Getting started guide for ERP consultants

A first-day roadmap for consultants who want to meet their customers' needs outside the ERP with small apps.

Steps

Open the trade package template in the demo; see in the designer how the accounts, stock and order modules are defined.
Start the customer's need with a single table; place the form in the visual designer and check the desktop and phone previews.
Keep changes in draft, review them with the customer and publish; the published version runs separately from the draft.
Set up users, groups and roles; hide fields or filter records by rule where needed.
Discuss the deployment model with the customer: a separate cloud database or an on-premises install (open to pilot customers).

Department needs that can be met without opening a software project next to the ERP.
Apps shaped step by step together with the customer.

Generating a project from the tables of an existing ERP database is «Planned»; today projects are defined in the designer.
The app's own REST API is «In development»; connections with external software cannot be built on it today.
Consulting, training and partner terms are not covered on this page; share your need through the form.

In the demoDesigner (Studio)Tables, fields, relations, forms and the menu on one screen; changes stay in draft until you publish.
In the demoTrade package templateCore modules such as accounts, stock and orders come as a starter template you extend to fit.
In the demoVisual form designerDrag fields into place, resize them and preview on desktop, tablet and phone.
In the demoHistory and permissionsWho changed each record and when is tracked; project, form and menu permissions through user, group and role screens.
In the demoField- and record-level permissionsHide fields or make them read-only, filter records by rule.
PilotCloud or on-premisesIn the cloud each company has its own database; the on-premises package installs with a wizard and data stays in your own SQL Server.
PlannedGenerate a project from an existing databaseStart from the tables of ERP databases such as Logo, Mikro or Netsis.
In developmentThe app's own REST APIA documented, permission-aware programming interface for every published app.