ERP for Printing & Packaging · Available now

Keep orders, stock and accounts in step.

ERP for Printing & Packaging runs the trade and distribution cycle for a company selling physical products: dealer offers, accepted sales orders, purchasing, owned stock, bounded assembly or repacking, delivery, customer invoices and cash application. A distributor of print or packaging products can use product and unit records for its sellable items and components, then trace each accepted order through available stock and actual fulfillment.

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OverviewQuotes due for review

Printing & Packaging ERP · Quotes

Quotes due for review

Quotes in one list

New quote

Quotes in view

Net total

2,570

Draft

Submitted

Draft3

Harborline Retail SupplyQTS-62341

18 Oct

Cedar Hollow Print SupplyQTS-40393

560

04 Nov

Westfield Label TradersQTS-29642

590

19 Oct

Add

Submitted3

Pinecrest Mailer DepotQTS-65627

320

20 Oct

Blue Heron Gift PackagingQTS-27263

310

04 Nov

North Quay Fulfillment Co.QTS-50307

720

04 Nov

Add

Harborline Retail SupplyQuotes · QTS-62341

Draft

Valid until18 Oct

Net total70

OwnerAmina Yusuf

Order approvalQTS-62341 · Harborline Retail Supply

Sales Manager approves sales orders; Finance Manager decides credit exceptions.

Waiting for Finance Manager

ApproveReturn

Example screen with sample data

Tables, ready to use: 97
Saved views: 16
Roles with set permissions: 10
Reports and dashboards: 8

Features

Work from the same current record

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

Customers and orders

Keep dealer terms, accepted prices and the credit decision attached to each order.

Source
Decision
Result

Contacts
Contact persons
Price lists
Price list entries
Quotes
Quote lines

Explore customers and orders

OverviewOrders awaiting approval

Printing & Packaging ERP · Customers and orders

Orders awaiting approval

Approval conditions

New

Order number	Dealer	Net total	Credit review	Status	Owner
SO-75549	Blue Heron Gift Packaging	890	Blue Heron holiday credit review	Submitted	Leila Haddad
SO-37220	Westfield Label Traders	200	Morrow Creek limit review	Submitted	Caleb Reed
SO-39873	Cedar Hollow Print Supply	50	Blue Heron holiday credit review	Submitted	Hugo Alvarez
SO-73323	Westfield Label Traders	300	Blue Heron holiday credit review	Submitted	Priya Menon
SO-29858	Morrow Creek Paper Co.	560	Pinecrest seasonal limit review	Submitted	Luis Navarro

6 of 6 records

Blue Heron Gift PackagingSales orders · SO-75549

Submitted

Net total890

Credit reviewBlue Heron holiday credit review

OwnerLeila Haddad

Example screen with sample data

Purchasing and receipts

Follow supplier demand from an approved commitment to an accepted arrival and matched bill.

Source
Decision
Result

Requisitions
Requisition lines
Purchase orders
Purchase order lines
Goods receipts
Goods receipt lines

Explore purchasing and receipts

OverviewGoods receipts to review

Printing & Packaging ERP · Purchasing and receipts

Goods receipts to review

Approval conditions

New

Receipt number	Purchase order	Warehouse	Arrived at	Status	Received by
GR-75194	Padded mailer liners, October	North Yard paper storage	25 Oct	Pending review	Ethan Park
GR-53251	Folding carton blanks, November	Bayside finished goods depot	01 Nov	Pending review	Leila Haddad
GR-68856	Folding carton blanks, November	Cedar Ridge bulk storage	16 Oct	Pending review	Priya Menon
GR-34045	Adhesive tape restock, October	Bayside finished goods depot	13 Oct	Pending review	Maya Desai
GR-73722	Cup sleeve board, November	Bayside finished goods depot	19 Oct	Pending review	Priya Menon

6 of 6 records

Padded mailer liners, OctoberGoods receipts · GR-75194

Pending review

WarehouseNorth Yard paper storage

Arrived at25 Oct

Received byEthan Park

Example screen with sample data

Inventory and transfers

Know which stock is owned, available, reserved or moving between sites.

