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ERP.AI Manufacturing ERP & CRM

Manufacturing ERP & CRM

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Modules

Customers & pipelineKeep customer conversations, opportunities and next steps connected. Sales & customer ordersTurn agreed offers into clear production and delivery commitments. Engineering & planningPlan each job's materials and operations from the right engineering revision. Shop floor & qualityGive operators clear work and follow each job through production and inspection.
PurchasingTurn supply requests into approved purchases and reconcile what arrives with what suppliers bill. Inventory & shippingTrack stock through receiving, production and customer shipment. FinanceConnect customer receivables, supplier payables and stock costs to each entity's books. ReportingSee customer commitments, production progress and financial results together.

Manufacturing ERP & CRM

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Processes

Lead to orderCarry the customer's requirements from the first conversation to an approved order. Order to cashCarry the accepted order through shipment, invoice approval and cash application. Plan to produceTurn approved demand and engineering into completed, accepted production.
Procure to payPurchase needed supply, accept the goods received and settle the right supplier balance. Count and adjustCount a controlled stock population and review the exact quantity and value before correction. Period closeReconcile each entity's operational balances, review currency adjustments and close the books.

Manufacturing ERP & CRM

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Industries

Industrial equipmentKeep customer commitments connected to engineering, production and delivery. Components & subassembliesCoordinate repeat orders, material requirements and controlled production batches.
Make-to-order manufacturingCarry each accepted customer requirement into a controlled production plan. Electromechanical assemblyConnect purchased components, assembly work and customer delivery commitments.

Manufacturing ERP & CRM

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Reference

Roles and permissionsGive sales, production, quality and finance clear responsibilities. Reports and insightsSee customer demand, delivery performance, production costs and financial results. Data modelExplore the records connecting customer commitments with production, stock and finance.
IntegrationsConnect customer, engineering, production and finance work with clear ownership. ImplementationPlan a rollout around the customer order and the people who deliver it. AI assistants and APIHelp teams prepare work and investigate questions from sales to the shop floor.

Manufacturing ERP & CRM

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
Customers & pipelineKeep customer conversations, opportunities and next steps connected.Sales & customer ordersTurn agreed offers into clear production and delivery commitments.Engineering & planningPlan each job's materials and operations from the right engineering revision.Shop floor & qualityGive operators clear work and follow each job through production and inspection.PurchasingTurn supply requests into approved purchases and reconcile what arrives with what suppliers bill.Inventory & shippingTrack stock through receiving, production and customer shipment.FinanceConnect customer receivables, supplier payables and stock costs to each entity's books.ReportingSee customer commitments, production progress and financial results together.
Processes
Lead to orderCarry the customer's requirements from the first conversation to an approved order.Order to cashCarry the accepted order through shipment, invoice approval and cash application.Plan to produceTurn approved demand and engineering into completed, accepted production.Procure to payPurchase needed supply, accept the goods received and settle the right supplier balance.Count and adjustCount a controlled stock population and review the exact quantity and value before correction.Period closeReconcile each entity's operational balances, review currency adjustments and close the books.
Industries
Industrial equipmentKeep customer commitments connected to engineering, production and delivery.Components & subassembliesCoordinate repeat orders, material requirements and controlled production batches.Make-to-order manufacturingCarry each accepted customer requirement into a controlled production plan.Electromechanical assemblyConnect purchased components, assembly work and customer delivery commitments.
Reference
Roles and permissionsGive sales, production, quality and finance clear responsibilities.Reports and insightsSee customer demand, delivery performance, production costs and financial results.Data modelExplore the records connecting customer commitments with production, stock and finance.IntegrationsConnect customer, engineering, production and finance work with clear ownership.ImplementationPlan a rollout around the customer order and the people who deliver it.AI assistants and APIHelp teams prepare work and investigate questions from sales to the shop floor.
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Manufacturing ERP & CRM References
AI assistants and API6 of 6
  • Roles and permissions1 of 6
  • Reports and insights2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • AI assistants and API6 of 6

AI assistants and API

Help teams prepare work and investigate questions from sales to the shop floor.

