1. Product Lifecycle Mgmt (PLM)
  2. Get started
Get started

Get Product Lifecycle Mgmt (PLM) running in four steps.

Prepare a design revision and operating cycle your engineering and production team can explain.

  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 Product Lifecycle Mgmt (PLM). It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Product Lifecycle Mgmt (PLM) 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 describe the product revision, deciding reviewer and production team for your pilot. Agree the design and operating boundary before importing live work.

Prepare the first operating cycle

Choose a product-linked design submission and engineering change the reviewer can inspect. Prepare Approved demand, an Available resource and a feasible Draft work order. Load opening stock with known on-hand and reserved quantities for the intended item, location and lot.

  • Confirm item identities and revision naming with Product Engineer.
  • Map the operator’s account and identify the responsible reviewer.
  • Configure access and operating screens with the actual team.
  • Prepare inspection evidence and the accepted-quantity basis for batch release.
  • Agree design-repository, receiving or finance connections where the pilot needs them.

Review before release

Rehearse duplicate design identity, invalid change scope and work that fails release prerequisites. Post an eligible material issue and replay it without another deduction. Refuse invalid production intervals. Record valid evidence and inspect Pending output, then release accepted quantity once. Refuse Held and Rejected batches and keep work incomplete while a sibling remains Pending.

Ask engineering, inventory and quality owners to explain the evidence and resulting balances. Resolve the manufacturing instruction handoff before releasing affected work. Expand after the team can repeat the cycle with its agreed permissions.

Read implementation, the data model and pricing.

Set up Product Lifecycle Mgmt (PLM) your way.

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

How to get started