What the agent can do
- Sales Representative: Prepare a quote using the customer's active terms and product units, then show the amount needing review.
- Purchasing Manager: Compare a proposed purchase with the source requisition, remaining need and approval basis.
- Warehouse Manager: Show available, held and in-transit quantities before a pick or transfer decision.
- Accountant: Trace an open invoice to its delivery allocation and unapplied customer cash.