Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- E-commerce ERP
- Storefronts and marketplaces
- Payment processors
- Carrier updates
- Supplier messages
ERP for E-commerce · Available now
Example screen with sample data
Follow every order from channel to settlement.
ERP for E-commerce connects channel listings and imported purchases to accepted sales orders, physical stock, fulfillment and customer finance. Channel operators map external SKUs to canonical products and review received channel orders before accepting them.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewSales approval inbox×
E-commerce ERP · Sales orders
New sales order
Sales approval inbox
approval waits for the sales manager
Sales orders in view
6Net total
2,970Submitted
6| Account | Entity | Owner | Order date | Status | Net total | |
|---|---|---|---|---|---|---|
| Marigold Housewares | Wrenfield Online Canada | Jamal Brooks | 11 Oct | Submitted | 450 | |
| Moss Harbor Retail | Wrenfield EU Commerce | Nina Kowalski | 17 Oct | Submitted | 260 | |
| Moss Harbor Retail | Wrenfield Wholesale | Arjun Mehta | 15 Oct | Submitted | 800 | |
| Cedar Vale Outfitters | Wrenfield EU Commerce | Arjun Mehta | 14 Oct | Submitted | 440 | |
| Cedar Vale Outfitters | Wrenfield Returns Services | Jamal Brooks | 20 Oct | Submitted | 680 |
6 of 6 records
Marigold HousewaresSales orders · SO-50395
SubmittedEntityWrenfield Online Canada
OwnerJamal Brooks
Order date11 Oct
Net total450
Approve channel orderSO-50395 · Marigold Housewares
Channel Manager decides whether mapped demand is accepted.
Waiting for Channel Manager
ApproveReturn
- Tables, ready to use
- 36
- Saved views
- 15
- Roles with set permissions
- 6
- Reports and dashboards
- 9
Features
One daily view of commerce work
Every feature works on the same records. Pick one to see the screen your team works in.
Channels and product mapping
Channels and product mapping for the order and stock cycle.
- Match within the channel
- Review each line
- Accept the order separately
- Channel products
- Channel listings
- Channels
- Stores
- Products
- Channel orders
OverviewChannel orders awaiting mapping×
E-commerce ERP · Channels and product mapping
New
Channel orders awaiting mapping
Channel orders
| External order key | Channel | Ordered at | Status | Total amount | |
|---|---|---|---|---|---|
| WEB-104821 | Seasonal catalog storefront | 25 Oct | Received | 700 | |
| MP-68214 | Seasonal catalog storefront | 29 Oct | Received | 120 | |
| MOB-38211 | Wholesale order portal | 14 Oct | Received | 250 | |
| PRT-17408 | Wholesale order portal | 25 Oct | Received | 510 | |
| CA-48107 | Northline marketplace storefront | 13 Oct | Received | 830 |
6 of 6 records
WEB-104821Channel orders · CO-47475
ReceivedChannelSeasonal catalog storefront
Ordered at25 Oct
Total amount700
Customer orders
Customer orders for the order and stock cycle.
- Review the customer
- Check the quantity
- Release the decision
- Accounts
- Contact persons
- Channel orders
- Channel order lines
- Sales orders
- Sales order lines
OverviewChannel acceptance inbox×
E-commerce ERP · Customer orders
New
Channel acceptance inbox
Approval waits for the channel manager
| External order key | Channel | Account | Status | Total amount | |
|---|---|---|---|---|---|
| WEB-104821 | Seasonal catalog storefront | Marigold Housewares | Mapped | 560 | |
| MP-68214 | Wholesale order portal | Marigold Housewares | Mapped | 770 | |
| MOB-38211 | Canadian online store | Marigold Housewares | Mapped | 160 | |
| PRT-17408 | Wholesale order portal | Moss Harbor Retail | Mapped | 290 | |
| CA-48107 | Seasonal catalog storefront | Fern & Fold Interiors | Mapped | 490 |
6 of 6 records
WEB-104821Channel orders · CO-71584
MappedChannelSeasonal catalog storefront
AccountMarigold Housewares
Total amount560
Purchasing and receiving
Purchasing and receiving for the order and stock cycle.
