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Ecommerce Operations — Screen Workflows

End-to-end flows across the Ecommerce Operations add-on screens.

Onboard the Ecommerce Operations team

Admin activates ecommerce
→
Open Roles (seed templates)
→
Open Store Team
→
Assign roles to staff

Day-to-day flow

Publish catalog
→
Sync channels
→
Fulfill orders
→
Process returns (Support)
→
Review reports

Who can do what

StepRequired capabilityTypical role
Publish catalogecom:catalog:publishCatalog & PIM Specialist
Fulfill an orderecom:order:fulfillFulfillment Specialist
Process a returnecom:return:processCustomer Support Lead
Set a discountecom:pricing:discountEcommerce Manager
Sync a channelecom:channel:syncEcommerce Manager

Frequently Asked Questions

What gates each step?
Each action needs its specific capability; users without it are blocked even inside the add-on.
Do these flows require the package?
Yes — every Ecommerce Operations screen is guarded by tenant entitlement plus a Ecommerce Operations role.
Where do I set up the master data used here?
On the Operational Setup screens.
Can roles be customized?
Yes — define custom Ecommerce Operations roles from the Roles screen (only ECOMMERCE + GLOBAL capabilities).