Get ERP + CRM running in four steps.

Click Get started and use Proto to configure ERP + CRM for the pilot business. Name the entity, operating warehouse and employees who will prepare and approve the work. Sales Manager and Finance Manager should agree the initial commercial and financial decisions before the first live cycle.

Choose a customer inquiry that can become a quoted order and follow it through its supply route. Bring the price basis, product units, customer terms and any supplier requirement. Include a partial delivery or acceptance difference so the team rehearses a real operating decision.

Accountant should provide reconciled opening obligations and unapplied receipts. For asset review, choose an in-service asset with an agreed Book or Tax basis and known opening balances. Review the Data model and Implementation sequence before importing history.

Have each employee use their own access and complete the part of the cycle they own. Check the accepted commercial revision, usable stock and eligible billing quantity. Reconcile customer cash and supplier settlement separately, and confirm provider outcomes where connections are involved.

Finance Manager reviews the period-close evidence and unresolved differences before normal operations begin. Keep a named owner for each remaining issue and repeat the affected case after a configuration change. Review Pricing against the expected imports, agent work and connection activity.