Read-only mode

Product availability for sales teams without warehouse calls

A rep searches a reference on the phone, sees available stock per warehouse, and can copy a shareable client link — without interrupting the warehouse team.

"How many pallets are left?" calls break warehouse focus and slow deals. A read-only view answers at the moment of sale, with no operational risk.

Read-only view

Type a reference and the rep gets an instant answer.

CAF-PAL-001

Palette café premium

Available

Available

42

7-day trend

Warehouse

Entrepôt Nord

Updated: May 13, 2026, 4:59 PM

Give access to my team

What this demo shows

  • B2B demo catalog (12 products, 3 warehouses)
  • Typo-tolerant fuzzy search
  • Filters by warehouse and status (in stock, low, out)
  • 7-day sparkline to spot the trend
  • Shareable apsionscan.com/p/SKU link, one-click copy
  • Slack/Teams bot reply preview

The hidden cost

Why 80% of warehouse calls from sales are avoidable

On a typical day, a warehouse worker takes 6 to 15 calls from sales reps to check product availability. Each call costs about 4 minutes: interrupting the current task, checking the physical stock or WMS, then back to the phone. On a 3-person team, that is up to 3 hours/day spent answering — the equivalent of half a full-time role. And 80% of those calls are about references that have not moved since the last update: the data already existed, it just was not exposed to sales.

  • 6 to 15 calls per warehouse worker per day
  • 4 minutes per call = up to 3 hr/day lost on a 3-person team
  • 80% of calls = data already current, just not exposed

Architectures

Web read-only vs ERP API vs Slack/Teams bot: 3 architectures

Three ways to expose availability to sales. Architecture 1 — Read-only web view (simplest): sales gets a link like catalog.company.com with a team password. Setup in 1 day. Architecture 2 — Slack/Teams bot: the rep types /stock SCREW-M6 in a team channel and gets the answer in chat. Setup 1 to 2 weeks with a Slack connector. Architecture 3 — Salesforce/HubSpot sync: availability shows up directly inside the opportunity record. Setup 2 to 6 weeks depending on the source ERP. For most SMBs, architecture 1 solves 90% of the problem with 5% of the effort — start there.

Security

Securing shared stock data (RBAC and masked data)

Sharing stock data with sales does not mean opening everything. Three protection layers to apply. Layer 1 — RBAC (Role-Based Access Control): the "Sales" role only sees available quantity, never purchase cost or margin. Layer 2 — Masked data: exact quantity can be replaced with bands ("over 100", "20 to 100", "under 20") to avoid exposing exact stock to a competitor who might get the link. Layer 3 — Audit log: every lookup is logged, deterring non-professional usage and detecting leaks. ApsionScan implements all three natively.

Customer case

Numbers: 1 sales rep = 8 calls/day saved

A 12-person food wholesaler (3 field reps, 2 warehouse, rest admin) had about 24 calls/day between sales and warehouse — roughly 1.5 hours/day of warehouse time at $30/hour fully loaded. After the read-only web view rolled out, calls dropped to 4/day (only truly ambiguous cases: pallet in picking, damaged batch). Savings: $1,400/month in warehouse time — over 4 years of ApsionScan subscription paid back in one month. Bonus: reps close faster, no longer waiting 5-15 minutes for confirmation before promising delivery.

Integration

Connecting Salesforce, HubSpot or Pipedrive to ApsionScan

The next step after read-only: showing stock in the CRM. ApsionScan exposes a token-authenticated REST API. Major CRMs (Salesforce, HubSpot, Pipedrive, Zoho, monday.com) let you add a calculated field that calls this API when opening a product or opportunity record. Allow 1 to 3 days of dev time. Sales benefit: no more leaving the CRM to check — data is in their flow. Management benefit: pipeline reports can include stock vs open orders, helping anticipate stockouts before they hurt sales.

Phone calls vs Slack/Teams bot vs Read-only web

Phone calls (status quo)ApsionScan read-only web
Response time2 to 15 minutesInstant
Warehouse worker costHigh (interruption)None
After-hours availabilityNone24/7
Data freshnessVariableReal-time
Required equipmentPhoneConnected smartphone
Leak riskLowModerate (RBAC + audit)

How-to

Roll out a read-only stock view in 4 steps

Concrete workflow to grant access to sales in under half a day.

  1. 1

    Create a "Sales" role

    In ApsionScan, create a role with read-only on catalog, availability and warehouses. No access to costs, margins, movements or receipts.

  2. 2

    Generate the team link

    One access link per sales team, with a shared password sent via internal messaging (never email).

  3. 3

    Test with one pilot rep

    Have a volunteer rep test for one week. Note the most-checked references, tune default filters.

  4. 4

    Train the team and measure

    15-minute demo in a team meeting, then track at 30 days the number of warehouse calls avoided. That is the success metric.

FAQ

How fresh is the displayed stock data?

Real time on ApsionScan: every scan, every movement updates in under 1 second. On older ERP integrations, latency can be 5 to 15 minutes depending on sync frequency.

Risk of double-booking between two reps?

The read-only view shows net available quantity (physical stock minus open un-shipped orders). For tighter control, ApsionScan offers soft reservations that lock a quantity while a rep finalizes a quote.

What does the rep actually see? Is purchase cost visible?

No. The Sales role is configured to show only: product name, SKU, available quantity, warehouse, last update. Costs, margins, suppliers and movement history stay hidden.

Can SAP / Sage / NetSuite be integrated?

Yes via ApsionScan REST API or out-of-the-box connectors for major ERPs. Allow 2 to 6 weeks depending on version and existing customizations.

Can access be revoked when a rep leaves?

Yes in 30 seconds: delete the account or disable the role. The shared team password should then be rotated for the remaining reps — good practice every 6 months anyway.

Does the web view work offline?

No, stock data changes too fast to risk an offline cache. In dead zones, the rep must switch to mobile data or wait. A lookup takes under 1 second on 4G.