ERP for Steel & Metals · Available now

Run trade orders, stock and finance from one operating record.

ERP for Steel & Metals runs trade distribution from dealer quote to accepted order, supplier purchase, stock receipt, reservation, delivery, invoice and cash application. A metals distributor can use its product, unit, price, warehouse and order records to manage stocked goods and customer commitments across legal entities.

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OverviewSales Orders Awaiting Approval

Steel & Metals ERP · Sales orders

Sales Orders Awaiting Approval

Approval conditions

New sales order

Sales orders in view

Net total

2,950

Submitted

Order number	Dealer	Order date	Net total	Status	Owner
SO-83608	Morrow Steel Services	14 Oct	520	Submitted	Amara Ndlovu
SO-89094	Silver Brook Engineering	14 Oct	220	Submitted	Milan Kovac
SO-50897	North Quay Building Metals	11 Oct	240	Submitted	Fatih Demir
SO-65573	Morrow Steel Services	18 Oct	470	Submitted	Amara Ndlovu
SO-83550	North Quay Building Metals	12 Oct	840	Submitted	Milan Kovac

6 of 6 records

Morrow Steel ServicesSales orders · SO-83608

Submitted

Order date14 Oct

Net total520

OwnerAmara Ndlovu

Approve sales orderSO-83608 · Morrow Steel Services

Sales Manager decides the current accepted order revision.

Waiting for Sales Manager

ApproveReturn

Example screen with sample data

Tables, ready to use: 97
Saved views: 15
Roles with set permissions: 10
Reports and dashboards: 8

Features

Work from the current trade record

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

Sales and dealer orders

Keep offers, accepted scope and customer commitments together.

Price the offer
Accept the commitment
Preserve the promise

Dealers
Dealer contacts
Quotes
Quote lines
Sales orders
Sales order lines

Explore sales and dealer orders

OverviewMy Quotes Due

Steel & Metals ERP · Sales and dealer orders

My Quotes Due

Quotes

New

Quote number	Dealer	Quote date	Valid until	Status	Owner
QTS-44332	Silver Brook Engineering	31 Oct	06 Nov	Draft	Noor Alvi
QTS-58867	Morrow Steel Services	27 Oct	31 Oct	Submitted	Lin Wei
QTS-53557	Cedar Point Machine Shop	21 Oct	30 Oct	Approved	Sanjay Mehta
QTS-71206	Harborline Metal Traders	25 Oct	30 Oct	Sent	Lin Wei
QTS-73163	North Quay Building Metals	21 Oct	29 Oct	Accepted	Lin Wei

6 of 6 records

Silver Brook EngineeringQuotes · QTS-44332

Draft

Quote date31 Oct

Valid until06 Nov

OwnerNoor Alvi

Example screen with sample data

Purchasing and receiving

Connect supplier commitments to arrivals and accepted stock.

Commit supply
Record arrival
Release stock

Suppliers
Requisitions
Requisition lines
Purchase orders
Purchase order lines
Goods receipts

Explore purchasing and receiving

OverviewMy Purchase Orders

Steel & Metals ERP · Purchasing and receiving

My Purchase Orders

Purchase orders

New

Purchase order number	Supplier	Order date	Current total	Status	Buyer
PO-53418	Red Vale Aluminum Works	10 Oct	200	Draft	Javier Ruiz
PO-62632	Rivergate Rebar Mills	20 Oct	420	Submitted	Amara Ndlovu
PO-32870	Granite Bend Steel Mill	20 Oct	790	Approved	Javier Ruiz
PO-50702	Silver Tarn Stainless Supply	14 Oct	110	Sent	Amara Ndlovu
PO-69858	Granite Bend Steel Mill	18 Oct	400	Partially received	Lin Wei

6 of 6 records

Red Vale Aluminum WorksPurchase orders · PO-53418

Draft

Order date10 Oct

Current total200

BuyerJavier Ruiz

Example screen with sample data

Inventory and transfers

Know which owned stock can be reserved, moved or counted.

