Booking
Capture the customer order and submit it for the configured review.
Typical owner: Order Booker / SalesRole profile / Configurable chain
Sales & Order Booking Teams
Region Manager, Branch Manager, RSM, Sales Manager, Manager, Team Leader, BDO and Order Booker, with company-defined responsibilities.
Role accountabilities
What this role is responsible for.
- Region Manager, Branch Manager, RSM, Sales Manager, Manager, Team Leader, BDO and Order Booker, with company-defined responsibilities.
- 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.
- Use least-privilege access; scope records by assigned company, branch and team.
- Require separate authorization for sensitive approvals, exports and administration.
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 ApproverStock Reservation
Reserve the stock for the approved order.
Typical owner: WarehouseWarehouse Dispatch
Prepare the dispatch and record the transport handoff.
Typical owner: Warehouse AdminOwner 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
Warehouse & Stock
Connect approved orders with stock reservation, warehouse preparation and a traceable dispatch handoff.
Module responsibilities & availability
- Multiple Warehouses & LocationsReported Partial
Keep stock records tied to their company warehouse and location.
- Stock In / OutReported Partial
Record authorized inventory movements and source references.
- Goods Receipt (Local & Import)Reported Partial
Receive goods against the relevant local or import record.
- Delivery / DispatchReported Partial
Prepare and confirm authorized stock dispatch.
- Stock TransferReported Partial
Move inventory between permitted locations with traceability.
- Stock AdjustmentReported Partial
Require an approved reason and audit for inventory corrections.
- Batch & Serial Number TrackingReported Partial
Trace goods using assigned batch or serial identifiers.
- Expiry Date ManagementReported Partial
Track applicable product expiry dates and exceptions.
- Stock Reports & ValuationReported Partial
Review balances and valuation using configured costing rules.
- Integration with Sales, Purchase & ProductionReported Partial
Link stock handoffs only where the operating workflow is enabled.
- Approved-order handoffPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Stock reservation stagePreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Warehouse dispatch coordinationPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Links between booked orders, stock and transportPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
Process, inputs & handoffs
Process
- Receive approved order
- Reserve stock
- Prepare warehouse dispatch
- Hand over to transport
Information received
- Approved order
- Available stock information
Records or handoffs produced
- Reservation record
- Dispatch handoff
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
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
Push-to-Talk & Field Communication
Give authorized field teams company-scoped communication channels, transmit permissions and a controlled turn to speak.
Module responsibilities & availability
- Channel administration and permissionsSource added
Channel listing, members, creation, grant and revoke are recorded in the source batch; active company context is required.
- One speaker at a timeSource added
Company/channel speaking-turn controls use a 15-second lease and a holder-only release.
- Rider channel selectorSource scaffold
Initial Flutter sign-in, secure token storage and read-only channel selection exist. Role mapping and platform project generation remain pending.
- Live voice audioPlanned / integration required
Microphone capture, an independently authorized media service and live audio delivery remain to be implemented.
- Supervisor, sales, delivery and collection app coveragePlanned
PTT is intended across these field apps; a separate finished implementation for each is not established.
- Local offline communicationPlanned / hardware dependent
Bluetooth or Wi-Fi Direct has local range; no 1–2 km or long-distance offline voice capability is claimed.
Process, inputs & handoffs
Process
- Select an authorized company
- Open a granted channel
- Check transmit permission and acquire a speaking turn
- Send voice through the configured media service when available
- Release the turn and clear company state on sign-out
Information received
- Authorized company membership
- Channel grant and transmit rights
- Configured media infrastructure
Records or handoffs produced
- Permitted channel list
- Speaking-turn state
- Voice capability readiness status
Document Center
Keep business documents, templates, versions and approvals inside the departments and workflows that require them.
Module responsibilities & availability
- Department-wise Document StorageReported Partial
Limit document categories and access to the departments that need them.
- Upload, View, DownloadReported Partial
Use authorized file handling for the linked business record.
- Print / Save as PDFReported Partial
Provide a print/PDF option where the specific document type supports it.
- Document TemplatesReported Partial
Enable the right templates for the relevant department and workflow.
- Version HistoryReported Partial
Retain the document version associated with an approval or change.
- Document Approval WorkflowReported Partial
Route the chosen version to assigned reviewers.
- Audit TrailReported Partial
Track sensitive document access and lifecycle actions.
- Search & FiltersReported Partial
Find authorized files by their record and metadata.
- CSV ExportReported Partial
Export permitted document-list metadata when the workflow requires it.
- Integration with All ModulesReported Partial
Attach supported documents contextually; no universal document menu or format grant.
- Connected Office Mail file governanceRelated source scope · full document integration pending
Private Office Mail attachment storage, hold/review and recovery workflows are documented in their own modules. They do not implement versioning or governance for every Document Center record.
Process, inputs & handoffs
Process
- Open the linked business workflow
- Choose an allowed document type
- Upload or prepare the relevant version
- Route required approval
- Retain permitted access and export history
Information received
- Business-record context
- Allowed template/file type
- Department permission
Records or handoffs produced
- Versioned document
- Approval and access history
- Context-appropriate print or export
Reports & Analytics
Review company and department dashboards, operational reports, financial summaries and permitted exports with source-linked metrics.
Module responsibilities & availability
- Company & Department DashboardsReported Partial
Present summaries only within the viewer’s authorized scope.
- Sales, Purchase, Stock ReportsReported Partial
Review operational source-linked summaries and exceptions.
- Financial ReportsReported Partial
Reconcile finance summaries to the underlying ledger.
- Import / Export ReportsReported Partial
Review configured trade movement and transaction summaries.
- Shipment Status ReportsReported Partial
Follow available milestone and carrier-status information.
- Collection & Aging ReportsReported Partial
Review open balances, due dates and recorded follow-up.
- Profitability & Cost AnalysisReported Partial
Analyze permitted sales and reconciled cost information.
- Custom Reports & FiltersReported Partial
Apply permitted report fields, scope and saved filters.
- Export to PDF / ExcelReported Partial
Enable the format suitable for the particular authorized report.
- Management KPI DashboardReported Partial
Summarize defined metrics with traceable source records.
- Approval and manager workload reportsSource present · live validation pending
Company-scoped approval filters, manager analytics, department workloads and bounded CSV reports are present in source.
- SLA and notification performanceSource present · live validation pending
Thirty-day department notice and escalation summaries distinguish generated notices from confirmed external delivery.
- Operational health trendsSource present · live validation pending
Seven-day worker run/failure trends summarize global operational telemetry without exposing other tenants’ approval records.
- Department incident and reviewer accountabilitySource present · live validation pending
Health incidents can be manually mapped to a company department. Department counts and the separate 30-day reviewer decision summary have explicit windows and overlap limits.
Process, inputs & handoffs
Process
- Select authorized report and scope
- Apply allowed filters
- Review source-linked metrics
- Investigate exceptions
- Export in the permitted report format
Information received
- Scoped business records
- Metric definition
- Report permissions
Records or handoffs produced
- Dashboard/report
- Exception view
- Permitted export
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.