Add Onboarding Request (Mobile Sales Visit)
To submit a "Party Onboard" request via the mobile app so that the back-office Approver can verify and create the new party record in the system.
A. Mobile Application (Request Submission)
- Entry Point: A prominent "Add Party Onboard" button must be available within the Sales Visit module.
- Data Validation: The fields required for onboarding must match the existing "Add Party Type" configuration (e.g., Party Name, Contact Details, Address, Tax ID/GST, etc.).
- Submission Logic: Upon clicking "Submit," the system should not create a final Party record immediately. Instead, it must generate a Pending Request and trigger a notification to the Approver.
- Status Tracking: The Sales Rep should see a "Pending" status for the submitted request in their mobile history.
B. Web/ERP Interface (Approval Workflow)
- Inbox Integration: The request must appear in the Approver’s Inbox with a clear label: "New Party Onboarding Request."
- Review Capability: The Approver must be able to view all details submitted by the Sales Rep.
- Action Buttons:
- Approve: Once approved, the system automatically creates the record in the Master Party list.
- Reject/Send Back: The Approver can reject the request with a mandatory comment explaining the reason.
3. Workflow Summary
- Sales Rep: Opens Mobile App → Sales Visit → Add Party Onboard → Fills Details → Submit.
- System: Validates data → Sends to Approver’s Inbox.
- Approver: Reviews Request → Clicks Approve.
- Result: Party is successfully added to the database; Sales Rep receives a notification of approval.