- Signal
- An invoice ages past its agreed date.
- Agent work
- Assembles the order, payment history and proposed outreach.
- Human decision
- The account owner approves the client contact or escalation.
- Check
- Checks payment, promise date and the next exception.
Primal for Wholesale distribution
Every order, receivable and stock exception has an owner
Move from a signal to collection, pricing or legal handoff with the commercial context attached.
Agent workflow
From evidence to completed work — with the decision owner in the loop.
Working context
Systems connected to the workflow
CRMERPWMSAccounting
Test this workflow on your data
We will define the source records, permission boundary and the proof of a useful outcome before the work starts.