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- Dairy ERP
- Who it's for
- Dairy distributors
Dairy distributors
A distributor buying dairy products from suppliers can use dealer, product, lot, warehouse and finance records for the trading cycle. The product record identifies the item and its unit; the team decides which items need a lot identity. Purchasing Manager owns supplier commitments, while Sales Representative records dealer demand.
How Dairy ERP is set up for you
Commercial scope
Record the supplier commitment and dealer order with product units and current approvals.
Physical scope
Keep lot identity where enabled and distinguish arrival from accepted, reserved and dispatched stock.
Financial scope
Match supplier charges to accepted receipt scope and customer billing to transferred title.
A distributor buying dairy products from suppliers can use dealer, product, lot, warehouse and finance records for the trading cycle. The product record identifies the item and its unit; the team decides which items need a lot identity. Purchasing Manager owns supplier commitments, while Sales Representative records dealer demand.
Start with an item purchased from a supplier and sold to a dealer. Purchasing Manager records its ordered quantity and original promise. Warehouse Operator records a partial arrival, and the physical reviewer accepts only usable quantity. Reserve a portion for the dealer order and leave the remainder visible in the warehouse. Then dispatch part of the order, record the actual delivery outcome and let Accountant bill only eligible title-transferred quantity. Finance Manager approves the invoice. Compare the receipt, reservation, shipment and invoice when a delivery is refused. Keep the returned goods decision separate from any credit.
Before adding another warehouse, check that each stocked item has the right product unit and lot setting. Have the team locate the original supplier receipt from a remaining stock layer, then trace one shipped unit to the dealer line. This keeps the pilot focused on records the purchasing, warehouse and finance teams actually use.
Features to start with
Roles on the team
- Finance Manager
- Independently controls each entity's credit, valuation, payment and period decisions.
- Accountant
- Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
- Warehouse Manager
- Controls stock execution, delivery plans and distribution production.
- Purchasing Manager
- Prepares supplier purchasing and resolves commercial supply issues.
- Sales Representative
- Prepares dealer offers and orders and follows accepted delivery commitments.
Set up Dairy ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.