ERP template Template

A no-code ERP connecting sales orders, purchasing, inventory, invoices, payments and employees in one customizable system for small businesses.

Use Template
Summarize with AI
Stackby loader
0 result for sss

What is an ERP template?

An ERP template is a pre-built set of linked tables for sales, purchasing, inventory, finance and people, so a business can run core operations from one system. Stackby's ERP template is a no-code ERP: customers, sales orders, vendors, purchase orders, products, stock, invoices, payments and employees share one ERP database. You get a small business ERP that you can change yourself.

Who should use this no-code ERP?

Small and mid-size trading, manufacturing, distribution and service companies that have outgrown spreadsheets but find ERP software for small business too rigid or too expensive. It suits owners and operations leads who want a custom ERP shaped around their own process.

Template Features:

Title:Connected Business Modules
Desc:Sales, purchasing, inventory, invoicing and HR live in linked tables, so one update flows through every module.

Title:Sales & Purchase Orders
Desc:Record quotes, sales orders and purchase orders with line items linked to customers, vendors and products.

Title:Real-Time Inventory
Desc:Calculate stock on hand from purchases and sales, with reorder alerts when items run low.

Title:Role-Based Access
Desc:Set permissions at stack, table, view and column level so each team sees only the modules it needs.

Title:Management Dashboard
Desc:Monitor sales, purchases, stock value and outstanding payments with charts and pivot tables in one place.

Key features of the Stackby ERP template

  • Sales orders and customers: Record quotes and orders with line items linked to customers and products.
  • Purchasing and vendors: Raise purchase orders, track receipts and compare vendors.
  • Inventory and products: Calculate stock on hand from purchases and sales, with reorder alerts.
  • Invoices and payments: Generate invoices with Page Designer and track receivables and payables.
  • Employee records: Keep staff details, roles and departments alongside operations data.
  • Management dashboard: Monitor sales, purchases, stock value and outstanding payments with charts and pivot tables.

How to set up your ERP in Stackby

  • Copy the template and import customers, vendors and products.
  • Enter opening stock and open orders.
  • Adjust statuses, columns and forms for each module, or ask the AI co-builder to add what is missing.
  • Set permissions by team and switch on order, stock and payment automations.

Related templates

Frequently asked questions

What is an ERP template?
An ERP template is a pre-built set of linked tables for sales, purchasing, inventory, finance and HR, so a small business can run core operations from one system.
Can Stackby replace ERP software?
For small and mid-size teams it can cover day-to-day operations such as orders, stock, purchasing and reporting. Companies with statutory accounting needs usually keep their accounting software alongside it.
Which modules does the ERP template include?
Customers and sales orders, vendors and purchase orders, products and inventory, invoices and payments, employees, and a management dashboard.
Can I customize the ERP template without code?
Yes. Add tables, columns, views, forms and automations with the no-code builder, or describe the changes you want to the AI co-builder.
Can each team see only its own modules?
Yes. Set permissions at stack, table, view and column level so sales, purchasing, warehouse and finance staff see only what they need.

Other Related Templates