Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Telecom ERP
- Bank statements
- Payment execution
- Carrier events
ERP for Telecom · Available now
Example screen with sample data
Keep dealer supply and delivery in view.
ERP for Telecom runs the distribution of physical goods to dealer accounts. Sales Representative prepares offers and accepted order revisions.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewDealer Order Board×
Telecom ERP · Service orders
New service order
Dealer Order Board
Service orders in one list
Service orders in view
6Net total
2,920Submitted
2Approved
1Submitted2
Cedar Vale Telecom TradersSO-76379
630
21 OctEastbank Connectivity Co.SO-23010
500
17 OctAdd
Approved1
Blue Ridge Fiber DealersSO-54263
520
20 OctAdd
In progress1
Blue Ridge Fiber DealersSO-79930
750
11 OctAdd
Partially shipped1
Blue Ridge Fiber DealersSO-45769
50
12 OctAdd
On hold1
Eastbank Connectivity Co.SO-34384
470
12 OctAdd
Cedar Vale Telecom TradersService orders · SO-76379
SubmittedOwnerSoojin Lee
Order date21 Oct
Net total630
Accept orderSO-76379 · Cedar Vale Telecom Traders
Sales Manager decides the current order revision after credit review.
Waiting for Sales Manager
ApproveReturn
- Tables, ready to use
- 97
- Saved views
- 16
- Roles with set permissions
- 10
- Reports and dashboards
- 10
Features
Follow dealer supply
Every feature works on the same records. Pick one to see the screen your team works in.
Dealer sales
Keep an accepted dealer order tied to the offer, credit decision and exact delivery commitment.
- Source
- Decision
- Evidence
- Subscribers
- Subscriber contacts
- Service quotes
- Service quote lines
- Rate plans
- Rate plan entries
OverviewMy Quotes×
Telecom ERP · Dealer sales
New
My Quotes
Service quotes
| Quote number | Status | Dealer | Valid until | Net total | |
|---|---|---|---|---|---|
| SQ-18054 | Draft | Stonehaven Tower Supply | 01 Nov | 850 | |
| SQ-64180 | Submitted | Stonehaven Tower Supply | 11 Oct | 870 | |
| SQ-63571 | Approved | Stonehaven Tower Supply | 14 Oct | 230 | |
| SQ-15216 | Sent | Stonehaven Tower Supply | 30 Oct | 960 | |
| SQ-78663 | Accepted | Harbor Point Field Services | 14 Oct | 210 |
6 of 6 records
Stonehaven Tower SupplyService quotes · SQ-18054
DraftValid until01 Nov
Net total850
Purchasing and receipts
Source demand, approve purchases and accept only the quantities that actually arrive.
- Source
- Decision
- Evidence
- Requisitions
- Requisition lines
- Purchase orders
- Purchase order lines
- Goods receipts
- Goods receipt lines
OverviewPurchase Approval Queue×
Telecom ERP · Purchasing and receipts
New
Purchase Approval Queue
Approval conditions
| Purchase order number | Supplier | Buyer | Current total | Approval basis | |
|---|---|---|---|---|---|
| PO-68959 | Ironleaf Cabinet Works | Amelia Grant | 450 | 660 | |
| PO-15622 | Cedar Creek Network Parts | Leo Fischer | 710 | 350 | |
| PO-32524 | North Quay Optical Supply | Priyanka Nair | 780 | 490 | |
| PO-42067 | Juniper Ridge Enclosures | Priyanka Nair | 170 | 170 | |
| PO-93339 | North Quay Optical Supply | Soojin Lee | 120 | 650 |
6 of 6 records
Ironleaf Cabinet WorksPurchase orders · PO-68959
BuyerAmelia Grant
Current total450
Approval basis660
Warehouse inventory
See available goods by legal owner, warehouse, location, lot and custody state.
- Source
- Decision
- Evidence
- Service items
- Service item units
- Service sites
- Locations
- Inventory positions
- Inventory reservations
OverviewWarehouse Availability×
Telecom ERP · Warehouse inventory
New
Warehouse Availability
Inventory positions
| Product | Warehouse | Location | Lot number | Available quantity | |
|---|---|---|---|---|---|
| Weatherproof cabinet, 12U | Harbor Road returns center | Fiber reel bay A2 | L26-8939 | 120 | |
| Technician install kit, fiber | Hillcrest installation depot | Tower hardware rack D1 | L26-3570 | 860 | |
| Fiber patch cord, LC-LC, 3 m | South field service hub | Fiber reel bay A2 | L26-2540 | 580 | |
| Rack mount patch panel, 48 port | Riverside distribution center | Cabinet row B4 | L26-0495 | 140 | |
| Outdoor splice closure, 24 core | West fiber cable warehouse | Dispatch dock 4 | L26-8564 | 40 |
6 of 6 records
Weatherproof cabinet, 12UInventory positions · IP-23380
WarehouseHarbor Road returns center
LocationFiber reel bay A2
Lot numberL26-8939
Available quantity120
Assembly and kitting
Turn controlled components into a known kit output with actual work and cost recorded.
