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FMCG ERP
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ERP for FMCG · Available now

Control dealer supply from offer to collection.

ERP for FMCG connects dealer offers, accepted orders, purchasing, lot stock, assembly, delivery, returns and entity-specific finance. Sales Representative prepares the offer and order; Sales Manager independently approves the order.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewDealer Order Board
FMCG ERP · Sales orders

Dealer Order Board

Sales orders in one list

New sales order
Sales orders in view
6
Net total
3,390
Approved
2
In progress
2
Approved2
Cedar Grove Mini MartSO-28356
290
18 Oct
Pineview Corner StoresSO-62687
780
18 Oct
Add
In progress2
Harbor Bend GrocerySO-66267
540
15 Oct
Northpoint Fresh RetailSO-28652
860
15 Oct
Add
Partially shipped2
Willow Patch Co-opSO-52590
400
21 Oct
Pineview Corner StoresSO-71118
520
09 Oct
Add
Cedar Grove Mini MartSales orders · SO-28356
Approved
Order date18 Oct
Net total290
OwnerRavi Nair
Approve dealer orderSO-28356 · Cedar Grove Mini Mart

Sales Manager decides the accepted order revision; Finance Manager decides any credit exception.

Waiting for Finance Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
97
Saved views
14
Roles with set permissions
10
Reports and dashboards
9
Features

Work from the current dealer and warehouse picture

Every feature works on the same records. Pick one to see the screen your team works in.

Dealer sales

Review dealer offers, credit and accepted order quantities before reserving supply.

  • Offer preparation
  • Order decision
  • Remaining demand
  • Dealers
  • Dealer contacts
  • Price lists
  • Price list entries
  • Product units
  • Quotes
Explore dealer sales
OverviewSales Orders Awaiting Approval
FMCG ERP · Dealer sales

Sales Orders Awaiting Approval

Approval waits for the sales manager

New
Order numberDealerOwnerStatusNet total
SO-80803Willow Patch Co-opSofia GutierrezSubmitted770
SO-85267Elm Street Family MarketNoah MensahSubmitted830
SO-26993Sunnyside Pantry GroupEthan WuSubmitted540
SO-62425Briarfield ConvenienceElena RossiSubmitted550
SO-10482Northpoint Fresh RetailEthan WuSubmitted550
6 of 6 records
Willow Patch Co-opSales orders · SO-80803
Submitted
OwnerSofia Gutierrez
Net total770
Example screen with sample data
Process

Follow accepted demand through delivery and cash

Dealer order to collection ships ready to use. 2 steps need a named approval before the work moves on: Approve dealer order (Finance Manager) and Approve invoice (Finance Manager).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare dealer offer

    Prepare a priced offer for the dealer and keep send evidence.

    Cedar Grove Mini MartSO-28356 · Sales Representative
    Prepare dealer offerBy Sales Representative

  2. Approve dealer order

    Sales Manager reviews accepted scope and Finance Manager handles a credit exception.

    Cedar Grove Mini MartSO-28356 · Finance Manager
    Approve dealer orderBy Finance Manager
    ApprovalSales Manager decides the accepted order revision; Finance Manager decides any credit exception.

  3. Reserve and pick

    Warehouse staff claim eligible stock and record actual picked quantity.

    Cedar Grove Mini MartSO-28356 · Warehouse Operator
    Reserve and pickBy Warehouse Operator

  4. Dispatch and deliver

    Release a route, dispatch ready stock and record each delivery outcome.

    Cedar Grove Mini MartSO-28356 · Warehouse Operator
    Dispatch and deliverBy Warehouse Operator

  5. Approve invoice

    Finance Manager checks title-transferred source and the invoice amount.

    Cedar Grove Mini MartSO-28356 · Finance Manager
    Approve invoiceBy Finance Manager
    ApprovalFinance Manager decides the prepared invoice against eligible billing scope.

  6. Apply cash

    Allocate actual received money to posted customer invoices.

    Cedar Grove Mini MartSO-28356 · Accountant
    Apply cashBy Accountant

Start with Dealer order to delivery

Inside a record

Keep external evidence tied to its source

Open any sales order to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Order date, Net total and Owner.

  2. 2
    Linked records

    Records linked to this sales order.

