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ERP ATLASAPPNEURALGrowthP2Reference
Dealer Sales & CRM
Full nameWholesale Dealer Sales and CRM Micro ERP
Enquiries, quotations and follow-ups need one customer history.
Application configurations3
Extension mappings6
LifecycleReference
About this erp
Purpose and scope
Enquiries, quotations and follow-ups need one customer history.
Connected workflows
- Dealer enquiries
- product quotations
- territory assignment
- sales follow-ups
- Source
- ERP_Full_Hierarchy_Catalogue.html
- Family
- Sales and CRM
- Family ID
- sales
- Configuration scope
- Industry operations
- Standalone scope
- Own customers, contacts, offers, sales users. Run dealer enquiries, product quotations, territory assignment, sales follow-ups. Maintain record history and role permissions.
- Core records
- Customers, contacts, offers, sales users
- ERP connections
- Orders, billing, documents
- Primary workflow
- Dealer enquiries → product quotations → territory assignment → sales follow-ups
- Readiness
- Source-defined reference configuration; runtime unverified.
AI brief
What it is, when to use it, how to start
Written by Claude from this ERP's record. Check the details before you rely on them.
Connected catalog
Explore the composition
Follow each relationship to its full catalog record.
3 linked records
Application
Dealer Sales & CRM: Sales Representative
Full nameWholesale Sales Representative App
Capture enquiries, prepare quotations and record follow-ups.
ApplicationDealer Sales & CRM: Customer Enquiry
Full nameWholesale Customer Enquiry App
Submit requirements, view quotations and accept a proposed offer.
ApplicationDealer Sales & CRM: Sales Manager
Full nameWholesale Sales Manager App
Assign enquiries, approve quotations and review pipeline progress.