- Approve the commitment
- Record the arrival
- Separate accepted stock
- Suppliers
- Purchase orders
- Purchase order lines
- Goods receipts
- Goods receipt lines
- Warehouses
OverviewOpen purchase orders×
E-commerce ERP · Purchasing and receiving
New
Open purchase orders
Purchase orders
Approved3
Pinecrest Textile MillBaltimore east coast center
380
20 OctClover Ridge WoodworksBaltimore east coast center
830
19 OctNorth Cove PackagingPortland parcel warehouse
220
14 OctAdd
Partially received3
Sable Thread WorkshopToronto returns hub
640
19 OctHearthline GlassworksPhoenix overflow depot
940
24 OctPinecrest Textile MillPhoenix overflow depot
410
21 OctAdd
Inventory and transfers
Inventory and transfers for the order and stock cycle.
- Check the position
- Claim the product
- Record movement
- Products
- Inventory positions
- Inventory reservations
- Stock movements
- Warehouses
- Locations
OverviewActive stock claims×
E-commerce ERP · Inventory and transfers
New
Active stock claims
Inventory reservations
| Reservation number | Product | Warehouse | Quantity | Sales order line | Status | |
|---|---|---|---|---|---|---|
| IR-29599 | Brass shelf hook, set of 4 | Baltimore east coast center | 500 | Order 104823, ceramic planters, 3 | Active | |
| IR-48001 | Brass shelf hook, set of 4 | Phoenix overflow depot | 430 | Order 104823, ceramic planters, 3 | Active | |
| IR-71248 | Felt storage basket, charcoal medium | Phoenix overflow depot | 840 | Order 104828, table runner, 1 | Active | |
| IR-54219 | Felt storage basket, charcoal medium | Portland parcel warehouse | 300 | Order 104827, shelf hooks, 4 sets | Active | |
| IR-58136 | Brass shelf hook, set of 4 | Toronto returns hub | 570 | Order 104828, table runner, 1 | Active |
6 of 6 records
Brass shelf hook, set of 4Inventory reservations · IR-29599
ActiveWarehouseBaltimore east coast center
Quantity500
Sales order lineOrder 104823, ceramic planters, 3
Fulfillment and delivery
Fulfillment and delivery for the order and stock cycle.
- Assign the pick
- Record the result
- Ship the lines
- Sales orders
- Sales order lines
- Fulfillments
- Fulfillment lines
- Pick tasks
- Inventory reservations
OverviewPick exceptions×
E-commerce ERP · Fulfillment and delivery
New
Pick exceptions
Pick tasks
| Fulfillment | Product | Warehouse | Quantity | Assigned to | Status | |
|---|---|---|---|---|---|---|
| Order 104822, shipped from Portland | Woven table runner, flax 180 cm | Toronto returns hub | 40 | Nina Kowalski | Short | |
| Order 104827, awaiting label | Cotton throw, sage 130 x 170 cm | Portland parcel warehouse | 150 | Elena Garcia | Short | |
| Order 104822, shipped from Portland | Cotton throw, sage 130 x 170 cm | Toronto returns hub | 80 | Chloe Nguyen | Short | |
| Order 104827, awaiting label | Oak desk organizer, natural | Portland parcel warehouse | 130 | Chloe Nguyen | Short | |
| Order 104827, awaiting label | Brass shelf hook, set of 4 | Toronto returns hub | 830 | Hana Sato | Short |
6 of 6 records
Order 104822, shipped from PortlandPick tasks · PT-96960
ShortProductWoven table runner, flax 180 cm
WarehouseToronto returns hub
Quantity40
Assigned toNina Kowalski
Returns and inspection
Returns and inspection for the order and stock cycle.
