1. Health and Beauty OMS
  2. Get started
Get started

Get Health and Beauty OMS running in four steps.

Prepare a first order cycle with named owners, reviewers and evidence sources.

  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 Health and Beauty OMS. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Health and Beauty OMS 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 and use Proto to configure OMS for Health and Beauty for your organization. Name the people who will prepare orders, approve review decisions, record fulfillment work, handle support cases and inspect payment evidence.

Prepare the first operating cycle

Choose one brand organization, a small product catalog and a few customer orders from a known channel. Check customer and billing customer references, product SK us, order lines and unit prices. Agree the promised date and the source of payment and shipment facts. Then confirm a draft, review the current revision and allocate eligible lines.

Review before release

Let a different person record the review decision and reason. Release the approved order and compare shipped events with its lines. Add payment evidence and run the completion reconciliation. Try one expired batch or promotion exception and follow the correction and support handoff before broadening the operating scope.

Set up Health and Beauty OMS your way.

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

How to get started