Booking
Capture the customer order and submit it for the configured review.
Typical owner: Order Booker / SalesRole profile / Assigned sales region
RSM
Review configured sales-team progress and route order or customer exceptions within the assigned regional scope.
Role accountabilities
What this role is responsible for.
- Review assigned regional sales-team progress and route order exceptions.
- Work only within assigned company, branch and department scope.
- Send each record to the next authorized owner; decisions and approvals follow company policy.
What this role can access—and what needs a separate grant.
- Assigned region and team only. No company-wide employee or finance records by default; approval and export rights separately granted and audited.
These are FieldPro security requirements and intended permission boundaries.
Operational sequence
Where this role enters the workflow.
Approval
Approve, reject or return the order for rework according to company policy.
Typical owner: Assigned ApproverEach company sets its own owners, branch limits and approvals.
Expertise & module responsibilities
Workspaces connected to this role.
Each module shows what it manages, its process, information in and the records it hands off.
Sales Management
Show how a customer order moves from the sales team into approval and fulfilment.
Module responsibilities & availability
- Customer ManagementAvailable
Maintain assigned customers and their authorized business context.
- Sales Quotations (Multiple Revisions)Available
Keep quotation revisions and their approval history.
- Quotation ApprovalAvailable
Route the chosen quotation revision to the assigned approver.
- Sales OrdersAvailable
Turn an approved customer request into a controlled order.
- Delivery ManagementAvailable
Connect the order to warehouse dispatch and transport handoffs.
- Sales Invoicing (Issue / Cancel / Audit)Available
Manage invoice lifecycle through assigned issue/cancellation rights and audit.
- Customer ReturnsAvailable
Route eligible returns through the required warehouse and finance review.
- Sales Reports & AnalyticsAvailable
Review assigned team, customer and order activity.
- Export to PDF / ExcelAvailable
Provide permitted sales reports/documents in their appropriate export formats.
- Integration with Warehouse & AccountsAvailable
Carry source-linked stock and financial handoffs across departments.
- Configurable sales responsibilities across region and branch teamsAvailable
- Customer and order-booking contextAvailable
- Approval handoff before fulfilmentAvailable
- Order visibility across assigned sales rolesAvailable
Process, inputs & handoffs
Process
- Book customer order
- Submit for approval
- Follow stock reservation
- Track dispatch and delivery handoff
Information received
- Customer request
- Booked order
Records or handoffs produced
- Approval request
- Order fulfilment status
Branch Management
Connect each branch, its manager, supervisors and departments to the company workspace with clearly assigned access.
Module responsibilities & availability
- Branch directory and company-to-branch structureAvailable
- Branch Manager and Supervisor assignments with explicit responsibilitiesAvailable
- Branch-scoped HR, CNC, Accounts, Warehouse and Transport workspacesAvailable
- Sales teams, order bookers and assigned riders connected to their branchAvailable
- Branch-level workflow visibility and authorized exception escalationAvailable
- Company-wide oversight only for users assigned the relevant cross-branch rightsAvailable
Process, inputs & handoffs
Process
- Define the company and its branches
- Assign the Branch Manager, supervisors and department teams
- Set record visibility and approval rights for each branch
- Follow orders, stock, dispatch and delivery within the assigned scope
- Escalate exceptions and review authorized branch summaries
Information received
- Company and branch structure
- Employee and department assignments
- Configured access and approval policies
- Branch orders, stock and delivery records
Records or handoffs produced
- Branch workspace and responsibility map
- Department handoffs with branch context
- Authorized branch summaries and exception queues
Approvals & Workflow Automation
Make approval ownership explicit, including sequential reviews, escalation and reject/rework paths.
Module responsibilities & availability
- Configurable sequential approvalsComing soon
- Escalation and assigned notificationsAvailable
- Reject and rework pathsComing soon
- Separation of duties and restrictions on self-approvalComing soon
- Manager approval and rework workspaceAvailable
The source manager dashboard supports review, follow-up, independent decisions, eligible closure and rejected-item rework for recovery-security alert reviews.
- Searchable paginated approval queueAvailable
Filter by status, decision and manager, search text and browse 50 records per page in the source approval-review queue.
- Atomic bulk follow-upAvailable
Assigned managers can add a follow-up to at most 25 eligible reviews together. This does not bulk-approve, reject or close them.
- Department workload and safe reassignmentAvailable
Inspect advisory same-department workloads, choose an eligible active manager and reassign only open unreviewed items with a reason and history.
- Company approval SLA and internal escalationAvailable
Monitor overdue review work and issue scheduled, company-scoped internal reminders using configured policy.
- Independent audit and CSV reportingAvailable
View decision/rework history, verify the recorded audit chain and export bounded formula-neutralized reports within company permissions.
Process, inputs & handoffs
Process
- Create request
- Route to assigned approver
- Approve, reject or return for rework
- Complete authorized handoff
Information received
- Request and supporting records
- Approval policy
Records or handoffs produced
- Decision history
- Authorized next action
