Operations

How to make a sale: quote, order, delivery and invoice

Enter a quote, copy it to an order, a delivery and an invoice with "Copy to", collect when you save, and fix mistakes with returns, credit memos or cancellations.

Stamp and download CFDI 4.0 invoices

Set up your tax details, PAC and digital seal certificate. Then stamp invoices, download the PDF and XML, and cancel at the SAT.

Global invoice to the general public

Roll up the day's tickets (or the week's, fortnight's or month's) into one global invoice, and invoice customer deliveries in bulk.

How to invoice deliveries in bulk

Invoice your customers' open deliveries in one go, by day, week, half month or month, with one invoice per payment form and method.

Down payments: invoice and apply them

Invoice the customer's down payment, then apply it to the invoice for the goods with the credit memo the SAT requires.

The document list: filters and bulk actions

Find documents of any type with filters, check them and in one step print, open, export, post drafts, copy or invoice them.

Reserve invoice

Invoice today what the customer picks up over time. It is stamped and receivable now; stock goes down with each delivery.

How to record a purchase: order, goods receipt and supplier invoice

Order from the supplier with a purchase order, receive the goods with a goods receipt, record their invoice with the UUID and pay it; or let the purchase suggestions build the orders.

Purchasing: requests, down payments, credit memos and reserve invoices

Request purchases from the warehouse, pay supplier down payments, record their credit memos and the invoices for goods that haven't arrived yet.

Receive goods with a scanner against the purchase order

Scan incoming goods against one or more purchase orders. Nori rejects items that weren't ordered and asks for approval when more arrives than ordered.

Landed costs: freight, duties and import costs

Spread freight, duties, DTA, insurance and customs broker fees over the goods you received so their cost is the real one.

Open and close the register, with a blind cash count

The cashier's shift from the opening float to the Z report, and how to count the drawer without seeing the expected amount.

Sell at the point of sale

Touch and keyboard modes, categories, scanner and scale, split payments, and what happens when the internet goes down.

How to process a return at the point of sale

Find the ticket or invoice, choose what comes back, and refund the money the same way the customer paid or keep it as store credit.

Ring up sales rep orders at the register

The sales rep builds the order on the floor and sends it to the register. The cashier loads it, takes payment for all or part of it, and invoices a ticket when the customer needs it.

Recipes, modifiers and kitchen tickets

Coffee with a milk choice and a flavor, a baguette with no onion, paid extras, sizes that share options and the ticket for the bar and the kitchen.

Connected card terminals (Mercado Pago Point, Clip, Netpay)

Connect your card terminal so the POS sends the amount to the device, waits for the payment and records it with the card and authorization. Refunds to the card and the day's reconciliation.

Design routes and plan the day

Set up each route with its CEDIS and truck, place customers on the map with their visit frequency, and generate the day plan and truck load every morning.

Work the route and settle

What the sales rep does at each stop from their phone, the supervisor's live board, and settling the truck and the cash at the end of the day.

Goods delivery with status lights and scanner

A board that shows which orders are waiting, picking by warehouse, and handing over goods by scanning against the sales order or invoice.

Home deliveries

Mark a delivery or invoice to ship to the customer's address, schedule it on the logistics board and confirm with a photo who received it.

Delivery zones

Draw on the map how far you deliver, free or charged. When you enter a home delivery, Nori tells you the zone and suggests the freight.

How to create items and price lists

Create an item with its code, barcodes, units, taxes and SAT keys; price it on each list, and build lists calculated from another one with a factor.

Discounts and promotions

Where each line's price comes from, how to create a promotion with a schedule and conditions, and how to test it before your cashiers use it.

How to make stock transfers and adjustments

Request goods from another warehouse, transfer them by scanning, ship through a transit warehouse and record goods in and out that don't come from a purchase or a sale.

Inventory counts: count a warehouse and adjust differences

Snapshot your stock, count with several people and scanners, review differences at cost and post the adjustments in one step.

Batches, serial numbers and bin locations

Turn on batch or serial tracking, manage expiration dates with FEFO, and track stock by bin location inside the warehouse.

Inventory audit: an item's movements

See everything that came in and went out of an item, in one warehouse or in all of them, with its balance after each movement.

How to create a bill of materials

Enter what a product is made of, in what quantity, with how much waste and with which labor or machine hours, and check its cost per unit and per portion.

How to produce: order, issue and receipt from production

Create the production order from the recipe, release it, issue the components with their batches and receive the finished product with its batch and expiry.

How to close a production order: WIP and variances

When you finish producing, close the order to bring its work in process to zero; the difference against the standard cost adjusts the product's cost or goes to the variance account.

How to plan purchasing and production with MRP

Work out what to make and what to buy to fill your sales orders, the forecast and the minimum stock over a date range, and create the recommended orders and purchases in one go.

Batch traceability and production reports

Trace where a component batch went and where a product batch came from, and review cost and variances by order, consumption against the recipe and late orders.

How to supply your branches from a central kitchen (commissary)

Produce in the kitchen's warehouse with batches and expiry, transfer to each branch what it asks for and sell at the counter what arrives ready-made.

How to create a customer or vendor and set their credit

Enter a business partner with its contacts, addresses and tax data, give it a price list and payment terms, and decide how much credit it gets.

How to create customers in the field and review them

The rep creates the new store in the app, with GPS, photo and its route, even without signal; the supervisor reviews it in Business partners.

How to set up your sales pipelines

Create a pipeline from a template for your line of business, adjust its stages and probabilities, and set up loss reasons and tags.

How to follow up on a deal

Add deals to the pipeline, move them between stages, quote from the deal, mark them won or lost and check the forecast.

CRM activities and follow-ups

Log calls, visits, emails and notes on each deal, schedule the next step with a reminder and work through your follow-ups for the day.

How to automate the CRM

Let the CRM schedule calls, notify the owner, send emails or WhatsApp messages and move deals when something happens, starting with the recommended automations.

The CRM in the mobile app

Check your deals on your phone, log calls and visits, schedule the next step, quote and win or lose, even without signal.