Assistants can help authorized people understand the work, prepare a proposal and gather the records needed for a decision. They use the same current entity, action and sensitive-field restrictions as the person or service they support. Verify the available application actions and connections during implementation.

Teaching an agent the system

curl -s erp.ai/skill.md

Start with the platform skill, then verify the configured Manufacturing ERP & CRM actions and response contracts. A skill document or website does not establish that a particular operational endpoint is available.

These are illustrative work requests, not a published endpoint contract. Verify supported actions, permissions and failure handling before enabling operational use.

Machine requests, workflows, agents and model usage follow the published metering rules. Ordinary manual work in the official interface is free. Review pricing, configure restricted service identities and inspect usage as responsibilities grow.

Agent setup guideRoles and permissions
# Example work after configuration $ curl -s erp.ai/skill.md | paste into your agent › Summarize this customer's current opportunity and quote history. › Show the accepted order changes awaiting Sales Manager review. › Explain the material shortage behind this planned work order. › Show the engineering revision and quality requirements for this job. › Summarize the terminal output still awaiting the required acceptance. › Prepare the eligible invoice quantities for Finance Manager review. › Trace the remaining work-in-progress cost and reported variance.

What an agent typically does here

Sales Representative's assistant

Prepares customer follow-up, opportunity updates and offers using the permitted relationship history.

acts as Sales Representative

My Follow-upsActivities
Younext 7 days
  1. ACT-13136 · Planned act-789ACC-11017 SepPlanned
  2. ACT-75141 · InProgress act-950ACC-12014 SepInProgress
  3. ACT-61525 · Completed act-171ACC-12017 SepCompleted
  4. ACT-93374 · Cancelled act-222ACC-11018 SepFailed
  5. ACT-22433 · Failed act-537ACC-14024 SepPlanned
Sales Manager's assistant

Summarizes the exact order revision, material changes and commercial or credit questions for review.

acts as Sales Manager

My Follow-upsActivities
Younext 7 days
  1. ACT-13136 · Planned act-789ACC-11017 SepPlanned
  2. ACT-75141 · InProgress act-950ACC-12014 SepInProgress
  3. ACT-61525 · Completed act-171ACC-12017 SepCompleted
  4. ACT-93374 · Cancelled act-222ACC-11018 SepFailed
  5. ACT-22433 · Failed act-537ACC-14024 SepPlanned
Purchasing Manager's assistant

Follows approved purchase scope, remaining supply and receipt or matching exceptions.

acts as Purchasing Manager

Manufacturing DemandPlannedOrders
StatusProposedReviewedFirmedPartiallyConverted
06 Sep01 Oct WRH-130 PO-93117, 06 Sep to 14 Sep, Proposed WRH-120 PO-55859, 06 Sep to 12 Sep, Reviewed PO-54381, 22 Sep to 01 Oct, Proposed WRH-150 PO-81066, 15 Sep to 21 Sep, Firmed WRH-110 PO-41033, 06 Sep to 12 Sep, Reviewed PO-28931, 16 Sep to 24 Sep, PartiallyConverted PO-93117PO-55859PO-81066PO-28931PO-54381PO-41033 today · 17 Sep
  • WRH-130: PO-93117, 06 Sep to 14 Sep, Proposed
  • WRH-120: PO-55859, 06 Sep to 12 Sep, Reviewed
  • WRH-150: PO-81066, 15 Sep to 21 Sep, Firmed
  • WRH-110: PO-28931, 16 Sep to 24 Sep, PartiallyConverted
  • WRH-120: PO-54381, 22 Sep to 01 Oct, Proposed
  • WRH-110: PO-41033, 06 Sep to 12 Sep, Reviewed
Production Planner's assistant

Explains material requirements, eligible supply and scheduling constraints while keeping forecasts and firm demand distinct.

