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. Actual enforcement depends on implementation, company policy and release validation.
Operational sequence
Where this role enters the workflow.
Approval
Approve, reject or return the order for rework according to company policy.
Typical owner: Assigned ApproverOwner labels show the agreed operating flow; actual assignment, branch limits and approvals remain company-configured.
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 ManagementReported Developed
Maintain assigned customers and their authorized business context.
- Sales Quotations (Multiple Revisions)Reported Developed
Keep quotation revisions and their approval history.
- Quotation ApprovalReported Developed
Route the chosen quotation revision to the assigned approver.
- Sales OrdersReported Developed
Turn an approved customer request into a controlled order.
- Delivery ManagementReported Developed
Connect the order to warehouse dispatch and transport handoffs.
- Sales Invoicing (Issue / Cancel / Audit)Reported Developed
Manage invoice lifecycle through assigned issue/cancellation rights and audit.
- Customer ReturnsReported Developed
Route eligible returns through the required warehouse and finance review.
- Sales Reports & AnalyticsReported Developed
Review assigned team, customer and order activity.
- Export to PDF / ExcelReported Developed
Provide permitted sales reports/documents in their appropriate export formats.
- Integration with Warehouse & AccountsReported Developed
Carry source-linked stock and financial handoffs across departments.
- Configurable sales responsibilities across region and branch teamsPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Customer and order-booking contextPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Approval handoff before fulfilmentPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Order visibility across assigned sales rolesPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
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 structureIn development
- Branch Manager and Supervisor assignments with explicit responsibilitiesIn development
- Branch-scoped HR, CNC, Accounts, Warehouse and Transport workspacesIn development
- Sales teams, order bookers and assigned riders connected to their branchIn development
- Branch-level workflow visibility and authorized exception escalationIn development
- Company-wide oversight only for users assigned the relevant cross-branch rightsIn development
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 approvalsPlanned expansion
Previously documented product scope; release availability is assessed separately.
- Escalation and assigned notificationsPlanned expansion
Previously documented product scope; release availability is assessed separately.
- Reject and rework pathsPlanned expansion
Previously documented product scope; release availability is assessed separately.
- Separation of duties and restrictions on self-approvalPlanned expansion
Previously documented product scope; release availability is assessed separately.
- Manager approval and rework workspaceSource present · live validation pending
The source manager dashboard supports review, follow-up, independent decisions, eligible closure and rejected-item rework for recovery-security alert reviews.
- Searchable paginated approval queueSource present · live validation pending
Filter by status, decision and manager, search text and browse 50 records per page in the source approval-review queue.
- Atomic bulk follow-upSource present · live validation pending
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 reassignmentSource present · live validation pending
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 escalationSource present · live validation pending
Monitor overdue review work and issue scheduled, company-scoped internal reminders using configured policy.
- Independent audit and CSV reportingSource present · live validation pending
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
Role permissions and assigned module responsibilities are set by the company.
Start with your businessMap your teams.
Map your teams.
Connect your workflow.
Explore the departments and handoffs that match your operation, then prepare a product enquiry around your company structure.