Nextora
The deal becomes the order.
With CRM connected, create an invoice from a deal and carry the sales context into operations — the customer directory is shared across Nextora.
Explore CRM →Order SO-1042 · Aurora Systems$4,820
Sell · from the dealSales order confirmed
Source · warehouseStock reserved
Deliver · fulfilmentShipment on its way
Account · financeInvoice issued
Payment received ✓budget vs. actuals updated
The operational pictureThe work behind every sale,
The work behind every sale,
in one place.
- Know what is available. Products, warehouse stock, reservations and movements in one operational view.
- Plan what comes next. Supplier orders, material requirements and production work orders.
- Follow the money. Invoices, payments, cash accounts and budgets alongside customer records.
- One set of records. The customer directory is shared across Nextora, so an order keeps its business context from deal to payment.
Order to invoice · real screensFrom the order
From the order
to the money.
The screens behind one sale — the order, the stock, the purchasing that keeps it possible and the invoice that closes it.
01
Actual sales order · demonstration items · draft, not confirmed
Take the order
Give every order a clear set of next steps.
Keep the customer, priced order lines and fulfilment status connected — and with CRM, carry a deal straight into the order.
02
Actual product detail · demonstration item with warehouse stock
Know the stock
See the product behind the order.
See stock by warehouse, reserved quantities and what is free to promise. Record receipts, transfers and adjustments through stock movements.
03
Actual purchase order · demo quantities · partially received
Plan the purchasing
See what you ordered and what is still to arrive.
Keep suppliers, purchase orders and receiving together, so what is missing today has a plan for tomorrow.
04
Actual invoice · demonstration data · draft, not issued
Issue the invoice
Keep the customer and the invoice together.
Track incoming and outgoing invoices, record payments and compare budgets with actuals in the same workspace.
Beyond operationsOperations starts
Operations starts
with the customer.
Build around ERP and the operational modules your business needs, then connect the teams on either side of the order — each module optional.
The numbers beside the work.
Bring revenue, conversion and the movement behind them into saved boards and reports the whole team can return to.
Explore Analytics →ManufacturingBills of materials, material planning and production orders — with routing operations and material requirements on each work order.
Finance & peopleGeneral ledger, chart of accounts, tax rates, budgets and cash flow — with employees, leave and payroll beside them.
Good to knowA few things
A few things
to know.
For plans and billing see the pricing questions; everything else is in the main FAQ.
Do we need every ERP module?
Setup lets you choose your business type and the operational modules your team needs. Start with the workflows relevant to your business.
Does it include manufacturing?
The suite includes bills of materials, material planning and production orders, with routing operations and material requirements on each work order.
Do sales pipelines come with ERP?
ERP covers operational sales orders and invoicing. Lead and deal pipelines belong to CRM; connect it for the deal-to-invoice workflow. Contacts and companies are part of the shared platform.
Can we evaluate our own process first?
Yes. Start a 14-day free trial with ERP as one of your hubs and try it on your own stock, purchasing and finance work, or ask us for a demo first. Country-specific accounting and payroll requirements need to be checked for your business.
Start with operationsBring your operations
Bring your operations
into the picture.
Build around ERP and the operational modules your business needs. Connect CRM for deal handoffs, Projects for delivery and Analytics for wider reporting.