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ERP ATLASAPPNEURALGrowthP2Reference
Sales & Proposals
Full nameConsulting Sales and Proposals 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
- Client enquiries
- engagement quotations
- follow-ups
- accepted proposals
- 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 client enquiries, engagement quotations, follow-ups, accepted proposals. Maintain record history and role permissions.
- Core records
- Customers, contacts, offers, sales users
- ERP connections
- Orders, billing, documents
- Primary workflow
- Client enquiries → engagement quotations → follow-ups → accepted proposals
- 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
Sales & Proposals: Sales Representative
Full nameConsulting Sales Representative App
Capture enquiries, prepare quotations and record follow-ups.
ApplicationSales & Proposals: Customer Enquiry
Full nameConsulting Customer Enquiry App
Submit requirements, view quotations and accept a proposed offer.
ApplicationSales & Proposals: Sales Manager
Full nameConsulting Sales Manager App
Assign enquiries, approve quotations and review pipeline progress.