Identify stock
Claim demand
Prove movement

Inventory
Stock events
Stock movements
Stock layers
Reservations
Stock transfers

Explore inventory and transfers

OverviewAvailable Stock

Steel & Metals ERP · Inventory and transfers

Available Stock

Inventory

New

Product	Warehouse	Location	Lot number	Available quantity	Status
Aluminum tread plate, 4 mm	Westgate tube depot	Plate rack A3	L26-1264	470	Active
Hot rolled plate, 10 mm	Cedar Ridge cut shop	Coil cradle B1	L26-3584	620	Empty
Stainless angle, 40 x 40 mm	South yard plate storage	Saw staging lane 2	L26-6461	120	Blocked
Galvanized sheet, 2 mm	Westgate tube depot	Aluminum rack E2	L26-6857	560	Active
Galvanized sheet, 2 mm	South yard plate storage	Coil cradle B1	L26-5993	190	Empty

6 of 6 records

Aluminum tread plate, 4 mmInventory · INV-71733

Active

WarehouseWestgate tube depot

LocationPlate rack A3

Lot numberL26-1264

Available quantity470

Example screen with sample data

Assembly and kitting

Release bounded recipes and record material use and finished output.

Choose the recipe
Release work
Record actuals

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

Explore assembly and kitting

OverviewMy Work Operations

Steel & Metals ERP · Assembly and kitting

My Work Operations

Work order operations

New

Work order	Routing operation	Planned start	Planned end	Status	Assigned to
Rebar bundle for North Quay	Inspect galvanized coating	23 Oct	26 Oct	Ready	Sanjay Mehta
Plate cut list for Redstone	Saw square tube bundles	22 Oct	24 Oct	In progress	Fatih Demir
Angle kit for Silver Brook	Shear 10 mm plate to length	31 Oct	02 Nov	Complete	Milan Kovac
Flat bar cuts for Ironvale	Saw square tube bundles	12 Oct	14 Oct	Exception	Javier Ruiz
Angle kit for Silver Brook	Cut flat bar to order	24 Oct	30 Oct	Ready	Lin Wei

6 of 6 records

Rebar bundle for North QuayWork order operations · WOO-55846

Ready

Routing operationInspect galvanized coating

Planned start23 Oct

Planned end26 Oct

Assigned toSanjay Mehta

Example screen with sample data

Fulfillment and returns

Plan dispatch, record actual delivery and resolve return scope.

Plan the handoff
Release the route
Resolve outcomes

Deliveries
Delivery lines
Pick tasks
Delivery routes
Route stops
Delivery attempts

Explore fulfillment and returns

OverviewRoute Release Queue

Steel & Metals ERP · Fulfillment and returns

Route Release Queue

Delivery routes

New

Route number	Warehouse	Planned start	Planned end	Assigned operator	Status
DR-82821	Riverbend coil warehouse	16 Oct	24 Oct	Fatih Demir	Pending approval
DR-52041	South yard plate storage	20 Oct	29 Oct	Javier Ruiz	Pending approval
DR-58999	South yard plate storage	11 Oct	20 Oct	Javier Ruiz	Pending approval
DR-41105	Riverbend coil warehouse	26 Oct	02 Nov	Amara Ndlovu	Pending approval
DR-81223	South yard plate storage	29 Oct	04 Nov	Grace Mensah	Pending approval

6 of 6 records

Riverbend coil warehouseDelivery routes · DR-82821

Pending approval

Planned start16 Oct

Planned end24 Oct

Assigned operatorFatih Demir

Example screen with sample data

Finance and close

Tie invoices, settlement and journals to each entity period.

Prepare documents
Decide release
Settle and reconcile

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

Explore finance and close

OverviewInvoices Awaiting Approval

Steel & Metals ERP · Finance and close

Invoices Awaiting Approval

Approval waits for the finance manager

New

Invoice number	Dealer	Invoice date	Total amount	Status
CI-57482	Redstone Fabrication Supply	15 Oct	400	Pending approval
CI-42325	Silver Brook Engineering	21 Oct	560	Pending approval
CI-59514	Redstone Fabrication Supply	10 Oct	410	Pending approval
CI-91659	Redstone Fabrication Supply	17 Oct	190	Pending approval
CI-55024	Harborline Metal Traders	12 Oct	950	Pending approval

6 of 6 records

Redstone Fabrication SupplyCustomer invoices · CI-57482

Pending approval

Invoice date15 Oct

Total amount400

Example screen with sample data

Process

Follow an order through settlement

Order through settlement ships ready to use. 3 steps need a named approval before the work moves on: Approve sales order (Sales Manager), Approve invoice (Finance Manager) and Reconcile period (Finance Manager).

