ERP Pro Training Demos

Practice copies · sample data · nothing is saved to the live system

Learn SOMOS ERP Pro by doing it, with nothing at risk

Six hands-on demos reproduce the real screens with sample data. Follow the highlighted control, read the tips, and when you can do it here, you can do it on the live system. Progress is saved in this browser, so you can stop and come back.

6 demos42 stepsAbout 55 minutes in totalWorks on a phone, tablet or PC

Which demo is for me?

Start with the ones for your job. Admins should do all six; Settings first, because everything else reads from it.

Sales, then to see what fills in on a quote.

Planner → → .

Stores / purchasing, all six steps.

Operator: scan, work log, complete, hold.

Supervisor / QA, , and for sheets and revisions.

Shipping.

Accounting and (invoice settings).

Admin / owner first, then , then the rest in order.

Status quick reference

Where a job is at a glance. The same words appear on lists, Kanban boards and the dashboard.

Work order lifecycle

RECEIVINGPLANNINGIN PROGRESSCERTIFIEDOUT FOR SHIPPINGDELIVEREDCOMPLETED

Side statuses

PENDINGON HOLDREWORKREJECTEDRETURNEDCORRECTION

Invoice

DRAFTSUBMITTEDPARTLY PAIDPAIDOVERDUERETURNCANCELLED

Receiving → Planning: Click Send To Planning on the work order once parts are counted in.
Planning → In Progress: Happens by itself when an operator starts the first station.
In Progress → Certified: After the last station is complete and the traveler is reviewed.
Certified → Delivered: Record Shipment, then Mark delivered on the Shipping tab.
Draft → Submitted: Send the invoice PDF and change the status. Overdue is set nightly from the due date.

Questions people ask in the first week

I scanned a bin and nothing happened.

Click into the scan box first so it has focus, then scan the traveler barcode, not the part label. If the number is damaged, type the order number and press Enter. Open Scan from the menu on every station PC after a restart.

The process search shows "No processes match".

From a quote or traveler the search starts filtered to that part. Click the × on Part (optional) to search the whole library for the specification.

Can I change a quote after the sales order is created?

Change the quote, then create the sales order again from it. Editing the sales order's parts directly leaves the quote out of date, which confuses the next revision.

I started a station by mistake.

Click Hold on the Work Log, enter your badge and a comment, and tell your supervisor. The time is logged either way; the comment explains it.

What's the difference between Hold, Rework and Reject?

Hold pauses the order until a supervisor releases it. Rework sends it back through part of the route and keeps the earlier logs. Reject ends the job as failed. All three stop every station and need a comment.

Where do dropdown choices come from?

Settings → Option Sets. Part types, materials, coatings, charge types, ship methods and order statuses are all lists an admin maintains there. If a value is missing, ask an admin to add it; do not pick a near miss.

Who gets emailed when a status changes?

Only clients with Work order notifications switched On (client page → Notifications tab), and only for the statuses listed there. Settings → Alerts adds internal emails.

Can two people work the same order?

Yes, at different stations. Each station's Work Log is its own record with its own worker name. Two people at one station share one log; the one who clicked Start is recorded.

Light or dark?

Use the switch at the top. Auto follows your computer's setting. Station PCs in bright areas usually read better in Light; offices often prefer Dark in the evening.

Known problems on the live system (Oct 2026)

The demos show how each step should work. These are the places the live app currently differs; see the End-to-End QA Report for details.

Quotes: a quote with a part on it will not save ("partCount: Error converting value {null}"). Quotes with charges only do save.
Invoices: a charges-only sales order cannot be invoiced, and a Draft invoice has no Submit option. Invoice Settings must be filled in before any invoice can be created.
Scan: an unknown order number gives no message; the screen just stays on Ready.
Stations: readings can be left blank and the station still completes. Record them anyway; the demo requires them because the live app should.
Dates: records created after 5 PM Pacific drop out of the Today and 30-day filters until the next day. Use All if something is missing.
Inventory: stock can go negative; a usage larger than what is on hand is accepted.
Reports: the Backlog report does not return and can freeze the tab; the Orders report shows nothing.
Permissions: the Permissions settings page refuses even Admin users.