- Source
- Decision
- Evidence
- BOMs
- BOM lines
- Production routings
- Routing operations
- Work orders
- Work order materials
OverviewProduction Schedule×
Telecom ERP · Assembly and kitting
New
Production Schedule
Work orders
| Work order number | Status | Planned start | Planned end | Output product | Manager | |
|---|---|---|---|---|---|---|
| WO-36806 | Released | 28 Oct | 31 Oct | Fiber drop cable, 500 m reel | Yara Haddad | |
| WO-83542 | In progress | 20 Oct | 29 Oct | Technician install kit, fiber | Leo Fischer | |
| WO-70239 | Partially completed | 18 Oct | 25 Oct | Signal splitter, 1 to 8 | Amelia Grant | |
| WO-73033 | Released | 25 Oct | 30 Oct | Outdoor splice closure, 24 core | Soojin Lee | |
| WO-78022 | In progress | 22 Oct | 25 Oct | Fiber drop cable, 500 m reel | David Mensah |
6 of 6 records
Fiber drop cable, 500 m reelWork orders · WO-36806
ReleasedPlanned start28 Oct
Planned end31 Oct
ManagerYara Haddad
Fulfillment and delivery
Pick approved order scope, dispatch verified goods and capture what each stop actually received.
- Source
- Decision
- Evidence
- Pick tasks
- Shipments
- Shipment lines
- Delivery routes
- Route stops
- Delivery attempts
OverviewMy Pick Tasks×
Telecom ERP · Fulfillment and delivery
New
My Pick Tasks
Pick tasks
| Pick number | Status | Order line | Planned start | Planned end | Picked quantity | |
|---|---|---|---|---|---|---|
| PT-40079 | Assigned | Patch cord, 3 m, 900 pcs | 20 Oct | 28 Oct | 330 | |
| PT-13059 | In progress | Install kit, fiber, 65 sets | 20 Oct | 27 Oct | 350 | |
| PT-71844 | Picked | Outdoor cabinet, 12U, 18 pcs | 25 Oct | 02 Nov | 80 | |
| PT-35030 | Partially picked | Patch panel, 48 port, 45 pcs | 22 Oct | 29 Oct | 610 | |
| PT-57268 | Exception | Signal splitter, 1 to 8, 120 pcs | 11 Oct | 20 Oct | 190 |
6 of 6 records
Patch cord, 3 m, 900 pcsPick tasks · PT-40079
AssignedPlanned start20 Oct
Planned end28 Oct
Picked quantity330
Finance and returns
Tie invoices, cash, supplier settlement and returns to the physical event that created them.
- Source
- Decision
- Evidence
- Invoices
- Invoice lines
- Cash receipts
- Cash applications
- Returns
- Return lines
OverviewInvoices Awaiting Approval×
Telecom ERP · Finance and returns
New
Invoices Awaiting Approval
Approval conditions
| Invoice number | Dealer | Invoice date | Total amount | Due date | |
|---|---|---|---|---|---|
| INV-20165 | Stonehaven Tower Supply | 15 Oct | 290 | 23 Oct | |
| INV-29169 | Willow Gate Installers | 15 Oct | 270 | 24 Oct | |
| INV-47087 | Willow Gate Installers | 18 Oct | 470 | 26 Oct | |
| INV-93940 | Stonehaven Tower Supply | 11 Oct | 390 | 20 Oct | |
| INV-78520 | Cedar Vale Telecom Traders | 14 Oct | 240 | 16 Oct |
6 of 6 records
Stonehaven Tower SupplyInvoices · INV-20165
Invoice date15 Oct
Total amount290
Due date23 Oct
Process
From order to settlement
Dealer order to settlement ships ready to use. 2 steps need a named approval before the work moves on: Accept order (Sales Manager) and Approve invoice (Finance Manager).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Prepare offer
Price an item and unit for the dealer with the applicable terms.