- Review the request
- Inspect the goods
- Follow the money
- Returns
- Return lines
- Sales orders
- Accounts
- Products
- Stock movements
OverviewReturns awaiting authorization×
E-commerce ERP · Returns and inspection
New
Returns awaiting authorization
Authorized waits for the warehouse manager
| Account | Sales order | Reason | Requested at | Refund amount | Status | |
|---|---|---|---|---|---|---|
| Northline Living Store | Order 104823, ceramic planter set | Damaged | 01 Nov | 330 | Requested | |
| Moss Harbor Retail | Order 104825, glass carafe | Wrong item | 22 Oct | 900 | Requested | |
| Marigold Housewares | Order 104825, glass carafe | Not as described | 02 Nov | 390 | Requested | |
| Northline Living Store | Order 104828, woven table runner | Changed mind | 30 Oct | 710 | Requested | |
| Fern & Fold Interiors | Order 104828, woven table runner | Late delivery | 11 Oct | 810 | Requested |
6 of 6 records
Northline Living StoreReturns · RTR-76608
DamagedSales orderOrder 104823, ceramic planter set
Requested at01 Nov
Refund amount330
StatusRequested
Receivables and payments
Receivables and payments for the order and stock cycle.
- Follow the receivable
- Match the transaction
- Review the period
- Invoices
- Invoice lines
- Payment accounts
- Payment transactions
- Processor settlements
- Processor settlement lines
OverviewOverdue receivables×
E-commerce ERP · Receivables and payments
New
Overdue receivables
Invoices
| Account | Due date | Outstanding amount | Currency | Status | |
|---|---|---|---|---|---|
| Marigold Housewares | 26 Oct | 320 | Swiss franc | Overdue | |
| Moss Harbor Retail | 13 Oct | 470 | US dollar | Overdue | |
| Moss Harbor Retail | 18 Oct | 310 | Euro | Overdue | |
| Cedar Vale Outfitters | 16 Oct | 960 | Australian dollar | Overdue | |
| Marigold Housewares | 22 Oct | 840 | US dollar | Overdue |
6 of 6 records
Marigold HousewaresInvoices · INV-91150
OverdueDue date26 Oct
Outstanding amount320
CurrencySwiss franc
Process
From channel demand to settlement
Channel order to settlement ships ready to use. 3 steps need a named approval before the work moves on: Approve channel order (Channel Manager), Approve sales order (Sales Manager) and Reconcile settlement (Finance Manager).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Map channel SKU
Match the external SKU to the stocked product and review unmapped lines.
Marigold HousewaresSO-50395 · Channel ManagerMap channel SKUBy Channel Manager -
Approve channel order
Channel Manager checks mapped demand before local acceptance.
Marigold HousewaresSO-50395 · Channel ManagerApprove channel orderBy Channel ManagerApprovalChannel Manager decides whether mapped demand is accepted. -
Approve sales order
Sales Manager checks account, quantity and available stock.
Marigold HousewaresSO-50395 · Sales ManagerApprove sales orderBy Sales ManagerApprovalSales Manager approves the local customer commitment. -
Pick and ship
Warehouse Manager confirms the actual picked and shipped quantity.
Marigold HousewaresSO-50395 · Warehouse ManagerPick and shipBy Warehouse Manager -
Post invoice
Finance Manager checks the billed order and due date.
Marigold HousewaresSO-50395 · Finance ManagerPost invoiceBy Finance Manager -
Reconcile settlement
Finance Manager resolves processor line variances before closing the period.
Marigold HousewaresSO-50395 · Finance ManagerReconcile settlementBy Finance ManagerApprovalFinance Manager approves the reviewed processor period.
Inside a record
Connect the systems your team uses
Open any sales order to see its channel orders, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Entity, Owner, Order date and Net total.
- 2Channel orders
Each line is linked to this sales order.