Not covered by the demos

Reports: Backlog, shipped orders, on-time by client, accounts receivable; pick a period, then View or download.
Data Import: Bulk-load clients, parts or processes from CSV before go-live.
Attachments: Every file across the shop, searchable by customer, order or part.
Process Usage: Which travelers ran which process, for audits and before changing a spec.
Extended Properties: Your own extra fields on clients, parts or orders.

The SOMOS ERP Pro User Guide covers every page; the Illustrated Job Walkthrough has screenshots of the flow in these demos.

A normal day, by role

What each person opens, in order, on an ordinary shift. Use it as a checklist for the first week.

OperatorOpen Scan and leave it open. Scan, Start, readings, Next, Complete, repeat. Hold only for a real stop. Scan your badge when asked.

PlannerWork Orders in Receiving: count parts in, Send To Planning. Travelers: add the process, notes, Save, print. Check Floor Stations for queues.

SupervisorDashboard for the shop at a glance. Travelers on hold or complete: release or Review. Floor Stations for idle capacity.

SalesQuotes due within 30 days; chase overdue ones. New RFQs: client first, then quote, PDF, follow up. Accepted: Create → Sales order.

ShippingWork Orders at Certified: Shipping tab, Record Shipment, print labels. Mark delivered when the carrier confirms.

AccountingInvoices: Drafts to send, Overdue to chase. Sales orders delivered but not invoiced: Create → Invoice.

StoresInventory, Low stock only, first thing. Log deliveries with cost and lot. Log usage against the order.

Scanner, keyboard and screen tips

Scanner: A USB scanner types the code and presses Enter. Click into the box first; a scan with no focus goes nowhere.
Which barcode: Traveler or order barcode on Scan; part label in Parts search; bin label in Inventory; badge to confirm Hold and Reject.
Enter: Submits the scan box and most search boxes. Tab moves between fields on every form.
Global search: The box in the top bar finds orders, parts and clients from any page.
Date chips: Today, 7 days, 30 days, This month, All. Lists default to 30 days; use All when something is missing.
Kanban: Work Orders, Travelers and Invoices have a Kanban view: one column per status, drag not supported, click a card to open.
⋮ menu: Top right of a record: Create, PDF, Settings, Delete. Delete asks first and is permanent.
Unsaved: An orange Unsaved pill means click Save. Leaving the page loses it; the browser warns you.
Light / dark: Top of this page. Auto follows the computer. Station PCs in daylight read best in Light.

Where things live

Overview: Dashboard, Clients
Sales: Quotes, Sales Orders, Invoices
Work: Scan, Floor Stations, Inventory
Planning: Work Orders, Parts, Processes, Process Usage, Travelers
Admin: Reports, Attachments, Data Import, Settings

Demo

Quotes to Invoice Demo

Step 1 of 12

About this demo: one job from new client to paid invoice

For: sales, planners, operators, supervisors, shipping and accountingTakes about 15 minutesNothing is saved to the live system

What you'll learn

How a quote becomes a sales order, a work order and travelers
What each role does, in order, and where the hand-offs are
How operators scan, log readings and complete each station
How review, shipping and invoicing close the job

How to use this demo

Follow the highlighted control; Show me where finds it again
The right-hand panel says what to do and why
Jump to any step from the list; earlier steps fill with sample data
Start over clears everything; your progress is kept in this browser

Before you do it for real

Have the customer's PO or RFQ number and part numbers ready
Check the part exists in Parts and the process in Processes
Station PCs need the USB scanner plugged in before you open Scan
Quote parts can't be saved on the live system today (see the QA report)

Overview / ClientsSalesDU

Glossary: words you'll see in SOMOS ERP Pro

Quote: Your price to the customer. Nothing moves in the shop until it becomes a sales order.
Sales order: The accepted job. Work orders and invoices are created from it.
Work order: The job as it travels through the shop, with a lifecycle from Receiving to Delivered.
Traveler: The routing sheet for one part line of a work order: its process, stations and times.
Process: A library route: a specification plus coating and the stations and operations it runs through.
Specification: The standard the finish must meet, such as SAE AMS2400 or AMS-QQ-P-416.
Station: A floor workstation (tank line, blast booth, oven, inspection bench) where operators scan in.
Operation: One task at a station, such as Degrease or Alkaline Clean, in the order shown on the Work Log.
Reading: A value the operator records at an operation: rinse time, oven temperature, visual result.
Hold / Reject: Stops all work on the order. Both need your badge and a comment.
Review: The supervisor's sign-off on a traveler once every station is complete.
Draft invoice: An invoice that can still be edited. Submit sends it; Paid closes it.

