01
Agree store permissions
Deliverable: Authorized store listConfirm the agency’s operational remit and each merchant’s permission.
← All appsOrder Exception Digest How it works
02 / WORKFLOW GUIDE · Operations & growth
How Order Exception Digest works.
Follow the inputs, review rules and handoffs — from your first sample to a human-approved output.
Early access — concierge onboarding- 01Agree store permissionsAuthorized store list
- 02Define exception windowsMerchant rule sheet
- 03Review a sample digestReviewed exception digest
- 04Assign and revisitFollow-up register
Step-by-step operational pipeline
Review permissioned order exports against merchant-specific lead times, preorder dates and working days. Group exceptions by store, assign an owner and record the next action.
02
Define exception windows
Deliverable: Merchant rule sheetRecord lead times, calendars and preorder exclusions.
03
Review a sample digest
Deliverable: Reviewed exception digestCheck flagged orders with the agency and remove expected delays.
04
Assign and revisit
Deliverable: Follow-up registerRecord owners and next actions; review unresolved items at the agreed cadence.
SAMPLE WORKFLOW INSPECTOR
Read-first guardrails active
Order Exception Digest / sample exception & output view
| Item / Record | Rule Observation | Decision Status |
|---|---|---|
| Store A / order 104 | Beyond agreed working-day window | Review |
| Store B / preorder 207 | Release date not reached | Expected |
| Store C / order 309 | Follow-up owner missing | Assign owner |
Read-first setup and agreed change controls
1. Read-First Input
Permissioned order samples, fulfillment policies, preorder dates, working-day calendars and escalation owners.
2. Rule & Guardrail Engine
Read-only review. Each merchant must authorize access separately. No automatic fulfillment changes or customer messages.
3. Concierge Scope
Start with a bounded set of stores and agreed exception types. Review digest usefulness and false alerts before adding recurring coverage.
What your team brings to onboarding
Permissioned order samples, fulfillment policies, preorder dates, working-day calendars and escalation owners.
Ready to calibrate Order Exception Digest on your store? Request access to walk through a sample export or staging workflow directly with our team.
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View all Operations & growth apps ↗
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