Documents
Follow-on documents from the source, without double entry.
The document flow does not stop at the PDF: from any document you derive the next step. Contact, lines, discounts, text, and references carry over. You only adjust number, date, and the new status.
These are the points this feature covers day to day.
The workflow in Jupiter ERP, on this page.
Background, typical workflows, and concrete panel capabilities, more detail than the summary above.
Process document is the core of Jupiter ERP’s document flow: from quote to order confirmation, delivery note, or invoice; from delivery note to invoice; from invoice to dunning or credit note. Contact, line items, discounts, text, and references carry over.
New number, date, and status start fresh. You only change what actually changed. That saves time and reduces drift between quote and invoice.
Project, service order, cost center, and customer data stay on the follow-on document: reports and contact history remain complete. For trades, retail, and service providers that is the difference between ERP and loosely coupled point tools.
Process-further copies the context into the next document type. New are the number, the date, and the status. You take the rest over and only adjust what changed.
The common mistake happens when someone retypes. When the line from the quote is already on the invoice, you only check what changed.
Reports and the contact history stay on the chain, not on single PDFs with no link.
The main building blocks at a glance, complemented by the longer description above.
Create order confirmation, delivery note, or invoice after acceptance via “Process document”.
Derive delivery note or invoice: material and services from the order carry over.
Create invoice for the delivered order: quantities and lines are already in place.
Dunning for open items, credit note for cancellation, delivery note or quote as follow-on: depending on configuration and status.
Project, service order, cost center, and customer data carry over: the document stays traceable in the chain.
Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
