Everything Nori does, module by module

Sales

Sales documents

• Quote, sales order, delivery and invoice, each step with "Copy to" and partial deliveries
• "Copy from" combines several orders from the same customer into one delivery or invoice
• Sales orders reserve stock
• Save as draft and post many drafts at once
• Scanner entry, "3*code" for quantity, stock by warehouse, margin and the customer's last prices
• Create a customer or item without leaving the document, including a walk-in customer who needs an invoice
• "Save and pay" on deliveries and invoices: you collect in the same step
• Customer down payments that you later apply to the sale invoice
• Applying a down payment creates the credit note the SAT requires Mexico
• Reserve invoice: bill today and the customer picks up the goods in parts
• Returns from the delivery and credit memos copied from the invoice
• Debit memo to charge an extra fee without moving goods
• Close lines or the whole document, or cancel it with a reason
• Relationship map: where each document came from, where it went and its payments
• Customer PO number on the header, required for the customers who ask for it
• File attachments on every document (PDF, images, XML, Excel)

Electronic invoicing

• Stamp the CFDI 4.0 invoice when you save it, with Nori's PAC or your own (Finkok, EDICOM, Solución Factible or ISI) Mexico
• CFDI use, payment method (PUE or PPD) and payment form on each document Mexico
• Download the PDF, the XML or a ZIP with both Mexico
• Cancel with the SAT using reasons 01 to 04 and check whether the CFDI is still valid Mexico
• If the PAC doesn't answer, the sale is saved and you retry stamping later Mexico

Sending and printing

• Print with your own layout or email the document with its PDF
• Send invoices and orders over WhatsApp
• Payment links on the invoice when Recaudo is connected

Sales rules

• Credit limit and overdue balance ask for approval on credit sales
• Payment terms that require full payment before the invoice is saved
• Minimum price and maximum discount per user
• Minimum profit margin that blocks the sale or asks for approval
• Big discounts or manually changed prices are approved by a supervisor remotely or with a PIN
• Automatic promotions and discounts on lines, with "Why this price"
• Each salesperson can be limited to their own documents

Line list and invoicing deliveries

• One list of sales, purchasing and inventory documents, filtered by status, series, salesperson, payment form and dates
• Select several documents and print, export to Excel, post, copy or invoice them in one step
• Batch-invoice the day's, week's, fortnight's or month's deliveries
• One invoice per payment form and method, without splitting deliveries by hand Mexico
• Global invoice to the general public from the period's receipts Mexico
• Credit deliveries in a series can be invoiced automatically when saved

Sales page E-invoicing page Guide: How to make a sale: quote, order, delivery and invoice Guide: How to invoice deliveries in bulk Guide: Global invoice to the general public

Purchasing

Purchasing documents

• Purchase requests from the warehouse or any department, with a suggested vendor and a need-by date
• Requests above an amount that require approval
• Purchase quote, purchase order, goods receipt and vendor invoice, each copied from the previous one
• Partial receipts: what didn't arrive stays open on the order
• Return goods to the vendor from the receipt
• Vendor down payments that you later apply to their invoice
• Vendor credit memo with a return or as a price reduction only
• Vendor reserve invoice, for when you are billed before the goods ship
• Store the vendor's CFDI UUID to match it against SAT downloads Mexico

Landed costs (import costs)

• Spread freight, duties, customs fees, insurance and broker fees over the goods
• Allocate by quantity, weight, volume, value or evenly, with the import declaration number
• Raises the average cost of stock still on hand and sends the share of goods already sold to cost of sales

Scan receiving and purchase suggestions

• Receive by scanning against one or several orders from the same vendor
• Rejects what wasn't ordered and asks for approval on over-receipt
• Weighed items with scale and tare; lot, expiry, serial and bin capture
• Shows the last purchase cost so you spot a vendor price increase
• Lists items at reorder point or below minimum and suggests how much to buy to reach the maximum
• Creates draft purchase orders, one per vendor and warehouse

Purchasing page Guide: How to record a purchase: order, goods receipt and supplier invoice Guide: Landed costs: freight, duties and import costs Guide: Receive goods with a scanner against the purchase order

