| Role | Create order draft | Confirm / dispatch order | Pack order | Record payment | Void invoice | Edit pricing |
|---|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Not allowed | Allowed |
Overview
The Manager is the person who runs the shop floor while the Owner runs the business. A Manager takes orders from WhatsApp to dispatch, runs stock, raises invoices, sends quotations, and clears returns — the full daily grind, end to end. What a Manager does not touch are the few irreversible or money-sensitive levers: voiding an invoice, deleting a price list, archiving a supplier, blacklisting a customer, or anything to do with team, billing, and tenant settings. Those stay with the Owner.
Where to find it
The Manager has their own home dashboard at /home-manager (web). From the sidebar a Manager sees almost the whole spine: Intake, WhatsApp, Orders, Customers, Inventory, Suppliers, Warehouse, Shipping, Returns, Invoices, Pricing & Quotes, Approvals, Notifications, Reports and the Audit log.
On mobile, the Manager gets the admin app (/m/admin/home) — approvals, credit, insights — and can also drop into the sales, warehouse-pack and delivery field screens, because the Manager oversees all of them.
What's hidden: the whole Settings area (/settings/*) and team management are Owner-only and do not appear in the Manager sidebar.
Key concepts
- Role binding — the list of permission keys a role holds. The Manager is seeded with three wildcard globs —
orders.*,returns.*andintake.*— plus an explicit list of keys across customers, inventory, invoicing, pricing, suppliers, notifications and WhatsApp. A glob likeorders.*means the Manager holds every permission that starts withorders.. - Glob — a wildcard pattern such as
orders.*. It auto-grants every current and future key under that prefix, which is why the Manager covers the entire order and return workflow without each action being listed one by one. - Owner-only key — a specific permission deliberately left out of the Manager binding. Voiding an invoice, deleting pricing records, and changing tenant settings are examples. A Manager who tries one of these is blocked at the door.
Common workflows
Open Intake (/intake), review the parsed WhatsApp / voice / photo cards, edit or resolve any unmatched line, then confirm a card into an order. The intake.* glob lets you confirm, reject, edit, ask the buyer to clarify, and approve a credit-override or a new-buyer activation — the whole tray.
From Orders (/orders) create or open a draft, confirm it, generate the packing slip, and mark it dispatched. The orders.* glob covers create, confirm, cancel, pack, parse, dispatch and status transitions.
On the order or in Invoices (/invoices), generate the invoice, finalize it, download the PDF, and record payment. You can also create a customer payment link and trigger or cancel an e-invoice IRN.
In Pricing & Quotes (/pricing-quotes) create a quotation, send it, and convert an accepted one into an order. You can also edit price lists, items, assignments and discount rules.
Open Returns (/returns), initiate, approve or reject the request, receive the goods back, and cancel an in-flight one if needed. The returns.* glob also covers purchase returns to suppliers.
Role notes
Both roles below see the same operational screens. The difference is the short list of irreversible and admin-level actions that stay with the Owner.
| Role | Run orders / intake / returns | Generate & finalize invoices | Void an invoice | Edit HSN-rate overrides | Archive a supplier | Toggle customer blacklist | Delete price list / quotation | Team, billing & settings |
|---|---|---|---|---|---|---|---|---|
| Manager | Approval | Allowed | Not allowed | Not allowed | Not allowed | Not allowed | Not allowed | Approval |
| Owner | Approval | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed | Approval |
What the Manager Manager can do: the full orders, intake and returns workflow; manage customers and their addresses; run inventory day-to-day (receipts, adjustments, batch write-off / QC / transfer, UOM, variants); generate, finalize and mark invoices paid, create payment links, and trigger or cancel e-invoices; edit price lists, quotations, assignments and discount rules; create and update suppliers; send and retry notifications; run WhatsApp conversations; and read reports and the audit log.
What the Manager cannot do — these belong to the Owner Owner:
- Void an invoice (
invoicing.void), edit or delete HSN-rate overrides, or run counter-sale tendering. - Toggle a customer's blacklist.
- Change axis-labels for a product category.
- Archive or reactivate a supplier.
- Delete a price list, price-list item, discount rule or quotation, or read the pricing audit log.
- Create or delete notification templates (preview only).
- Anything tenant-admin: invite teammates, edit roles, install Packs, or change settings. GST returns export (GSTR-1/3B) is also not in the Manager's default binding.
Tips & time-savers
invoicing.void — to the Manager from the role editor. The defaults are the safe starting point, not a hard wall.The orders.*, returns.* and intake.* globs mean a Manager never waits for a permission to be wired up: any new action added under those prefixes is available the moment it ships. For a busy shop, that's the whole order-to-cash loop covered out of the box.
Gotchas
One more trap: the Settings area is invisible to a Manager. If a Manager needs a new HSN rate, a notification template, a new teammate, or a billing change, that request goes to the Owner — the Manager has read access to HSN rates but cannot edit them, and cannot reach team or billing at all.