Cedar Vale Telecom TradersSO-76379 · Sales RepresentativePrepare offerBy Sales Representative -
Accept order
Sales Manager reviews the accepted revision and credit basis.
Cedar Vale Telecom TradersSO-76379 · Sales RepresentativeAccept orderBy Sales RepresentativeApprovalSales Manager decides the current order revision after credit review. -
Secure supply
Purchase a shortage and accept actual receipts.
Cedar Vale Telecom TradersSO-76379 · Purchasing ManagerSecure supplyBy Purchasing Manager -
Pick and dispatch
Reserve eligible stock and record shipment handoff.
Cedar Vale Telecom TradersSO-76379 · Warehouse OperatorPick and dispatchBy Warehouse Operator -
Approve invoice
Finance Manager checks title-transferred billing scope.
Cedar Vale Telecom TradersSO-76379 · Finance ManagerApprove invoiceBy Finance ManagerApprovalFinance Manager decides the invoice against eligible shipment and tax evidence. -
Apply cash
Allocate actual received money to the intended invoice.
Cedar Vale Telecom TradersSO-76379 · AccountantApply cashBy Accountant
Inside a record
Reconcile external evidence
Open any service order to see the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Owner, Order date and Net total.
- 2Linked records
Records linked to this service order.
- 3Who works on it
Sales Representative and Sales Manager, each with their own permissions.
- 4Process stages
Accept order, with the role that acts.
- 5Approvals
Accept order and Approve invoice, with who decides.
Dealer Order BoardCedar Vale Telecom Traders×
Telecom ERP · Service orders
Log activity
Cedar Vale Telecom Traders
Submitted
1
Record details
OwnerSoojin Lee
Order date21 Oct
Net total630
3
Who works on it
- Sales RepresentativeManage service order lines, service orders, service quote…
- Sales ManagerView master changes, rate plan entries, rate plans, service…
4
Process stages
- Accept orderSales Representative, Sales Manager
5
Approvals
- Accept orderSales ManagerApproved
- Approve invoiceFinance ManagerWaiting
Approvals
Keep decisions accountable
OverviewApprovals×
Telecom ERP · Overview
Approvals
Signed in as Sales Manager
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- IC-54281Hillcrest installation depotWaiting0dActions
- IC-53113Hillcrest installation depotWaiting2dActions
- IC-25195Cedar Park kitting siteWaiting4dActions
- IC-94575East tower equipment storeWaiting3dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Accept orderSales Manager reviews the accepted revision and credit basis. | Sales Manager | |
| Approve invoiceFinance Manager checks title-transferred billing scope. | Finance Manager |
2 approval rules · set per role in Proto
Roles
A workspace for each role
Everyone opens Telecom 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, service items, service order lines, service promotions, Vendors
Industry Specialist
Maintains assigned ERP for FMCG specialty evidence.
- Manage expiry allocations, service promotions
- View People, service items, service order lines, Vendors
Sales Representative
Prepares dealer offers and orders and follows accepted delivery commitments.
This is the first screen this role sees.
OverviewDealer Order Board×
Dealer Order Board
Service orders · Sales Representative
Submitted2
Cedar Vale Telecom TradersSO-76379
630
21 OctEastbank Connectivity Co.SO-23010
500
17 OctAdd
Approved1
Blue Ridge Fiber DealersSO-54263
520
20 OctAdd
In progress1
Blue Ridge Fiber DealersSO-79930
750
11 OctAdd
Partially shipped1
Blue Ridge Fiber DealersSO-45769
50
12 OctAdd
On hold1
Eastbank Connectivity Co.SO-34384
470
12 OctAdd
Admin
Maintains authenticated users and technical configuration without commercial, stock or finance decision authority.
- Manage distribution policies, Users
Finance Manager
Independently controls each entity's credit, valuation, payment and period decisions.
This is the first screen this role sees.
OverviewPeriod Close Work×
Period Close Work
Close tasks · Finance Manager
Bank1
October stock count signed offCT-70994
16 Oct
Add
AR1
Bank reconciliation attachedCT-22730
18 Oct
Add
AP1
Dealer balances reviewedCT-43016
16 Oct
Add
Inventory1
Open deliveries matched to invoicesCT-33525
13 Oct
Add
Transit1
Returns ledger checkedCT-90086
15 Oct
Add
Accountant
Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
This is the first screen this role sees.