Point of sale

Sales screen

• Touch mode with photos by category or keyboard mode with a scanner; each cashier picks one
• "3*code" entry, scale labels and weight read from a connected scale
• POS categories with subcategories, color and image, arranged by drag and drop
• Park sales and recall them later
• Split payments (cash, card, transfer or on account) with the change shown large
• Wallet: the customer earns a percentage of each purchase and pays with that balance
• Ring up orders taken by salespeople: scan the sheet, charge part of it or combine several
• Turn a paid receipt into an invoice with Ctrl+F Mexico
• Counter returns: goods and money go back in one step
• Supervisor approval by PIN or remotely for discounts, deleted lines, withdrawals, returns and reprints
• If the internet drops you keep the open sale, and retrying a charge never charges twice
• Modifiers with a surcharge ("almond milk +$10") and removable ingredients
• Recipes take their ingredients out of stock when you sell
• Printed kitchen tickets per station (bar, kitchen) with modifiers and notes, no prices
• Receipts straight to the printer, up to three printers per register, and cash drawer opening
• Receipt by email
• Mercado Pago Point, Clip and Netpay terminal connection, in testing: the register sends the amount to the terminal

Register and close

• Open the register with a float counted by bill and coin
• Cash withdrawals and pay-ins, and an X report at any time
• Cash count and Z report: Nori shows what is over or short; it can be blind
• Supervisors see every register by branch and can close another cashier's
• Day close: checks every register is closed and sums sales and collections by payment form and cashier
• Day close lists what is still to be stamped or sent to the ERP

Setup

• POS terminals with branch, warehouse, scale, mode and receipt layout
• Payment forms that give change, ask for a reference or use the wallet
• Bills and coins per currency for the cash count
• Bank terminals to balance card vouchers at close
• Modifier sets shared across sizes, and prep stations

Point of sale page Guide: Sell at the point of sale Guide: Open and close the register, with a blind cash count Guide: Recipes, modifiers and kitchen tickets

Logistics and routes

Goods delivery and shipments

• Picking board with wait-time colors and a sound for new orders
• Each area picks only its lines and prints a pick ticket with a barcode
• Deliver by scanning against the order or invoice, with scale tolerance and partial deliveries
• Home delivery with directions, time window, map pin and cash on delivery
• Schedule each shipment on the day's route, or with a date, vehicle and driver
• Proof of delivery with who received it, a photo and location; failed deliveries go back to the board
• Delivery zones by polygon, radius or ZIP code, with suggested freight

Route sales

• Pre-sale, van sales or delivery routes with depot, truck warehouse, driver, visit days and target
• Route designer on the map: lasso customers in, set visit frequency and split by day
• Optimizes each day's stop order
• Daily plan built from visit frequency and open orders
• Suggested truck load, load sheet in reverse stop order and depot-to-truck transfer
• Live board of the day: visits, sales vs target and next stop on the map
• My route in the phone browser: GPS check-in, sale, order, delivery, collection and no-sale reason
• Route settlement: truck reconciled by item and cash by payment form
• Settlement differences with their reason, return to depot and closing the salesperson's register

Setup

• Coolers and displays at customer sites, with periodic service and history
• Visit, no-sale and return reasons, with a required photo or note
• Vehicles, drivers and trailers, supervisors and shipping classes
• Deliveries and transfers stamped with Carta Porte Mexico

Route sales page Logistics page Guide: Design routes and plan the day Guide: Work the route and settle Guide: Goods delivery with status lights and scanner

Inventory

Items and prices

• Item record with sales, purchasing, inventory, prices, properties, images and notes tabs
• Several barcodes per item, each in its own unit; warns if a barcode belongs to another item
• On hand, committed, ordered and available per warehouse, with average cost
• Minimum, reorder point and maximum per warehouse, with alerts in the list
• Item labels, 1 to 500 copies
• Images with a main one for the POS and documents
• Packages and kits with fixed components or option groups to pick at sale
• Items sold by weight
• SAT product key and unit key on the item Mexico
• Import items from Excel or CSV with a preview
• Price lists per currency, which can derive from another list with a factor
• Own price per unit of measure (the box, the pack) and margin over cost
• Promotions by percent, fixed price, buy N get M, combos and tiers by volume, weight or amount
• Promotions with date ranges, weekdays, time windows and conditions by customer, list, branch, channel or payment form
• Price simulator to try a promotion before you use it
• Item, quantity and group discounts, applied in the order you set

