01
A single flow from quote to payment
Nebulas ERP connects quote, order, delivery note, invoice and payment into a single operational flow. Data, lines, prices, terms and relationships between documents follow the work from the first document to closing.
02
How the document cycle develops
Steps
- A quote is created with lines, prices and terms agreed with the customer
- The quote and the order stay connected, with data, lines and terms carried along the step
- The order and the delivery note stay connected to follow the goods delivery
- The delivery note and the invoice stay connected to the previous documents
- The payment schedule follows the payment until the cycle closes
03
What is needed before connecting the sales cycle
Prerequisites
- Modules activated consistent with business processes (sales, inventory, invoicing)
- Roles and permissions configured for those who create quotes, orders and invoices
- Price lists, templates and document rules set according to company needs
- Customer, supplier and item data imported or entered into the system
04
Hypothetical example: a growing company
Hypothesis: a distribution company receives a request, prepares a quote with customized terms, turns it into an order, fulfills the delivery with a delivery note and closes with the linked electronic invoice. Inventory automatically updates availability and committed quantities at each step, while the payment schedule follows the payment until the cycle closes.
05
What stays close to the document cycle
- Status, notifications, search and history of electronic XML invoices via SdI
- Automatic stock inflows, outflows, adjustments and movements
- Reorder proposals linked to needs and the supplier cycle
- Payment schedule, collections, payments, reminders and cash book
- Cost and revenue centers, VAT summaries, widgets and analysis
06
How Nebulas ERP supports the sales cycle
Nebulas ERP connects customers, suppliers, quotes, orders, delivery notes, invoices, payments, inventory, analysis and projects in the same operational flow. Modules, permissions, print templates, rules and integrations are configured around the company's processes, and external services connect via available integrations and APIs.
07
Operational steps to connect the cycle
Steps
- Activate the modules useful for sales, inventory and invoicing
- Configure roles, permissions and price lists for the sales team
- Set up templates and rules for quotes, orders and documents
- Link inventory movements to sales documents
- Check status and notifications of electronic invoices through to payment
08
Next step
Anyone wanting to reduce double data entry can start by mapping the documents already in use (quotes, orders, delivery notes, invoices) and check how to connect them into a single flow, activating the modules and permissions consistent with their own processes.
FAQ
Frequently asked questions
What documents does Nebulas ERP connect in the sales cycle?
Nebulas ERP connects quote, order, delivery note, invoice and payment, keeping data, lines, prices and terms throughout the whole flow, from the first document to closing.
How is inventory updated during the sales cycle?
Automatic inflows, outflows, adjustments and movements revise availability, committed quantities and orders to be fulfilled, linking needs to the supplier cycle.
Can the sales cycle be adapted to the company's processes?
Yes, the company can activate useful modules, configure roles, permissions, price lists, templates and rules, and connect external services via available integrations and APIs.
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