Sales & purchasing
Quotes, orders, invoices, returns, customer and supplier records in connected workflows.
All products
Betasquirrel product
Beta ERP
One operational view across finance, sales, people and inventory
Coordinate core business records and reporting without stitching together separate spreadsheets and disconnected tools.
Configured for your workflow
Regional setup
Guided implementation
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Explore Features
Who it is for
Built around real operating workflows
Trading, distribution, services, logistics, property and light-manufacturing teams that need a scoped ERP rollout.
Inventory & warehouses
Track products, stock locations, movements, transfers and reorder visibility.
Finance operations
Cash and bank activity, expenses, income, receivables, payables and management reports.
People operations
Roles, departments, employees, attendance, leave and payroll workflows where included in scope.
Multi-entity rollout
Configure the agreed branches, users, permissions, currency and tax treatment for each implementation.
Implementation support
Discovery, data preparation, configuration, training and acceptance are scoped with your team.
Complete capability map
Features organized around the work your team performs
Explore the workflows below, then see them with your own business examples in a guided demo. We confirm devices, regional setup and any external connections before rollout.
Commercial and customer operations
Connect customer, supplier and commercial records across the agreed sales process.
Customer and supplier records
Maintain contacts, balances, commercial history and responsible users.
Quotations and sales
Prepare offers, convert approved documents and track invoicing and collection.
Purchasing and payables
Record supplier orders, receipts, invoices, payments, dues and returns.
CRM scope
Structure leads, opportunities and follow-up stages where included in the implementation.
Inventory, fulfilment and operating locations
Make stock and movement visible across the locations included in the rollout.
Product and service catalogue
Define sellable items, units, variants, pricing, tax and identification data.
Warehouses and stock
Track quantities by location with transfers, adjustments and reorder visibility.
Distribution workflows
Coordinate approved fulfilment, delivery and proof-of-handoff requirements.
Industry configuration
Adapt fields, permissions and reports to trading, services, distribution, property or light manufacturing scope.
Finance, people and management visibility
Bring operational records into controlled management reporting.
Receivables and payables
Review customer dues, supplier dues, collections and payment records.
Cash, bank and expenses
Record configured accounts, income, expenses and transfers with user accountability.
Management reporting
Provide agreed sales, purchasing, inventory, tax and finance views for decision-making.
People operations
Configure departments, employees, attendance, leave and payroll workflows where contracted.
Use cases
A scoped ERP rollout for different operating models
Trading and distribution
Coordinate suppliers, customers, warehouses, pricing, stock movement and collections.
Professional and field services
Manage customers, quotations, billable work, expenses, collections and reporting.
Logistics operations
Structure shipment, delivery, cash-on-delivery and responsible-party workflows during discovery.
Property businesses
Scope property, lead, visit, lease and commission processes before configuration.
Light manufacturing
Evaluate bill-of-materials, production, raw-material and finished-goods requirements as a separate module scope.
Multi-entity teams
Configure approved companies, branches, warehouses, roles and consolidated reporting boundaries.
Implementation
From discovery to an accepted rollout
We confirm scope, configure the agreed workflows, prepare data, train users and validate the go-live plan with your team.
- DiscoverDocument entities, approval paths, accounting boundaries, integrations, reports and migration sources.
- DesignAgree modules, roles, master data, transaction states and exception handling.
- Configure and migratePrepare environments, clean approved data and validate opening balances and stock.
- Accept and launchTrain role groups, complete acceptance, reconcile cutover and establish support ownership.
Frequently asked questions
What teams ask before a demo
Which businesses can use Beta ERP?
Trading, distribution, services, logistics, property and light-manufacturing teams can be assessed. Modules are selected after process discovery rather than assuming one template fits every organization.
Can we migrate existing data?
Yes, after source review. Migration scope specifies formats, cleanup ownership, opening balances, validation totals and rollback requirements.
Does it support multiple warehouses and branches?
Multi-location records, permissions, stock and reporting can be configured according to the selected package and agreed entity design.
Are CRM, HR and payroll included?
They can be included where supported and contracted. The proposal identifies included modules, exclusions, country rules and acceptance tests.
See Beta ERP with your workflow
Tell us what you operate, which locations and integrations matter, and what success should look like.
Book a Demo Request a Guided Pilot