Stock movements

• Inventory hub with pending transfers, open counts, goods in transit and latest movements
• Scanner entry on every movement
• Adjustment receipts and issues, always with a reason (waste, expiry, gift…)
• Opening stock loaded against opening balances
• Transfer requests and transfers between warehouses; the request closes itself once filled
• Transit warehouse that creates the request to the final destination on its own
• Alert for expired or soon-to-expire batches

Physical counts

• Count by warehouse or item group, blind and with frozen stock if you want
• Several people count at once by scanner or from the mobile app
• Variance review valued at cost, taking into account what was sold during the count
• Surplus and shortage adjusted in one step

Batches, serials and bins

• Batches with expiry and vendor batch number; first-expired, first-out picking (FEFO)
• Serial numbers per unit, scanned at sale or delivery
• Automatic batch and serial numbering
• Bin locations inside the warehouse with up to four levels (aisle, rack, level, position)
• Each bin with a barcode, min, max, max weight and inbound or outbound blocks
• Default bin per item, assignable in bulk
• Stock by bin with below-minimum or over-maximum flags

Reports and setup

• Stock audit (kardex) by item and warehouse, with opening balance, every movement and the average cost after each one
• The kardex exports to PDF, Excel or CSV
• Moving average cost per warehouse
• Unit of measure groups (1 box = 12 pieces), item groups with subgroups and manufacturers
• 64 item properties you can rename

Inventory page Guide: How to create items and price lists Guide: Discounts and promotions Guide: Inventory counts: count a warehouse and adjust differences Guide: Batches, serial numbers and bin locations

Production

• Bills of materials (recipes) with waste per input, in any unit
• Multi-level BOMs: an input can have its own BOM
• By-products received at average cost, fixed cost or zero cost
• BOM cost scaled to any quantity, with cost per portion
• Labor and machine resources with a cost per hour
• Standard, special or disassembly production orders, with priority and customer order
• Releasing an order reserves the material and fixes the standard cost
• Issue inputs with a batch suggested by expiry, plus resource hours
• Automatic issue of inputs when the product is received (backflush)
• Finished goods receipt with batch, expiry and rejects with reason, in one or several parts
• Order as PDF and a label for each batch produced
• Order close with variance: revalues what is still in stock and the rest goes to its account
• With Nori accounting, each issue, receipt and close posts its work-in-process entry
• MRP: from orders, forecast and minimum stock it tells you what to produce and what to buy
• MRP creates planned orders and draft purchase requests or orders per vendor
• Forward and backward batch traceability
• Reports on cost and variance per order, actual vs recipe consumption and late orders

Production page Guide: How to create a bill of materials Guide: How to produce: order, issue and receipt from production Guide: How to plan purchasing and production with MRP

Business partners

• Customers, vendors and leads in one master; a lead becomes a customer by changing its type
• Several contacts and billing and shipping addresses, with buttons to call, message on WhatsApp or open the map
• Price list, currency, discount and salesperson per customer
• Payment terms with credit days
• Credit limit: going over it or having overdue invoices needs a supervisor's approval
• Balance, available credit and aging on the record
• Account statement as PDF or as an online link by email or WhatsApp
• Pay button on the online statement when Recaudo is connected
• Customer or vendor aging at any date, with your own buckets
• Aging exports to PDF, Excel or CSV
• Require the customer's PO number before saving their sales
• One-time (walk-in) customer linked to another partner
• Related partner to offset customer and vendor balances
• RFC, CURP, tax regime, CFDI use and the vendor's DIOT data Mexico
• Partner groups, 64 properties you can rename, photo or logo and attachments
• History with the partner's latest documents and payments
• Customers created in the field from the app, with GPS and photo, reviewed by a supervisor before approval

Guide: How to create a customer or vendor and set their credit Guide: Aging at a cut-off date and account statements Guide: How to create customers in the field and review them