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

Prepare quote

Record the dealer, product unit, price and offer validity.

Morrow Steel ServicesSO-83608 · Sales Representative
Prepare quoteBy Sales Representative
Approve sales order

Sales Manager reviews the accepted scope and credit basis.

Morrow Steel ServicesSO-83608 · Sales Representative
Approve sales orderBy Sales Representative
ApprovalSales Manager decides the current accepted order revision.
Reserve and dispatch

Claim eligible stock, then record actual dispatch.

Morrow Steel ServicesSO-83608 · Warehouse Operator
Reserve and dispatchBy Warehouse Operator
Approve invoice

Finance Manager checks title-transferred, unbilled scope.

Morrow Steel ServicesSO-83608 · Finance Manager
Approve invoiceBy Finance Manager
ApprovalFinance Manager decides invoice release from eligible delivery.
Apply cash

Allocate actual receipt to the intended open invoice.

Morrow Steel ServicesSO-83608 · Accountant
Apply cashBy Accountant
Reconcile period

Review entity balances and close tasks at cutoff.

Morrow Steel ServicesSO-83608 · Finance Manager
Reconcile periodBy Finance Manager
ApprovalFinance Manager decides the entity period close.

Start with Order through settlement

Inside a record

Reconcile external evidence

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

1
Record details
Order date, Net total and Owner.
2
Deliveries
Each line is linked to this sales order.
3
Who works on it
Sales Manager and Sales Representative, each with their own permissions.
4
Process stages
Every status change, in order.
5
Approvals
Approve sales order and Approve invoice, with who decides.

Sales Orders Awaiting ApprovalMorrow Steel Services

Steel & Metals ERP · Sales orders

Morrow Steel Services

Submitted

Log activity

Record details

Order date14 Oct

Net total520

OwnerAmara Ndlovu

Deliveries

Morrow Steel Services

Delivery number	Sales order	Warehouse
DLV-32735	Ironvale, flat bar replenishment	Cedar Ridge cut shop
DLV-83179	Oak Bend, structural tube order	Riverbend coil warehouse
DLV-63654	Silver Brook, stainless angles	Cedar Ridge cut shop

Deliveries: 6

Who works on it

Sales ManagerView Dealers, master changes, price list entries, price lists…
Sales RepresentativeManage dealer contacts, quote lines, Quotes, sales order lines…

Approvals

Approve sales orderSales Manager
Approved
Approve invoiceFinance Manager
Waiting

Example screen with sample data

Approvals

Put each decision with its owner

The preparer and a material editor do not approve their own current revision.

OverviewApprovals

Steel & Metals ERP · Overview

Approvals

Signed in as Sales Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine

0 selectedApproveReturn

DR-82821Riverbend coil warehouse
Requested by Fatih Demir
Pending approval1dActions
DR-52041South yard plate storage
Requested by Javier Ruiz
Pending approval1dActions
DR-58999South yard plate storage
Requested by Javier Ruiz
Pending approval4dActions
DR-41105Riverbend coil warehouse
Requested by Amara Ndlovu
Pending approval4dActions

Who approves what

	Decision	Approver
	Approve sales orderSales Manager reviews the accepted scope and credit basis.	Sales Manager
	Approve invoiceFinance Manager checks title-transferred, unbilled scope.	Finance Manager
	Reconcile periodReview entity balances and close tasks at cutoff.	Finance Manager

