Build your custom erp system.
Connect sales orders, purchasing and stock records around your business process.
How to build your custom erp system
Describe the job
Connect sales orders, purchasing and stock records around your business process.
Review the first version
Choose how the operations coordinator records the sales order and how the finance reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A custom ERP system example
A purchase receipt is recorded while its supplier invoice remains unmatched.
Custom ERP system example
- Record
- Custom ERP system · 01
- Owner
- Operations coordinator
Current stage · Operations coordinator
Open the sales order
A purchase receipt is recorded while its supplier invoice remains unmatched.
Read the full walkthrough
Open the sales order
A purchase receipt is recorded while its supplier invoice remains unmatched.
- Record:
- Custom ERP system · 01
- Owner:
- Operations coordinator
Review the reconciliation
Keep the two records linked without treating receipt as payment approval.
- Stage:
- Review pending
- Owner:
- Finance reviewer
Keep the unmatched invoice linked to the receipt for finance review
Keep the unmatched invoice linked to the receipt for finance review.
- Next action:
- Keep the unmatched invoice linked to the receipt for finance review.
- Owner:
- Stores coordinator
What to include in your custom erp system
Keep the sales order in context
Keep sales order, purchase request, stock movement, document link, review owner and reconciliation together so the next person can understand the request or record.
When the next step needs a decision
A purchase receipt is recorded while its supplier invoice remains unmatched. Keep the two records linked without treating receipt as payment approval.
Keep reconciliation visible
Keep the unmatched invoice linked to the receipt for finance review.
Choose what each person needs
Give the operations coordinator a working view and the finance reviewer a review view. Keep sales order and purchase request attached to the decision as the work moves between them.
Questions about custom ERP system
Start with sales order, purchase request, stock movement, document link, review owner and reconciliation. Describe who enters the information and who reviews the next step.