CRM

• Sales pipeline as a board: drag each deal between stages
• Open, weighted forecast and won-this-month totals
• Cards with days in stage, next follow-up and overdue or idle flags
• Quick-add a deal, which can also create the lead
• Several pipelines, with templates for B2B, distribution or projects
• Stages with a probability that advance on their own with a quote, order, invoice or payment
• Products on the deal priced from the customer's list, and the quote comes from the deal
• The order and invoice copied from that quote stay linked to the deal
• Won or lost with a loss reason, and reopen
• Activities: note, call, email, WhatsApp, meeting, visit or task, with a timeline
• Dated follow-ups with reminders in Nori and by email
• "My follow-ups": overdue, today and the next 7 days
• Forecast by close month and by owner
• Dashboard with stage conversion, win rate, sales cycle and activity per rep
• Automations: create a follow-up, notify, assign in rotation, tag or move stage
• An automation can send an email or WhatsApp or call a webhook, and keeps a log
• Each salesperson sees only their deals unless allowed to see all
• Tags and attachments on the deal
• CRM in the mobile app, with agenda and offline work

CRM page Guide: How to follow up on a deal Guide: How to automate the CRM

Payments and banking

Payments

• Customer payments applied to one or several invoices, with partial payments
• One payment in several forms: cash, card, check, transfer or credit memo
• Payments on account that you later apply to invoices
• Payment complement 2.0 stamped when PPD invoices are paid, with installment and remaining balance Mexico
• Vendor payments in full, partial or in advance
• Print a payment, send it by email or WhatsApp, or download it as PDF
• Cancel a payment and the balance goes back to the invoices
• Internal reconciliation: match invoices with credit memos, payments on account or journal entries, with automatic suggestions
• Offset what a customer owes you against what you owe them as a vendor (payment form 17) Mexico

Banking

• Deposits of cash from register closes and of received checks
• Card voucher settlement, splitting out the fee and its VAT
• Bounced check: cancels the payment and records the bank fee
• Reports of checks to deposit, card vouchers to settle and undeposited cash
• Bank accounts with account number, currency, GL account and opening balance
• Import the bank statement as OFX, CAMT.053 or CSV, with sample formats from Mexican banks
• Bank reconciliation that suggests matches by amount, close date and reference
• Bank fees and interest recorded from the statement line itself
• Reconciliation report at a date, as PDF
• Transfers between accounts, withdrawals and deposits not tied to a payment

Banking page Guide: How to record a customer payment Guide: How to reconcile the bank Guide: Cash, check and card deposits

Accounting

Bookkeeping

• Mexican chart of accounts with the SAT grouping code Mexico
• International chart of accounts for companies outside Mexico
• Automatic journal entries when you save sales, purchases, inventory, payments, register closes and payroll
• Cash-basis VAT: moves from uncollected to collected and from pending to paid
• Chart of accounts as a tree, with CSV import and export
• Manual journal entries, also in foreign currency, with T-account view, attachments and reversal
• Batches of draft entries that post all together or not at all
• Recurring entries weekly, monthly, quarterly, yearly or every N days
• Month-end FX revaluation, reversed the next day
• Account ledger lookup on screen or as PDF
• Opening balances and opening entry

Budgets

• Budget by account and cost center: spread a yearly amount, copy last year or import from Excel
• Warns or blocks posting when an entry goes over budget
• Budget vs actual for the month and the year

Reports

• Trial balance, comparative income statement and balance sheet
• General journal and account ledgers
• Aging reconciled against the control accounts
• Indirect-method cash flow and VAT report
• DIOT with vendor checks and the TXT for the SAT upload Mexico

Setup and closing

• Account determination by warehouse, item group, partner group, payment form or tax
• Accounting periods open, closed or locked except for sales, with bulk closing
• Up to five cost center dimensions, with validity dates
• Open the next fiscal year, run year-end closing into period 13 and reopen it if needed

Accounting page Guide: Accounting in Nori: how it works Guide: Trial balance, income statement and balance sheet Guide: How to load a budget Nori vs CONTPAQi and Aspel

Fixed assets

• Asset register with class, branch, cost center, custodian and location
• Capitalize an asset from the vendor invoice
• Add an asset you already had by hand, with its accumulated depreciation
• Monthly straight-line depreciation with a preview and one journal entry
• Catches up missed months and can run by itself on the 1st
• Cancel the last run with its reversing entry
• Sell an asset with an invoice or an entered amount, with its gain or loss
• Write-off without a sale and transfer between branches or cost centers
• Asset register that ties to the books, depreciation schedule and movements
• Tax depreciation at LISR rates (nominal figures) Mexico
• Ready-made asset classes with useful life, tax rate and accounts

