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- Chemicals ERP
- Process
- Sales to delivery
Sales to delivery
Follow an approved dealer commitment through picking, route release and actual handoff. Each stage keeps its source and actual decision visible, so partial work can move forward without losing the remainder.
Step by step
-
Prepare the order Sales Representative
Sales Representative prepares a priced order for an active dealer and retains the original line promise.
- Create the bounded commercial request
- Updates Sales orders, Sales order lines, Customers
-
Approve the order Sales Manager
Sales Manager reviews the current revision independently; Finance Manager decides any credit exception.
- Accept the revision and exposure
- Updates Sales orders, Credit reviews, Approval decisions
ApprovalA person approves before the work moves on. -
Reserve and pick Warehouse Manager
Warehouse Manager coordinates eligible stock while Warehouse Operator records actual picked quantities.
- Hold and pick exact available scope
- Updates Reservations, Pick tasks, Inventory
-
Release fulfillment Warehouse Manager
Warehouse Manager reviews the route operator, source warehouse, transport evidence and stops.
- Release the route plan
- Updates Delivery routes, Route stops, Approval decisions
ApprovalA person approves before the work moves on. -
Record delivery Warehouse Operator
Warehouse Operator records the actual attempt and line outcomes, including partial acceptance.
- Update actual delivered scope
- Updates Deliveries, Delivery attempts, Delivery results
Who does what
Roles and permissions- Sales Representative
- , Sales Manager, Finance Manager, Warehouse Manager, Warehouse Operator.
- Each person works within their assigned entity and record scope.
Set up Chemicals ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.