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- Steel & Metals ERP
- Who it's for
- Multi-warehouse traders
Multi-warehouse traders
A trader with several storage sites needs a reliable answer to where owned stock sits and what portion is available. Inventory positions, reservations, transfers and counts connect warehouse action to customer demand.
How Steel & Metals ERP is set up for you
Operating choice
Reconcile opening positions by entity, product, warehouse and location.
Operating choice
Set owners for transfer release and receipt confirmation.
Operating choice
Use counts to review variance before adjustment.
A trader with several storage sites needs a reliable answer to where owned stock sits and what portion is available. Inventory positions, reservations, transfers and counts connect warehouse action to customer demand.
Start with one legal entity, a manageable product set and the warehouse that will serve the first dealer order. Load active supplier and dealer records, payment terms, units and the reviewed price basis. Reconcile opening stock so a reservation has a trustworthy available quantity. Take a real order from offer through review, dispatch and invoice; keep the original customer promise beside the actual delivery outcome.
Use a second case that arrives short, ships partially or returns after delivery. The purchasing team should see supplier commitment and actual accepted receipt separately. The warehouse team should see what is available, held or in transit. Finance should be able to trace billed value and cash to the exact order and invoice scope. Check that a reviewer can find the current record and that a preparer cannot substitute their own decision where independent approval is required.
Connections to a bank or carrier need an agreed evidence source and an owner for uncertain acknowledgments. Decide that boundary before go-live, alongside entity currency, tax treatment and period cutoff. Expand to another warehouse or entity only after the pilot stock and financial balances reconcile.
See [implementation](/erp-for-steel-metals/implementation) for the rollout sequence and [roles](/erp-for-steel-metals/roles) for access review.
Features to start with
Roles on the team
- 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.
- Warehouse Operator
- Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.
- Purchasing Manager
- Prepares supplier purchasing and resolves commercial supply issues.
- Sales Manager
- Independently accepts dealer orders and owns commercial master and exception review.
- Sales Representative
- Prepares dealer offers and orders and follows accepted delivery commitments.
Set up Steel & Metals ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.