Stock Reservation
Reserve the stock for the approved order.
Typical owner: WarehouseRole profile / Department
Warehouse Admin
Stock reservation and warehouse dispatch within assigned scope.
Role accountabilities
What this role is responsible for.
- Reserve stock for approved orders, prepare dispatch and record the transport handoff.
- 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 warehouse/branch stock only. No order approval or accounts payment rights by default; log stock adjustments, dispatch confirmation and exceptions.
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.
Warehouse Dispatch
Prepare the dispatch and record the transport handoff.
Typical owner: Warehouse AdminTransport
Assign the delivery to an individual driver or rider.
Typical owner: Transport 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.
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
Purchase Management
Coordinate purchasing needs with authorization, warehouse receipt and the related accounts handoff.
Module responsibilities & availability
- Supplier ManagementReported Partial
Maintain authorized suppliers and purchasing context.
- Purchase RequisitionsReported Partial
Route an internal buying request to the responsible approver.
- Purchase OrdersReported Partial
Issue authorized orders against approved procurement needs.
- Goods ReceiptReported Partial
Link received quantities to purchase and warehouse records.
- Purchase InvoicesReported Partial
Send supplier invoices through assigned finance review.
- Supplier ReturnsReported Partial
Track the stock and accounting effects of an authorized return.
- Approval WorkflowsReported Partial
Apply company-specific procurement approval responsibilities.
- Purchase ReportsReported Partial
Review permitted supplier, order and purchasing summaries.
- Integration with Warehouse & AccountsReported Partial
Reconcile order, receipt and supplier-finance handoffs.
- Purchase requests within the agreed business scopePreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Role-based review and approvalPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Supplier and purchasing informationPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Connections to receiving and financePreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
Process, inputs & handoffs
Process
- Raise purchase need
- Review and approve request
- Coordinate receipt
- Pass records to accounts
Information received
- Purchase need
- Authorized request
Records or handoffs produced
- Procurement record
- Receiving and finance handoff
Transport & Dispatch
Make the movement from warehouse dispatch to individual driver or rider assignment understandable.
Module responsibilities & availability
- Warehouse-to-transport handoffIn development
- Individual driver and rider assignmentIn development
- Delivery progress and exception coordinationIn development
- Accounts handoff after delivery reviewIn development
Process, inputs & handoffs
Process
- Receive dispatch handoff
- Assign driver or rider
- Coordinate delivery
- Review completion or exception
Information received
- Dispatch details
- Authorized delivery assignment
Records or handoffs produced
- Transport assignment
- Delivery 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
Global Import & Export
Coordinate international trade from counterparties and contracts through country documents, customs, shipments and finance handoffs.
Module responsibilities & availability
- Import / Export / Re-export / TransitReported Foundation (Phase 85)
Classify the trade movement and its required workflow.
- Supplier & Buyer ManagementReported Foundation (Phase 85)
Connect counterparties to the relevant international transaction.
- International Sales ContractsReported Foundation (Phase 85)
Keep authorized contract records linked to the trade transaction.
- Shipment ManagementReported Foundation (Phase 85)
Link shipments, documents and operational milestones.
- Incoterms 2020 SupportReported Foundation (Phase 85)
Capture the selected Incoterm and relevant responsibilities for the transaction.
- Country-wise Document ChecklistReported Foundation (Phase 85)
Use configured origin/destination requirements for the selected workflow.
- Customs Clearance TrackingReported Foundation (Phase 85)
Record clearance steps, documents and authorized status updates.
- Trade Finance (LC, Remittance, etc.)Reported Foundation (Phase 85)
Link the transaction to its authorized finance workflow.
- Landed Cost CalculationReported Foundation (Phase 85)
Connect shipment charges and allocations to the costing workspace.
- Integration with Warehouse & AccountsReported Foundation (Phase 85)
Carry goods-receipt, cost and ledger references across the trade workflow.
Process, inputs & handoffs
Process
- Define movement and counterparties
- Record the contract and selected Incoterm
- Prepare the country document checklist
- Coordinate shipment and customs progress
- Handoff receipt, costs and finance records
Information received
- Trade transaction
- Counterparty and goods details
- Origin and destination
Records or handoffs produced
- Trade record
- Document checklist
- Shipment and finance handoffs
Logistics & Shipment Tracking
Plan shipments and container bookings, with provider-dependent vessel positions, carrier events, ETA and delivery history.
