How Nebulas ERP helps track deadlines and operational results

01

What changes for the company

Deadline tracking, collections, payments, reminders, bookkeeping entries, cost and revenue centers, VAT summaries, widgets and analytics make administrative activities and operational results readable in Nebulas ERP.

This means those running the company can see in a single flow what is coming in, what is going out, and how projects are performing, without chasing separate files.

02

How the flow is built

• The sales cycle connects quote, order, delivery note, invoice and collection in a single document path.
• Deadline tracking follows collections, payments and reminders linked to issued documents.
• Bookkeeping entries record administrative movements alongside the document cycle.
• Cost and revenue centers attribute results to activities or projects.
• Widgets and analytics provide a summary view of VAT summaries and overall performance.

03

What you need before starting

Prerequisites

• Modules activated consistent with the processes to be followed (sales, warehouse, administration).
• Roles and permissions configured for those managing deadlines, bookkeeping and analytics.
• Price lists, templates, rules and fields set up for sales cycle documents.
• Any integrations or APIs connected to import or export external data.

04

A hypothetical case

Imagine a growing company managing several projects at once (hypothetical example). It follows the cycle from quote to collection, uses deadline tracking to anticipate reminders on late payments, and assigns costs to cost centers to understand which project generates margin.

Widgets and analytics allow quick control of the status of collections and payments together with VAT summaries, without having to rebuild data from separate sources.

05

What to check periodically

• That deadline tracking correctly reflects expected collections and payments and related reminders.
• That bookkeeping entries are consistent with movements recorded in the document cycle.
• That cost and revenue centers are correctly assigned to activities or projects.
• That VAT summaries and analytics widgets show up-to-date and aligned data.

06

What Nebulas ERP does

Nebulas ERP connects quote, order, delivery note, invoice and collection, and keeps deadline tracking, collections, payments, reminders, bookkeeping entries, cost and revenue centers, VAT summaries, widgets and analytics close to the same operational flow.

The company can activate useful modules, configure roles, permissions, price lists, templates, rules and fields, import or export data, and connect external services through available integrations and APIs, adapting the system to its own processes.

07

Suggested operational steps

Steps

1. Activate the sales, warehouse and administration modules relevant to the business cycle.
2. Configure roles and permissions for those managing deadline tracking, bookkeeping and analytics.
3. Set up cost and revenue centers for the projects or activities to be monitored.
4. Connect the integrations or APIs needed for relevant external data.
5. Periodically review widgets, analytics and VAT summaries to check results.

08

Next step

If the company wants to see deadlines, collections and operational results in a single flow, the starting point is configuring modules, permissions and cost centers consistent with its own sales and administration processes.