Configure 1flux to your process, without code
A customisable ERP where admins add fields, rules, numbering, stages and approval workflows in settings, with no developers and no custom code to maintain.
In short
1flux is configured in settings, not in code. Admins add custom fields of 15 types to records such as companies, contacts, deals, sales orders and items. They set catalogue validation rules, numbering formats, task types with their own stages, deal stages and per-stage workflow rules, and they design quotation templates. Your own admin makes these changes, with no custom code to maintain or retest at upgrades.
The problem: rigid software or endless customisation
Growing B2B companies usually face two bad options. A customisable ERP should let your own admin make everyday changes, safely, in settings.
Too rigid
Off-the-shelf software
It lacks the details your trade runs on: the consultant on a project, a delivery point, a customer’s preferred brand. Those details end up in a side spreadsheet.
Too costly to change
Heavily customised ERP
Every new field or rule needs a consultant, and the custom code has to be tested again at every upgrade.
What can you configure in a customisable ERP like 1flux?
Most of what makes 1flux fit your business is set in a few places in Settings.
| What | Where | What you control |
|---|---|---|
| Custom fields | Settings → Objects | 15 field types on companies, contacts, deals, projects, tasks, notes, sales orders, items and catalogue setup records |
| Validation rules | Settings → Catalog → Validation rules | Required, minimum and maximum, length, pattern, allowed values and defaults on catalogue fields |
| Numbering | Catalogue, quotation and task type settings | Prefixes, sequence digits and formats for item codes, quotation numbers and task types |
| Task types | Settings → Task types | Your own kinds of work, each with stages, an ID format and a workflow |
| Deal stages | Settings → Deal stages | Name, colour, outcome and order |
| Workflow rules | Settings → Workflows | Assignment, service levels, entry criteria, approvals and automations per stage |
| Document templates | Settings → Document templates | Quotation layouts in a drag-and-drop designer |
| CRM and daily updates | Settings → CRM, Settings → Updates | Who sees the Companies tab, address defaults, report name and pick-lists |
Add your own fields to the records you use
1flux lets admins add custom fields, called attributes, to almost every record. Each record type lists its built-in fields alongside the ones your workspace added.
Where custom fields appear:
- on create and edit forms;
- as columns in lists;
- in import templates and exports, so you can load and extract them with the rest of your data;
- in workflow entry criteria, so a custom field can be required before a stage.
Sales orders enforce required custom fields, and manual journals carry custom fields on both the entry and its lines.
Custom field types
- Text
- Number
- Select
- Checkbox
- Date
- Relationship
- Multi-select
- Phone Number
- Currency
- Timestamp
- Location
- Rating
- User
- Status
- Attachment
Validation rules for your catalogue
Your item master is only as good as the data people type into it. Under Settings → Catalog → Validation rules, admins add rules to catalogue fields:
- Required on every item
- Minimum and maximum values
- Minimum and maximum length
- A pattern (regular expression), such as a fixed item-code shape
- Allowed values
- A default value
Each rule can apply to all item types or only to physical goods, services, or software and digital items, and can be paused. Rules are enforced on forms, imports and bulk edits. For other records, such as deals and quotations, required fields are set as workflow entry criteria. See 1flux item master.
Numbering that matches your paperwork
Your documents keep the references your customers and suppliers already know.
- Item codes: Manual, Global sequence or Category sequence, with the number of digits you choose. New items follow the format; existing codes don’t change.
- Quotations: a prefix, the year and a sequence, for example QT-2026-00001, with a preview before you save. Revisions add /R1, /R2.
- Task types: each type has its own prefix and format, for example TASK-000001, or SUB-00001 for the built-in submittal request type.
- ERP documents: sales orders, invoices, receipts, journals and other ERP documents follow fixed patterns, such as SO-2026-0001. Each legal entity keeps its own sequence per year, and you can see the patterns under Settings → Inventory → Numbering.
Task types: your own kinds of work, with their own stages
Task types let you add the other kinds of work your teams track, such as submittals or internal requests. A task type is a configurable kind of work with:
- a name, plural name and colour;
- its own ID prefix and format;
- its own stages and an optional priority;
- its own workflow: assignment, service levels, checklists and approvals;
- an option to show as a tab on deals.
Each task type gets its own sidebar entry and its own “Create” command in the command palette. A Submittal request type is set up for you. See 1flux Tasks.
Deal stages and workflow rules
Deal stages are yours to define: name, colour, outcome (Open, Won or Lost) and order, with drag-to-reorder and an optional win celebration.