Module responsibilities & availability
- Shipment PlanningReported Planned
Organize the movement, schedule and assigned shipment responsibility.
- Container & Booking ManagementReported Planned
Link container identifiers, bookings and shipment references.
- Bill of Lading / Air WaybillReported Planned
Associate transport documents with their specific shipment.
- Vessel / Flight DetailsReported Planned
Store the assigned carrier movement and available references.
- Port & Terminal InformationReported Planned
Record the relevant loading, discharge and terminal context.
- Live Ship & Container TrackingReported Planned
Planned provider-connected tracking; no active live feed is claimed.
- Shipment Milestones & ETAReported Planned
Follow reported milestones and estimated arrival updates.
- Delay Alerts & NotificationsReported Planned · provider integration required
Route configured delay events and supported exceptions through authorized notification services. Provider events and notification-channel integration remain required.
- Demurrage & Detention TrackingReported Planned
Track relevant charge periods, exceptions and supporting records.
- Integration with Global Trade ModuleReported Planned
Keep shipment status and documents linked to the trade transaction.
- Track by Container No. / B/L No. / Booking No.Planned / provider integration required
Locate the authorized shipment using a supported reference.
- Live Vessel Location (AIS)Planned / provider integration required
Planned authorized AIS/provider connection; availability depends on feed and permissions.
- Shipping Line Container EventsPlanned / provider integration required
Ingest supported carrier/container milestone events with their source.
- Port of Loading / Discharge InformationPlanned / provider integration required
Connect the movement to its relevant loading and discharge context.
- Estimated Time of Arrival (ETA)Planned / provider integration required
Show sourced estimates and retain update context.
- Shipment Milestones & Status HistoryPlanned / provider integration required
Retain reported movement events and their chronology.
- Container Details (Type, Size, Seal No.)Planned / provider integration required
Record container specifications and relevant seal identifiers.
- Vessel Schedule & Route MapPlanned / provider integration required
Display sourced schedule and route information when integrated.
- Transshipment DetailsPlanned / provider integration required
Record intermediate handling/movement legs and their references.
- Delivery ConfirmationPlanned / provider integration required
Connect authorized delivery outcome to the shipment record.
- Integration with Shipment RecordsPlanned / provider integration required
Keep tracking and its source references tied to the right company shipment.
Process, inputs & handoffs
Process
- Create shipment and booking
- Record container and transport documents
- Connect an authorized tracking source
- Review milestones, ETA and delay events
- Record delivery outcome
Information received
- Booking/container/B/L references
- Carrier or tracking source
- Shipment plan
Records or handoffs produced
- Shipment timeline
- ETA and exception view
- Delivery and trade linkage
Claims, Returns & Insurance
Track cargo damage, quantity discrepancies, insurance/supplier/carrier claims and authorized return or re-export handoffs.
Module responsibilities & availability
- Damaged Cargo ClaimsReported Planned
Record damage, supporting evidence and the responsible claim party.
- Shortage / Excess ClaimsReported Planned
Track received-versus-declared quantity discrepancies.
- Insurance Claim TrackingReported Planned
Link insurer references, documents and reported claim status.
- Supplier / Carrier ClaimsReported Planned
Route a claim to the relevant supplier or carrier.
- Return Shipment (RMA)Reported Planned
Manage the authorization and movement of a return shipment.
- Re-export ManagementReported Planned
Link an eligible return movement to the relevant re-export workflow.
- Claim Settlement HistoryReported Planned
Retain decisions and verified settlement references.
- Document UploadsReported Planned
Allow only the evidence and formats required by the claim workflow.
- Integration with Global TradeReported Planned
Connect claims to their original goods, shipment and trade records.
Process, inputs & handoffs
Process
- Register damage or discrepancy
- Attach relevant claim evidence
- Identify supplier/carrier/insurer responsibility
- Review return/re-export if applicable
- Record verified settlement and handoff
Information received
- Shipment/goods record
- Claim evidence
- Return authorization
Records or handoffs produced
- Claim timeline
- Return/re-export linkage
- Settlement and finance references
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
Role permissions and assigned module responsibilities are set by the company.
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