# ERP Platform for Field and Office Teams | BeatOS

> BeatOS ERP platform: one database for office and field, Android and iOS apps, roles, custom fields and reports without code, on the cloud or your server.

URL: https://beatoserp.com/beatos/platform

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Platform BeatOS ERP, one database

# Everything an ERP does, plus the field

BeatOS adds field force apps to BeatOS ERP. They share one database, so the field and the office always work on the same records.

[Book a free demo](https://beatoserp.com/beatos#demo)
See one record, three views

- One database
- No-code changes
- No lock-in

BeatOS 01 · FIELD

Field force apps for reps and managers Attendance Tracking Visits Lead Finder Approvals Android & iOS app

BeatOS ERP 02 · BUSINESS

Accounts, stock, selling, buying and HR Accounting Selling Stock Manufacturing HR & Payroll GST

One database No second login, no sync jobs, no imports

One record

## One order. Three people. One record.

The order a rep takes at the dealer's counter is the same record accounts bill and the manager reports on. Nobody types it again, and the numbers can't disagree.

The rep's phone

Order taken 10:52

Order SO-26-0187

Customer Shree Ready Mix

RT7730 · 220 kg 8 drums

Value ₹ 1,12,000

Accounts in BeatOS ERP

Sales invoice Submitted

Against SO-26-0187

CGST + SGST 18% ₹ 20,160

Total ₹ 1,32,160

E-invoice IRN generated

The manager's report

Sales by rep October

Amit Shinde ₹ 8.2 L

Includes SO-26-0187

Target 82% of ₹ 10 L

From visits 31% to quotation

Typed once Billed the same day Reported without spreadsheets

The layers

## What each layer gives you.

You use them as one product. Underneath, each layer has a clear job.

01

### BeatOS · the field

The 24 apps your reps and managers use: attendance, tracking, visits, calls, leads, expenses, approvals, targets and the Sales & Service hubs, on Android, iOS and the desk.

- Built for Indian B2B field teams
- Works offline on the phone
- Switch apps on as you grow

02

### BeatOS ERP · the business

The full ERP: accounting, selling, buying, stock, manufacturing, projects, HR and payroll, with GST built in.

- Built in India, used worldwide
- GST, e-invoice and e-way bill
- Multi-company and multi-branch

App and desk

## The phone for the field. The desk for the office.

Both open the same records with one login. Each person sees only what their role allows.

BEATOS APP On duty

My day

6 Visits

11 Calls

₹ 1.1 L Orders

SR Shree Ready Mix Order SO-26-0187

Done

PI Patil Infra Quote due Friday

Next

### BeatOS mobile app

For reps and managers on the move: check-in, visits, orders, calls, expenses and approvals, even without signal.

yourcompany.erp / sales-order

Selling Sales Order Quotation Customer Accounts Sales Invoice Payment Entry BeatOS Visits Team Map

Sales Order + Add

| ID | Customer | Status | Total |

| SO-26-0187 | Shree Ready Mix | To bill | ₹ 1,32,160 |
| SO-26-0186 | Apex RMC | Completed | ₹ 84,960 |
| SO-26-0185 | Kulkarni Agro | To deliver | ₹ 2,48,000 |
| SO-26-0184 | Metro Batching | Completed | ₹ 61,360 |

### BeatOS ERP desk

For accounts, stores, admins and managers at their desk: every document, report and setting, in the browser.

Make it yours

## Change it without writing code.

BeatOS gives admins tools to shape the system around your business, and changes survive updates.

### Custom fields and forms

Add the fields your business tracks to any form, and decide who can see and edit them.

Customize Form

### Print formats

Invoices, quotations and challans laid out the way your customers expect.

Print Format Builder

### Approval workflows

Who approves what, at which amount, in which order, with each step recorded.

Workflow

### Reports

Pick fields, filters and groups to build a report, then share or email it on a schedule.

Report Builder

### Roles and permissions

Each role sees only its own documents and fields, down to the reporting line.

Role Permissions

### Notifications

Email, system and push alerts when something needs attention.

Notification

Why one system

## One platform vs a field app bolted onto an ERP.

Many teams run a separate field app and sync it with accounting software. Here is what changes when it is one system.

| What matters | Separate field app + ERP | BeatOS ERP |

| Logins | Two systems, two passwords, two sets of users | One login for field and office |

| Orders | Exported, imported or synced overnight | The rep's order is the BeatOS ERP order |

| Customers | Two customer lists that drift apart | One customer record for everyone |

| Reports | Joined by hand in spreadsheets | Field and accounts in the same report |

| Changes | Two vendors to change one field | One change, everywhere |

| Your data | Often locked in a closed system | Yours, export any time |

Security and hosting

## Your data, under your control.

No lock-in, and you choose where it runs.

Managed cloud Hosting run for you, with automatic backups.

Your own server In your office or your cloud account, installed and looked after by us.

[Compare hosting and support →](https://beatoserp.com/beatos/services/support-hosting)

### Roles and permissions

By role, document, field and reporting line.

### Login protection

OTP login, two-factor and one approved phone per person.

### Audit trail

Who changed what, and when, on every document.

### Backups and export

Your full data can be backed up and taken with you.

Connected

### Works with the tools around you

REST API · webhooks GST portal · e-invoice, e-way bill Exotel · Twilio Zoom · Meet · Teams Gmail · your mail server Insights · dashboards

[See integrations in detail →](https://beatoserp.com/beatos/services/reports-integrations)

FAQ

## About the platform

BeatOS can install on your existing site, or we move your data into BeatOS ERP.

[Talk to us →](https://beatoserp.com/beatos#demo)

**What is BeatOS ERP?**

BeatOS ERP covers accounting, selling, buying, stock, manufacturing, projects, HR and payroll. The BeatOS field apps work on the same database.

**Are we locked in to BeatOS?**

No. You can host it where you like and take your data with you at any time.

**We already have an ERP. Can we add BeatOS?**

Yes. If your ERP is compatible, BeatOS installs as an app on your existing site and works with your current customers, items and users. If not, we move your data into BeatOS ERP.

**Do we need a separate ERP to use BeatOS?**

No. BeatOS ERP comes with it. You can start with the field apps and use the accounting and stock side when you are ready.

**Does it handle Indian GST?**

Yes. BeatOS ERP has GST templates, HSN codes, e-invoicing, e-way bills and GST returns built in.

## One platform for the field and the office.

See it running on your own products and customers.

[Book a free demo](https://beatoserp.com/beatos#demo)[See every feature](https://beatoserp.com/beatos/features)
