Connections and source records

• Demand source. Agree how stock requests arrive with item, location, quantity and required date. Preserve the source record number when importing.
• Shipment source. Agree how carrier, door, seal and stop appointments are entered for outbound loads.
• Identity. Link team members to the correct platform users and organization before granting operating permissions.
• Documents. Store a usable link or uploaded record attachment against the source request when a manifest or signature matters.

Choose one owner for each imported identifier. Reconcile imported quantities with the first request before turning on repeated operations. A connection needs its own authentication, error handling and retry policy. Keep decisions in the reviewed request and wave workflows, and verify the movement and receipt after an external source changes its data.