Nextora / ERP & operations
When every team keeps its own version, a simple order becomes a chain of questions. Bring the commercial, stock and financial records into one workspace.
Start with the real sales orderAn enquiry becomes operational work when the customer, items, quantities and prices are clear.
Open the sales order and check its customer, line items, quantities and total before confirmation.
The next conversation can start from a defined order with the details already in view.
Stock, purchasing and finance ask different questions about the same business. Give each area a clear record, with the references and quantities people need to review.
Purchasing and sales need a dependable reference for what an item costs, how it is priced and where stock stands.
Review the product record’s cost, sale price, current stock and minimum-stock threshold. Open its warehouse section for the stock breakdown.
The team has the item’s commercial and stock details in reach for a pricing or purchasing discussion.
A supplier conversation needs more than a reminder that something has been ordered.
Review the supplier purchase order, its currency and item quantities, then check what has been received and what is still to arrive.
Purchasing can work from a concrete document when checking the next delivery.
Finance needs to check who is being billed, what the lines contain and how the balance is calculated.
Open the draft invoice to inspect the customer, item lines, totals and payment summary before issuing it.
The invoice is a document the team can review with its business details in reach.
Keep the customer, priced order lines and fulfilment status connected. Add CRM to carry a deal into an invoice.
The tools behind the work
Products, purchasing, orders and finance share one workspace. ERP uses the shared customer directory, so you can begin with operations and add sales pipelines when you need them.
Build around ERP and the operational modules your business needs. Connect CRM for deal handoffs, Projects for delivery and Analytics for wider reporting.
Contacts, companies and workspace access are part of every setup. CRM adds the sales layer.
ERP uses the shared customer directory. Sales pipelines are a separate connection.
Stock, orders, purchasing, production and finance.
Connect deals to operational orders and invoices.
Bring the delivery plan and client progress alongside operations.
Review the reporting sources available for your operational setup.
Additional modules and access are agreed separately.
Private alpha · We’ll confirm the modules, connections and pricing for your workflow.
Setup lets you choose your business type and the operational modules your team needs. Start with the workflows relevant to your business.
The suite includes bills of materials, material planning and production orders, with routing operations and material requirements on each work order.
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.
Yes. During private alpha, discuss your stock, purchasing and finance needs with us before adopting a workflow. Country-specific accounting and payroll requirements need to be checked for your business.
Nextora