On top of any stage, the workflow engine adds rules for deals, quotations, sales orders and tasks: who owns the record, how long it may stay, what must be complete, who approves and what happens next.
Quotation templates and wording
Quotation layouts are designed in Document Studio, a drag-and-drop page designer with 53 live quotation fields, 8 bundled font families plus your own TTF or OTF fonts, and A4, US Letter, landscape or custom pages. Arabic and English can sit side by side.
Reusable proposal sections and cover-letter defaults keep your standard wording consistent.
CRM settings and pick-lists
The everyday details your teams pick from are yours to set, from who sees the Companies tab to the reasons in a daily report.
CRM
Show the Companies tab to everyone with the Companies module, or to admins and managers only. Set a default country for new addresses.
Daily sales report
Rename “Updates” (for example to “Daily Sales Report”), set how far back people can log, and edit the pick-lists for purposes, product interests, outcomes, next actions and no-visit reasons.
Projects
Your own scope-of-work tags and cities.
Catalogue
Item languages (up to 7), units and conversions, tax codes with dated rates, price channels and item document types.
A sensible order to configure 1flux
Switch on the apps you need, set up the catalogue and fields so they're in your import templates, then add rules one stage at a time.
Set up the catalogue
Categories, units, tax codes, price channels and validation rules.
Add custom fields before you import
Add them to companies, contacts and items so they’re in your import templates. See data import and migration.
Set numbering
For items, quotations and task types.
Define stages and task types
Deal stages first, then the task types your teams need.
Add workflow rules
One stage at a time.
Design your quotation layout
In Document Studio, then publish it as the default.
Who configures 1flux?
The people who know the process, not developers.
Workspace admins and operations leads
Who want to make everyday changes themselves.
Owners
Who don’t want to fund custom code that has to be maintained.
Sales and operations managers
Who need the system to ask for the details their process depends on.
Can I add custom fields in 1flux?
Yes. 1flux admins add custom fields in Settings → Objects to companies, contacts, deals, projects, tasks, notes, sales orders, items and catalogue setup records. There are 15 field types, including Select, Multi-select, Currency, Date, User, Relationship and Attachment. Custom fields appear on forms, in list columns, in import templates and exports, and can be required as workflow entry criteria.
Can I make a field mandatory?
Yes. There are three ways. Catalogue validation rules can make an item field Required on every item. Workflow entry criteria can require any field, including custom fields, before a deal, quotation, sales order or task enters a stage. Sales orders also enforce custom fields marked as required.
Can I set validation rules on catalogue fields?
Yes. Under Settings → Catalog → Validation rules, 1flux admins add rules to catalogue fields: required, minimum and maximum values, minimum and maximum length, a pattern such as a fixed item-code shape, allowed values and a default. Each rule can apply to every item type or to one, can be paused, and is enforced on forms, imports and bulk edits.
Can I change document numbering formats?
Yes. For item codes, quotations and task types, 1flux lets you set the format: item codes by manual entry, global sequence or category sequence; quotation numbers by prefix, year and sequence; and task-type references by prefix and format. New records follow the new format, and existing numbers don't change. ERP documents such as sales orders, invoices and journals follow fixed patterns, with a separate sequence per legal entity and year.
What are task types in 1flux?
1flux task types are your own kinds of work, such as submittals or internal requests. Each has a name and colour, its own ID prefix and format, its own stages and optional priority, and its own workflow with assignment, service levels, checklists and approvals. Each task type gets its own sidebar entry and its own create command in the command palette.
What can I name or rename in 1flux?
1flux lets you name your own task types and rename the daily sales report, which is called "Updates" by default, for example to "Daily Sales Report". Deal stages, task stages, pick-lists and custom field labels are all yours to name too, so the stages and pick-lists your teams use every day carry your own words.
Can our own admin configure 1flux without a developer?
Yes. Everything on this page is configured in 1flux settings by someone with admin permissions, with no custom code to maintain or retest at upgrades. Rules can be added one stage at a time, and a workflow with no rules keeps working as before. Field-level security is available too, configured with our team.
Workflows and approvals
Stage rules, approvals by amount and one approvals inbox, configured without code.
Document designer
Design quotation PDFs by drag and drop, with live fields, tables that run across pages and Arabic that prints.
Tasks
Typed tasks with their own stages, linked to deals, projects and quotations.
Item master
Goods, services and digital products in one catalogue, in up to 7 languages.
Data import and migration
Import companies, contacts, items, opening stock and an opening trial balance, validated before anything is saved.
Book a demo
See 1flux configured for your process
Tell us the fields, stages and approvals you run on today, and we'll show them configured in a demo.
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