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- Plastics ERP
- Features
- Sales & dealer orders
Sales & dealer orders
Keep dealer pricing, order acceptance and fulfilment scope tied to the same customer agreement.
OverviewMy dealer orders×
Plastics ERP · Sales & dealer orders
New
My dealer orders
Sales orders
| Order number | Status | Customer | Order date | Net total | Owner | |
|---|---|---|---|---|---|---|
| SO-64805 | Draft | CUS-124 | 02 Oct | 490 | ||
| SO-38128 | Submitted | CUS-069 | 06 Oct | 130 | ||
| SO-26637 | Approved | CUS-239 | 12 Oct | 580 | ||
| SO-48364 | In progress | CUS-088 | 09 Oct | 550 | ||
| SO-85827 | Partially shipped | CUS-032 | 02 Oct | 550 |
6 of 6 records
CUS-124Sales orders · SO-64805
DraftOrder date02 Oct
Net total490
What you can do
Keep the source and decision together
A distributor receives a dealer request for packaged products. Sales Representative checks the active dealer, selling unit, effective price list, tax basis and requested quantity before preparing a quote. The quote retains its expiry and the exact net price allocation; later price changes do not rewrite the offer the dealer accepted.
Sales Manager reviews the accepted order revision independently. Finance Manager decides a credit exception if the current exposure exceeds the dealer limit. The order can then reserve eligible stock without treating an unapproved draft as demand.
How the work is organized
- Keep. Keep each dealer within the correct legal entity and currency.
- Agree. Agree who may prepare a quote and who independently accepts an order.
- Set. Set credit limits, payment terms and the point at which title transfers.
The accepted quote, current order revision and credit decision answer different questions. Sales Representative retains the offer the dealer saw, including its selling unit and expiry. Sales Manager approves the order revision that Sales will fulfil. If exposure is above the dealer limit, Finance Manager reviews that exception before reservation. A changed quantity or ship-to address goes back through the current decision path.
What to agree during setup
Keep each dealer within the correct legal entity and currency. Agree who may prepare a quote and who independently accepts an order. Set credit limits, payment terms and the point at which title transfers. Name the person who will review a changed revision and the person who will reconcile a posted correction. Check that both work within the right legal entity and assigned site.
Check the handoff on an actual case
For a dealer ordering two product packs, check the chosen product unit and price basis on each line. If only part of the order is available, reserve that eligible portion and retain the original promise for the remainder. Follow the order from approval through shipment allocation and invoice. The accepted net amount is the ceiling for later billing.
In the two-pack order, trace each order line to the quote line and accepted price. Reserve only the available portion against that line; keep the original promise and the remaining demand visible. When the second pack arrives, do not treat the first shipment allocation as a new sale. Finance should see only the eligible delivered or dispatched quantity under the order title rule.
What your team sees
- My dealer orders — lists the Sales Representative’s own orders and their current statuses.
- Orders in progress — shows approved orders with stock or delivery work still open.
Follow the work through
See the related process and the data model.
What it keeps track of
Data model- Contacts
- Entity-scoped trade customers, including dealer terms, holds and billing identity.
- Contact persons
- Contacts and delivery sites belong to the dealer and are separate from authentication.
- Price lists
- Effective entity/currency dealer pricing; no accepted-price mutation.
- Price list entries
- Quantity-tier price basis in a named product unit.
- Quotes
- Versioned dealer offers with known pricing basis and real acceptance lineage.
- Quote lines
- All line/header discounts allocated once into accepted net value.
- Sales orders
- Dealer-accepted scope plus mandatory independent commercial approval.
- Sales order lines
- Bounded accepted quantity/value and retained original promise.
- Credit reviews
- Atomic dealer exposure review and separately bounded exception.
- Reservations
- Exclusive bounded demand claims through picking and owned transit.
- Sales allocations
- Atomic claim of accepted line quantity and net/tax value across staged fulfillment/billing.
Who uses it
Permissions- Sales Representative
- , Sales Manager, Finance Manager handle their assigned steps within the legal entity and warehouse scope.
- A preparer sends the current revision to a different eligible reviewer.
Set up Plastics ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.