These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- ERP + CRM
- Who it's for
- Industrial distributors
Industrial distributors
Industrial distributors need to explain both sides of a customer promise. Sales Rep sees the opportunity and accepted offer, while Purchasing Manager follows replenishment and Warehouse Manager knows which stock is usable. ERP + CRM connects those records so a delayed arrival or partial shipment can be discussed against the actual customer order.
How ERP + CRM is set up for you
Repeat buying accounts
Reuse the established customer and contact when a new inquiry arrives. Keep the opportunity owner and next activity visible without creating another account for the same buying organization.
Partial supply
Track supplier acknowledgment, received quantities and accepted quantities separately. The warehouse can then explain why a delivery is physically present but still waiting for inspection.
Customer allocation
Reserve available stock against order lines and retain the lot or serial detail needed for dispatch. Follow the remaining customer quantity after each shipment.
Commercial settlement
Accountant compares supplier charges with accepted supply and applies customer cash to the intended invoices. Payment release and clearing remain separate review points for Finance Manager.
Industrial distributors need to explain both sides of a customer promise. Sales Rep sees the opportunity and accepted offer, while Purchasing Manager follows replenishment and Warehouse Manager knows which stock is usable. ERP + CRM connects those records so a delayed arrival or partial shipment can be discussed against the actual customer order.
Begin with a product family, a stocking warehouse and customers whose open orders can be reconciled. Agree the selling units, payment terms and the credit-review responsibility. Check opening inventory against the physical stock, including any quantity held for inspection or reserved for a named customer.
Rehearse a replacement-parts order that requires a supplier top-up. Receive the delivery with a damaged portion, accept the usable quantity and dispatch only the eligible stock. Review the supplier bill difference and the customer's partial invoice before applying cash. This gives the team a concrete test of the handoff from demand to supply and settlement.
Add further warehouses after the first team's stock and open commitments agree. Set up carrier updates and bank confirmation as explicit connections, with a named employee responsible for unresolved events. Follow [Purchase to supplier settlement](/erp-crm-suite/processes/purchase-to-supplier-settlement) for the buying rehearsal.
Features to start with
Customer pipeline
Keep lead qualification, account identity and opportunity follow-up connected to an accountable seller.
Inventory and fulfillment
Follow usable stock and customer allocations through picking, dispatch and delivery evidence.
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.
- Purchasing Manager
- Prepares supplier commitments and reviews purchasing requests under the agreed authority policy.
- 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.
Set up ERP + CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.