OverviewPeriod Close Work×
Period Close Work
Close tasks · Accountant
Bank1
October stock count signed offCT-70994
16 Oct
Add
AR1
Bank reconciliation attachedCT-22730
18 Oct
Add
AP1
Dealer balances reviewedCT-43016
16 Oct
Add
Inventory1
Open deliveries matched to invoicesCT-33525
13 Oct
Add
Transit1
Returns ledger checkedCT-90086
15 Oct
Add
Warehouse Manager
Controls stock execution, delivery plans and distribution production.
This is the first screen this role sees.
OverviewDelivery Schedule×
Delivery Schedule
Delivery routes · Warehouse Manager
| Route number | Status | Planned start | Planned end | Assigned operator | Warehouse | |
|---|---|---|---|---|---|---|
| DR-45602 | Released | 01 Nov | 10 Nov | Priyanka Nair | Harbor Road returns center | |
| DR-17094 | In progress | 21 Oct | 25 Oct | Imani Okoye | Hillcrest installation depot | |
| DR-72078 | Released | 27 Oct | 04 Nov | Amelia Grant | Hillcrest installation depot | |
| DR-89154 | In progress | 17 Oct | 20 Oct | Elif Kaya | South field service hub | |
| DR-36975 | Released | 25 Oct | 27 Oct | Leo Fischer | South field service hub |
6 of 6 records
Warehouse Operator
Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.
This is the first screen this role sees.
OverviewDelivery Schedule×
Delivery Schedule
Delivery routes · Warehouse Operator
| Route number | Status | Planned start | Planned end | Assigned operator | Warehouse | |
|---|---|---|---|---|---|---|
| DR-45602 | Released | 01 Nov | 10 Nov | Priyanka Nair | Harbor Road returns center | |
| DR-17094 | In progress | 21 Oct | 25 Oct | Imani Okoye | Hillcrest installation depot | |
| DR-72078 | Released | 27 Oct | 04 Nov | Amelia Grant | Hillcrest installation depot | |
| DR-89154 | In progress | 17 Oct | 20 Oct | Elif Kaya | South field service hub | |
| DR-36975 | Released | 25 Oct | 27 Oct | Leo Fischer | South field service hub |
6 of 6 records
Purchasing Manager
Prepares supplier purchasing and resolves commercial supply issues.
This is the first screen this role sees.
OverviewBill Matching Exceptions×
Bill Matching Exceptions
Bills · Purchasing Manager
| Bill number | Supplier | Bill date | Total amount | Outstanding | |
|---|---|---|---|---|---|
| BLL-42058 | Eastmoor Signal Devices | 20 Oct | 370 | 710 | |
| BLL-66369 | North Quay Optical Supply | 18 Oct | 170 | 450 | |
| BLL-85479 | Redstone Fiber Components | 15 Oct | 400 | 270 | |
| BLL-56456 | North Quay Optical Supply | 01 Nov | 190 | 190 | |
| BLL-36095 | Mica Bay Tower Hardware | 16 Oct | 640 | 600 |
6 of 6 records
Sales Manager
Independently accepts dealer orders and owns commercial master and exception review.
This is the first screen this role sees.
OverviewDealer Order Board×
Dealer Order Board
Service orders · Sales Manager
Submitted2
Cedar Vale Telecom TradersSO-76379
630
21 OctEastbank Connectivity Co.SO-23010
500
17 OctAdd
Approved1
Blue Ridge Fiber DealersSO-54263
520
20 OctAdd
In progress1
Blue Ridge Fiber DealersSO-79930
750
11 OctAdd
Partially shipped1
Blue Ridge Fiber DealersSO-45769
50
12 OctAdd
On hold1
Eastbank Connectivity Co.SO-34384
470
12 OctAdd
Reports
See the open balance
Read demand, supply, delivery and financial exposure from linked source records.
Overview×
Telecom ERP · Overview
Telecom ERP dashboard
This quarter
Delivery routes in view
6Released
3In progress
3Service orders by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 40 | ||
| Submitted | 24 | 60% | |
| On hold | 14 | 58% | |
| Approved | 10 | 71% |
Net total by status
Sample totals per stage
- 01Dealer order exposure
Compare each dealer's accepted order net with its credit review exposure and limit.
- 02Supply against demand
Trace open order lines through requisitions, purchase lines and accepted receipts.
- 03Stock by custody
Show quantity on hand, reserved and available by product, warehouse, location, lot and custody state.
- 04Transfer transit
Compare dispatched and received quantities on each transfer line, including resolved loss.
- 05Kitting variance
Relate work order materials, production entries and completion variance to output quantity.
- 06Delivery outcomes
Group route stops, attempts and accepted, refused, failed and damaged quantities by shipment.
