Sales & Order Booking Teams

Maintain assigned customers and their authorized business context.

Keep quotation revisions and their approval history.

Route the chosen quotation revision to the assigned approver.

Turn an approved customer request into a controlled order.

Connect the order to warehouse dispatch and transport handoffs.

Manage invoice lifecycle through assigned issue/cancellation rights and audit.

Route eligible returns through the required warehouse and finance review.

Review assigned team, customer and order activity.

Provide permitted sales reports/documents in their appropriate export formats.

Carry source-linked stock and financial handoffs across departments.

Keep stock records tied to their company warehouse and location.

Record authorized inventory movements and source references.

Receive goods against the relevant local or import record.

Prepare and confirm authorized stock dispatch.

Move inventory between permitted locations with traceability.

Require an approved reason and audit for inventory corrections.

Trace goods using assigned batch or serial identifiers.

Track applicable product expiry dates and exceptions.

Review balances and valuation using configured costing rules.

Link stock handoffs only where the operating workflow is enabled.

The source manager dashboard supports review, follow-up, independent decisions, eligible closure and rejected-item rework for recovery-security alert reviews.

Filter by status, decision and manager, search text and browse 50 records per page in the source approval-review queue.

Assigned managers can add a follow-up to at most 25 eligible reviews together. This does not bulk-approve, reject or close them.

Inspect advisory same-department workloads, choose an eligible active manager and reassign only open unreviewed items with a reason and history.

Monitor overdue review work and issue scheduled, company-scoped internal reminders using configured policy.

View decision/rework history, verify the recorded audit chain and export bounded formula-neutralized reports within company permissions.

Channel listing, members, creation, grant and revoke are recorded in the source batch; active company context is required.

Company/channel speaking-turn controls use a 15-second lease and a holder-only release.

Initial Flutter sign-in, secure token storage and read-only channel selection exist.

Microphone capture, an independently authorized media service and live audio delivery remain to be implemented.

Limit document categories and access to the departments that need them.

Use authorized file handling for the linked business record.

Provide a print/PDF option where the specific document type supports it.

Enable the right templates for the relevant department and workflow.

Retain the document version associated with an approval or change.

Route the chosen version to assigned reviewers.

Track sensitive document access and lifecycle actions.

Find authorized files by their record and metadata.

Export permitted document-list metadata when the workflow requires it.

Attach supported documents contextually; no universal document menu or format grant.

Private Office Mail attachment storage, hold/review and recovery workflows are documented in their own modules. They do not implement versioning or governance for every Document Center record.

Present summaries only within the viewer’s authorized scope.

Review operational source-linked summaries and exceptions.

Reconcile finance summaries to the underlying ledger.

Review configured trade movement and transaction summaries.

Follow available milestone and carrier-status information.

Review open balances, due dates and recorded follow-up.

Analyze permitted sales and reconciled cost information.

Apply permitted report fields, scope and saved filters.

Enable the format suitable for the particular authorized report.

Summarize defined metrics with traceable source records.

Thirty-day department notice and escalation summaries distinguish generated notices from confirmed external delivery.

Seven-day worker run/failure trends summarize global operational telemetry without exposing other tenants’ approval records.

Health incidents can be manually mapped to a company department. Department counts and the separate 30-day reviewer decision summary have explicit windows and overlap limits.