Industry Reviewer
Reviews exact specialty evidence and authorizes its domain release gate.
Can
- View expiry allocations, People, Products, sales order lines, Suppliers, trade promotions
- Home Inspection Software
- Roles and permissions
Who can do what in Home Inspection Software
Assign each commercial, warehouse and finance decision to its accountable person.
Who can do what
| Role | Sales & dealer orders | Purchasing | Inventory | Assembly & kitting | Fulfillment & delivery | Returns | Finance | Reporting |
|---|---|---|---|---|---|---|---|---|
| Industry Reviewer | View | View | — | — | — | — | — | — |
| Industry Specialist | View | View | — | — | — | — | — | — |
| Finance Manager | — | View | — | View | — | View | View | — |
| Accountant | — | Edit | — | — | — | Edit | Edit | Edit |
| Warehouse Manager | — | — | Edit | View | Edit | — | — | — |
| Warehouse Operator | — | Edit | View | View | View | View | — | Edit |
| Purchasing Manager | — | Edit | — | — | — | — | View | — |
| Sales Manager | View | — | — | — | — | — | — | View |
| Sales Representative | Edit | — | — | — | — | — | — | Edit |
| Admin | — | — | — | — | — | — | — | — |
Each role in detail
Industry Specialist
Maintains assigned ERP for FMCG specialty evidence.
Can
- Manage expiry allocations, trade promotions
- View People, Products, sales order lines, Suppliers
Finance Manager
Independently controls each entity's credit, valuation, payment and period decisions.
Can
- View accounting periods, finance corrections, Invoices, master changes, migration batches, posting profiles, purchase orders, Refunds, revaluation runs, standard costs
Starts on: Unapplied Customer Cash
Accountant
Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
Can
- Manage bank statement lines, bill lines, bill matches, Bills, cash receipts, close tasks, finance corrections, invoice lines, Invoices, payment runs, Payments, Refunds, revaluation lines, revaluation runs
- View cash applications, credit applications, journal entries, payment allocations
Starts on: Unapplied Customer Cash
Warehouse Manager
Controls stock execution, delivery plans and distribution production.
Can
- Manage delivery routes, inventory counts, Locations, stock transfers, Warehouses
- View BO ms, production routings
Starts on: Production Schedule
Warehouse Operator
Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.
Can
- Manage goods receipt lines, goods receipts
- View count lines, delivery attempts, delivery results, pick tasks, production entries
Starts on: Production Schedule
Purchasing Manager
Prepares supplier purchasing and resolves commercial supply issues.
Can
- Manage purchase order lines, purchase orders, requisition lines, Requisitions, Suppliers
- View bill matches, goods receipts
Starts on: Returns Awaiting Authorization
Sales Manager
Independently accepts dealer orders and owns commercial master and exception review.
Can
- View Dealers, master changes, price list entries, price lists, sales orders
Starts on: Dealer Order Board
Sales Representative
Prepares dealer offers and orders and follows accepted delivery commitments.
Can
- Manage dealer contacts, quote lines, Quotes, sales order lines, sales orders
- View Dealers
Starts on: Dealer Order Board
Admin
Maintains authenticated users and technical configuration without commercial, stock or finance decision authority.
Can
- Manage distribution policies, Users
Set up Home Inspection Software your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.