3 approval rules · set per role in Proto

Example screen with sample data

Who can approve what

Roles

A workspace for each role

Everyone opens Steel & Metals 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-31333	Cold rolled coil, 1.5 mm	30 Oct	06 Nov	190	Released
WO-89954	Stainless angle, 40 x 40 mm	19 Oct	28 Oct	840	In progress
WO-76957	Hot rolled plate, 10 mm	21 Oct	30 Oct	870	Partially completed
WO-64777	Cut steel flat bar, 75 x 8 mm	26 Oct	29 Oct	360	Released
WO-27228	Hot rolled plate, 10 mm	22 Oct	28 Oct	900	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-31333	Cold rolled coil, 1.5 mm	30 Oct	06 Nov	190	Released
WO-89954	Stainless angle, 40 x 40 mm	19 Oct	28 Oct	840	In progress
WO-76957	Hot rolled plate, 10 mm	21 Oct	30 Oct	870	Partially completed
WO-64777	Cut steel flat bar, 75 x 8 mm	26 Oct	29 Oct	360	Released
WO-27228	Hot rolled plate, 10 mm	22 Oct	28 Oct	900	In progress

6 of 6 records

Example screen with sample data

Purchasing Manager

Prepares supplier purchasing and resolves commercial supply issues.

This is the first screen this role sees.

OverviewReceipts Awaiting Review

Receipts Awaiting Review

Goods receipts · Purchasing Manager

Receipt number	Purchase order	Warehouse	Arrived at	Status	Received by
GR-11596	Hot rolled plate, October	South yard plate storage	02 Nov	Pending review	Grace Mensah
GR-58434	Rebar bundle purchase	Westgate tube depot	17 Oct	Pending review	Rosa Castillo
GR-23287	Galvanized sheet supply	Westgate tube depot	30 Oct	Pending review	Rosa Castillo
GR-32205	Rebar bundle purchase	Riverbend coil warehouse	17 Oct	Pending review	Fatih Demir
GR-20806	Galvanized sheet supply	East dock metals warehouse	02 Nov	Pending review	Rosa Castillo

6 of 6 records

Example screen with sample data

Roles and permissions

Reports

See promises, stock and balances

Answer questions from accepted orders, physical stock and posted finance.

Overview

Steel & Metals ERP · Overview

Steel & Metals ERP dashboard

This quarter

Work orders in view

Total planned quantity

3,950

Released

In progress

Sales orders by status

How far records got this quarter

Stage	Reached	Step
Draft	47
Submitted	10	21%
On hold	4	40%
Approved	1	25%

Net total by status

Sample totals per stage

2.0k0

-4000Draft

-6000Submitted

2.0kOn hold

2.0kApproved

2.0kIn progress

Example screen with sample data

All reports and dashboards

Who it's for

Built for stocked trade operations

See how Steel & Metals ERP fits your kind of team.

Metals distributors

Run stocked trade goods with controlled orders, inventory and finance.

Multi-warehouse traders

Run stocked trade goods with controlled orders, inventory and finance.

Assembly and kitting distributors

Run stocked trade goods with controlled orders, inventory and finance.

Controls

Keep revisions and corrections traceable

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

OverviewOrder through settlement

Steel & Metals ERP · Process

Order through settlement

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

Process stages

Approval steps

Roles involved

Tables touched

Prepare quote

Sales Representative

StatusDraft → Submitted

RecordsProduct units, Dealers, Quotes

Review offer

Sales Manager

StatusSubmitted → Approved

Approve sales orderApproval

Sales Representative, Finance Manager, Sales Manager

StatusSubmitted → Approved

RecordsCredit reviews

Order through settlement

Start
Prepare quoteDraft → Submitted
Product units
Step
Review offerSubmitted → Approved
Sales Manager
Approval
Approve sales orderSubmitted → Approved
Credit reviews
Approval
Commit supplySubmitted → Approved
Suppliers
Step
Accept receiptPending review → Accepted
Goods receipts

Example screen with sample data

See each stage in detail

AI agent

Prepare decisions with Proto

Use Proto to prepare, inspect and rehearse your operating setup.

It can

Sales Representative: Find the current dealer order and its remaining promised quantity.
Purchasing Manager: Compare supplier promise with arrival and accepted receipt.
Warehouse Manager: Show available, held and transit quantity for a selected product and warehouse.
Accountant: Trace a customer invoice to delivered scope, receipt and application.

