| Role | View | Create draft | Paste & parse | Confirm / advance | Pack |
|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Allowed |
| Operator | Allowed | Allowed | Not allowed | Not allowed | Not allowed |
| Sales | Allowed | Allowed | Allowed | Not allowed | Not allowed |
Overview
An order comes in over Telegram or email — a photo of a chit, a voice note, or a line of Hinglish. Neev parses it into a draft. Intake review is where you check that draft, fix any wrong SKU match, make sure the buyer has credit, and press one button to turn it into a real order. The retyping into Tally is gone. Read the message, confirm the lines, approve.
Where to find it
Web only, at /intake-review. Open it two ways: click a card in the intake tray (it opens at /intake-review?draftId=...), or open the screen directly and it auto-loads the newest draft waiting for review. The queue refreshes on its own every 45 seconds.
The screen is visible to Owner, Manager, Operator, and Sales. But seeing it and approving it are two different things — see Role notes below.
Key concepts
- Draft — the parsed order, not yet a real order. It carries the original message, the parsed line items, and a buyer it tried to match. A draft can only be approved while it sits in
pending_reviewormanual_review. - Resolve a line — pick the catalog product Neev should use for a parsed phrase. You see a candidate picker whenever Neev's confidence is below 85% or the matched stock isn't enough. Resolving locks that line at 100% confidence.
- Buyer alias — when you resolve a line, Neev can remember that this buyer's phrase (say "dahi 500") means this exact SKU. Next time it auto-resolves, no clicks.
- — before an order is created, Neev checks the buyer's available credit against the order total. If the order would push them past their limit, the gate blocks approval until an approver clears it.
- Pre-flight — the side panel that shows three checks at a glance: stock, credit, and price, plus the estimated total.
Common workflows
The left card shows exactly what the buyer sent, the channel it came in on, the parse confidence, and a "how did this come in" chain — channel → intent → catalog → credit → review.
Lines flagged DISAMBIGUATE, REVIEW MATCH, or LOW STOCK show a candidate picker. Tap the right catalog item. Neev saves the match and remembers it as an alias for this buyer.
If the CREDIT panel reads Hold, the order total is over the buyer's available credit. Press Request override to open a credit-override approval request. Approval can't happen until an approver clears it.
Once the draft has a linked buyer and at least one resolved line, Approve order lights up. Pressing it re-runs the credit gate, creates the order, and drops you on the order page at /orders/{id}. Neev also sends a confirmation back to the buyer on the same channel they wrote in on.
Spam, a duplicate, or a message that isn't an order — press Reject. The draft is marked rejected and leaves the queue.
When the draft is a buyer follow-up (intent modify, e.g. "add 2 more dahi") linked to an existing order, the action becomes Apply instead of Approve: if the order hasn't been packed yet, Neev amends it in place; if it's already packed, Neev creates a new order linked to the original.
Role notes
Everyone tagged can open the screen and read the draft. The mutations — resolve a line, confirm, reject, request a credit override — are gated to Owner and Manager only. Operator and Sales hold view-only intake access; they cannot approve. The credit override itself can only be cleared by an approver who holds the approve-credit permission (OWNER or MANAGER).
| Role | View draft | Resolve a line | Approve order | Reject draft | Request credit override | Approve a credit override |
|---|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed |
| Operator | Allowed | Not allowed | Not allowed | Not allowed | Not allowed | Not allowed |
| Sales | Allowed | Not allowed | Not allowed | Not allowed | Not allowed | Not allowed |
- Owner — full control: view, resolve, approve, reject, request and clear credit overrides.
- Manager — same as Owner on this screen (holds the full intake permission set, including clearing credit overrides).
- Operator — view only. Can read the draft and the parse, but cannot resolve lines, approve, reject, or touch the credit gate.
- Sales — view only here, same as Operator. Sales can parse and create order drafts elsewhere, but cannot confirm an intake draft into an order.
Tips & time-savers
When you resolve a line, Neev saves it as an alias for that buyer. So the second time a regular sends "2 box surf 1kg", it auto-resolves to the right SKU with no picker — your repeat customers get faster every time they order.
The pre-flight panel does the math for you: it shows the estimated total in ₹2,50,000 format and tells you up front whether stock, credit, and price are clear — so you know before you read every line whether this one will sail through or needs work.
Gotchas
Approve creates a real order and sends the buyer a confirmation message on the same channel. There's no undo button on the review screen — once approved, the draft is locked to that order. If something's wrong, fix the lines or reject before you approve, not after.
A few more blocks worth knowing:
- No buyer, no approve. A draft that isn't linked to a customer can't be confirmed — resolve the buyer identity first.
- No resolved line, no approve. At least one line must be matched to a catalog product before the button lights up.
- Inactive buyer blocks the order. If the matched customer isn't active (e.g. still pending activation), approval is refused until they're activated.
- Credit Hold blocks approval even for an Owner — the override request must be approved before the order can be created.