| Role | Create order draft | Confirm / dispatch order | Pack order | Record payment | Void invoice | Edit pricing |
|---|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed |
| Operator | Allowed | Not allowed | Not allowed | Not allowed | Not allowed | Not allowed |
Overview
The Operator is the person on the phone. A customer calls, asks "kitne mein hai, stock hai kya," and the Operator needs to check the price, check the stock, and start the order — all without being able to touch money or change anything they shouldn't. Operator is read-only everywhere on the spine, with exactly one write: starting an order draft. Nothing they do is irreversible. The draft waits for a Manager or Owner to confirm before stock moves.
Where to find it
Operator signs in to the same Neev workspace as everyone else; the sidebar just shows fewer doors. On the web you'll see Orders, WhatsApp, Customers, Inventory, Invoices, Reports, and Notifications. The one button that writes is Orders → New (/orders/new) — that opens the draft screen. Everything else is look-only.
On mobile, the Operator works in the field shell — looking up stock and customers and keying in a draft on the go. Note that completing a counter-sale at the till is a Sales power, not an Operator one: the Operator starts the order, but checkout and billing belong to Sales or Owner.
You won't see Pricing, Approvals, Settings, or any money action. That's by design — those belong to Manager and Owner.
Key concepts
- A draft order is a started-but-not-committed order. Lines, customer, and prices are filled in, but no stock is reserved yet. An Operator can create one; only a Manager or Owner can confirm it.
- Confirm is the step that turns a draft into a live order. At confirm, stock reserves against the lines and the order can move toward dispatch. Operator does not have this power.
- Read on the spine means the Operator can open and view customers, inventory, suppliers, prices, invoices, and sales returns — but cannot edit any of them.
Common workflows
Open Inventory to see what's in stock, and Customers to pull up the buyer's record. Prices show inside the draft as you add lines — no separate Pricing page to open.
Go to Orders → New (/orders/new). Pick the customer, add line items by hand, and Neev applies the customer's prices and computes GST as you type.
Save the draft. It now sits in the Orders list waiting for a Manager or Owner to confirm. You cannot confirm it yourself — that's the next person's job.
Open WhatsApp, pick the conversation, and reply right from inside Neev. Tell the customer "order le liya, confirm ho raha hai" without switching to your phone.
Open Invoices to read a bill (including its HSN lines) or Returns to view a sales return. You can read both, but you can't change them.
Role notes
This page covers two roles: Operator who does the front-desk work, and Owner who supervises and finishes what the Operator starts.
Operator can:
- View orders, customers, inventory, suppliers, prices, intake, invoices (with HSN), sales returns, reports (operations), and notifications.
- Create an order draft — the one and only write.
- Read and reply on WhatsApp conversations using approved templates.
Operator cannot:
- Confirm, transition, dispatch, pack, or cancel an order — a draft must be advanced by a Manager or Owner.
- Edit master data — no creating or updating customers, no touching stock (receipts, adjustments), no pricing changes.
- Do anything on the money side beyond reading — no generating invoices, no marking paid, no voiding.
- Act on returns. Operator sees sales returns but cannot initiate, approve, or receive them.
- See financial or team reports, or any platform admin (team, settings, features).
Owner holds every non-Pack permission in the workspace, so the Owner is who handles every write the Operator lacks. A Manager carries the same order powers by default — confirm, transition, dispatch, pack, cancel — so a Manager can also confirm an Operator's drafts and push them toward dispatch. Some writes stay Owner-only even for a Manager (voiding an invoice, blacklisting a customer, archiving a supplier, and all team, role, and settings admin). Role assignment itself is an Owner job, done in Settings → Team.
Tips & time-savers
Stock and price sit right inside the draft screen, so you don't page-hop while the customer waits — add a line and the price and GST fill in on the spot.