How Nebulas ERP Helps Track Deadlines and Business Results

01

What users get from Nebulas ERP for deadlines and results

Nebulas ERP makes administrative activities and operational results readable through payment schedules, collections, payments, reminders, cash book, cost and revenue centers, VAT summaries, widgets and analysis.

This means that people working daily with customers and suppliers see in one place what is due, what has already been paid, and how cost and revenue centers are performing.

02

How deadlines connect to the document cycle

• Quote, order, delivery note, invoice and collection remain connected within the same operational flow.
• Data, lines, prices, terms and relationships between documents accompany the work from the first document to closure.
• The payment schedule collects receivables and payables generated from this same document cycle.
• Reminders and cash book stay close to deadlines.
• Cost and revenue centers help make operational results readable.

03

What is needed before activating this flow

Prerequisites

• Sales, warehouse and administration modules activated according to the company's processes.
• Roles, permissions and rules configured for those who need to see deadlines and analysis.
• Price lists, templates and fields set consistently with the quote-order-invoice cycle.
• Any historical data imported to have a complete payment schedule from day one.

04

A hypothetical case: tracking a customer project

Hypothesis: a company follows a project with several invoices issued in different phases. Quote, order, delivery note and invoices remain connected within the same flow, offering a unified view of the project's documents.

The payment schedule shows open deadlines, reminders help track them, and cost and revenue centers help make results readable, all without leaving the document cycle.

05

What to check to keep the picture reliable

• That the payment schedule, collections and payments reflect the actual status of connected documents.
• That cost and revenue centers are correctly assigned to each project or area.
• That VAT summaries and the cash book are consistent with the ongoing document cycle.
• That widgets and analysis show up-to-date data for those who need to make operational decisions.

06

How to set up this flow in Nebulas ERP

The company can activate the relevant modules, configure roles, permissions, price lists, templates, rules and fields based on how it wants to track deadlines and results.

It is also possible to import or export data and connect external services through available integrations and APIs, so that the payment schedule and analysis stay aligned with other company tools.

07

Practical steps to get started

Steps

1. Define which modules are needed to connect sales, warehouse and administration.
2. Assign roles and permissions to those who need to manage the payment schedule, reminders and cash book.
3. Configure cost and revenue centers for the projects or areas to be monitored.
4. Import historical data if needed, to have a complete payment schedule right away.
5. Periodically check widgets and analysis to monitor results and open deadlines.

08

Next step

Those who want to see how the payment schedule, collections, payments and analysis connect to their own document cycle can start by configuring the modules and permissions relevant to their process.