Quote a dealer, review credit, accept the order, release the route and record the delivery.
The Sales Representative prepares the quote from the active price list in the dealer's currency and unit. A discount or price below the minimum net price is approved by the Sales Manager before the quote is sent, and the dealer's acceptance evidence is kept on the quote.
The order's credit review compares current exposure plus the proposed increase with the dealer's credit limit. Within the limit, the order proceeds. Above it, the Finance Manager approves or rejects a bounded credit exception.
The Sales Manager approves the submitted order revision as an order acceptance decision. Accepted quantities, net value and the original promise dates are frozen, and stock is reserved for eligible lines.
The Warehouse Manager plans the route with a coordinator, an assigned operator, the source warehouse, transport evidence and ordered stops, then records the route release decision.
The Warehouse Operator picks the reserved quantity, dispatches the shipment with evidence and records each delivery attempt with accepted, refused, failed and damaged quantities. Title transfers at dispatch or at delivery according to the order's title rule.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.