Finance / Overview
Good morning, Priya
Search invoices, vendors…⌘K
Cash flow Inflow vs outflow, $k InflowOutflow
Spend by departmentQ3
Receivables to chase
| Customer | Invoice | Due | Status | Amount |
|---|
Enterprise resource planning that operators adopt — finance, inventory, sales, HR, procurement, manufacturing and leadership views.10 designs · by Advorize
Discuss your erp project01 — ERP · FinanceDesigned by Advorize
Controllers live in this screen for the month-end close. We cut it down to the four numbers they report upward, one cash-flow chart, and the receivables they need to chase today — everything else is one click deeper.
| Customer | Invoice | Due | Status | Amount |
|---|
Spent the first week of every month pulling numbers from four reports and chasing overdue invoices by email.
Opens one screen with the four numbers she reports upward and sends overdue reminders straight from the list.
Overdue receivables sit above the fold with bulk reminders, so the screen ends in an action, not a report.
Neutral for money in, accent for money out — the same rule on every chart in the product.
⌘K reaches any invoice, vendor or report. Finance teams type faster than they click.
02 — ERP · InventoryDesigned by Advorize
Planners need to know what will run out before it does. Stock cover is shown in days, not units, and the bin map turns a 2,000-row spreadsheet into a picture of where the warehouse is full.
| SKU | Item | On hand | Cover | Status | Reorder |
|---|
Found out a product had run out when the pickers did.
Sees "2 days of cover" in red and raises the purchase order from the same row.
"6 days left" is a decision; "412 units" is a lookup. Status chips use text and colour, never colour alone.
Raising a PO happens from the table that surfaced the shortage — no context switch into another module.
The bin heat-map answers "where is there room?" for the receiving team in a glance.
03 — ERP · SalesDesigned by Advorize
One board from first quote to delivered order. Account managers see value per stage at the top of every column, and every card shows the one thing blocking it from moving right.
Spent stand-ups explaining why deals were stuck instead of unsticking them.
Opens the board, sees the blocker on every card and the value per stage, and ends the meeting early.
Stage value sits on the column, so the forecast reads left to right without opening a report.
"Awaiting credit check" or "Stock short" tells the owner what to do next.
Same data, two views — the board for stand-ups, the list for bulk edits.
04 — ERP · PeopleDesigned by Advorize
Shift managers approve leave against real coverage. The calendar shows who is out across the next two weeks, and the request panel tells them whether approving it leaves the floor short.
Approved leave, then discovered the shift had no certified forklift driver that day.
Sees the coverage warning before she clicks approve, and decides in seconds.
The warning ties a request to the skill it removes from the shift — the real reason managers hesitate.
Non-working days are tinted so the eye lands on the days that need staffing.
Leave type is written on the bar as well as colour-coded, so it survives print and colour-blindness.
05 — ERP · ProcurementDesigned by Advorize
An inbox for approvers. Click any request on the left — the drawer shows the budget impact and the approval chain, so a sign-off takes seconds instead of an email thread.
Approved requests from email threads without knowing what was left in the budget.
Works down an approval inbox with budget impact and the approval chain beside every request.
List and detail side by side — approvers move down the queue without losing their place.
Every request shows what it does to the remaining budget before anyone signs.
The step tracker shows who approved, who's next, and which steps only apply above a spending threshold.
06 — ERP · MobileDesigned by Advorize
Pickers work with gloves on and one hand free. Big targets, a scanner that's always ready, and a pick list that orders itself by walking route.
Every tap target clears 48px so it works with work gloves and on a moving forklift.
The list sorts by bin location, so the next item is always the next shelf.
A single full-width button at thumb height. The rest of the screen is information.
07 — ERP · LeadershipDesigned by Advorize
One overview, three lenses. Switch between CFO, COO and Sales views and the KPIs change to what that role reports on — try it. AI-written insights on the right explain the movement and link to the fix.
Asked an analyst for the same numbers every month and waited two days for them.
Switches to her CFO view, reads three written insights, and exports the board pack herself.
Same data model, different first screen — leaders never wade through someone else's metrics.
Every AI note names the cause and a next step, so it's a to-do list, not a commentary.
The layout prints to A4 landscape as-is; export is one click from the header.
08 — ERP · ManufacturingDesigned by Advorize
Machine health for the plant manager. Each asset shows its OEE as a ring, the shift timeline shows exactly when each line ran, idled or stopped, and maintenance work orders sit beside the cause.
Heard about line 3 stopping at the end-of-shift meeting, hours after it happened.
Sees the stop on the shift timeline as it happens, with the work order already raised.
One shape per machine, comparable across the row; the number sits inside it.
The timeline shows when a stop happened, which is how a manager links it to a changeover or a shift handover.
Work orders reference the machine card that raised them, so nobody has to cross-reference IDs.
09 — ERP · ProjectsDesigned by Advorize
An ERP rollout tracked inside the ERP. Phases, owners, progress and milestones on one timeline, with a today line so the steering committee sees what is late in the first second.
Built a status slide every Friday that was out of date by Monday.
Shares the live timeline with the steering group; late tasks show in red on their own.
The lighter fill shows how much of each task is done, so plan and reality share one line.
Only tasks behind the today line turn red. Everything else stays in its phase colour.
Steering-committee gates are their own shape, readable even in a black-and-white print.
10 — ERP · CustomersDesigned by Advorize
Everything the business knows about one customer, on one page: credit position, open invoices, order trend and every touchpoint from sales, support and finance in a single timeline.
Took a new order without knowing the customer was 32 days overdue on an invoice.
Sees credit use, open invoices and every touchpoint on one page before she says yes.
Credit use and slow payment sit next to the order button, before the next order is placed.
Emails, calls, tickets and reminders from every department, filterable but never split up.
"Invoices · 12" tells you whether a tab is worth opening before you open it.
Keep exploring
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FAQ
Straight answers to what people ask most before starting a design project. Can't find yours? Write to sales@advorize.com — every enquiry is answered within two working days.
Most ERPs are designed around database tables, not tasks. People end up keeping spreadsheets beside the system. ERP UX design reorganises screens around what each role actually does every day.
Yes. We redesign the screens and flows within the technical constraints of your platform, or design a new front end on top of your existing data.
Finance, inventory and warehouse, sales, procurement, HR and leave, manufacturing, projects and executive reporting — all shown on this page.
We work module by module. A first module is usually ready for development in four to six weeks; a full ERP takes several months.
They are designed in from the start: role-based views, approval chains with budgets, and audit logs that show who changed what, from what to what.
We test with real users before rollout and keep familiar data and terms, so teams adopt the new design quickly instead of relearning their jobs.
All designs on these pages are by the Advorize design team. Company names, people and figures shown inside the screens are illustrative.