Quotes, invoices, vendor POs, and bills are generated and tracked by Anvil. The principle is “gate at the wire”: anything that goes out to a customer or commits money pauses for an operator's approval; internal steps and low-risk price requests don't.
Sales quotes / estimates — approval required
- Anvil drafts the QuickBooks estimate.
- It pauses at the quote gate.
- An operator approves it (GO) on the dashboard gate (anvil.entrpy.co/gate) or by text.
- On GO, the estimate sends to the customer.
Vendor RFQs (price requests) — automatic
Sent automatically, no approval — it's just a price request, no money committed.
Customer invoices — automatic
Sent automatically after the quote was approved — the dollar amount was already approved at the quote gate.
Vendor POs — approval required
- Anvil drafts the purchase order.
- It pauses at the PO gate.
- An operator approves it; on GO, the PO sends to the vendor.
Vendor bills — never sent
Created internally as an accounts-payable mirror of the PO. They are not sent anywhere.
Who approves
Operators approve at the gates (currently Ethan day-to-day, and Andrew). Quotes and POs are not sent by hand from QuickBooks — the gate GO is what sends them.
Needs John: optional — the business “why” behind the gate for the SOP: pricing/markup policy and who is allowed to be a gate approver going forward. The flow itself is ours.
Draft v1 — written from our systems, pending John's review. Edit src/lib/data/docs.ts to change it.