What the agent can do
- Sales Representative: Prepare a dealer order from an accepted offer and show the price, promise and credit review needed before submission.
- Purchasing Manager: Find open supplier commitments for a dealer shortage and prepare a bounded purchase for review.
- Warehouse Manager: Show available stock, assigned picks and route exceptions for the selected entity and warehouse.
- Accountant: Gather accepted receipt matches, unbilled delivered scope and unreconciled cash for review.