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- Order Management System
- Get started
Get Order Management System running in four steps.
Prepare your first customer order cycle.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Order Management System. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Order Management System in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring 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 Order Management System for your business. Name the people who prepare orders, review them, coordinate fulfillment and check payments.
Prepare the first operating cycle
Bring an active customer, a product with its SKU and unit of measure, and a real order request. Add its lines, quantities, owner and requested date. Agree how the current revision reaches Order Reviewer and which evidence Fulfillment Coordinator will record.
Review before release
Rehearse confirmation, review approval, allocation, release and reconciliation. Include a returned decision and an exception, then check that the order, decisions, events and processing receipts tell the same story. Use implementation to plan the wider rollout.
Set up Order Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.