  3. 3
    Who works on it

    Sales Representative and Sales Manager, each with their own permissions.

  4. 4
    Process stages

    Every status change, in order.

  5. 5
    Approvals

    Approve dealer order and Approve invoice, with who decides.

Dealer Order BoardCedar Grove Mini Mart
FMCG ERP · Sales orders

Cedar Grove Mini Mart

Approved

Log activity
1
Record details
Order date18 Oct
Net total290
OwnerRavi Nair
3

Who works on it

  • Sales RepresentativeManage dealer contacts, quote lines, Quotes, sales order lines…
  • Sales ManagerView Dealers, master changes, price list entries, price lists…
5

Approvals

  • Approve dealer orderFinance Manager
    Approved
  • Approve invoiceFinance Manager
    Waiting
Example screen with sample data
Approvals

Give each decision to its accountable reviewer

The person preparing a commercial, stock or financial change does not approve their own current revision.

OverviewApprovals
FMCG ERP · Overview

Approvals

Signed in as Finance Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • RTR-82848Harbor Bend Grocery
    Pine Hollow Tea BlendersRequested by Sales Representative
    Customer to us2dActions
  • RTR-52980Sunnyside Pantry Group
    Meadow Salt FoodsRequested by Sales Representative
    Us to supplier1dActions
  • RTR-19244Harbor Bend Grocery
    Silver Reed CanningRequested by Sales Representative
    Customer to us4dActions
  • RTR-18576Sunnyside Pantry Group
    Silver Reed CanningRequested by Sales Representative
    Us to supplier4dActions

Who approves what

DecisionApprover
Approve dealer orderSales Manager reviews accepted scope and Finance Manager handles a credit exception.Finance Manager
Approve invoiceFinance Manager checks title-transferred source and the invoice amount.Finance Manager
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens FMCG ERP to the work that is theirs. Pick a role to see what it starts with.

Sales Representative

Prepares dealer offers and orders and follows accepted delivery commitments.

This is the first screen this role sees.

OverviewDealer Order Board

Dealer Order Board

Sales orders · Sales Representative

Approved2
Cedar Grove Mini MartSO-28356
290
18 Oct
Pineview Corner StoresSO-62687
780
18 Oct
Add
In progress2
Harbor Bend GrocerySO-66267
540
15 Oct
Northpoint Fresh RetailSO-28652
860
15 Oct
Add
Partially shipped2
Willow Patch Co-opSO-52590
400
21 Oct
Pineview Corner StoresSO-71118
520
09 Oct
Add
Example screen with sample data

Roles and permissions

Reports

Explain results from actual quantities

Read fulfillment, stock, delivery and financial results from their source records.

Overview
FMCG ERP · Overview

FMCG ERP dashboard

This quarter

Delivery routes in view
6
Released
3
In progress
3

Sales orders by status

How far records got this quarter

StageReachedStep
Draft42
Submitted1126%
On hold327%
Approved133%

Net total by status

Sample totals per stage

0
-4000Draft
-1000Submitted
-4000On hold
-1000Approved
-4000In progress
Example screen with sample data
  1. 01Order fulfillment

    Compare accepted order quantities with shipment and delivery outcomes by dealer and order.

  2. 02Purchase receipt performance

    Compare approved purchase lines with arrived, accepted and rejected receipt quantities.

  3. 03Inventory and valuation

    Show owned quantity and carrying value by entity, product, warehouse, location and lot.

  4. 04Route delivery outcomes

    Review visit times and accepted, refused, failed and damaged quantities by stop.

  5. 05Dealer receivables aging

    Group posted outstanding invoices by entity, dealer, currency and due date.

  6. 06Supplier payables aging

    Group posted outstanding bills by entity, supplier, currency and due date.

  7. 07Cash application

    Reconcile received and unapplied cash with posted invoice applications.

  8. 08Promotion calendar

    List trade promotion items, dates and discount percentages.

  9. 09Expiry allocation schedule

    List assigned order lines, lots, expiry dates and quantities.

All reports and dashboards

Who it's for

Fit the work of FMCG distribution

See how FMCG ERP fits your kind of team.

Dealer distribution

Follow accepted dealer demand through warehouse work and actual delivery.

