Maintains access and configured technical connections within approved company scope.
Can
Manage Users and draft master changes, food policies, integration events, integration deliveries and migration batches
Apply independently approved configuration and access changes
View technical reconciliation and masked business status
Can't
Approve its own access elevation, replace business signers, release quality holds or create operational/financial approval through service credentials
Sales Coordinator
Prepares customer offers, accepted order details and approved trace-contact work.
Can
Manage Accounts, contact persons, Quotes and sales orders drafts within assigned entity/customer scope
Record actual successful offer delivery and customer acceptance evidence
Prepare customer return requests and separately priced replacement orders
Prepare trace lines recipient/message drafts and record actual responses
Send only exact Sales Manager-authorized trace messages after Quality Manager scope approval through configured channels
View eligible order/lot summaries and permitted customer prices
Can't
Approve its own order, waive remaining-life requirements, release quality holds or approve invoices/credits/refunds
Starts on: Offers Due
Sales Manager
Independently controls commercial terms, orders and external customer contact.
Can
View scoped margin and credit exposure
Reviews and approves
Approve sales orders and Quotes exceptions independently of creator, acceptance recorder where material and all material editors
Approve Accounts, price lists and commercial food policies through master changes
Approve trace cases contact packets and trace lines exact recipients/messages after independent Quality Manager scope approval
Review revised customer delivery dates, remaining-life terms and commercial quality deviations with actual customer evidence
Can't
Substitute for Finance Manager credit exceptions or Quality Manager eligibility, approve its own work or turn an internal decision into customer acceptance
Starts on: Sales Orders Awaiting Approval
Purchasing Manager
Prepares supplier commitments and independently approves purchasing within explicit limits.
Can
Manage Suppliers, Requisitions, purchase orders and their lines
Prepare supplier return and bill-variance evidence
View accepted tranches and supplier quality status
Reviews and approves
Approve Suppliers commercial activation through master changes independently of preparers/material editors, with separate Quality Manager specification and Finance Manager bank controls
Approve Requisitions and purchase orders independently within finite current entity/currency limits, requesting Finance Manager otherwise
Can't
Confirm its own procurement receipt, approve its own commitment, change protected beneficiary details or release cash
Starts on: Purchase Approval Queue
Warehouse Operator
Records actual independent receipt, storage, population segregation, movement and handover.
Can
Prepare goods receipts and goods receipt lines and confirm receipt acceptances independently of buyer/commercial approver after required condition/cost review
Execute approved lot portions segregation, stock transfers, picks, packing and actual customer handover/carrier dispatch
Record delivery confirmations, blind counts, authorized return custody, factual lot date events and storage observations
Place immediate restrictive quality holds for unverified or adverse scope
Execute approved physical quality disposition after Warehouse Manager and required Finance Manager authority
Release quality/date restrictions, approve own counts/disposition, alter costs or approve orders/invoices/refunds
Starts on: Receipts Awaiting Review
Warehouse Manager
Controls warehouse movements, count decisions, return scope and ready-shipment release.
Can
Manage Warehouses, Locations, stock transfers, inventory counts and exact inventory reservations within approved demand and current quality/date/portion constraints
Approve stock transfers, Shipments, Returns, return dispositions and count stock events independently of preparers/material editors/counters under exact transfer approval, shipment release, return authorization, return disposition and count adjustment scope
Approve operational stock release only when every required independent Quality Manager decision and current date condition already permits the same population
Review actual segregation and receiving/dispatch readiness
Can't
Override a quality hold, expiry, commercial approval or production/financial closure
Starts on: Count Review Queue
Production Manager
Controls recipe/routing versions, batch release, actual work acceptance, terminal output and quantity closure.
Can
Manage BOMs, BOM lines, production routings, routing operations and work orders drafts
Execute only fully approved terminal production completions, including valued Held output, after required Finance Manager variance decision
Another eligible actual Production Manager is required where duties overlap
Reviews and approves
Approve BOMs and production routings technical changes independently through master changes with required separate Quality Manager specification/label and Finance Manager cost decisions
Approve work orders release independently with frozen recipe, materials, operations and quality prerequisites
Accept production entries and production completions independently of actual producer, recorder, preparer and material editors
Approve batch material allocations actual use/loss and batch reconciliations technical scope independently
Approve work orders quantity close independently through close decision, with additional Finance Manager residual-cost approval when required
Can't
Release product quality or approve own technical work
Starts on: Production Schedule
Production Operator
Performs assigned released batch work and records actual input, processing and packing evidence.
Can
View assigned frozen recipe/routing/label instructions without unrestricted cost rates
Execute authorized material staging, issue and eligible unused return
Prepare production entries and batch material allocations with actual producer, intervals, input portions and compatible output/loss measures
Record factual first opening and production lot date events and immediate restrictive quality holds
Can't
Accept its own work, activate recipe/label versions, release a batch or quality population, or post terminal output/arbitrary WIP and closure reserved to Production Manager
Starts on: Production Schedule
Quality Inspector
Records actual population, sampling, process and storage evidence and prepares trace investigation.
Approve its own criteria/results/disposition, release holds or authorize external contact/financial effects
Starts on: Production Schedule
Quality Manager
Independently controls food specifications, exact population eligibility, date decisions and trace scope.
Can
Apply exact approved quality eligibility decisions and resolve only the specifically covered quality holds without clearing other restrictions
Another eligible actual Quality Manager is required for overlapping duties
Reviews and approves
Approve inspection plans, shelf life policies, label versions and relevant BOMs/Products declarations through master changes independently of criteria/label preparers and material editors
Approve quality inspections, quality dispositions and lot date events protected approval/reassessment independently of producer/receiver, inspector, preparer and material editors as applicable
Approve trace cases affected scope and final closure independently through trace review and trace close
Review technical rework/specification implications with Production Manager and commercial deviations with Sales Manager
Can't
Waive unknown or expired evidence by status, authorize external messages alone or post inventory loss, credit or refund
Starts on: Quality Release Queue
Accountant
Prepares and executes guarded local finance and source reconciliation.
Record actual verified bank/cash evidence and execute routine eligible customer receipt/application under approved policy
Prepare journals, standard revaluation, currency revaluation and close reconciliations
Execute exact independently Finance Manager-approved monetary effects and reconcile statements
Access purpose-limited bank/cost evidence
Can't
Approve its own invoices/credits, payment release, corrections/refunds, financial masters or losses and cannot bypass held/uncertain claims
Starts on: Receipts Awaiting Review
Finance Manager
Independently controls monetary authority, costing, journals and period close.
Can
Financial authority cannot substitute for product quality or physical evidence
Reviews and approves
Approve Invoices and every credit revision independently of preparers/material editors
Approve credit reviews exceptions, above-limit purchase orders, Bills exceptions, payment runs/Payments release, every Refunds and finance corrections
Approve standard costs, posting profiles, tax codes, exchange rates, bank accounts and protected supplier-bank/financial food policies through master changes
Approve production completions nonzero variance and additional work orders close residuals, stock value/loss exceptions, journal entries/cash transfers, revaluation runs, accounting periods close/reopen and reconciled migration batches
Can't
Self-approve or satisfy independence through another account or role held by the same actual person
Starts on: Count Review Queue
Set up Food & Beverage ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.
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