Hundreds of invoices a month, none of them typed
An Automation flow issues the invoice for every confirmed order with its series and its register; bulk and recurring issuing are shipped.
Invoicing every order, reconciling what the gateway pays out and automating the paperwork already work; the catalogue and the stock are the verticals still missing.
An online shop needs a catalogue, orders, stock and invoicing. In iERP, Finance — invoices, credit notes for returns, payments and bank reconciliation — and Automation, which turns every confirmed order into its invoice with nobody typing, are shipped. Ecommerce — catalogue, orders and store integration — and Inventory — stock, warehouses and valuation — are declared in the catalogue and cannot be activated yet.
The day to day
What piles up in the back office of an online shop, and which part iERP covers today.
An Automation flow issues the invoice for every confirmed order with its series and its register; bulk and recurring issuing are shipped.
Credit notes, refunds and partial payments are handled in Finance, with the chained register behind them and without editing an already issued invoice by hand.
The gateway's grouped payouts are reconciled against the bank statements inside Finance, instead of exporting everything to a spreadsheet every Monday.
Real-time stock and the catalogue are Inventory and Ecommerce, the two pending verticals. Today stock is controlled elsewhere and what enters iERP is the money of the order.
The modules that cover it
Every card carries its real status and its page, so you can check for yourself which part is usable today and which is still coming.
An example from the vertical
The request whoever runs the shop would make, and what the agent does with it.
The agent works with the permissions of whoever speaks to it, asks for confirmation before writing and leaves a trail of every action.
379 published actions an agent can execute in iERP.
Automate the invoice for every confirmed order.
automatizacion.flujo_crear flow in draft
I have prepared the flow that invoices every confirmed order; it is left as a draft so you can review it and switch it on when you want.
Partial coverage
Two are missing: Ecommerce — catalogue, orders and store integration — and Inventory — warehouses, stock and valuation. They are declared in the product catalogue and cannot be activated in a workspace yet. Invoicing and the flows that fire it, on the other hand, work today with Finance and Automation. If you need the verticals, tell us: we prioritise by real demand.
What people ask before booking a demo.
Not out of the box yet: store integration is part of the Ecommerce vertical, declared and not activatable. What does work today is the money side — invoice, credit note, payment and reconciliation — and the Automation flows that fire it.
Half an hour on your day to day: what you can use now and what would wait for the vertical.
Available in: Professional