- 07Unbilled fulfilled scope
Compare title-transferred shipment quantity with posted billing allocations.
- 08Open receivables
Show invoice outstanding amount, due date and dealer after cash applications.
- 09Supplier match variance
Compare accepted receipt value and bill net on each bill match.
Who it's for
Fit physical goods operations
See how Telecom ERP fits your kind of team.
Controls
Preserve every source event
Each stage of dealer order to settlement names the role that acts and the status it records, so a change is never anonymous.
OverviewDealer order to settlement×
Telecom ERP · Process
Dealer order to settlement
Each stage, the role that acts and the status it records
Process stages
12Approval steps
2Roles involved
7Tables touched
15Prepare offer
Sales RepresentativeStatusDraft → Submitted
RecordsService quotes
Review offer
Sales ManagerStatusSubmitted → Approved
RecordsService quotes
Accept orderApproval
Sales Representative, Sales ManagerStatusSubmitted → Approved
RecordsCredit reviews, Service orders
- StartService quotesPrepare offerDraft → Submitted
- StepService quotesReview offerSubmitted → Approved
- ApprovalCredit reviewsAccept orderSubmitted → Approved
- StepPurchase ordersSecure supplySubmitted → Approved
- StepGoods receiptsAccept receiptPending review → Accepted
AI agent
Ask Proto about the next handoff
Ask Proto to prepare records, explain exceptions and guide the next reviewed action.
It can
- Sales Representative: Prepare a dealer order from a reviewed offer and show what remains after a partial shipment.
- Purchasing Manager: Trace an order shortage to a requisition, purchase order and accepted receipt.
- Warehouse Manager: Explain stock availability by location, lot and custody state before a pick or transfer.
- Accountant: Reconcile an invoice to eligible shipment scope and actual cash allocation.
Stays with a person
- Proto can prepare and explain work within the configured access scope.
- Named people still make approval, receipt acceptance, return disposition, payment release and period close decisions.
- External bank or carrier acknowledgement must come from the relevant system and be reconciled to the source event.
Show the accepted quantity on this dealer order, what has shipped, what transferred title, what was invoiced, and the remaining open scope. Include the current revision and any pending approval.
Proto can prepare and explain work within the configured access scope.
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 tables97tables
- Dealer sales10
- Purchasing and receipts9
- Warehouse inventory12
- Assembly and kitting10
- Fulfillment and delivery9
- Finance and returns13
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
Name the legal entities, currencies, warehouse scopes, approval owners and bounded delegations. Review the posting period and policy versions.
Load masters
Bring in dealer accounts, contacts, suppliers, items, units, price lists, warehouses, locations and opening stock with reviewed identities.
Run a pilot order
Price an offer, approve an accepted order, source a shortage, receive goods, pick, dispatch and record the actual delivery outcome.
Reconcile finance
Approve the eligible invoice, record actual cash, apply it to the intended balance and match the supplier bill to accepted receipts.
Exercise exceptions
Rehearse partial delivery, refusal, return, count variance and a changed order revision before expanding to other entities.
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
Machine work rate card Included per $1 of credit
| 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 |
How do I get started?
Click Get started, then use Proto to configure ERP for Telecom for your business. Pilot one dealer, one warehouse, a small item set and one complete order through cash application.
How are dealer prices chosen?
Use an effective price list, the selected item unit and the eligible quantity tier. Review discounts and tax before sending the offer.
Who accepts an order?
Sales Manager approves the current order revision after the commercial and credit review. Finance Manager decides a required credit exception separately.
Can one order ship in parts?
Yes. Each shipment line consumes its own accepted order scope, leaving the unfulfilled amount visible.
When does stock become available after a supplier delivery?
An arrival is recorded first. Reviewed acceptance posts the accepted tranche into owned stock; rejected and pending quantities remain distinct.
Can the team assemble kits?
A work order uses a BOM, routing, output item and standard cost. Actual materials and operations are recorded before completion and cost review.
How are delivery failures handled?
Record the actual stop attempt and accepted, refused, failed or damaged line quantities. Keep the unresolved remainder for correction or rescheduling.
What makes a shipment billable?
Use eligible title-transferred quantity under the order's title rule. Finance Manager reviews the invoice basis before approval.
How are returns linked to the sale?
The authorized return points to original shipment and financial lines, then a reviewed disposition records the physical outcome.
What happens when payment information is uncertain?
Keep the submitted instruction and its response state. Reconcile bank evidence before treating it as settled or sending another economic instruction.
Set up Telecom ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.