Who can do this
| Role | View | Generate | Finalize | Record payment | Void | Counter sale |
|---|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Not allowed | Not allowed |
| Field rep | Not allowed | Not allowed | Not allowed | Not allowed | Not allowed | Not allowed |
Overview
A field rep can prepare an order on behalf of an assigned customer. The draft keeps the field_rep_id, customer, and originating channel together, so the order remains attributed to the rep when it reaches the owner queue or becomes an invoice. The customer is always the assigned customer selected in the rep app; a rep cannot use this flow to choose an unassigned outlet.
Where to find it
- Rep: start at
/m/rep/orderor the Order tab in the rep mobile shell. - Owner or manager: review owner-held rep orders at
/approvals. - Rep: see your own submitted statuses at
/m/rep/orders.
Key concepts
- Rep draft — a draft created through
intake.rep-draft.create; it is not an order yet. - Consent mode — the tenant's
rep_confirm,customer_ack, orowner_approvalsetting. Read Rep order consent for the setting itself. - Attribution — the rep identity is carried into the order and invoice. Clarifications and rejection notices can be routed back to the rep who filed it.
- Below-list floor — any line below its list price forces owner approval, even when the tenant normally uses rep confirmation or customer acknowledgement.
Common workflows
1
Pick the assigned customer
Open the Order tab and choose from the rep's active customer assignments. Neev shows the outlet's outstanding and credit context; it does not show the rep's other customers or unassigned customers.
2
Build the draft
Search products, add quantities, and review the estimate and line prices before submitting. A below-list line is automatically marked for owner approval.
3
Submit with the configured consent
Submit once. In
rep_confirm, the rep confirmation promotes the draft. In customer_ack, the customer's signed 24-hour link must be acknowledged. In owner_approval, the request waits in /approvals.4
Resolve the owner request
An owner or manager opens the request, checks the customer and price context, then approves or rejects it. Rejection leaves the draft rejected and records the reason; it does not create an order.
5
Follow the status
Use My orders to filter Pending approval, Awaiting customer, Confirmed, or Rejected. A confirmed order carries the rep attribution into the order and invoice path.
Role notes
- Field rep — reads the rep profile with
field-rep.me.read, creates an assigned-customer draft withintake.rep-draft.create, and follows its own submissions. It cannot set consent, approve, reject, or bypass the below-list floor. - Owner and Manager — review the owner rail through
intake.approvals.approve-rep-orderandintake.approvals.reject-rep-order. The Owner also controls the consent setting.
Tips & time-savers
Tip
Check the chosen outlet and the line-price estimate before Submit. A customer acknowledgement is sent to that outlet's own channel, while an owner-held request is filed under the rep's name.
Gotchas
Warning
A customer acknowledgement link expires after 24 hours. An expired or unusable link escalates to the owner approval queue; it never silently confirms the order. A below-list price always takes the same owner queue.
An order draft is not money received. A rep's collection claim is a separate lifecycle; see Rep collection claims.
Related
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