Nebulas ERP: what steps it connects in the sales cycle

01

A sales cycle without interruptions

Nebulas ERP connects quote, order, delivery note, invoice and payment within the same operational flow. Data, lines, prices, terms and relationships between documents follow the work from the first document to closing, reducing manual steps and re-copying between different phases of the sales process.

02

How an order moves from quote to payment

Steps

1. The quote generates the order while keeping lines, prices and agreed terms
2. The order produces the linked delivery note for the goods shipment
3. The delivery note flows into the electronic invoice, keeping consistency with the source data
4. Invoice, due dates and payments remain linked until the cycle closes

03

What is needed before connecting the cycle

Prerequisites

• Active modules for sales, warehouse and electronic invoicing
• Roles and permissions configured for those who create documents
• Price lists and document templates set according to business processes
• Integrations or APIs active if links to external services are needed

04

Hypothetical example: from quote to invoice

A hypothetical trading company sends a quote to a customer. Once accepted, the quote becomes an order keeping lines and prices. The shipment generates the delivery note, which flows into the electronic XML invoice via SdI, tracked through to receipt status and linked to the due-date schedule for payment.

05

What to check along the cycle

• Statuses, notifications and history of electronic invoices sent and received
• Consistency between committed quantities, warehouse availability and orders to fulfil
• Due-date schedule, payments received, payments made and reminders kept up to date
• VAT summaries, general ledger entries and cost/revenue centres readable via widgets and analytics

06

What the company can configure in Nebulas ERP

The company can activate the modules useful for its sales cycle, configure roles, permissions, price lists, templates, rules and fields. It can also import or export data and connect external services through available integrations and APIs, adapting the quote-order-delivery note-invoice-payment flow to its own processes.

07

How to set up the connection step by step

Steps

1. Activate the sales, warehouse and electronic invoicing modules
2. Configure roles and permissions for those generating quotes, orders and delivery notes
3. Set price lists, templates and document transformation rules
4. Link the due-date schedule to payments received, payments made and reminders
5. Check statuses and notifications of electronic invoices via SdI

08

Next step

Anyone wanting to make their sales cycle smoother can map their own documents and check which modules, roles and rules to activate in Nebulas ERP to connect quote, order, delivery note, invoice and payment.