- 3Who works on it
Admin, Channel Manager and Sales Manager, each with their own permissions.
- 4Process stages
Convert to sales order and Approve sales order, with the role that acts.
- 5Approvals
Approve channel order and Approve sales order, with who decides.
Sales approval inboxMarigold Housewares×
E-commerce ERP · Sales orders
Log activity
Marigold Housewares
Wrenfield Online Canada · Submitted
1
Record details
EntityWrenfield Online Canada
OwnerJamal Brooks
Order date11 Oct
Net total450
2
Channel orders
Marigold Housewares
| External order key | Channel | Account |
|---|---|---|
| WEB-104821 | Northline marketplace storefront | Cedar Vale Outfitters |
| MP-68214 | Northline marketplace storefront | Fern & Fold Interiors |
| MOB-38211 | Outlet clearance channel | Moss Harbor Retail |
- Channel orders
- 6
3
Who works on it
- AdminManage Entities, Stores, Channels, Users, Currencies, units…
- Channel ManagerManage channel listings, channel products, channel orders…
- Sales ManagerManage Accounts, contact persons, sales orders, sales order…
4
Process stages
- Convert to sales orderSales Manager
- Approve sales orderSales Manager
5
Approvals
- Approve channel orderChannel ManagerApproved
- Approve sales orderSales ManagerWaiting
Approvals
The right person decides each handoff
maintains entity, store, channel and user settings.
OverviewApprovals×
E-commerce ERP · Overview
Approvals
Signed in as Channel Manager
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- SO-50395Marigold HousewaresSubmitted2dActions
- SO-40729Moss Harbor RetailSubmitted1dActions
- SO-33716Moss Harbor RetailSubmitted4dActions
- SO-35151Cedar Vale OutfittersSubmitted4dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Approve channel orderChannel Manager checks mapped demand before local acceptance. | Channel Manager | |
| Approve sales orderSales Manager checks account, quantity and available stock. | Sales Manager | |
| Reconcile settlementFinance Manager resolves processor line variances before closing the period. | Finance Manager | |
| Approve channel orders | Channel Manager | |
| Approve sales orders | Sales Manager | |
| Approve purchase orders | Purchasing Manager |
6 approval rules · set per role in Proto
Roles
A workspace for each role
Everyone opens E-commerce ERP to the work that is theirs. Pick a role to see what it starts with.
Admin
Maintains entities, stores, channels, users and reference settings.
- Manage Entities, Stores, Channels, Users, Currencies, units of measure
- View channel orders, sales orders, Invoices
Channel Manager
Owns channel listings, product mappings and imported order review.
This is the first screen this role sees.
OverviewChannel order board×
Channel order board
Channel orders · Channel Manager
Received2
WEB-104821Northline marketplace storefront
PRT-17408Wrenfield mobile checkout
Add
Mapped2
MP-68214Northline marketplace storefront
CA-48107Wrenfield online store
Add
Approved1
MOB-38211Outlet clearance channel
Add
Rejected1
OUT-73014Canadian online store
Add
Sales Manager
Owns local order acceptance and customer account decisions.
This is the first screen this role sees.
OverviewSales approval inbox×
Sales approval inbox
Sales orders · Sales Manager
| Account | Entity | Owner | Order date | Status | Net total | |
|---|---|---|---|---|---|---|
| Marigold Housewares | Wrenfield Online Canada | Jamal Brooks | 11 Oct | Submitted | 450 | |
| Moss Harbor Retail | Wrenfield EU Commerce | Nina Kowalski | 17 Oct | Submitted | 260 | |
| Moss Harbor Retail | Wrenfield Wholesale | Arjun Mehta | 15 Oct | Submitted | 800 | |
| Cedar Vale Outfitters | Wrenfield EU Commerce | Arjun Mehta | 14 Oct | Submitted | 440 | |
| Cedar Vale Outfitters | Wrenfield Returns Services | Jamal Brooks | 20 Oct | Submitted | 680 |
6 of 6 records
Purchasing Manager
Owns supplier commitments and receipt exceptions.
