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  1. Oil & Gas ERP
  2. Get started
Get started

Get Oil & Gas ERP running in four steps.

Prepare the first dealer, supplier and warehouse cycle with the people who own it.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Oil & Gas ERP. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Oil & Gas ERP in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account. Use Proto to configure ERP for Oil & Gas for the legal entity and warehouse that will run the pilot.

Prepare the first operating cycle

Bring one active dealer, supplier, product set, site and current stock basis. Assign Sales Representative, Sales Manager, Purchasing Manager, Warehouse Manager, Warehouse Operator, Accountant and Finance Manager to their work. Choose an order that can be fulfilled in parts so the team can check the remaining quantity at each handoff.

Review before release

Have each owner confirm the records they can prepare and the decisions they can make. Trace one accepted dealer order through stock, delivery, invoice and cash. Reconcile a partial supplier receipt and a failed route stop. Configure the bank and delivery connections used in the pilot, then review their uncertain responses with the responsible owner.

Set up Oil & Gas ERP your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started