Demo

Create a Part Demo

Step 1 of 6

About this demo: adding a part to the catalog

For: planners and salesTakes about 6 minutesNothing is saved to the live system

What you'll learn

How to check a part isn't already in the catalog
Which fields are required and where their dropdown lists come from
How the barcode, processes and drawing attach to the part
What sales sees when they add the part to a quote

How to use this demo

Follow the highlighted control; Show me where finds it again
Fill sample values enters a realistic part if you want to move fast
Jump to any step from the list; earlier steps fill with sample data
Start over clears everything

Before you do it for real

Have the customer's drawing or part number and revision
Know the material and the finish spec the customer calls out
If the part type or material is missing from the list, add it in Settings → Option Sets first
Agree the unit price and minimum order with whoever quotes

Planning / PartsPlannerDU

Glossary: words you'll see in SOMOS ERP Pro

Part: A catalog record for something the shop coats: number, type, material, price and its usual processes.
Part type: The kind of part (bolt, washer, bushing). The list lives in Settings → Option Sets → Part Names.
Part no.: The customer's part number. The barcode label is drawn from it.
Material: The base metal, from Option Sets → Part Materials. It affects which processes are suitable.
Unit price: Default price per piece used when the part is added to a quote.
Minimum order: The least the shop charges for a lot of this part.
Price validity: The date range the price is good for. Quotes outside it should be repriced.
Process: A library route (spec plus coating plus stations). Attaching one makes it the default on quotes.
Specification: The standard the finish must meet, such as AMS2700 Method 1.
Audit history: Every change to the part, who made it and when.

Demo

Create a Process Demo

Step 1 of 6

About this demo: building a process in the routing library

For: planners and qualityTakes about 8 minutesNothing is saved to the live system

What you'll learn

When to build a new process and when to reuse or copy one
What each Process Details field means and which are required
How stations, times and operations become the route operators follow
How to preview the sheet and make a new revision without breaking old jobs

How to use this demo

Follow the highlighted control; Show me where finds it again
Fill sample buttons enter a realistic zinc-nickel route if you want to move fast
Jump to any step from the list; earlier steps fill with sample data
Start over clears everything

Before you do it for real

Have the specification and coating the process meets
Know which floor stations the parts visit, in order, and roughly how long each takes
Have the EMPS numbers for each operation from the shop standard
Check Settings → Operation Inputs for the readings each station must record

Planning / ProcessesPlannerDU

Glossary: words you'll see in SOMOS ERP Pro

Process: A library route: specification plus coating, with the stations it runs through and the operations at each.
ID: Your process code, such as PR-022. It is the only required field.
Revision: A number that goes up each time the route changes. Old jobs keep their revision.
Rework: Yes marks a route used to redo failed parts; it is offered when a traveler is sent to Rework.
Specification: The standard the finish must meet, such as AMS2417 Type 2.
Coating: The finish applied, from Settings → Option Sets → Part Coatings.
Floor station: A physical workstation where operators scan in. The list is kept in Floor Stations.
Required time: Minutes the station step should take. It feeds time-by-station on every traveler.
Operation: One task at a station: EMPS #, category and name, in the order operators click through.
EMPS #: The operation's code from the shop's process standard.
Operation inputs: Readings a station must record, set in Settings → Operation Inputs, not on the process.
Copy: Makes a new process from this one; the original is untouched. Use it for a new revision.

