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  1. Electronics ERP
  2. Who it's for
  3. Dealer distribution
Who it's for

Dealer distribution

A distributor serving dealer accounts can coordinate quotes, approved orders, stock and delivery. Sales Representative keeps the original promise visible while Sales Manager decides the accepted commercial scope.

How Electronics ERP is set up for you

Dealer replenishment

Compare the approved line with reserved, delivered and still-open quantity before promising another shipment.

Branch fulfillment

Route a partial delivery from the source warehouse and record each dealer handoff by line.

Credit review

Send exposure exceptions to Finance Manager before Sales Manager releases the order.

A distributor serving dealer accounts can coordinate quotes, approved orders, stock and delivery. Sales Representative keeps the original promise visible while Sales Manager decides the accepted commercial scope.

Start with one active dealer, a priced stocked product and a warehouse that can fulfill part of an order. Sales Representative prepares the quote and submitted order; Sales Manager accepts the current revision. Reserve the available amount and have Warehouse Operator record an actual pick and delivery attempt.

Compare the line promise with the accepted, dispatched and delivered amounts. A refused portion remains an exception with a named owner. Accountant uses the title-transferred amount for the invoice while Finance Manager checks the decision. Extend to another dealer only after the first line, outstanding amount and exception reconcile.

Use [the implementation plan](/erp-for-electronics/implementation) to agree who enters the source facts and who may decide them. [The data model](/erp-for-electronics/data-model) shows the related records for importing dealers and stock.

For another order, Sales Representative can check the same dealer account while keeping its separate approved quantity and delivery promise. Sales Manager should see the current submitted revision and any credit exception before acceptance. This keeps each customer commitment tied to its own decision.

Features to start with

Roles on the team

Finance Manager
Independently controls each entity's credit, valuation, payment and period decisions.
Warehouse Manager
Controls stock execution, delivery plans and distribution production.
Sales Manager
Independently accepts dealer orders and owns commercial master and exception review.
Sales Representative
Prepares dealer offers and orders and follows accepted delivery commitments.

Set up Electronics ERP your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started