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- Printing & Packaging ERP
- Features
- Customers and orders
Customers and orders
Keep dealer terms, accepted prices and the credit decision attached to each order.
OverviewOrders awaiting approval×
Printing & Packaging ERP · Customers and orders
New
Orders awaiting approval
Approval conditions
| Order number | Dealer | Net total | Credit review | Status | Owner | |
|---|---|---|---|---|---|---|
| SO-75549 | CNT-2121 | 890 | CR-30718 | Submitted | ||
| SO-37220 | CNT-7903 | 200 | CR-26500 | Submitted | ||
| SO-39873 | CNT-3366 | 50 | CR-12750 | Submitted | ||
| SO-73323 | CNT-8771 | 300 | CR-17249 | Submitted | ||
| SO-29858 | CNT-1809 | 560 | CR-71246 | Submitted |
6 of 6 records
CNT-2121Sales orders · SO-75549
SubmittedNet total890
Credit reviewCR-30718
What you can do
Keep dealer terms, accepted prices and the credit decision attached to each order
Start with a dealer account owned by the selling entity. Sales Representative checks the ordering contact, delivery address, payment terms and effective price list before preparing a quote. For a packaging supplier selling cartons in packs, the product unit and quantity tier establish a price basis. The quote keeps that basis with its validity date and allocated discounts. An accepted quote can feed an order without repricing old work when the list changes.
Sales Manager reviews the submitted order revision and its credit review. Finance Manager decides any credit exception within a stated amount and time. A dealer hold or stale exposure must be resolved before accepted scope is reserved. Partial shipment and billing allocations consume only the remaining accepted line quantity and value.
How the work is organized
- Source. Keep the responsible entity, original document and current revision attached to the transaction.
- Decision. Send material releases and exceptions to the named reviewer with the exact scope and reason.
- Result. Record actual quantities and financial effects separately from plans and instructions.
What to agree during setup
Confirm who owns dealer activation, which entity sells each product and when title transfers. Agree on pack conversions, order acceptance evidence and the finite credit limit before importing live orders.
Use the dealer code to match imported accounts and keep the accepted order revision with its quoted unit and price. Give Sales Representative a prepared order and Sales Manager the submitted revision; Finance Manager should see only the bounded credit exception. Test an ordinary user account so an administrator permission does not hide a failed handoff.
Check the handoff on an actual case
Take a dealer order with two products and an agreed delivery date. Approve it, ship one line in part, then check that the open promise, reservation and uninvoiced value remain separate. Change the price list afterwards; the original accepted value should remain traceable. Revisit the same order after a credit limit change and require a fresh review when exposure changes.
Sales Representative should explain which line is still promised and which part has already been allocated to a shipment. Sales Manager should see the credit review used for acceptance. If the order changes, keep the prior approval attached to the prior revision and request a decision on the new scope.
What your team sees
- Orders awaiting approval — Orders submitted for an independent sales decision, with dealer, value and credit review visible.
- Sales order board — Accepted and partly shipped orders grouped by their current state.
Follow the work through
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.
- Credit reviews
- Atomic dealer exposure review and separately bounded exception.
- Sales orders
- Dealer-accepted scope plus mandatory independent commercial approval.
- Sales order lines
- Bounded accepted quantity/value and retained original promise.
- Sales allocations
- Atomic claim of accepted line quantity and net/tax value across staged fulfillment/billing.
- Product units
- Versioned product-specific buy/sell packs and base conversions.
- Approval decisions
- Authoritative human decisions independent of document lifecycle.
Who uses it
Permissions- Sales Representative
- Prepares commercial documents.
- Sales Manager
- Owns order acceptance.
- Finance Manager
- Decides credit exceptions.
- Warehouse Manager
- Acts on the approved demand.
Set up Printing & Packaging ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.