Connect dealer commitments with available stock, deliveries and finance.
Industrial distributors need to keep repeat dealer orders moving while managing stock, purchasing and credit. Distribution ERP brings those activities into a connected specification, with clear responsibility for the order, the physical goods and the financial result. Begin with the product groups, warehouses and dealer relationships you can define and reconcile, then verify the configured application and handoffs before rollout.
Prepare quotes using the applicable dealer terms, units and pricing. An independent Sales Manager accepts the exact order revision. Later master changes should not silently reprice an accepted line, and a partial cancellation should release only its remaining eligible commitment.
Reserve the identified product and lot for the right order. Keep held or unavailable goods visible without promising them for another shipment. Picking prepares the goods; the agreed dispatch or delivery title event determines the actual stock issue and related cost.
Follow approved demand through the purchase order, actual arrival and accepted supply. Independent receiving evidence connects the goods to their source line. Partial supplier invoices consume the remaining eligible match, so the same received quantity cannot support another full invoice.
Plan the route and stops manually, then record actual shipment handover and delivery results. A partial, refused or failed stop needs its own remaining quantity and follow-up. Moving a stop to another route cannot erase goods already delivered or create a second stock issue.
Finance Manager approval governs invoice release. Match actual receipts and applications to the appropriate open items, retaining unapplied amounts and corrections separately. A financial credit does not prove that returned goods reached the warehouse or that a refund was settled.
Handle deliveries as real work
Keep the accepted deal clear · Use stock that is ready for the job · Bring purchasing into the same picture · Keep credit and cash explainable
Same records, same gates. The configuration changes how the process runs for this team.
| Receipt Number | Dealer | Received At | Currency | Unapplied Amount |
|---|---|---|---|---|
| CR-26742 | DLR-3620 | 03 Sep | CRR-1347 | 550 |
| CR-92053 | DLR-6405 | 11 Sep | CRR-9230 | 940 |
| CR-15290 | DLR-8314 | 06 Sep | CRR-4927 | 350 |
| CR-81719 | DLR-5238 | 05 Sep | CRR-5384 | 30 |
| CR-61216 | DLR-9741 | 13 Sep | CRR-3340 | 240 |
| CR-39325 | DLR-6346 | 06 Sep | CRR-7299 | 50 |
Admin is configured as a role at rollout; the spec has no matrix column for it yet.
Prepares dealer offers and orders and follows accepted delivery commitments.
Independently accepts dealer orders and owns commercial master and exception review.
Prepares supplier purchasing and resolves commercial supply issues.
Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.
Controls stock execution, delivery plans and distribution production.
Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
Independently controls each entity's credit, valuation, payment and period decisions.
Understand delivery, stock and financial results from the same accepted quantities and posted evidence.
Organize delivery stops, follow partial results and keep every dispatched quantity accounted for.
Keep dealer terms, accepted orders and the stock promised to customers in agreement.
Track owned stock, protect order reservations and reconcile warehouse quantities with their carrying value.
Turn supply requests into approved purchases and reconcile what arrives with what suppliers bill.
Assemble, kit or repack goods with clear material requirements, work instructions and output costs.
Connect dealer receivables, supplier payables and stock costs to each entity's books.
Accepted SalesOrderLines by dealer/order/line: original quantity and promise, net actual dispatch, title transfer, delivery, billing, approved cancellation and remaining commitments from SalesAllocations and shipment/return lineage; returns do not erase the original dispatch history.
Completed eligible order-line quantities delivered by OriginalPromiseAt versus all quantities whose original cutoff falls in the reported cohort; show open/late/failed/refused/cancelled portions separately and count each delivered base unit once using verified DeliveryResults, not last revised route windows.
As-of posted open debit balances net actual applications/credits/corrections by entity, party, document currency and due-date bucket, with functional carrying reconciliation; unapplied cash and credit surplus shown separately, never silently netted across parties/entities.
Dealer quotes and orders, purchasing, warehouse stock, delivery planning, production and kitting, local finance and reporting. The specification connects commercial commitments with physical evidence and financial records, while keeping each decision and correction accountable.
Related questionAn independent Sales Manager accepts the exact order revision. An independent Finance Manager authorizes invoice release. Preparing the document, confirming a warehouse action and approving its commercial or financial effect are separate responsibilities. Material changes require the appropriate renewed decision.
Related questionThe specification retains line-level quantities and amounts through fulfillment, delivery and billing. A completed portion stays traceable while the remainder is delivered, backordered, cancelled or otherwise resolved. Another delivery attempt must use only the remaining eligible scope, rather than replaying the whole order.
Related questionThe accepted title terms determine the stock and cost event. Dispatch terms use the actual qualifying handover; delivery terms retain owned transit until the accepted delivery. A later proof-of-delivery update cannot issue goods that were already issued, and an attempted stop does not prove accepted delivery.
Related questionThe scope covers manual routes, ordered stops, assigned work and actual delivery outcomes. It does not establish a route optimizer, GPS feed, driver application or installed carrier connection. Agree any external service and its evidence or recovery contract during implementation.
Related questionApproved purchase scope, actual arrival, accepted supply and bill matching retain their source links. Physical receiving is independently evidenced. Partial bills consume eligible matched scope, and stock value, purchase variance and payables follow one reconciled posting path rather than creating another effect at every handoff.
Related questionThe production scope includes real bills of material, work orders and production routing for distribution assembly, kitting and repacking. Actual material use, accepted terminal output, scrap and work-in-progress costs are reconciled. Production routing describes operations; delivery routes describe customer stops.
Related questionReturn authorization, actual custody, condition or title review, stock effect and commercial credit retain separate evidence. A credit does not prove warehouse receipt, and refund approval or a bank acknowledgment does not prove settlement. Each correction must remain within the eligible original quantity, value and funding scope.
Related questionOrdinary manual work has no per-user fee. Metered machine work, data retention beyond the included allowances, agent execution and model usage follow the platform rate card. Implementation is separate. See pricing for the complete rates, credit packs and model-fee treatment.
Related questionConnect dealer commitments with available stock, deliveries and finance.
Coordinate purchased materials, warehouse quantities and customer deliveries.
Keep dealer orders, warehouse lots and delivery follow-up in step.
Connect assembly and kitting work with stock, orders and actual cost.
