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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
| Step | Required capability | Typical role |
|---|---|---|
| Publish catalog | ecom:catalog:publish | Catalog & PIM Specialist |
| Fulfill an order | ecom:order:fulfill | Fulfillment Specialist |
| Process a return | ecom:return:process | Customer Support Lead |
| Set a discount | ecom:pricing:discount | Ecommerce Manager |
| Sync a channel | ecom:channel:sync | Ecommerce 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).