Guide: How to register a fixed asset Guide: How to run the month's depreciation

SAT Mexico

• Stores the company's e.firma (FIEL) encrypted
• SAT bulk download of issued and received CFDI, as XML or metadata
• Automatic daily or weekly download, without duplicate CFDI
• Received CFDI: see which aren't recorded yet and link them to your vendor invoices
• Issued CFDI: compares what the SAT has with what Nori stamped
• Posting rules by RFC, description or product key for utilities, rent, fuel and other expenses
• Post all pending CFDI in one go, with VAT and withholdings
• Electronic accounting (Annex 24): chart of accounts and trial balance, normal or complementary, with month 13
• Journal and folio or account ledger XML files when the SAT asks for them
• XML validated against the SAT schemas, in a ZIP ready to upload

Guide: How to download your issued and received CFDI from the SAT Guide: How to generate the SAT electronic accounting Guide: How to review the month's VAT and generate the DIOT

Human resources

• Employee file with CURP, RFC, NSS, position, contract, schedule and pay frequency Mexico
• Employee attachments: contracts, IDs
• Dated salary changes, kept in the history
• Terminations with their reason, and rehires
• Incidents: absences, sick leave, vacations, double or triple overtime and leave
• Vacation balance for each person under the legal table
• Positions with their risk class and departments with their expense class
• IMSS employer registrations with risk premium Mexico
• Holiday calendar

Guide: Human resources and payroll

Payroll Mexico

• Weekly, biweekly, semi-monthly or monthly periods for the year
• Calculation with salary, incidents, ISR, employment subsidy and IMSS contributions
• INFONAVIT, FONACOT, alimony and loan deductions
• Integrated daily salary from the integration factor
• Review each payslip with its taxable and exempt parts, and add bonuses or deductions
• Approving a payroll run locks the figures and records who approved it
• Payroll stamping (CFDI de nómina) with the same PAC and certificate you invoice with
• Cancel a payslip's CFDI and download its XML
• Each employee gets their payslip PDF and XML by email
• Bank payout file with the columns you need
• Christmas bonus (aguinaldo), profit sharing (PTU), final settlement and severance runs
• Automatic payroll journal entry, by expense class and with the UUID
• Payroll register by period, totals with employer and employee contributions, and yearly accumulations for the annual adjustment
• Files for IDSE (hires, changes and terminations) and SUA, with NSS and CURP checks
• Dated parameters: UMA, minimum wages, ISR tables and IMSS rates
• Your state's payroll tax rate
• Payroll concepts with SAT code and exemption rule

Payroll for Mexico page Guide: How to calculate and stamp a payroll Guide: How to generate the IDSE and SUA files

Reports

• Report center: run reports with parameters and view them on screen, printed, as PDF or in Excel
• Build your own reports with read-only SQL queries
• Visual builder to put together the query without writing SQL
• "Describe with AI" writes the query from what you ask for
• Data dictionary
• Converts SQL Server queries (Nori desktop) to PostgreSQL
• Sample reports: sales by period, receivables and valued stock
• Choose which roles can run each report
• Saved reports show up in the menu
• Customer and vendor aging at any date
• Print layout designer in the browser, with a preview using real data
• Standard layouts for letter paper, 80 and 58 mm receipts and labels
• Imports .repx layouts from Nori desktop
• Number of copies, copies on credit sales and a layout for email

Reports page Guide: How to create a report in the report builder Guide: How to edit a print layout

Company

• "Set up your company": a guided checklist with progress you can come back to
• Import items and customers from Excel or CSV, reviewing row by row
• Connect SAP Business One or NetSuite from the setup wizard
• Turn on Nori's PAC and create the invoicing series Mexico
• Company details: legal name, tax ID, tax regime, address and logo
• Branches
• Document series with prefix, first and last number, tied to a branch or warehouse
• Limit which users use each series
• Print stations: print straight to receipt, document and label printers
• Print agent for Windows, macOS and Linux, paired with a code
• Opens the cash drawer after a cash sale

