One record from quote to cash.
Nothing is retyped between the quote, the order, the delivery and the invoice, and the invoice follows the order, so billing does not depend on someone remembering.
Product fact
Use case
Run quote-to-cash with ZATCA-ready invoices
ERP Pro takes a trading firm from quote to sales order to delivery to invoice without retyping, and adds the modules you need as you grow.
- Who it’s for
- Owners, finance managers and sales-operations leads at trading and distribution firms, from small teams to mid-market groups.
- Runs on
- ERP Pro, with Delivery Notes in ServiceDeskPro and Data & Finance Voice Agent alongside.
- Where it runs
- In the cloud (a Saudi cloud provider in KSA, or your own cloud account), or on-premise, on your own database.
The problem today
The same sale gets typed three times.
A quote is written in a spreadsheet, retyped into an order, and retyped again into the accounting system, while the delivery note lives on paper. Each retyping is a chance for a wrong price or a missed invoice. And the invoices have to meet ZATCA e-invoicing requirements.
- Who it’s for
- Owners, finance managers and sales-operations leads at trading and distribution firms, from small teams to mid-market groups.
How it works today
- A quote is written in a spreadsheet.
- It is retyped into an order, and again into the accounting system.
- The delivery note lives on paper.
- Each retyping is a chance for a wrong price or a missed invoice, and the invoice still has to meet ZATCA e-invoicing requirements.
How it works
-
Start with the quote-to-cash base.
The quote-to-cash base covers quotes and orders, customers and suppliers, and products and price lists.
Quotes · Orders · Price listsOne record for every customer and product.
-
An accepted quote becomes a sales order.
Delivery notes and returns are issued against the order.
Quote · Order · DeliveryNothing is retyped between steps.
-
The invoice follows the order.
The Finance & Accounts module raises the invoice and posts it to receivables and the ledger.
Invoice · Receivables · LedgerBilling does not depend on someone remembering.
-
ZATCA-ready invoicing is prepared.
The KSA Compliance module prepares ZATCA-ready invoicing, and covers GOSI and WPS for payroll.
ZATCA-ready invoicingThe same system holds the invoice and the books.
-
Follow-ups are tracked, and other systems connect.
Tasks and activities track follow-ups. An open API and secure webhooks connect your other systems.
Tasks · Open API · WebhooksThe system grows with the business.
The product, in three screens
From the deal to the invoice, in one product.
Products involved
One system runs it. Two pair with it.
Pairs with
Data & Finance Voice Agent
Ask your data by voice or text. Get the answer.
Signed proof of delivery comes from Delivery Notes in ServiceDeskPro (see the use case on delivery proof). Connecting ERP Pro to the other products is integration work under Custom Development & Integration.
- One ledger and one audit trail
- Role-based access
- Open API and secure webhooks
- Cloud or on-premise, on your own database
- One-time cost, unlimited users
What changes
What changes between the quote and the cash.
The system grows with the business.
You switch on the modules you need, such as inventory, projects, HR and payroll or manufacturing, on the system you already run. Your customers, users and books are already there.
Product fact
more than one full rolehours returned per week
More than one full role's worth of hours, every week.
In a 40-person firm where six people re-key data between systems, that is more than one full role's worth of hours returned every week.
Illustrative scenario. From AI Hub's product profile. It is not a customer result, and your firm will differ.
Illustrative scenario · not a customer result
FAQ
Answers, in plain words.
No. The quote-to-cash base covers quotes and orders, customers and suppliers, products and price lists. You switch on others, such as Finance & Accounts, inventory, projects, HR and payroll or manufacturing, as you need them.
ERP Pro's KSA Compliance module prepares ZATCA-ready invoicing, and covers GOSI and WPS for payroll.
Yes. ERP Pro has an open API and secure webhooks. If a connection you need is not available out of the box, Custom Development & Integration covers it.
In the cloud (a Saudi cloud provider in KSA, or your own cloud account) or on-premise, on your own database.
One-time cost. No monthly subscription and unlimited users, so adding a salesperson or an accountant adds no fee.