This is the first screen this role sees.
OverviewOpen purchase orders×
Open purchase orders
Purchase orders · Purchasing Manager
Approved3
Pinecrest Textile MillBaltimore east coast center
380
20 OctClover Ridge WoodworksBaltimore east coast center
830
19 OctNorth Cove PackagingPortland parcel warehouse
220
14 OctAdd
Partially received3
Sable Thread WorkshopToronto returns hub
640
19 OctHearthline GlassworksPhoenix overflow depot
940
24 OctPinecrest Textile MillPhoenix overflow depot
410
21 OctAdd
Warehouse Manager
Directs stock custody, picking, fulfillment and returned goods inspection.
This is the first screen this role sees.
OverviewReceiving exceptions×
Receiving exceptions
Goods receipts · Warehouse Manager
Partially accepted5
PO 39017, shelf support partsBlue Alder Ceramics
19 Oct
PO 39011, cotton throw restockClover Ridge Woodworks
18 Oct
PO 39013, mailer cartonsHearthline Glassworks
19 Oct
Add
Rejected1
PO 39014, oak desk organizersRiver Reed Paper Goods
14 Oct
Add
Finance Manager
Owns receivables, processor transactions and settlement reconciliation.
This is the first screen this role sees.
OverviewSettlement period schedule×
Settlement period schedule
Processor settlements · Finance Manager
| Payment account | Period start | Period end | Status | Net amount | |
|---|---|---|---|---|---|
| Mobile wallet receipts | 23 Oct | 25 Oct | Open | 340 | |
| Canadian checkout account | 04 Nov | 13 Nov | Reconciling | 530 | |
| Subscription card collections | 28 Oct | 01 Nov | Open | 60 | |
| Subscription card collections | 24 Oct | 30 Oct | Reconciling | 690 | |
| International card clearing | 03 Nov | 07 Nov | Open | 650 |
6 of 6 records
Reports
See stock, service and money together
Questions about channel orders, stock, fulfillment, returns and money.
Overview×
E-commerce ERP · Overview
E-commerce ERP dashboard
This quarter
Processor settlements in view
6Total net amount
3,190Open
3Reconciling
3Sales orders by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 40 | ||
| Submitted | 6 | 15% | |
| Approved | 2 | 33% | |
| Partially fulfilled | 1 | 50% |
Net total by status
Sample totals per stage
- 01Channel order conversion
Compare channel orders by Channel and Status, including approved and converted amounts.
- 02Unmapped SKU demand
Sum channel order lines Quantity by external SKU and mapping status.
- 03Sales order fulfillment
Compare sales order lines Quantity and fulfilled quantity by sales order and Product.
- 04Supplier receipt progress
Compare purchase order lines Quantity and received quantity under each purchase order.
- 05Stock availability
Compare inventory positions quantity on hand, reserved quantity and available quantity by Entity, Warehouse and Product.
- 06Pick exceptions
Group pick tasks Quantity by Product, Warehouse and Status.
- 07Return disposition
Group return lines Quantity and net amount by Return and Disposition.
- 08Receivables aging
Group Invoices outstanding amount by due date, Account and Status.
- 09Processor variance
Compare processor settlement lines Amount and variance amount by processor settlement and Status.
Who it's for
Built around your selling model
See how E-commerce ERP fits your kind of team.
Controls
Keep source keys and exceptions visible
Each stage of channel order to settlement names the role that acts and the status it records, so a change is never anonymous.
