ON La Evolución
Product: CSG-360
From quote to invoice, without typing anything twice
The complete purchasing and sales circuit with document traceability, expenses from your phone and profitability reports, connected to stock and accounting.
What it includes
- Sales
- Purchasing
- Reports
- Expenses
- Sales Packs
- Sales Units
Your company's complete purchasing and sales cycle: quotes, orders, delivery notes and invoices, with full traceability between documents. Each document is generated from the previous one without retyping anything, prices and discounts follow the terms agreed with each customer, and everything stays connected to stock and accounting.
On the purchasing side you control what was ordered and what actually arrived, and you spot the gaps between what was negotiated and what ends up on the supplier's invoice. If you sell in your own formats, you define sales packs and selling units (boxes, pallets or kits) and the system works out the price and deducts stock from their components.
Company and employee expenses are recorded on the spot from the mobile app with a photo of the receipt, with the proof of purchase digitised and ready to approve, reimburse and post to accounts. And the purchasing and sales reports by customer, product, period, sales rep or profitability come straight from your real operations, with no spreadsheets in between. You will know at all times what has been quoted, what is pending delivery and what remains to be invoiced.
The sales cycle
From quote to invoice, without typing the same thing four times
The sales cycle in an ERP is a chain: quote, order, delivery note and invoice. In CSG-360 each document is generated from the previous one, carrying over line items, prices, discounts and taxes, so data is entered once and travels all the way through.
Converting is not copying
Conversion keeps the link between documents. From an invoice you can see which delivery notes it came from, which order those belonged to and which quote started it all; and from the quote, what is still pending delivery and invoicing. That traceability is what lets you answer a customer asking why a given line was charged.
Invoicing the way invoicing actually happens
- Several delivery notes on a single invoice, grouped by customer and period, how anyone delivering daily and invoicing monthly really works.
- Partial invoicing when an order ships in several deliveries.
- Recurring invoicing for retainers and maintenance contracts, with its issuing calendar.
- Credit notes with a stated reason, because an issued invoice is never edited: it is corrected, and the law requires both to be on record.
- On-screen delivery note signature from the customer at the moment of delivery.
The purchasing cycle
What you ordered, what arrived and what they invoice you
The purchasing cycle works the same way in reverse, and it exists to catch the difference between those three things. It starts with the purchase requirement, moves through the request for quotation, the order and the goods receipt note, and ends at the invoice.
At goods receipt you record what actually arrived, not what the order said. If a supplier under-delivers, over-invoices or changes an agreed price, the discrepancy shows up on its own instead of surfacing three months later while reviewing a statement.
Connected to what you already have
Goods receipt books the material into stock with its batch or serial number and updates the cost; the purchase invoice creates its due date in the payables ledger and its accounting entry. And if you would rather not key the invoice in, the OCR module reads it and creates the document with its line items, taxes and due dates.
Profitability
What you sell a lot of and what you sell well are not the same list
Purchase and sales reports come from real operations, with nothing to export or reconcile in spreadsheets. They can be analysed by customer, product, family, period, rep or area, and exported to Excel when somebody asks for another format.
What usually changes decisions is not the sales ranking but the margin ranking: the best-selling product is almost never the most profitable one, and the customer who orders most sometimes carries the deepest discount. With real purchase cost sitting next to selling price, that comparison stops being an argument.
If you need breakdowns that do not come as standard, the report builder lets you assemble them yourself on top of ERP data, without writing SQL.
What it includes
ERP · Purchasing and sales
6 modules
Sales
The complete sales cycle (quote, order, delivery note and invoice) with each document generated from the previous one, without retyping line items, prices or terms.
Purchasing
The complete purchasing cycle, from the purchase requirement through to the supplier invoice, by way of the request for quotation, the order and the goods receipt note.
Reports
Ready-made purchase and sales reports, analysable by customer, product, family, period, rep or area, and exportable to Excel.
Expenses
Company expenses are recorded where they happen: the employee photographs the receipt from the mobile app and the expense is created with its digitised proof, its type and its date.
Sales Packs
Commercial packs that combine several catalogue products and sell as a single item, with their own price.
Sales Units
Sales units built from catalogue products: boxes, pallets, kits or whatever grouping you actually sell in.
Clearing things up
Frequently asked questions
Answers to what we get asked most.
Do I have to type the same data into every document?
No. Each document is generated from the previous one: the quote becomes an order, the order a delivery note and the delivery note an invoice, carrying over line items, prices and terms. You can turn several delivery notes into a single invoice or invoice partially.
Do invoices comply with Spanish regulations?
Yes. The platform covers Verifactu, TicketBAI for the Basque regional tax authorities and the immediate supply of VAT information (SII), on top of automatically posting each invoice to the accounts.
Can I work with several companies or branches?
Yes. The platform is multi-company: each site has its own documents, numbering series and accounts, and the same user can move between the sites they have access to. Certain master files, such as the product catalogue, can be shared across all of them.
Can I group several delivery notes into one invoice?
Yes, grouped by customer and period, which is how anyone delivering daily and invoicing monthly works. You can also partially invoice an order that ships in several deliveries, and from the invoice you can always see which delivery notes and which order each line came from.
Can it issue recurring invoices for retainers or maintenance?
Yes. You define the agreement with its amount and frequency, and invoices are issued automatically on the right date. It is what any company charging maintenance retainers, rentals or recurring services needs, without having to remember every month.
How are employee expenses recorded?
From the mobile app, with a photo of the receipt: the expense is created with its digitised proof, its type and its date, ready to approve, reimburse and post. Each expense can be charged to a project, a service or a cost centre, so every job's margin includes what it really cost.