Overview
Most "it won't let me" moments in Neev are not bugs — they are guards doing their job. An order parks on credit because the customer is over their limit. A price refuses to drop because you set a floor. A tray card won't one-tap confirm because stock or credit is still red. This page lists the exact messages you'll see and the one move that clears each.
Where to find it
These guards fire across the spine, so you'll meet them in a few places:
- Intake tray — the per-card preflight (stock, credit, price) sits on each draft at
/intake-review. Web and mobile both show the three checks. - Orders — a held order shows up in the Orders list at
/orderswith a held badge; open it at/orders/[id]. - Approvals — credit override requests land at
/approvals(web) or the mobile admin app, where someone with approval rights signs off. - Pricing & Quotes — floor-price and floor-margin warnings surface when a line is priced, reachable via
/pricing-quotations.
Key concepts
— the check that compares an order's total against the customer's available credit. Available credit is the limit minus what they already owe (outstanding invoices minus payments). — the lowest unit price a discount rule will allow; resolved prices below it get clamped back up. Floor margin — the minimum margin percent a rule allows; if a price would dip under it, the price is raised. Preflight — the three traffic-light checks (stock, credit, price) on every tray card that decide whether a draft can be confirmed in one tap. Override — an approved sign-off that lets a credit-blocked order through.
Common workflows
You'll see a message like "Credit gate: order ₹1,50,000 exceeds available credit ₹40,000 (limit ₹1,00,000). Request approval to override." The customer is over their limit. Trim the order, take a payment against their old dues, or request an override (next step).
On the blocked tray card, hit Request approval. Neev files a pending credit-override request with the order amount and the buyer's available credit. Once someone with approval rights approves it, the gate flips to "overridden" and the draft confirms through.
A held order can only move to Confirmed or Cancelled — nothing else. Confirming it (after an override clears, or after you cut it down within limit) is the unblock path. There's no "un-hold" button; you confirm or you cancel.
If a line price refuses to drop, you'll see "Price 85.00 below floor 90.00 (rule: Diwali Slab), clamped". The floor-price guard pushed it back up to the rule's floor. That's the cap you set on that discount rule — working as intended, not a glitch.
A separate guard checks margin. If a price would earn less than the rule's floor margin, you'll see "Margin 4.0% below floor 8% (rule: Hardware Base), price raised to 108.00". The price was lifted to hold your minimum margin.
Role notes
Who can clear each guard differs by role. The override sign-off is the accuracy-critical one: only Owner and Manager can request a credit override from a tray card, and only they can approve it. Front-desk roles that key in drafts (operator, sales) cannot file the request themselves — they hand the parked draft to a manager.
| Role | Create / draft order | Confirm a draft | Request credit override | Approve credit override |
|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed |
| Operator | Allowed | Not allowed | Not allowed | Not allowed |
| Accountant | Not allowed | Not allowed | Not allowed | Not allowed |
| Sales | Allowed | Not allowed | Not allowed | Not allowed |
- Owner and Manager run the full loop — draft, confirm, request a credit override, and approve it. The approvals surface is theirs.
- Operator can key in a draft, but cannot confirm an order and cannot request a credit override — both need a manager. A blocked draft stays parked until someone with the right role steps in.
- Sales drafts and parses orders but, like the operator, cannot confirm, advance fulfilment, or request a credit override — hand the parked draft to a manager.
- Accountant has no order or intake access at all — they sit on the money side (record payment, download an invoice PDF) and never touch the tray or confirm a draft. They cannot raise (generate) or void an invoice either. Clearing a credit block is an operations job, not finance's.
Tips & time-savers
Read the preflight chips before you tap Confirm: a blocked credit or stock check is exactly why a card won't one-tap through. Fix the red one — resolve the SKU, take a payment, or request the override — and the card goes green.