OverviewChannel order to settlement×
E-commerce ERP · Process
Channel order to settlement
Each stage, the role that acts and the status it records
Process stages
10Approval steps
3Roles involved
4Tables touched
16Map channel SKU
Channel ManagerStatusUnmapped → Mapped
RecordsChannel order lines, Channel products, Channel orders
Approve channel orderApproval
Channel ManagerStatusMapped → Approved
RecordsChannel orders, Channels
Convert to sales order
Sales ManagerStatusApproved → Converted
RecordsChannel orders, Sales orders
- StartChannel order linesMap channel SKUUnmapped → Mapped
- ApprovalChannel ordersApprove channel orderMapped → Approved
- StepChannel ordersConvert to sales orderApproved → Converted
- ApprovalSales ordersApprove sales orderSubmitted → Approved
- StepInventory reservationsReserve and pickOpen → in progress → Picked
AI agent
Ask Proto to prepare the next review
Ask Proto to prepare commerce records and surface the next decision.
It can
- Channel Manager: Show received channel orders with unmapped external SKUs and their candidate product records for review.
- Sales Manager: Summarize submitted sales orders with their account, expected delivery and available stock context.
- Warehouse Manager: List short picks, active reservations and linked fulfillments for the daily handoff.
- Finance Manager: Compare overdue invoice balances with captured transactions and settlement variances.
Stays with a person
- Proto can prepare a review and point to the source records.
- The named owner makes commercial, physical and financial decisions.
- A recommendation cannot itself establish that goods arrived, a parcel was delivered or processor money cleared.
Show the received channel orders that still have unmapped lines. Include the external SKU, channel and related product mapping, then identify the person who can decide each one.
A recommendation cannot itself establish that goods arrived, a parcel was delivered or processor money cleared.
Data model
Your data, in tables you can change
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 36 tables36tables
- Channels and product mapping7
- Customer orders6
- Purchasing and receiving6
- Inventory and transfers7
- Fulfillment and delivery6
- Returns and inspection7
- Receivables and payments7
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Set the operating scope
Name the entity, channel, store, warehouse and owners who make order, stock and finance decisions.
Load reference records
Prepare products, channel SKU mappings, customer accounts, suppliers, currencies and warehouse locations.
Rehearse a channel order
Bring in a received order, resolve its mapping, approve the local order and check stock before picking.
Rehearse physical and finance results
Record a partial shipment, a return, an invoice, a captured payment and a settlement variance.
Open the daily queue
Check Business Overview and the owner views, then expand to another channel after exceptions have named owners.
Pricing
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
- No per-user or per-seat fees
- Viewing, editing, approving and exporting records in the app is free
- Pay only for machine work: API calls, imports, workflows and AI agents
- Prepaid credits from $5. Purchased credits never expire
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure ERP for E-commerce for your business. Pilot one channel, one warehouse and a small mapped product set, then rehearse an order, shipment, return and settlement.
How do channel SKUs connect to our products?
Channel products link each external SKU and Channel to a canonical Product. Review channel order lines that need mapping before accepting their order.
Can we see orders from different channels together?
Channel orders carry the Channel, external order key and local sales order link. Use those references to follow the same purchase from source through fulfillment.
Who decides whether an imported order becomes a local order?
The Channel Manager reviews mapping and channel acceptance. The Sales Manager checks the customer, entity, quantities and available stock before approving the sales order.
How do we handle a short pick?
Record the pick task as Short, check the reservation and stock position, and ship only the quantity actually packed. Keep the remaining order quantity visible.
What happens when a supplier delivery is partial?
Record received and accepted quantities on goods receipt lines. Compare them with purchase order lines to see what remains due.
How is a return handled?
The Warehouse Manager reviews the request, authorizes it, records receipt and inspection, and chooses a disposition on each return line. Finance follows any refund transaction.
Where do we see overdue customer balances?
Invoices carry due date and outstanding amount. Finance Manager can work the overdue receivables view and check the related Account and order.
How do we reconcile processor deposits?
Match payment transactions to processor settlement lines, review fees and variance amounts, then reconcile the processor settlement period after exceptions are resolved.
Set up E-commerce ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.