Logistics

Receive drafts every open line; you enter what was counted.

You get

A posted goods receipt: stock on hand rises, the average cost moves, the rest stays open, and the order closes itself once everything is in.

You decide

Waits for your yes, unless you chose Full autonomy.

Enter the counted quantities and the reason: a count, damage, or opening stock with its unit cost.

You get

A posted stock adjustment with its reason.

You decide

An Owner or Admin posts it.

Say "set up the tasks after this call" and the Agent writes each one on the customer's record, with who does it and by when.

You get

Tasks on the customer, each with an assignee and a due date.

You decide

One card for each task.

The invoice takes the quote's lines and total on the same letterhead and names its quote. Invoicing in parts, the quote counts what is left.

You get

A numbered invoice, dated and locked once issued.

You decide

Waits for your yes, unless you chose Full autonomy. An approval rule can add a named approver.

Ask who is late paying, and the Agent writes one email per overdue invoice to that customer's contact, with the invoice, the amount and how late it is.

You get

The reminders, editable on their cards or saved as drafts.

You decide

Sending asks first, unless you let the Agent send.