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ERP ATLASAPPNEURALGrowthP2Reference
Trade Quotations & CRM
Full nameBuilding Supplies Trade Quotations 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
- Contractor enquiries
- unit-based quotations
- sales follow-ups
- accepted offers
- 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 contractor enquiries, unit-based quotations, sales follow-ups, accepted offers. Maintain record history and role permissions.
- Core records
- Customers, contacts, offers, sales users
- ERP connections
- Orders, billing, documents
- Primary workflow
- Contractor enquiries → unit-based quotations → sales follow-ups → accepted offers
- 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
Trade Quotations & CRM: Sales Representative
Full nameBuilding Supplies Sales Representative App
Capture enquiries, prepare quotations and record follow-ups.
ApplicationTrade Quotations & CRM: Customer Enquiry
Full nameBuilding Supplies Customer Enquiry App
Submit requirements, view quotations and accept a proposed offer.
ApplicationTrade Quotations & CRM: Sales Manager
Full nameBuilding Supplies Sales Manager App
Assign enquiries, approve quotations and review pipeline progress.