Lot-sensitive goods

Keep lot identity and expiry allocation visible as stock moves to dealers.

Promotion-led sales

Keep dated item promotions alongside the accepted commercial order basis.

Controls

Preserve revisions, decisions and corrections

Each stage of dealer order to collection names the role that acts and the status it records, so a change is never anonymous.

OverviewDealer order to collection
FMCG ERP · Process

Dealer order to collection

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
7
Tables touched
6
Approve dealer orderApproval
Finance Manager, Sales Manager
StatusSubmitted → Approved
Reserve and pick
Warehouse Operator, Warehouse Manager
StatusAssigned → Picked
Dispatch and deliverApproval
Warehouse Operator, Warehouse Manager
StatusPending approval → Released
RecordsDelivery attempts
Dealer order to collection
  1. Start
    Approve dealer orderSubmitted → Approved
    Finance Manager
  2. Step
    Reserve and pickAssigned → Picked
    Warehouse Operator
  3. Approval
    Dispatch and deliverPending approval → Released
    Delivery attempts
  4. Approval
    Approve invoicePending approval → Approved
    Invoices
  5. Step
    Apply cashPosted → partially applied
    Invoices
Example screen with sample data

See each stage in detail

AI agent

Prepare work with Proto and review it with people

Use Proto to prepare records and surface decisions while people retain authority.

It can

  • Sales Representative: Prepare a dealer quote and identify the applicable product unit, price basis and open order scope.
  • Purchasing Manager: Compare a requisition with supplier commitments and receipts still pending review.
  • Warehouse Manager: Show lot availability, assigned picks and route exceptions for a delivery day.
  • Accountant: Reconcile an invoice, cash receipt and remaining unapplied amount for review.

Stays with a person

  • Proto can assemble context and prepare a draft.
  • The named human owner checks source evidence and makes the approval decision.
  • A route release, invoice approval or period close requires the configured authority, and actual external bank or carrier events must be verified.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • FMCG ERP
  • Bank statements
  • Carrier results
  • Document delivery
  • Existing records
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 97 tables
97tables
  • Dealer sales12
  • Purchasing12
  • Inventory14
  • Assembly and kitting13
  • Fulfillment11
  • Returns11
  • Finance15
  • FMCG operations6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Define scope

    Pick an entity, warehouse, dealers, products and representative purchasing and delivery cases.

  2. Configure authority

    Set users, role access, approval limits, policies, currencies and fiscal periods.

  3. Prepare masters

    Review product units, prices, supplier terms, locations, bills of material and standard costs used in the pilot.

  4. Reconcile openings

    Load stock and financial balances at an agreed cutoff with traceable source identities.

  5. Rehearse work

    Run a partial purchase receipt, dealer order, route delivery, invoice, cash application and return.

Read the implementation plan

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

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for FMCG ERP.

All questions
How do I get started?

Click Get started, then use Proto to configure ERP for FMCG for your business. Pilot one entity, one warehouse and a representative dealer order through delivery and cash.

Who approves a dealer order?

Sales Manager independently reviews the accepted order revision. Finance Manager decides a required credit exception.

Can a purchase arrive in parts?

Yes. Record each actual arrival and its accepted, rejected and pending quantities. Only accepted quantity enters usable stock.

How do we see lot availability?

Warehouse Availability shows product, location, lot, custody state and available quantity after reservations.

Can we build kits?

Warehouse Manager releases work from a reviewed bill, routing and standard. Operators record actual materials and completed output.

How are routes planned?

Warehouse Manager sets the stop sequence and assigned operator, then reviews release. Operators record actual visits and line outcomes.

What happens after a refused delivery?

Record the refused line quantity, then use a bounded return or correction path for the eligible scope.

When can we invoice?

Finance Manager approves a prepared invoice against eligible title-transferred quantity and its accepted commercial allocation.

How is customer cash applied?

Record actual receipt first. Accountant then applies available unapplied value to eligible posted invoices.

Can we track promotions and expiry allocations?

Trade promotions hold dated item and discount evidence. Expiry allocations connect an order line with lot, expiry date and quantity context.

Set up FMCG ERP your way.

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

Start now Download Proto

How to get started

A personal agent for your business

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