From offer to accepted dealer order

Review pricing, acceptance and credit before reserving a dealer commitment.

Step by step

Prepare offer Sales Representative

Use the active dealer price and product unit to establish the net offer.
- Use the active dealer price and product unit to establish the net offer.
- Updates Quotes, Quote lines
Review offer Sales Manager

Review the current offer and any exception before release.
- Review the current offer and any exception before release.
- Updates Quotes, Approval decisions
ApprovalA person approves before the work moves on.
Accept order Sales Manager

Approve the accepted order revision and its credit basis independently.
- Approve the accepted order revision and its credit basis independently.
- Updates Sales orders, Sales order lines, Credit reviews
ApprovalA person approves before the work moves on.
Reserve demand Warehouse Manager

Reserve only eligible remaining order quantity.
- Reserve only eligible remaining order quantity.
- Updates Sales allocations, Reservations

And how to keep it from happening.

A price list or product unit changes after the quote. Recheck the accepted commercial basis.
An order revision changes after approval. Sales Manager decides the new scope before release.
A credit exception is treated as ordinary acceptance. Finance Manager reviews its authority separately.
A reservation exceeds the remaining accepted line. Leave the excess unallocated.

Sales Representative: , Sales Manager, Warehouse Manager.
: Each acts within assigned entity and warehouse scope; an independent decision is recorded against the current source revision.

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