acts as Production Planner

Manufacturing DemandPlannedOrders
StatusProposedReviewedFirmedPartiallyConverted
06 Sep01 Oct WRH-130 PO-93117, 06 Sep to 14 Sep, Proposed WRH-120 PO-55859, 06 Sep to 12 Sep, Reviewed PO-54381, 22 Sep to 01 Oct, Proposed WRH-150 PO-81066, 15 Sep to 21 Sep, Firmed WRH-110 PO-41033, 06 Sep to 12 Sep, Reviewed PO-28931, 16 Sep to 24 Sep, PartiallyConverted PO-93117PO-55859PO-81066PO-28931PO-54381PO-41033 today · 17 Sep
  • WRH-130: PO-93117, 06 Sep to 14 Sep, Proposed
  • WRH-120: PO-55859, 06 Sep to 12 Sep, Reviewed
  • WRH-150: PO-81066, 15 Sep to 21 Sep, Firmed
  • WRH-110: PO-28931, 16 Sep to 24 Sep, PartiallyConverted
  • WRH-120: PO-54381, 22 Sep to 01 Oct, Proposed
  • WRH-110: PO-41033, 06 Sep to 12 Sep, Reviewed
Production Manager's assistant

Prepares engineering-change and work-release reviews with the applicable technical versions and unresolved requirements.

acts as Production Manager

Manufacturing DemandPlannedOrders
StatusProposedReviewedFirmedPartiallyConverted
06 Sep01 Oct WRH-130 PO-93117, 06 Sep to 14 Sep, Proposed WRH-120 PO-55859, 06 Sep to 12 Sep, Reviewed PO-54381, 22 Sep to 01 Oct, Proposed WRH-150 PO-81066, 15 Sep to 21 Sep, Firmed WRH-110 PO-41033, 06 Sep to 12 Sep, Reviewed PO-28931, 16 Sep to 24 Sep, PartiallyConverted PO-93117PO-55859PO-81066PO-28931PO-54381PO-41033 today · 17 Sep
  • WRH-130: PO-93117, 06 Sep to 14 Sep, Proposed
  • WRH-120: PO-55859, 06 Sep to 12 Sep, Reviewed
  • WRH-150: PO-81066, 15 Sep to 21 Sep, Firmed
  • WRH-110: PO-28931, 16 Sep to 24 Sep, PartiallyConverted
  • WRH-120: PO-54381, 22 Sep to 01 Oct, Proposed
  • WRH-110: PO-41033, 06 Sep to 12 Sep, Reviewed
Shop Floor Supervisor's assistant

Summarizes actual operation time and results for independent acceptance without multiplying intermediate throughput into finished output.

acts as Shop Floor Supervisor

Shop Floor QueueWorkOrderOperations
StatusReadyInProgressException
05 Sep04 Oct WC-110 WO-51945, 11 Sep to 15 Sep, InProgress WO-28608, 15 Sep to 18 Sep, InProgress WO-80979, 16 Sep to 18 Sep, Ready WC-120 WO-18405, 22 Sep to 27 Sep, Exception WC-140 WO-12649, 05 Sep to 13 Sep, Ready WC-150 WO-63281, 25 Sep to 04 Oct, Exception WO-80979WO-51945WO-18405WO-12649WO-28608WO-63281 today · 17 Sep
  • WC-110: WO-80979, 16 Sep to 18 Sep, Ready
  • WC-110: WO-51945, 11 Sep to 15 Sep, InProgress
  • WC-120: WO-18405, 22 Sep to 27 Sep, Exception
  • WC-140: WO-12649, 05 Sep to 13 Sep, Ready
  • WC-110: WO-28608, 15 Sep to 18 Sep, InProgress
  • WC-150: WO-63281, 25 Sep to 04 Oct, Exception
Operator's assistant

Helps locate assigned instructions and report actual work within the permitted production scope.

