Keep stock execution and financial approval assigned to the right people.
Users work within their assigned entity; warehouse scope further limits stock operations.
The decision record names the requester, assigned reviewer and actual decider.
A status change, stock event or journal should follow the relevant approval and source evidence.
| Role | Cost foundations | Receiving and layers | Stock movements | Assembly costing | Counts and adjustments | Valuation and close |
|---|---|---|---|---|---|---|
| Accountant | — | — | — | — | — | Edit |
| Sales Representative | — | — | — | — | — | — |
| Industry Reviewer | View | — | — | — | — | — |
| Warehouse Operator | — | Edit | — | View | View | — |
| Purchasing Manager | — | Edit | — | — | — | — |
| Industry Specialist | View | — | — | — | — | — |
| Sales Manager | View | — | — | — | — | — |
| Finance Manager | View | View | — | View | — | View |
| Warehouse Manager | — | — | Edit | — | Edit | — |
| Admin | Edit | — | — | — | — | — |
Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
Starts on: Open close tasks
Prepares dealer offers and orders and follows accepted delivery commitments.
Reviews exact valuation evidence and authorizes its domain release gate.
Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.
Starts on: Receipts awaiting review
Prepares supplier purchasing and resolves commercial supply issues.
Maintains assigned inventory valuation specialty evidence, cost layers and snapshot locks.
Independently accepts dealer orders and owns commercial master and exception review.
Independently controls each entity's credit, valuation, payment and period decisions.
Starts on: Open close tasks
Controls stock execution, delivery plans and distribution production.
Starts on: My count schedule
Maintains authenticated users and technical configuration without commercial, stock or finance decision authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.