Sales Representative
Prepares dealer offers and orders and follows accepted delivery commitments.
Can
- Manage dealer contacts, quote lines, Quotes, sales order lines, sales orders
- View Dealers
Starts on: Dealer Order Board
- FMCG ERP
- Roles and permissions
Who can do what in FMCG ERP
Assign commercial, warehouse, specialty and finance work to its accountable owners.
How permissions work
Entity scope
Grant access within the legal entity and warehouse responsibility used by the record.
Independent decisions
The person preparing a commercial, stock or financial change does not approve their own current revision.
Protected detail
Bank destinations, cost and financial records follow their named authority and purpose.
Who can do what
| Role | Dealer sales | Purchasing | Inventory | Assembly and kitting | Fulfillment | Returns | Finance | FMCG operations |
|---|---|---|---|---|---|---|---|---|
| Sales Representative | Edit | — | — | — | Edit | — | — | Edit |
| Sales Manager | View | — | — | — | View | — | — | — |
| Accountant | — | Edit | — | — | — | Edit | Edit | — |
| Industry Specialist | View | View | View | — | View | — | — | Edit |
| Industry Reviewer | View | View | View | — | View | — | — | View |
| Admin | — | — | — | — | — | — | — | — |
| Purchasing Manager | — | Edit | — | — | — | View | View | — |
| Warehouse Operator | — | Edit | View | View | View | Edit | — | — |
| Warehouse Manager | — | — | Edit | View | Edit | — | — | — |
| Finance Manager | — | View | — | View | — | View | View | — |
Each role in detail
Sales Manager
Independently accepts dealer orders and owns commercial master and exception review.
Can
- View Dealers, master changes, price list entries, price lists, sales orders
Starts on: Dealer Order Board
Accountant
Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
Can
- Manage bank statement lines, bill lines, bill matches, Bills, cash receipts, close tasks, finance corrections, invoice lines, Invoices, payment runs, Payments, Refunds, revaluation lines, revaluation runs
- View cash applications, credit applications, journal entries, payment allocations
Starts on: Unapplied Customer Cash
Industry Specialist
Maintains assigned ERP for FMCG specialty evidence.
Can
- Manage expiry allocations, trade promotions
- View People, Products, sales order lines, Suppliers
Starts on: Trade Promotion Schedule
Industry Reviewer
Reviews exact specialty evidence and authorizes its domain release gate.
Can
- View expiry allocations, People, Products, sales order lines, Suppliers, trade promotions
Starts on: Trade Promotion Schedule
Admin
Maintains authenticated users and technical configuration without commercial, stock or finance decision authority.
Can
- Manage distribution policies, Users
Purchasing Manager
Prepares supplier purchasing and resolves commercial supply issues.
Can
- Manage purchase order lines, purchase orders, requisition lines, Requisitions, Suppliers
- View bill matches, goods receipts
Starts on: Purchase Approval Queue
Warehouse Operator
Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.
Can
- Manage goods receipt lines, goods receipts
- View count lines, delivery attempts, delivery results, pick tasks, production entries
Starts on: Delivery Schedule
Warehouse Manager
Controls stock execution, delivery plans and distribution production.
Can
- Manage delivery routes, inventory counts, Locations, stock transfers, Warehouses
- View BO ms, production routings
Starts on: Delivery Schedule
Finance Manager
Independently controls each entity's credit, valuation, payment and period decisions.
Can
- View accounting periods, finance corrections, Invoices, master changes, migration batches, posting profiles, purchase orders, Refunds, revaluation runs, standard costs
Starts on: Unapplied Customer Cash
Set up FMCG ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.