Source
Decision
Result

Inventory
Stock layers
Stock events
Stock movements
Reservations
Stock transfers

Explore inventory and transfers

OverviewAvailable stock

Printing & Packaging ERP · Inventory and transfers

Available stock

Inventory

New

Product	Warehouse	Location	Lot number	Available quantity	Reserved quantity
Padded kraft envelope, 10 x 13 in	Willow Creek distribution center	Repack bench 4	L26-6992	290	740
Printed sleeve, 16 oz cup	North Yard paper storage	Returns cage 1	L26-6241	250	170
Retail display tray, 12 count	Willow Creek distribution center	Transit pallet lane 3	L26-1939	390	670
Padded kraft envelope, 10 x 13 in	Bayside finished goods depot	Labels aisle B, bay 2	L26-2779	840	500
Retail display tray, 12 count	Willow Creek distribution center	Repack bench 4	L26-4455	600	470

6 of 6 records

Padded kraft envelope, 10 x 13 inInventory · INV-74044

WarehouseWillow Creek distribution center

LocationRepack bench 4

Lot numberL26-6992

Available quantity290

Reserved quantity740

Example screen with sample data

Assembly and kitting

Release bounded assembly work with a frozen recipe and measured output.

Source
Decision
Result

Bill of materials
BOM components
Routings
Routing operations
Work orders
Work order components

Explore assembly and kitting

OverviewWork orders awaiting release

Printing & Packaging ERP · Assembly and kitting

Work orders awaiting release

Approval conditions

New

Work order number	Output product	Planned quantity	BOM	Routing	Status
WO-10640	Retail display tray, 12 count	730	Gift box bundle, rev 3	Display assortment packing, rev 2	Pending approval
WO-92660	White corrugated sheet, 32 ECT	740	Display carton assortment, rev 2	Cup sleeve case packing, rev 1	Pending approval
WO-47889	White corrugated sheet, 32 ECT	200	Retail tray insert set, rev 1	Label sample collation, rev 2	Pending approval
WO-73309	Printed sleeve, 16 oz cup	870	Cup sleeve carton pack, rev 1	Gift box bundle packing, rev 3	Pending approval
WO-74998	Padded kraft envelope, 10 x 13 in	790	Cup sleeve carton pack, rev 1	Mailer kit pick and pack, rev 2	Pending approval

6 of 6 records

Retail display tray, 12 countWork orders · WO-10640

Pending approval

Planned quantity730

BOMGift box bundle, rev 3

RoutingDisplay assortment packing, rev 2

Example screen with sample data

Delivery and returns

Separate a route plan, actual dispatch, delivery result and returned goods.

Source
Decision
Result

Pick tasks
Deliveries
Delivery lines
Delivery routes
Route stops
Delivery attempts

Explore delivery and returns

OverviewReturn authorizations

Printing & Packaging ERP · Delivery and returns

Return authorizations

Approval waits for the finance manager

New

Return number	Direction	Dealer	Supplier	Reason	Status
RTR-91208	Customer to us	Pinecrest Mailer Depot	Hearthside Ink & Coatings	Cartons crushed in transit	Pending approval
RTR-84482	Us to supplier	Cedar Hollow Print Supply	Silver Fen Film Co.	Labels printed off center	Pending approval
RTR-43258	Customer to us	Cedar Hollow Print Supply	Kestrel Adhesive Supply	Wrong sleeve size shipped	Pending approval
RTR-88333	Us to supplier	Westfield Label Traders	Winding Brook Paper Mills	Mailer seams split during packing	Pending approval
RTR-41846	Customer to us	North Quay Fulfillment Co.	Redstone Corrugate Works	Water damage on pallet edge	Pending approval

6 of 6 records

Cartons crushed in transitReturns · RTR-91208

Customer to us

DealerPinecrest Mailer Depot

SupplierHearthside Ink & Coatings

StatusPending approval

Example screen with sample data

Finance and collections

Connect approved invoices, actual cash, supplier settlement and period close.

