A dealer order sets a commercial and quantity limit. The warehouse may fulfill it in parts, but each dispatch and delivery result has to remain tied to the original line. Agree the customer's title rule before dispatch because it determines when goods leave owned stock and become eligible for billing.
Sales Representative records the dealer, products, accepted price, ship-to details and original promise, then submits the current revision.
Sales Manager checks the accepted scope and independently approves it. Finance Manager reviews any bounded credit exception.
Warehouse Manager assigns eligible owned stock. Warehouse Operator records actual picked quantity against the reservation and order line.
Warehouse Manager checks the assigned operator, warehouse, transport evidence and ordered stops before approving route release.
Warehouse Operator records actual shipment and delivery attempts. Accepted, refused, failed and damaged line quantities stay separate.
Accountant prepares only the title-transferred, unbilled line quantity; Finance Manager approves the invoice.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.