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- Oil & Gas ERP
- Who it's for
- Multi-entity supplier
Multi-entity supplier
Separate legal entities may share product definitions while retaining distinct stock and books. The order record fixes the legal seller, dealer, accepted scope and original promise. Purchasing and the warehouse follow the same product units but retain separate evidence for a supplier arrival, owned stock and a customer delivery.
How Oil & Gas ERP is set up for you
Commercial owner
Sales Representative prepares the dealer order. Sales Manager reviews the accepted revision, while Finance Manager handles a credit exception when required.
Supply owner
Purchasing Manager follows supplier commitment and Warehouse Operator records actual arrival. Accepted receipt quantity is the basis for stock and supplier bill matching.
Delivery owner
Warehouse Manager plans the route and resolves exceptions. The assigned operator records actual visits and line outcomes so a partial handoff remains visible.
Finance owner
Accountant prepares invoice, cash application and close evidence. Finance Manager decides the release and period close.
Separate legal entities may share product definitions while retaining distinct stock and books. The order record fixes the legal seller, dealer, accepted scope and original promise. Purchasing and the warehouse follow the same product units but retain separate evidence for a supplier arrival, owned stock and a customer delivery.
Set each entity currency, sites, policy and accounting period. Confirm which entity owns each dealer commitment and supplier purchase. Review cross-site movement within its legal scope and reconcile balances at each entity cutoff. Use a real product and dealer order to trace the full path from quote to approved order, pick, delivery, invoice and cash application. Ask each owner to show the record that proves their handoff.
Run a second case with less stock than requested. Purchasing can order the balance, receiving can accept part of the arrival and the warehouse can fulfill only what is ready. Compare the remaining commercial promise with physical availability and the open financial amount. This catches double allocation and premature billing before the process is released to the wider team.
See [implementation planning](/erp-for-oil-gas/implementation) for the first operating cycle.
Features to start with
Roles on the team
- Admin
- Maintains authenticated users and technical configuration without commercial, stock or finance decision authority.
- Finance Manager
- Independently controls each entity's credit, valuation, payment and period decisions.
- Accountant
- Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
- Warehouse Manager
- Controls stock execution, delivery plans and distribution production.
Set up Oil & Gas ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.