Enterprise Resource Planning (Erp) Database Template

Your Enterprise Resource Planning (ERP) database at a glance

This template gives you a complete operational overview without the chaos of scattered spreadsheets. Track inventory levels, monitor employee contracts, and process customer orders in a single source of truth.

Everything works together through connected tables for Users, Products, Customers, Orders, and Expenses. When an order is placed, it links directly to the customer and purchased products, automatically calculating totals via rollups and formulas.

You can easily expand this structure to automate manual data entry. Built-in tools let you categorize expenses or extract relevant team details instantly.

Why enterprise resource planning gets messy in Google Sheets

Running your business operations in Google Sheets quickly turns into a nightmare of duplicated data and broken links.

What a structured database changes

In a spreadsheet, an accidental keystroke can overwrite a crucial payment status or mess up your stock values. A structured system enforces clear rules so order dates stay as dates and amounts stay strictly formatted as currency.

You also eliminate the need for fragile VLOOKUPs when connecting an employee's expenses or a customer's total revenue. This is exactly what Softr Databases are designed for, keeping your company data robust as you scale.

What you can do with this template

Instantly log and categorize company expenses while tying them securely to specific team members. You can attach PDF invoices directly into the correct expense record.

Track product inventory effortlessly and auto-calculate total stock values based on active orders. Relationships handle the math for you behind the scenes.

You can easily use Database AI agents to automatically parse uploaded invoices into clean expense records. This keeps your finance data accurate without manual typing.

Who is this Enterprise Resource Planning (ERP) database for

This system is built for business operators ready to move past unscalable spreadsheets and unify their workflows.

• Operations Managers: Centralize orders, product stock, and team workflows securely in one database.
• Finance Leads: Track team expenses clearly, monitor payment statuses, and store invoices directly on the record.
• Sales Teams: Maintain accurate customer histories and link newly won deals strictly to available product inventory.

How to take it further

Start by customizing the database structure to fit your exact operational needs. You can easily add new product categories, modify employee roles, or alter the order processing statuses.

Next, quickly populate the tables by importing your historical customer lists and existing product inventories via CSV. The native relationships make mapping and connecting existing data incredibly simple.

When your team is ready, you can transform this operational database into a fully functional internal tool by using an interface builder. This lets you build dedicated portals for your staff without writing any code.

You can configure precise users and permissions to ensure employees only see their own expenses while administrators oversee everything. A properly structured database makes launching these custom company workflows completely effortless.