Integrations

• Client request source. Agree how an external client reference maps to the organization and request record number.
• Stock source. Where another warehouse source supplies an external reference, identify the authoritative record the Reconciliation Analyst can check.
• Financial system. Send an approved storage statement to the chosen billing or accounting process and retain its reference for reconciliation.
• Identity. Connect user sign-in and team membership to the organization governing each person’s access.

Choose the owner and source of truth for each reference during setup. Keep the operation key and expected revision on a guarded action. Check an external response against the same client, item, quantity and source revision before the receipt is completed. Leave uncertain outcomes for investigation with their reason. Honor each attachment’s internal or shared visibility.