Source
Decision
Result

Customer invoices
Customer invoice lines
Cash receipts
Cash applications
Supplier invoices
Payment runs

Explore finance and collections

OverviewInvoices awaiting approval

Printing & Packaging ERP · Finance and collections

Invoices awaiting approval

Approval waits for the finance manager

New

Invoice number	Dealer	Total amount	Due date	Status	Decision
CI-34699	North Quay Fulfillment Co.	310	26 Oct	Pending approval	Carton price exception approval
CI-84307	Juniper Carton Distributors	540	14 Oct	Pending approval	Carton price exception approval
CI-71114	Juniper Carton Distributors	700	26 Oct	Pending approval	Repack loss adjustment approval
CI-32372	Blue Heron Gift Packaging	40	25 Oct	Pending approval	Supplier prepayment approval
CI-63832	Morrow Creek Paper Co.	100	21 Oct	Pending approval	Return credit approval

6 of 6 records

North Quay Fulfillment Co.Customer invoices · CI-34699

Pending approval

Total amount310

Due date26 Oct

DecisionCarton price exception approval

Example screen with sample data

Process

From dealer offer to collected cash

Order to collection ships ready to use. 2 steps need a named approval before the work moves on: Order approval (Finance Manager) and Invoice approval (Finance Manager).

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

Quote

Prepare a dated dealer offer using the effective price list and product unit.

Harborline Retail SupplyQTS-62341 · Sales Representative
QuoteBy Sales Representative
Order approval

Sales Manager reviews the submitted order and Finance Manager decides any credit exception.

Harborline Retail SupplyQTS-62341 · Sales Representative
Order approvalBy Sales Representative
ApprovalSales Manager approves sales orders; Finance Manager decides credit exceptions.
Stock allocation

Reserve available owned quantity for the accepted order lines.

Harborline Retail SupplyQTS-62341 · Warehouse Manager
Stock allocationBy Warehouse Manager
Dispatch

Record actual pick, shipment and delivery outcomes.

Harborline Retail SupplyQTS-62341 · Warehouse Operator
DispatchBy Warehouse Operator
Invoice approval

Finance Manager reviews eligible title-transferred billing.

Harborline Retail SupplyQTS-62341 · Finance Manager
Invoice approvalBy Finance Manager
ApprovalFinance Manager approves customer invoices against eligible source scope.
Cash application

Apply actual receipt value without losing open balances.

Harborline Retail SupplyQTS-62341 · Accountant
Cash applicationBy Accountant

Start with Order to collection

Inside a record

Keep outside confirmations attributable

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

1
Record details
Valid until, Net total and Owner.
2
Sales orders
Each line is linked to this quote.
3
Who works on it
Sales Representative, each with their own permissions.
4
Process stages
Quote, with the role that acts.
5
Approvals
Order approval and Invoice approval, with who decides.

Quotes due for reviewHarborline Retail Supply

Printing & Packaging ERP · Quotes

Harborline Retail Supply

Draft

Log activity

Record details

Valid until18 Oct

Net total70

OwnerAmina Yusuf

Sales orders

Harborline Retail Supply

Order number	Dealer	Status
SO-46164	Harborline Retail Supply	Approved
SO-71304	Morrow Creek Paper Co.	In progress
SO-24587	Morrow Creek Paper Co.	Partially shipped

Sales orders: 6
Net total: 1,650

Who works on it

Sales RepresentativeManage contact persons, quote lines, Quotes, sales order lines…

Process stages

QuoteSales Representative

Approvals

Order approvalFinance Manager
Approved
Invoice approvalFinance Manager
Waiting

Example screen with sample data

Approvals

Put each decision with its owner

OverviewApprovals

Printing & Packaging ERP · Overview

Approvals

Signed in as Finance Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine

0 selectedApproveReturn

GR-75194Padded mailer liners, October
North Yard paper storageRequested by Ethan Park
Pending review3dActions
GR-53251Folding carton blanks, November
Bayside finished goods depotRequested by Leila Haddad
Pending review2dActions
GR-68856Folding carton blanks, November
Cedar Ridge bulk storageRequested by Priya Menon
Pending review2dActions
GR-34045Adhesive tape restock, October
Bayside finished goods depotRequested by Maya Desai
Pending review4dActions

Who approves what

	Decision	Approver
	Order approvalSales Manager reviews the submitted order and Finance Manager decides any credit exception.	Finance Manager
	Invoice approvalFinance Manager reviews eligible title-transferred billing.	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 Printing & Packaging ERP to the work that is theirs. Pick a role to see what it starts with.

Industry Reviewer

Reviews exact specialty evidence and authorizes its domain release gate.

View expiry allocations, People, Products, sales order lines, Suppliers, trade promotions

Warehouse Manager

Controls stock execution, delivery plans and distribution production.

