Give each purchase, review and customs decision a named owner.
Assign the Buyer to the purchase request and a separate Trade Reviewer to the decision.
Check the organization on suppliers, team members, requests and declarations when access is set up.
Record attachments as Internal or Shared according to the audience that needs them.
| Role | Purchase demand | Suppliers | Independent review | Customs declarations | Evidence and receipts | Organization and access |
|---|---|---|---|---|---|---|
| Buyer | Edit | View | Edit | View | View | — |
| Trade Reviewer | View | View | Edit | — | View | — |
| Customs Coordinator | View | View | View | Edit | Edit | — |
| Receiving Clerk | Edit | View | Edit | View | Edit | — |
| Trade Operations Lead | Edit | View | Edit | View | Edit | — |
| Admin | Edit | Edit | Edit | View | Edit | Edit |
Creates and maintains purchase demand and line detail for an assigned organization.
Starts on: Active purchase board
Makes an independent decision on a submitted purchase revision and records the reason.
Starts on: Purchase review inbox
Maintains customs entry, classification, duty and filing details for a purchase.
Starts on: Submitted declarations
Records accepted quantities and invoice references against purchase lines.
Starts on: Orders awaiting receipt
Reviews order, receipt, declaration and exception progress across the organization.
Starts on: Purchase review inbox
Maintains organization, supplier and member records and checks access during setup.
Start free, then use Proto to change fields, steps and approvals before your team goes live.