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- ERP + CRM
- Who it's for
- Equipment and maintenance suppliers
Equipment and maintenance suppliers
Equipment suppliers often combine a physical sale with a continuing maintenance or supply agreement. ERP + CRM keeps the customer identity and accepted commercial terms connected to the order, contract dates and billing cycles. The account owner can follow the next customer conversation while Accountant checks which period or delivered quantity supports the invoice.
How ERP + CRM is set up for you
Equipment commitments
Review the quote revision, customer acceptance and order approval before committing stock or manufacturing work. The fulfillment route identifies how the equipment will reach the customer.
Agreement dates
Use the contract's start, end and next billing dates to organize customer follow-up. Signing and renewal decisions need their own retained evidence.
Recurring scope
Contract items carry frequency and effective dates. Their cycles distinguish delivery-order work from direct billing, with invoiced quantities and amounts available for reconciliation.
Internal equipment
The supplier's own capital assets can be reviewed by category and valuation book. Keep those asset charges tied to the entity and period used in finance review.
Equipment suppliers often combine a physical sale with a continuing maintenance or supply agreement. ERP + CRM keeps the customer identity and accepted commercial terms connected to the order, contract dates and billing cycles. The account owner can follow the next customer conversation while Accountant checks which period or delivered quantity supports the invoice.
Begin with an equipment product family and a maintenance agreement whose billing terms are easy to reconcile. Agree the customer account identity, agreement owner and the point at which customer acceptance is recorded. Decide which contract items require a delivery order and which use direct billing before the first cycle is prepared.
Rehearse an equipment sale followed by a recurring agreement. Approve the quote and customer order, follow partial delivery and inspect the contract's active dates. Accountant should trace each invoice line to its actual shipment or contract cycle. Then review a suspension or renewal decision so the team can explain what remains billable.
Connect signature services and bank confirmations during setup when they are required for the chosen operating cycle. Define the service team's dispatch tools as a separate connection if maintenance execution needs scheduling beyond these commercial records. Follow [Fulfillment to customer cash](/erp-crm-suite/processes/fulfillment-to-customer-cash) to rehearse the financial handoff.
Features to start with
Quotes and sales orders
Review the commercial revision, customer acceptance and delivery commitment before operations takes over.
Customer pipeline
Keep lead qualification, account identity and opportunity follow-up connected to an accountable seller.
Purchasing and suppliers
Carry approved demand into supplier commitments, accepted supply and reviewed bills.
Roles on the team
- Sales Rep
- Owns lead qualification, customer follow-up and preparation of offers and orders.
- Sales Manager
- Reviews commercial commitments and monitors the opportunity forecast.
- Warehouse Manager
- Owns physical receipt, quality disposition, stock reservation and shipment evidence.
- Accountant
- Prepares billing, settlements, journals, asset calculations and close evidence.
- Finance Manager
- Decides financial approvals and payment release while reviewing the period and asset position.
- Admin
- Maintains access, employee identity mapping and reviewed connection settings.
Set up ERP + CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.