Quick start: build your first app in 10 minutes

Time: about 10 minutes
You need: an ERP•AI account and a role that can create apps (for example App Creator or Super Admin).

Step 1: Create the app

1. Sign in at apps.erp.ai. No account yet? See Sign up and sign in.
2. Click Apps in the left sidebar.
3. Click + New App (top right).
4. In Create a new app, click Create manually instead.
5. Enter an App name (for example Sales Tracker) and an optional Description.
6. Click Create app.

The app opens, and ERP•AI asks you to Add your first table.

Step 2: Create your first table (Customers)

In the Add your first table dialog:

1. Table Name: type Customers. Click the icon button next to the name to choose an icon.
2. Category/Section: leave it as Masters. Categories are the groups you see in the app’s left sidebar.
3. Primary Column: leave it as Id with data type Auto Sequence, so every customer gets a number automatically (0000001, 0000002…).
4. Include Name Column: leave it on. This adds a Name text field.
5. Enable Draft: leave it on. This lets people save incomplete records as drafts.
6. Click Create table.

Step 3: Add fields to Customers

Click + Column above the table and pick a field type:

For each field, type the name in Property name (ERP•AI calls fields properties or columns in some places; they’re the same thing) and click Save.

Step 4: Create a second table (Orders) and link it to Customers

1. Click the + button next to Search in the left sidebar, then click New Table.
2. Name it Orders. Open Category/Section, click +, type Transactions, and press Enter.
3. Click Save.
4. Add these fields with + Column:

Step 5: Add a rollup to Customers

1. Open Customers and click + Column → Rollup.
2. Name it Total Sales.
3. Source Table: Orders. Target Column: Total. Aggregate Function: SUM.
4. Click Save.

Each customer now shows the total value of all their orders.

Step 6: Add records

1. In Customers, click + New Customers. Fill in Name (Acme Corp), Status (Active), and Email, then click Save.
2. In Orders, click + New Orders. Enter a Name (Office chairs), pick Acme Corp under Customer, then enter Quantity 3 and Unit Price 250. Total fills in automatically as 750. Click Save.
3. Go back to Customers. Total Sales for Acme Corp now shows 750.

Step 7: Try a different layout

In Orders, click ⋯ (More options) → Layout → Board. Orders are now grouped into columns by Customer. Try Calendar, Gallery, Timeline, and Ledger too, then switch back to Table.

Step 8: Create a view

1. Click + in the sidebar. Under Create a view from a table, click Customers.
2. View name: Active Customers.
3. Add/remove columns: choose Select all.
4. Filter Data By → Add condition: Status is Active.
5. Click Save.

Active Customers now appears in the sidebar and shows only active customers.

You’re done! What’s next?

• Automate something: Build your first workflow
• Invite your team: first add people to the organization (Members), then give them the app (App access and permissions)
• Customize the entry form: Form Layout Editor
• Skip the manual work next time: Ask Proto to build the app