How Nebulas ERP adapts to business processes, not the other way around

01

An ERP that follows the process, not the other way around

Nebulas ERP connects customers, suppliers, quotes, orders, delivery notes, invoices, payments, warehouse, analytics and projects in the same operational flow. Modules, permissions, printouts, rules and integrations are configured around the company's existing processes, instead of imposing new ones.

02

How the adaptation is built

Steps

1. Activate the modules useful to the company's actual work cycle.
2. Configure roles, permissions, price lists, templates, rules and custom fields.
3. Import or export existing data into operational flows.
4. Connect external services through available integrations and APIs.

03

What is needed before starting

Prerequisites

• Map the actual steps of the sales cycle: quote, order, delivery note, invoice, collection.
• Identify who should have access to which modules and with what permissions.
• Check which warehouse, purchasing and sales data need to be connected.
• Clarify which deadlines and administrative results need to be monitored.

04

A hypothetical case: distribution with active warehouse

Hypothesis: a distribution company connects warehouse inbound and outbound movements to supplier and customer orders. Nebulas ERP updates availability, committed quantities and orders to be fulfilled with automatic movements, while reorder proposals link demand to the supplier cycle, without having to manually rebuild the history.

05

What to check after configuration

• Data, lines and prices transfer correctly between quote, order and invoice.
• The payment schedule, collections and payments remain consistent with the document cycle.
• XML electronic invoices via SdI are created, sent, received and monitored for the supported PA, B2B and B2C cases.
• VAT summaries, cost and revenue centres reflect actual activity.

06

What the company can configure in Nebulas ERP

The company can activate the modules it needs, configure roles and permissions, define price lists, templates and rules, import or export data and connect external services through available integrations and APIs. This allows the management software to move closer to how the company actually operates, from the sales cycle to electronic invoicing to warehouse and analytics.

07

Practical steps to start the adaptation

Steps

1. List the modules needed to cover sales, warehouse, purchasing and administration.
2. Assign roles and permissions consistent with operational responsibilities.
3. Set up price lists, templates and rules that reflect actual commercial conditions.
4. Connect or import existing data before going into production.
5. Check integrations and APIs for external services already in use.

08

Next step

Those who want to understand how to connect their sales cycle, warehouse and electronic invoicing into a single flow can start by mapping their current steps and comparing them with the modules available in Nebulas ERP.