This is the first screen this role sees.

OverviewWork order schedule

Work order schedule

Work orders · Warehouse Manager

Work order number	Output product	Planned start	Planned end	Planned quantity	Status
WO-82423	Folding carton, 6 x 4 x 2 in	27 Oct	01 Nov	950	Released
WO-71212	White corrugated sheet, 32 ECT	19 Oct	25 Oct	20	In progress
WO-93694	White corrugated sheet, 32 ECT	22 Oct	26 Oct	700	Partially completed
WO-82350	Water activated tape, 2.5 in	01 Nov	03 Nov	790	Released
WO-84167	Kraft mailer box, 12 x 9 x 4 in	14 Oct	18 Oct	140	In progress

6 of 6 records

Example screen with sample data

Warehouse Operator

Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.

This is the first screen this role sees.

OverviewWork order schedule

Work order schedule

Work orders · Warehouse Operator

Work order number	Output product	Planned start	Planned end	Planned quantity	Status
WO-82423	Folding carton, 6 x 4 x 2 in	27 Oct	01 Nov	950	Released
WO-71212	White corrugated sheet, 32 ECT	19 Oct	25 Oct	20	In progress
WO-93694	White corrugated sheet, 32 ECT	22 Oct	26 Oct	700	Partially completed
WO-82350	Water activated tape, 2.5 in	01 Nov	03 Nov	790	Released
WO-84167	Kraft mailer box, 12 x 9 x 4 in	14 Oct	18 Oct	140	In progress

6 of 6 records

Example screen with sample data

Roles and permissions

Reports

See commitments, stock and balances

Read commitments, stock, delivery exceptions and open balances from their source records.

Overview

Printing & Packaging ERP · Overview

Printing & Packaging ERP dashboard

This quarter

Work orders in view

Total planned quantity

3,470

Released

In progress

Quotes by status

How far records got this quarter

Stage	Reached	Step
Draft	26
Submitted	5	19%
Approved	2	40%
Sent	1	50%

Net total by status

Sample totals per stage

2.0k0

2.0kDraft

2.0kSubmitted

2.0kApproved

2.0kSent

2.0kAccepted

Example screen with sample data

All reports and dashboards

Who it's for

Fit the way your products move

See how Printing & Packaging ERP fits your kind of team.

Packaging distribution

Keep trade orders, stocked packaging products and dealer delivery commitments connected.

Print supply trade

Coordinate trade supply, customer commitments and warehouse movement for print-related products.

Assembly and repacking

Track bounded component work, accepted output and the stock it consumes.

Controls

Preserve source and approval history

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

OverviewOrder to collection

Printing & Packaging ERP · Process

Order to collection

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

Process stages

Approval steps

Roles involved

Tables touched

Order approvalApproval

Sales Representative, Finance Manager, Sales Manager

StatusSubmitted → Approved

RecordsApproval decisions, Credit reviews, Sales orders

Purchase supplyApproval

Warehouse Operator, Purchasing Manager

StatusSubmitted → Approved

RecordsPurchase orders, Goods receipts

Assembly releaseApproval

Warehouse Manager

StatusPending approval → Released

RecordsProduction completions, Bill of materials, Production log

Order to collection

Start
Order approvalSubmitted → Approved
Approval decisions
Approval
Purchase supplySubmitted → Approved
Purchase orders
Approval
Assembly releasePending approval → Released
Production completions
Approval
DispatchReady → Dispatched
Delivery results
Approval
Invoice approvalPending approval → Approved
Customer invoices

Example screen with sample data

See each stage in detail

AI agent

Prepare work with Proto

Ask Proto to prepare records and explain exceptions for the responsible reviewer.

It can

Sales Representative: Prepare a dealer quote and identify the applicable price list and product unit.
Warehouse Manager: Summarize stock reservations, transfer remainders and work orders awaiting release.
Accountant: Explain an invoice balance from its source shipment and applied receipts.
Finance Manager: Collect the current evidence for an invoice or period decision.

Stays with a person

The accountable person makes the approval.
Proto can prepare the current records and flag a missing source, but an instruction or draft cannot stand in for actual receipt, delivery, settlement or the reviewer's decision.

Set up an agent

agent · printing & packaging erp

Show the accepted dealer order, the quantity already dispatched, the amount eligible for invoice and the current credit review. Keep the original order promise visible.

