From Quote to Payment: The Sequence Nebulas ERP Connects in the Sales Cycle

01

One flow from quote to payment

Nebulas ERP connects customers, suppliers, quotes, orders, delivery notes, invoices, payments, inventory, analytics and projects in the same operational flow. For a growing company this means every document in the sales cycle stays visible and linked to the previous ones, without having to manually reconstruct the history of a deal.

02

The sequence that accompanies every sale

Steps

1. The quote opens the relationship with the customer and defines line items, prices and initial terms.
2. The order picks up the quote data and carries it forward in the document cycle.
3. The delivery note accompanies the goods while staying consistent with the originating order.
4. The invoice closes the document cycle, linking data, line items, prices and accumulated terms.
5. Payment completes the flow, updating the status of the commercial relationship.

03

What's needed before connecting the cycle

Prerequisites

• Modules enabled for quotes, orders, delivery notes, invoices and inventory.
• Roles and permissions configured for the departments involved in the sales cycle.
• Price lists and document templates ready for line items, prices and terms.
• Rules and custom fields consistent with existing business processes.

04

Hypothetical example: a growing SME

Hypothetical example: a company selling machinery issues a quote, turns it into an order, generates the delivery note for shipping and closes with an electronic invoice and payment. Each step inherits data, line items, prices and terms from the previous document, keeping the cycle consistent from first contact to administrative close.

05

What stays readable throughout the cycle

• Payment schedule and collections linked to issued invoices.
• Payments, reminders and cash book updated automatically.
• Cost and revenue centers to read operational results.
• VAT summaries, widgets and analytics close to the document cycle.

06

How Nebulas ERP supports the sales cycle

Nebulas ERP creates, sends, receives and tracks XML electronic invoices via SdI for supported PA, B2B and B2C cases, with statuses, notifications, search and history close to the document cycle. On the inventory side, receipts, issues, adjustments and automatic movements revise availability, committed quantities and orders to fulfill, while reorder proposals link demand to the supplier cycle.

07

How to set up the connection step by step

Steps

1. Enable the modules relevant to your company's sales cycle.
2. Configure roles, permissions and price lists consistent with the departments involved.
3. Define document templates, rules and custom fields.
4. Import or export existing data to align the history.
5. Connect external services through available integrations and APIs.

08

The next step

Anyone leading a growing company can start by mapping the documents already in use and checking which modules to enable to connect them into a single flow, from quote to payment.