Stays with a person

A human reviewer decides order acceptance, credit exceptions, route release, invoice approval and period close.
Proto can gather the current records and show unresolved differences, but an authorized person must make the recorded decision.
Connected bank and carrier outcomes come from those external sources.

Set up an agent

agent · steel & metals erp

For the first dealer order, show the accepted quantity, what is reserved, what was dispatched and what remains. Include the current reviewer and source records.

A human reviewer decides order acceptance, credit exceptions, route release, invoice approval and period close.

Integrations

Connects to the tools you use

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

Steel & Metals ERP
Bank feeds
Carrier updates
Customer and supplier documents
Existing finance sources

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

Sales and dealer orders10
Purchasing and receiving9
Inventory and transfers11
Assembly and kitting10
Fulfillment and returns10
Finance and close13

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 the operating boundary
Choose the entity, functional currency, warehouse, policy owners and review authority.
Prepare masters
Load products, units, suppliers, dealers, terms and price lists; review the versions used for transactions.
Reconcile opening position
Load stock and open financial balances at one cutoff with source identities and evidence.
Run a trade cycle
Take a quote through accepted order, supplier purchase, receipt, reservation, delivery and invoice.
Review settlement and close
Match bank evidence, apply cash, resolve exceptions and close the entity period.

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 Steel & Metals ERP.

All questions

How do I get started?

Click Get started, then use Proto to configure ERP for Steel & Metals for your business. Begin with one entity, warehouse, product set and dealer order, then reconcile stock and invoice outcomes.

Can I handle partial shipments?

Yes. Order lines retain accepted scope while delivery lines record dispatched, title-transferred and delivered portions.

How does supplier receiving work?

Purchasing records the supplier order. Warehouse staff record arrival and reviewers accept eligible quantities before they become stock.

Can stock move between warehouses?

Stock transfers record dispatch, transit and the exact quantity received at the destination.

What does the assembly module cover?

Bills of materials, routings and work orders support controlled assembly, kitting and repacking of product records.

Who approves a customer order?

Sales Manager independently reviews the current accepted order revision. Finance Manager handles a required credit exception.

How are delivery routes used?

Warehouse Manager reviews a planned route with assigned operator and sequenced stops. Actual attempts and line outcomes are recorded separately.

How does invoicing follow delivery?

Customer invoice lines draw from eligible title-transferred and unbilled delivery quantities and accepted value.

Can finance close each legal entity separately?

Yes. Entity periods, journals and close tasks keep the reconciliation and close decision attached to the relevant books.

How do I connect bank and carrier evidence?

Set up an agreed source and owner for each external feed. Reconcile actual acknowledgments and uncertain results against their source events.

Set up Steel & Metals 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

Run trade orders, stock and finance from one operating record.

Sales Orders Awaiting Approval

Work from the current trade record

Sales and dealer orders

My Quotes Due

Purchasing and receiving

My Purchase Orders

Inventory and transfers

Available Stock

Assembly and kitting

My Work Operations

Fulfillment and returns

Route Release Queue

Finance and close

Invoices Awaiting Approval

Follow an order through settlement

Prepare quote

Approve sales order

Reserve and dispatch

Approve invoice

Apply cash

Reconcile period

Reconcile external evidence

Morrow Steel Services

Morrow Steel Services

Who works on it

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

Period Close Work

Accountant

Period Close Work

Warehouse Manager

Work Order Schedule

Warehouse Operator

Work Order Schedule

Purchasing Manager

Receipts Awaiting Review

Sales Manager

Open Dealer Orders

Sales Representative

Open Dealer Orders

Admin

See promises, stock and balances

Steel & Metals ERP dashboard

Sales orders by status

Net total by status

Built for stocked trade operations

Metals distributors

Multi-warehouse traders

Assembly and kitting distributors

Keep revisions and corrections traceable

Order through settlement

Prepare decisions 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 the operating boundary

Prepare masters

Reconcile opening position

Run a trade cycle

Review settlement and close

Machine work rate card Included per $1 of credit

Questions, answered

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