Introduction

Efficient inventory management is essential for any business. With ERP•AI, I built a fully functional Inventory Management App in just an hour—handling product categories, multiple warehouses, stock movements, purchase orders, sales orders, and essential reports.

This blog walks you through the step-by-step process of how I did it using ERP•AI’s intelligent agents.

Step 1: Creating the Basic App Structure in ERP•AI

I started by using the Create App Agent in ERP•AI. Here's the process:

• Log in to ERP•AI and navigate to the App section.
• Click New App and choose a name (e.g., Inventory Management App).
• Enter a detailed prompt specifying key features

Create an Inventory Tracking and Management App that helps businesses efficiently monitor stock levels, manage inventory movement, and generate real-time reports.Key Features:1. Dashboard:- Overview of total stock, low-stock alerts, recent transactions, and key performance indicators.2. Inventory Management:- Add, edit, and delete product listings with SKU, name, description, category, supplier, and price.- Barcode/QR code scanning for quick stock updates.- Bulk upload and edit inventory via CSV file.3. Stock Tracking & Movement:- Track stock levels across multiple warehouses or locations.- Log stock-in and stock-out transactions with timestamps and user details.- Set reorder levels and receive automated low-stock alerts.4. Purchase & Supplier Management:- Maintain a database of suppliers with contact details.- Track purchase orders and restock history.- Generate purchase orders automatically based on stock levels.5. Sales & Order Management:- Track sales and order fulfillment.- Integrate with POS systems for real-time stock updates.- Manage customer orders, returns, and refunds.6. Reporting & Analytics:- Generate reports on stock levels, sales trends, and reorder patterns.- Customizable reports (daily, weekly, monthly).7. User Roles & Permissions:- Admin, manager, and staff roles with different access levels.

How to Create an App with ERP•AI in a Few Clicks

• Click Create App—ERP•AI then analyzes and generates the foundational elements.
• Review the AI-generated structure, including:
• Tables and relationships
• Thematic structure
• Mapped views
• User roles and permissions
• For modifications, I prompted the AI to refine the setup before finalizing it.

Step 2: Exploring App Features

Once ERP•AI generates the initial structure, it seamlessly integrates key features:

• Master Tables – Centralized product, warehouse, and order data.

• Role-Based Views – Customized access for different user roles (e.g., Sales Agents, Purchase Agents, Warehouse Managers)
• Sample Data – Pre-loaded to test workflows

• Dashboard – Displaying key inventory KPIs

• Essential Reports – Including:
• Category Performance Report
• Supplier Stock Value Report
• Warehouse Capacity Report
• Stock Movement Summary

Step 3: Refining the App with the Edit App Agent

Using the Edit App Agent, I enhanced the app by:

• Adding a Customer Order Number field to the Sales Order table.
• Select Edit App Agent
• Type the description of what needs to be changed and specify the Master Table that needs to be updated, like “Edit the Sales Order form to include a Customer Order number field”
• If the agent has any queries, the agent will confirm on those and proceed ahead to make the relevant changes

• Introducing a Reorder Level in the Product Table to trigger alerts for procurement when stock reaches a critical level.
• Like the previous change, I selected the Edit App agent and asked it to add the Reorder Level field to the Product Table because I need to setup automation on the reorder level to remind the procurement team, when to start placing orders.

This ensures smoother order tracking and proactive inventory management.

Step 4: Managing User Permissions with the Roles Agent

I fine-tuned access control using the Roles Agent:

• Added a new Inventory Executive role with permission to add Inventory Adjustments.
• I selected the Roles Agent and added a prompt asking it to add a new role
• The agent will ask queries like what permissions are need to be given to the role, OR you can have the permissions needed as part of the prompt like “Add a new Role called Inventory Executive that has permission only to manage Stock Movement records”
• Reviewed and confirmed all role-based access settings.

Step 5: Inviting Users to the App

Once the app was set up, I invited my team using Invite Agent:

• Click Invite Agent
• Enter user emails who need to be invited to manage certain tasks
• Assign roles (Warehouse Manager, Sales Agent, etc.) to each of the users you invite

A quick glance at the prompt I used to invite agents is shared below

Step 6: Customizing the Dashboard

I used the Dashboard Agent to enhance insights by:

• Highlighting low stock alerts
• Marking priority orders
• Displaying overdue orders
• Adding visual KPIs for quick decisions

After saving, the dashboard is updated in real-time, delivering instant insights.

Step 7: Managing Data with the Record Agent

I used the Record Agent for real-time data entry to:

• Create sales orders
• Assign customers and set order dates
• Populate sample records for workflow testing

Step 8: Automating Workflows

To streamline operations, I used ERP•AI’s Automation Settings to:

• Auto-confirm orders from high-priority customers
• After testing the automation, I saved it for live operations.

Conclusion

In under an hour, I built a fully functional Inventory Management App using ERP•AI. It enables me to:

• Add products and categories
• Manage customer details
• Handle purchase orders
• Track sales orders
• Monitor inventory across warehouses
• Adjust stock levels
• Generate reports for smarter decisions

ERP•AI’s intelligent agents handled the heavy lifting, making the process seamless. If you need a fast, efficient inventory system, give ERP•AI a try! Here’s the app I built: StockMaster Pro.