acts as Operator

Shop Floor QueueWorkOrderOperations
StatusReadyInProgressException
05 Sep04 Oct WC-110 WO-51945, 11 Sep to 15 Sep, InProgress WO-28608, 15 Sep to 18 Sep, InProgress WO-80979, 16 Sep to 18 Sep, Ready WC-120 WO-18405, 22 Sep to 27 Sep, Exception WC-140 WO-12649, 05 Sep to 13 Sep, Ready WC-150 WO-63281, 25 Sep to 04 Oct, Exception WO-80979WO-51945WO-18405WO-12649WO-28608WO-63281 today · 17 Sep
  • WC-110: WO-80979, 16 Sep to 18 Sep, Ready
  • WC-110: WO-51945, 11 Sep to 15 Sep, InProgress
  • WC-120: WO-18405, 22 Sep to 27 Sep, Exception
  • WC-140: WO-12649, 05 Sep to 13 Sep, Ready
  • WC-110: WO-28608, 15 Sep to 18 Sep, InProgress
  • WC-150: WO-63281, 25 Sep to 04 Oct, Exception
Quality Inspector's assistant

Gathers the applicable inspection requirements, results and held quantities for the independent quality decision.

acts as Quality Inspector

Receipts Awaiting ReviewGoodsReceipts
StatusArrivedPendingReview
Arrived
GR-19853PO-53073
GR-72564PO-55972
GR-74491PO-64828
PendingReview
GR-14143PO-69530
GR-46040PO-92198
GR-32550PO-57634
Warehouse Operator's assistant

Helps follow assigned receipts, locations, picks and shipments with their actual quantity and custody.

acts as Warehouse Operator

Receipts Awaiting ReviewGoodsReceipts
StatusArrivedPendingReview
Arrived
GR-19853PO-53073
GR-72564PO-55972
GR-74491PO-64828
PendingReview
GR-14143PO-69530
GR-46040PO-92198
GR-32550PO-57634
Warehouse Manager's assistant

Summarizes stock, count, transfer and shipping exceptions for the appropriate review.

acts as Warehouse Manager

Count Review QueueInventoryCounts
PendingReview
  • IC-20986 WRH-110 in 3 d
  • IC-37146 WRH-130 11 d
  • IC-64444 WRH-110 in 4 d
  • IC-13530 WRH-110 10 d
  • IC-30872 WRH-130 2 d
IC-20986
Warehouse
WRH-110
PlannedStart
20 Sep
PlannedEnd
24 Sep
Counter
BD
Policy
MP-47578

Approval conditions.

Accountant's assistant

Traces eligible invoice or bill quantities, cash applications and reconciliation differences.

acts as Accountant

Period Close WorkCloseTasks
StatusOpenInProgressReviewRequired
Open
CT-30325AP-130
CT-18769AP-130
InProgress
CT-23230AP-140
CT-83798AP-150
ReviewRequired
CT-84540AP-140
CT-70882AP-150
Finance Manager's assistant

Prepares financial, variance and period-review information with its amounts, currency basis and unresolved exceptions.

acts as Finance Manager

Purchase Approval QueuePurchaseOrders
Submitted
  • PO-75489 VND-142 330 6 d
  • PO-24700 VND-141 770 11 d
  • PO-31740 VND-199 920 4 d
  • PO-16772 VND-073 610 5 d
  • PO-29347 VND-136 70 4 d
PO-75489
Supplier
VND-142
OrderDate
11 Sep
CurrentTotal
150
ApprovalBasis
330
Status
Submitted

Another eligible Purchasing Manager within reviewed finite authority, or Finance Manager above it, approves the exact entity/currency commitment; no person approves their own PO.

Admin's assistant

Helps prepare scoped technical configuration and diagnostics without granting business approval authority.

What it cannot do alone

An assistant cannot provide a required independent human approval, invent an inspection result or turn a plan into completed production. It cannot use a sales estimate as an accepted order, release held goods without the required quality decision, or treat an uncertain bank response as settlement. Material changes require the applicable renewed review.

Keep unknown costs, quantities and external outcomes visible. Repeating a request cannot consume another copy of the same material, finished output, shipment or available cash. Summaries, exports and connected actions retain current permissions and the original source identity.

Metering

Machine requests, workflows, agents and model usage follow the published metering rules. Ordinary manual work in the official interface is free. Review pricing, configure restricted service identities and inspect usage as responsibilities grow.

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