Guide: Getting started with Nori Guide: How to set up document series Guide: Print stations and the print agent

Users and security

• Users with a role and a license type
• Ready-made roles (Administrator, Supervisor, Cashier, Sales, Warehouse, Finance, Purchasing, Payroll, Production…) and your own roles
• Role permissions in a module-by-action matrix, with search
• Duplicate a role or go back to the factory roles
• Limit each user by branch, default warehouse and allowed warehouses
• See each user's open sessions and devices and close them
• Buy licenses, change their type and renew maintenance from Nori, paying by card
• Approvals inbox with context: before and after, cost and margin
• Approve remotely or on site with the supervisor's PIN
• Approval rules with limits per role, who approves and expiry

Approvals page Guide: Users, roles and permissions Guide: Authorizations and supervisor PIN

Parameters

• Company language (Spanish or English) and choosing a warehouse at sign-in
• Company color and logo on the home screen
• Default customer, price list and tax for selling
• Sell without stock, allow zero price and limit each salesperson to their own data
• Count open orders and deliveries against the customer's credit
• Point of sale in touch or keyboard mode, auto-print, parked sales and blind cash count
• Turn on accounting and choose the chart of accounts and fiscal year
• Notices and emails: for each event you choose the channel (in Nori, email or WhatsApp) and who gets it
• Daily digests of low stock and overdue collections
• Your own text on each notice, with a test button

Guide: Notices and emails Guide: How to turn accounting on and choose your chart

Catalogs

• Salespeople with their commission
• Departments, zones, channels, projects, owners and cycles
• Reasons for inventory movements
• Tax codes built from components: VAT, ISR, IEPS, charged or withheld
• Currencies and daily buy and sell exchange rates
• Payment forms
• SAT payment form on each payment form Mexico
• Countries and states already loaded

Guide: How to set up sales reps, tax codes, currencies and exchange rates

Customization

• User fields on documents, lines, partners, items and payments
• Import user fields from SAP Business One or NetSuite
• User tables for your own lists
• Hide, lock or require a field by role or by user
• Print layouts
• Direct SQL access with a read-only user, for Power BI, Excel or DBeaver
• Allowed networks and an audit log for SQL access
• Converts SQL Server stored procedures to PostgreSQL functions

Guide: How to add user fields and user tables Guide: How to customize a view or form Guide: SQL access for the IT team

Integrations

• Integrations center: one card per service, with a test button and an event log
• Credentials are stored encrypted and never shown again
• ERP sync monitor: each catalog's last pull and the outgoing queue
• Retry, mark as resolved or force a sync from the monitor
• Reconciliation with the ERP on demand and every night
• Tax data for invoicing and the digital seal certificate (CSD), with its expiry date Mexico
• e.firma (FIEL) for the SAT bulk download, visible only to the administrator Mexico
• The company's Anthropic API key for the assistant, tested before it is saved
• Assistant usage by user, feature, model and day, exportable to CSV

Guide: Connect Nori to your ERP Guide: Stamp and download CFDI 4.0 invoices

Utilities

• Migration from Nori desktop with a .bak backup, a .sql file or a direct connection
• "Simulate only" mode before migrating for real
• Migration reconciliation report in CSV or PDF: balances, stock and fiscal folios
• Chunked upload that resumes if it is interrupted
• Encrypted nightly backup of your company; you see the latest one and its check

Guide: Migrate from Nori desktop Guide: How to check your company's backups

Route sales mobile app

Android and iPhone app used by salespeople, warehouse staff and supervisors.

• Sign in with your company code and Nori user, and it downloads customers, items, prices and stock
• Works offline: everything is kept on the phone and sent on its own when the connection is back, without duplicate sales or payments
• Day route as a list and on a map, with GPS check-in and check-out
• Pre-sale, van sales and delivery: quote, order, delivery, invoice and return
• Sales to customers off the route and notebook-style quick entry
• Collections: apply the payment to the invoices you pick, oldest first, or leave a payment on account
• Customer card with balance, available credit, aging and open documents
• New customers in the field with GPS, storefront photo and duplicate check
• Cooler and display service with photos and temperature
• Printing on a Bluetooth thermal printer
• The printed receipt carries the CFDI QR code Mexico
• Camera price checker: price by list and stock by warehouse
• Inventory: transfers, filling requests by scanning, receipts and issues with a reason, and physical counts
• Supervisor: today's and this month's sales and collections, overdue receivables and ranking by salesperson and branch
• Approve or reject approval requests from the phone
• CRM: deals, calls or WhatsApp, agenda, quoting and marking won or lost, also offline
• Fingerprint or face unlock, and dark mode