Demo

Inventory Demo

Step 1 of 6

About this demo: keeping chemicals and consumables counted

For: stores, line leads and purchasingTakes about 7 minutesNothing is saved to the live system

What you'll learn

What the four inventory cards mean and how status is worked out
How to add an item so it is scannable and has a reorder level
How restock and usage logs keep the count and the weighted cost true
Where the shop-wide low-stock threshold lives

How to use this demo

Follow the highlighted control; Show me where finds it again
Fill sample values enters a realistic chemical item
Jump to any step from the list; earlier steps fill with sample data
Start over clears everything

Before you do it for real

Have the supplier invoice for unit cost, lot number and expiry
Agree a reorder level with purchasing: enough for the supplier's lead time
If a category, group or unit label is missing, add it in Settings → Option Sets first
Put a bin label on everything you expect to scan

Work / InventoryStoresDU

Glossary: words you'll see in SOMOS ERP Pro

Item: One stocked thing: a chemical, blast media, masking, filters, PPE. Not a customer part.
Ref no: Your SKU. The bin barcode is drawn from it.
Measure / Label: Whether you count units or weigh, and the unit printed next to quantities (Gal, Lbs, Box).
On hand: Starting quantity plus restocks minus usage.
Reorder level: The item's own low-stock line. Overrides the shop-wide threshold.
Low stock threshold: Shop-wide default in Settings → Inventory Settings for items with no reorder level.
Restock: A log that adds stock, with unit cost, batch number and expiry.
Usage: A log that takes stock out, ideally against an order number.
Weighted average cost: Total value of restocks divided by units; what the Inventory value card uses.
Quick adjust: The − and + buttons on the list; they open a one-unit usage or restock log.

Demo

Settings Demo

Step 1 of 6

About this demo: the settings that make the rest of the app work

For: admins and ownersTakes about 10 minutesNothing is saved to the live system

What you'll learn

Which settings print on documents and which unlock features
How to add a dropdown value instead of picking a near miss
How to add a user, set their role and print their badge
What Invoice Settings, Permissions and Alerts each control

How to use this demo

Follow the highlighted control; Show me where finds it again
Fill sample values enters realistic setup for a plating shop
Jump to any step from the list; earlier steps fill with sample data
Start over clears everything

Before you do it for real

Company details as they should print on quotes and invoices
Your accounting account IDs and next invoice number from the bookkeeper
A list of users with their roles, stations and shifts
Who should be emailed when orders go on hold or invoices go overdue

Admin / SettingsAdminDU

Glossary: words you'll see in SOMOS ERP Pro

Settings: Admin → Settings: 19 pages of setup the rest of the app reads from.
Company Profile: Name, service area, division and plant (all required) plus address and contacts for documents.
Option set: A dropdown list: part names, materials, coatings, charge types, statuses. 38 lists in all.
Active: Switch on an option. Off hides it from dropdowns without deleting it; old records keep it.
Charge type: An extra fee sales can add: flat amount or a percentage of the parts total.
User role: Decides which modules a person can open and whether they can read, write or delete there.
Badge: A user's barcode, created on save. Scanned to confirm Hold and Reject at a station.
Invoice Settings: Next invoice number, default terms, accounting IDs and the From address. Required before any invoice.
Permissions: Per role, None / Read / Write / Delete for each of 20 areas.
Alert: An internal email on an event, with a time zone and recipients.
Recurring job: A background task such as InvoiceOverDueJob, which runs daily at 5 PM.
Operation Inputs: Readings per station; covered in the Floor Stations demo.
PDF settings: Quote, Sales Order and Order Settings: Hidden/Shown switches for totals, processes and names on each PDF.

Learn SOMOS ERP Pro by doing it, with nothing at risk

Which demo is for me?

Status quick reference

Questions people ask in the first week

Known problems on the live system (Oct 2026)

Not covered by the demos

A normal day, by role

Scanner, keyboard and screen tips

Where things live

Quotes to Invoice Demo

What you'll learn

How to use this demo

Before you do it for real

Create a Part Demo

What you'll learn

How to use this demo

Before you do it for real

Create a Process Demo

What you'll learn

How to use this demo

Before you do it for real

Inventory Demo

What you'll learn

How to use this demo

Before you do it for real

Floor Stations Demo

What you'll learn

How to use this demo

Before you do it for real

Settings Demo

What you'll learn

How to use this demo

Before you do it for real