Workflows beyond status fields

Your OMS tracks status, not process. We build custom workflow layers for holds, QC, backorder logic, and VIP rules that handle complex fulfillment scenarios consistently.

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The Problem

Status fields are not workflows

Your OMS tracks order status. But real fulfillment has holds, quality checks, backorder logic, and VIP handling. These rules live in people's heads.

No hold management

Orders on hold for address verification, fraud review, or payment issues need manual tracking outside your OMS.

QC not tracked

Quality checks happen, but there is no system record. Problems get caught by the last person to touch the order.

VIP rules in heads

High-value customers get special handling. But the rules vary by person and shift. VIPs slip through the cracks.

The Solution

Custom workflow layer

We build workflow automation that extends your OMS. Holds, QC steps, VIP rules, and backorder logic become system processes instead of tribal knowledge.

Workflow Automation Platform

We build a custom workflow layer that extends your OMS's native capabilities. Hold management, QC steps, VIP rules, and backorder logic become system processes. Every complex scenario handled the same way, every time.

  • Custom hold statuses beyond OMS defaults
  • Automated release rules and escalation paths
  • Built-in QC checkpoints with pass/fail tracking
  • VIP customer identification and priority routing
  • Backorder management with customer communication
  • Exception aging alerts and resolution workflows

Hold management

Custom hold statuses for address issues, fraud review, payment problems, and customer requests. Release rules codified.

QC workflows

Built-in quality check steps with pass/fail tracking. Problems get caught before shipping, not after.

VIP rules

Codified VIP handling: priority routing, special packaging, handwritten notes, expedited shipping. Consistent every time.

Backorder logic

Automatic hold for out-of-stock items. Release when inventory arrives. Customer communication built in.

Exception routing

Orders that need human judgment route to the right person automatically. Aging alerts ensure nothing sits too long.

OMS sync

Workflows sync with your OMS tags and statuses. Your team works in familiar tools with enhanced capabilities.

See how this works for your operation

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The Outcome

Exceptions handled consistently

Complex scenarios become repeatable processes. VIPs get white-glove treatment every time. Holds resolve systematically.

Faster

Holds and exceptions resolve without manual follow-up

Durable

Workflow rules survive staff turnover and scaling

Consistent

Every exception handled the same correct way

Ready to build your workflow layer?

We'll capture your complex fulfillment scenarios and turn them into automated workflows.

Schedule a call