Guide: Install and set up the mobile app Guide: The CRM in the mobile app Nori vs Microsip

Connection with your ERP

• Nori works on its own, without an ERP, or connected to SAP Business One or NetSuite
• SAP Business One 9.3 or later through the Service Layer; nothing to install on your Windows server
• Sends sales, purchasing and inventory movements to SAP, with batches, serials and bins
• Sends incoming and outgoing payments
• Sends the customers created in Nori, if you turn it on
• Pulls items, price lists and special prices, partners with balance and credit, warehouses, salespeople, payment terms, batches and serials from the ERP
• What comes from the ERP is read-only in Nori
• Stock every so many minutes, as you choose, minus what was sold and not yet sent
• The register can check price and stock with the ERP right before charging
• Retries without duplicates: each record carries its Nori ID
• Email alerts when the sync falls behind or fails
• Respects each ERP field's length and warns instead of cutting
• NetSuite through REST and SuiteQL with OAuth 2.0, with subsidiary, department and class. Connector in testing

SAP Business One NetSuite Nori vs SAP Business One Nori vs NetSuite

Other connected services

• CFDI 4.0 e-invoicing with Nori's PAC or your own: Finkok, EDICOM, Solución Factible or ISI Mexico
• Email through Mailgun, with your own domain or Nori's account
• Tracking of each email: delivered, opened or bounced
• Recaudo connects in one click, without copying keys
• Payment links per invoice, for several invoices or for the full balance
• Recaudo payments come in on their own and are applied to invoices; any excess stays as customer credit
• Collection of overdue invoices with Recaudo, if you turn it on
• Documents over WhatsApp: quote, order, invoice or receipt with its PDF
• WhatsApp buttons with the customer's number, no setup needed
• Mercado Pago Point, Clip and Netpay terminals connected to the register, in testing

Recaudo WhatsApp Guide: Collect payments with Recaudo

API for developers

• REST API v1 in JSON, the same one the mobile app uses
• One token per device that expires after 30 days and can be renewed or revoked
• Idempotency key on every write so nothing is duplicated
• Customers, items with price and stock, batches, serials and bins
• Documents and payments: create, read, PDF and email
• Inventory movements, transfer requests and physical counts
• CRM, approvals, route sales and KPIs
• Sync for offline work: change-based pulls and a queue of up to 100 operations
• Cursor pagination and a per-minute request limit
• Downloadable OpenAPI contract and interactive reference

Developer guide

Localization by country

• The localization is chosen when the company is created and locks at the first transaction
• Mexico, Colombia, Peru, Chile, Argentina, Ecuador, Guatemala, Costa Rica, Panama, Dominican Republic and international
• Tax ID validated per country: RFC, NIT, RUC, RUT, CUIT, RNC or cédula jurídica
• Local currency and starter taxes for the country
• Mexico only: CFDI 4.0, SAT bulk download, electronic accounting, DIOT, payroll and tax depreciation Mexico
• Interface in Spanish or English, per user

Guide: How to choose your company's localization

Platform and licenses

• Perpetual per-user license in a single payment, plus yearly maintenance
• Six license types: Cashier, Sales, Logistics, Supervisor, Finance and Administrator
• The AI assistant comes with every license except Cashier and Logistics
• Each company with its own database and its own address
• Several branches, warehouses and registers in the same company
• Runs in the browser, with an app for Android and iPhone
• Encrypted nightly backup off the server, checked weekly
• Ctrl/⌘ K search for screens, document numbers, partners and items, also by their SAP names
• Pin up to 8 screens and see recent ones
• Keyboard shortcuts: F1 to F8 to create documents; "?" shows the list
• Lists with search, saved filters and column sorting
• Customize your view of each screen
• Light, dark or system theme
• Notice inbox inside Nori

Pricing Guide: Licenses and roles Guide: How to find any screen with search (Ctrl+K) Compare Nori