Free template
MS Access Enterprise Resource Planning
Connect customers, inventory, orders, and vendors in one Access shell - a practical ERP-lite for operators not ready for multi-year implementations.
- Cost$0 download
- DeployMinutes to first use
- SupportOptional DabOps customization
Download
Get the template free
Unzip, open in Excel or Access, and adapt to your workflow. No subscription required.
Overview
ERP-lite for growing distributors
When order volume exceeds spreadsheet capacity, teams need shared masters for items, customers, and stock movement. This template provides login, inventory snapshots, order entry, and vendor management in Access.
Use it as a production pilot or training ground before migrating critical modules to SQL-backed systems.
Operational friction
When spreadsheets stop scaling
Order errors
Pricing and stock checks happen manually on each sale.
Siloed modules
Inventory and AR live in files that do not sync.
No login control
Everyone edits the same sheet without permissions.
What you get
ERP modules in the file
Security & login
User gate before operational screens.
Inventory
Items, snapshots, and movement visibility.
Orders & customers
Sell-side workflow with customer master.
Vendors & reporting
Supply-side records plus sales summaries.
Screenshots
See it in action
Screenshots from the live template - scroll the gallery to preview key screens.
ERP Home Screen
ERP Inventory Snapshot
ERP Inventory Main
ERP Inventory Detail 2
ERP Inventory Detail 3
ERP Login Alternative
ERP Login Screen
ERP Manage Customers
ERP Manage Items
ERP Order Management
ERP Sale Report
ERP Vendor Management
Customization
Need fields, workflows, or integrations tailored?
We adapt this template to your process - extra tables, approvals, exports, or links to accounting and CRM systems. Scoped work is billed at $75/hour; see our pricing page for ranges.
Custom Access systems →Frequently asked questions
Downloads, licensing, and when to involve our team
Yes. Download and use it inside your organization at no charge. Redistribution or resale of the template file is not included.
Yes. We add fields, approvals, integrations, and reporting on a scoped basis at $75/hour. See /pricing for typical ranges, or book an assessment to scope work.
The file runs locally in Microsoft Excel or Access on your PC. Email or cloud features only apply if you enable them in your environment.
Next step
Want this template wired into your real operations?
Book an Automation Opportunity Assessment. We map how data moves today, then propose customization or a production-grade build.
- No Onsite Visit Required
- No Technical Specification Required
- Assessment Before Commitment
- Clear Scope Before Work Begins
Questions before you book? Speak with our team at +1 385 386 3860
