporting evidence within the agreed access and retention scope. Review file access alongside the attachment's intended visibility.
Consistent amounts
Operational product prices, order amounts and payment evidence use USD fields. Keep that basis clear when an organization's currency setting is different.
A retail team working across organizations needs clear ownership of each customer transaction. Customers, orders and fit assessments retain organization references, while the order owner links to an authenticated team member. Commerce Reviewer follows the selected order and action when reviewing size guidance, refund requests or incomplete results.
Choose a customer transaction in each participating organization and identify the operators and reviewers who normally handle them. Rehearse customer selection, fit submission and order acceptance under their real accounts. Include a cross-organization reference and confirm that it cannot proceed through the guarded action.
Review Operations Overview under the intended access scope, then follow an exception back to its order and provider evidence. Ask the reviewer to explain which organization and action the result belongs to before confirming completion. Expand only after the team can distinguish valid shared oversight from access outside a person's authority.
Review [roles](/size-fit-recommendation/roles) and [implementation](/size-fit-recommendation/implementation) before broadening the operating scope.
Features to start with
Priced Sales
Prepare apparel quantities and pricing, then follow the accepted order to verified payment evidence.
Customers and Products
Establish the eligible customer and apparel product context before preparing an order or fit assessment.
Fit Assessments
Review the consented size estimate and its confidence before completing the recommendation for the order.
Roles on the team
- Admin
- Maintains organization configuration, user accounts and authenticated team identity links.
- Commerce Operator
- Prepares assigned sales and consented fit assessments and requests eligible operational actions.
- Commerce Reviewer
- Independently reviews fit and refund requests and reconciles their recorded outcomes.
- Catalog Manager
- Maintains the active apparel product catalog, base units and standard USD pricing.
- Auditor
- Reads authorized order, consent, decision and effect evidence without changing operational outcomes.
Set up Size & Fit Recommendation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.