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Process and Review Retail Orders in Flex

Review dated retail orders, monitor open and delivered volumes, and keep packing and delivery status current.

4 min readVerified Aug 8, 2026Batoi Flex
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What this page helps you accomplish

Review dated retail orders, monitor open and delivered volumes, and keep packing and delivery status current.

Batoi Flex · Retail
Accountable roleRetail Operator
Business taskOrder Fulfillment
Completion signalEach order has an accurate fulfillment status and the daily order desk reflects the current delivery position.
1 Confirm

Scope and authority

Access to the appropriate authenticated workspace through My Batoi Authority for the records, action, or decision involved

2 Act

Order Fulfillment

Review dated retail orders, monitor open and delivered volumes, and keep packing and delivery status current.

3 Verify

Observable business result

Each order has an accurate fulfillment status and the daily order desk reflects the current delivery position.

Potential issue and recovery

An order is shown with the wrong fulfillment status or on the wrong business date.

Recommended recovery: Confirm the source order and physical position, then apply the authorized status correction. Escalate date or amount corrections through the order-management process.

Who should use this article

This article is for retail operators who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.

Before you begin

  • Access to the appropriate authenticated workspace through My Batoi
  • Authority for the records, action, or decision involved
  • Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
  • Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.

Workflow overview

Process and Review Retail Orders in Flex workflow Select business date followed by Review order queue followed by Confirm customer and amount followed by Update fulfillment status followed by Reconcile daily totals. Process and Review Retail Orders in Flex Select businessdate Review orderqueue Confirm customerand amount Update fulfillmentstatus Reconcile dailytotals
Follow the verified sequence and keep the accountable human decision visible at every review or exception point.
Batoi Flex Retail POS daily order desk with business date, order counts, amount, and status register
The current Retail POS screen is a daily order desk for packing, delivery updates, and order-total review.

Read the Retail POS screen

Orders

All active orders recorded for the selected business date.

Open

Orders in Draft, Confirmed, or Shipped status that still need attention.

Delivered

Orders marked Delivered for the selected date.

Total Amount

The sum of recorded order amounts for that date, not a payment-settlement total.

Current capability boundary: Retail POS updates order status and summarizes recorded amounts. Basket creation, payment capture, tax calculation, receipt issuance, refunds, and automatic inventory posting are not performed on this screen. Use the approved connected process for those activities.

Complete the workflow

  1. Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
  2. Open the current product area. Open Retail and Point of Sale. Select the business date and review Orders, Open, Delivered, and Total Amount before changing any record.
  3. Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
  4. Perform the task. Locate the order by order number and customer, confirm the recorded amount, then move its status only through Draft, Confirmed, Shipped, Delivered, or Cancelled as the actual fulfillment state changes.
  5. Review the result. Check the selected date, order number, customer, amount, status, and whether another operator or connected process owns the next action.
  6. Verify and retain the outcome. The order status matches the physical packing or delivery position, and the daily Open and Delivered counts reflect the queue. Record every exception and follow-up with an owner and review date.

Verify the result

  • The workspace, role, record, period, and Industry Pack still match the intended scope.
  • Each order has an accurate fulfillment status and the daily order desk reflects the current delivery position.
  • The visible status, source evidence, owner, exception, and next action agree with the completed work.
  • An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.

Troubleshooting and recovery

What you seeWhat to checkSafe next action
An order is shown with the wrong fulfillment status or on the wrong business date.Order number, source order, business date, current physical state, latest update, and responsible operator.Confirm the source order and physical position, then apply the authorized status correction. Escalate date or amount corrections through the order-management process.
The expected page or action is missing.Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup.Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control.
The result conflicts with evidence or another register.Source ownership, date range, status definitions, duplicate records, latest update, and correction history.Do not mark the task complete. Return it for correction or escalate it to the accountable owner.

Safety and governance

Protect restricted information. Never expose customer contact, order, delivery, payment-reference, or transaction details. Use permission-controlled Flex records and the minimum information required for the task.

Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.

Use Batoi Intelligence safely

Helpful tip: Ask Batoi Intelligence to summarize permitted order-status and delivery patterns, not to change an order or infer that a recorded amount has been paid.

Next step

Continue with the next verified article in this Product Guide, or return to the Batoi Flex Product Guide.