Questions, answered

Click Get started, then use Proto to configure ERP + CRM for your business. Begin with a pilot entity, a warehouse and a product family. Rehearse a qualified lead through an approved order, partial shipment, customer invoice and cash application before widening the scope.

Yes. Sales Rep checks the customer and contact identity during conversion and links the existing records where appropriate. Repeating conversion should return the same linked opportunity and customer records. Agree the identity-matching procedure during setup.

Sales Manager reviews the submitted commercial revision. Finance Manager handles required credit exceptions. Customer acceptance, internal commercial approval and resolution of a credit hold are distinct decisions with their own evidence.

Order lines retain shipped and invoiced quantities, and invoice lines link to shipment or sales-allocation scope. Accountant checks the remaining eligible quantity before preparing billing, and Finance Manager reviews the pending invoice revision.

Contracts retain active dates and billing details, while contract items and cycles retain the recurring scope. Agree whether each cycle produces a delivery order or direct billing and who follows signing, suspension and renewal decisions.

Accountant reviews the bill’s matching difference against the order and accepted goods or services. Purchasing Manager resolves the supplier discrepancy before Finance Manager approves the charge. The arrival quantity and accepted quantity remain separately visible.

Material planning requirements retain the demand they support. Production Planner firms the response and releases work against a reviewed bill of material and routing. Accepted terminal output becomes the basis for finished-stock handling and later customer dispatch.

Assets and Depreciation shows the register, category valuation, charged depreciation, event history and per-asset book schedules on a declared Book or Tax basis. Review the selected basis and posted run before comparing period charges.

Yes. Choose the providers and confirmation methods needed for the pilot, then configure their connections. Admin and the business owner rehearse rejected and repeated events. A local send or release action does not replace the provider’s outcome.

Accountant reconciles the financial sources, posts reviewed depreciation and completes assigned close tasks with evidence. Finance Manager reviews prerequisites and sign-off before moving the accounting period through the agreed close states.