Proto can prepare the current records and flag a missing source, but an instruction or draft cannot stand in for actual receipt, delivery, settlement or the reviewer's decision.

Integrations

Connects to the tools you use

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

Printing & Packaging ERP
Bank statements
Payment channels
Carrier or delivery evidence
Existing master data

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

Customers and orders12
Purchasing and receipts11
Inventory and transfers12
Assembly and kitting10
Delivery and returns10
Finance and collections12

Implementation

Roll out one team at a time

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

Set authority
Agree on entities, roles, currencies, fiscal periods and approval limits.
Load masters
Review product units, dealers, suppliers, price lists, warehouses and locations.
Reconcile opening position
Match stock layers, receivables, payables and the opening journal to the agreed cutoff.
Run a bounded cycle
Quote, approve an order, receive supply, fulfill part of it, invoice and apply cash.
Review exceptions
Test a held dealer, partial delivery, returned goods and repeated external event.

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
Usage	Per $1
Record reads (list, filter, get)	20,000
Search or aggregate queries	4,000
Record writes	4,000
Imported or synced records	200,000
Workflow runs	2,000
AI agent runs	2,000
Scheduled jobs or webhooks	20,000
File uploads (MB)	2,000
CSV or PDF exports	100

FAQ

Questions, answered

Scope, rollout and pricing for Printing & Packaging ERP.

All questions

How do I get started?

Click Get started, then use Proto to configure ERP for Printing & Packaging for your business. Pilot one entity, one warehouse, a small product range and an order that reaches invoice and cash application.

Can we keep separate legal entities?

Yes. Entity ownership applies to stock, trade documents and financial periods. Agree on shared master data and separate opening balances before import.

How are prices set?

Effective price lists and product units supply the dealer offer. The accepted order retains its reviewed commercial basis when a list later changes.

Who approves a customer order?

Sales Manager independently approves the submitted order. Finance Manager decides a required bounded credit exception.

What happens when a purchase arrives in part?

Record actual arrived, accepted, rejected and pending quantities separately. The remaining purchase commitment stays open.

Can stock move between warehouses?

A reviewed transfer records actual dispatch and receipt. An unreceived remainder remains owned in transit.

How does assembly work?

A released work order freezes its bill of materials, routing and output basis. Operators record actual component issues, operation quantities and accepted output.

How are partial deliveries billed?

The invoice uses eligible title-transferred quantities and accepted order value. Partial work leaves the unbilled remainder with its source line.

How is customer cash applied?

A recorded receipt retains unapplied cash until an allocation consumes available amount against an invoice. Both remaining balances stay visible.

What happens to returned goods?

A return is authorized against original scope, then actual goods receive a separate disposition. A credit or refund follows its own financial review.

Set up Printing & Packaging 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

Find your application

Keep orders, stock and accounts in step.

Quotes due for review

Work from the same current record

Customers and orders

Orders awaiting approval

Purchasing and receipts

Goods receipts to review

Inventory and transfers

Available stock

Assembly and kitting

Work orders awaiting release

Delivery and returns

Return authorizations

Finance and collections

Invoices awaiting approval

From dealer offer to collected cash

Quote

Order approval

Stock allocation

Dispatch

Invoice approval

Cash application

Keep outside confirmations attributable

Harborline Retail Supply

Harborline Retail Supply

Who works on it

Process stages

Approvals

Put each decision with its owner

Approvals

Waiting for you

Who approves what

A workspace for each role

Industry Reviewer

Industry Specialist

Finance Manager

Customer balances

Accountant

Customer balances

Warehouse Manager

Work order schedule

Warehouse Operator

Work order schedule

Purchasing Manager

Purchase commitments

Sales Manager

Quotes due for review

Sales Representative

Quotes due for review

Admin

See commitments, stock and balances

Printing & Packaging ERP dashboard

Quotes by status

Net total by status

Fit the way your products move

Packaging distribution

Print supply trade

Assembly and repacking

Preserve source and approval history

Order to collection

Prepare work with Proto

It can

Stays with a person

Connects to the tools you use

Your data, in tables you can change

Roll out one team at a time

Set authority

Load masters

Reconcile opening position

Run a bounded cycle

Review exceptions

Machine work rate card Included per $1 of credit

Questions, answered

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