The same kit order moves through commercial, stock and finance decisions. Access should follow the person who records a fact and the person who reviews its release.
The preparer records a work order, receipt or invoice; the named reviewer decides its release when approval is required.
A person should work only with the organization and warehouse records assigned to their role.
Rehearse the relevant record and action permissions through both the screen and API.
| Role | Kit definitions | Build planning | Component supply | Assembly execution | Completion and costing | Fulfillment |
|---|---|---|---|---|---|---|
| Accountant | — | — | — | — | — | — |
| Sales Manager | View | — | — | — | — | View |
| Sales Representative | — | Edit | — | — | — | Edit |
| Admin | — | — | — | — | — | — |
| Finance Manager | View | View | View | — | View | — |
| Industry Reviewer | View | View | — | — | — | View |
| Industry Specialist | View | View | — | — | — | View |
| Warehouse Manager | View | Edit | — | — | — | Edit |
| Warehouse Operator | — | — | Edit | View | View | View |
| Purchasing Manager | — | — | Edit | — | — | — |
Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
Independently accepts dealer orders and owns commercial master and exception review.
Starts on: Dealer orders in progress
Prepares dealer offers and orders and follows accepted delivery commitments.
Starts on: Dealer orders in progress
Maintains authenticated users and technical configuration without commercial, stock or finance decision authority.
Independently controls each entity's credit, valuation, payment and period decisions.
Starts on: Completion approvals
Reviews exact specialty evidence and authorizes its domain release gate.
Maintains assigned ERP for FMCG specialty evidence.
Controls stock execution, delivery plans and distribution production.
Starts on: Build schedule
Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.
Starts on: Build schedule
Prepares supplier purchasing and resolves commercial supply issues.
Starts on: Kit definitions
Start free, then use Proto to change fields, steps and approvals before your team goes live.