Make ERP PRO fit your business, without code
The Customize studio lets an administrator adapt records, approvals, reports and documents in minutes.
What you can customise
Custom fields
Add your own fields to customers, products, projects and other records, such as Industry, Supplier code or Building permit number. They appear in forms, lists and exports.
Approvals
Require approval before an action goes through, for example purchases above an amount, with the approver chosen by role.
Your own reports
Build reports from any module's data with filters, grouping and totals, save them and share them with your team.
Dashboards
Turn saved reports into pages of tiles and charts for each team.
Document templates
Design how your invoices, quotes and other documents look, with your logo and wording.
Saved table views
Every list can show the columns you choose, keep its sort, change row height and save named views.
Modules on and off
Turn on only the modules each business needs; menus and permissions follow.
Data cleaning
Find and merge duplicate customers, products and suppliers, tidy how values are written and archive unused records. Merging never loses history.
Run your whole organisation on one platform
Tell us how you work. We will set up a trial with the modules you need and help you bring your data in.