ERPSales
Prepare the quote and record client acceptance so the agreed scope and price are easy to find.
RESOURCES · PUT SPONA TO WORK
Know where to start.
See what comes next.
Practical guides for bringing work, people and commercial records together. Choose your first module, follow a real business workflow and understand where optional financing fits.
01
Start with a real job
Stages · dates · evidence
02
Bring in the right people
Records · roles · responsibilities
03
Make the next step clear
Acceptance · invoices · payment options
Start simple. Add detail when it helps.
YOUR FIRST STEPS
Start with one process. Build from there.
You do not need to organise the whole company on day one. Pick the area where scattered records or unclear handoffs slow you down most.
- 01
Choose your starting area
Client delivery? Start with Work. Employee records? People. Pay preparation? Salaries. Buying or selling? Purchasing or Sales.
- 02
Agree who owns each step
Decide who maintains records, who approves purchases and who prepares information for the accountant. Give colleagues access that fits their role.
- 03
Add detail when you need it
Begin with the essentials. Use the free Power add-ons inside each module when tasks, documents or a more detailed record would help.
FOLLOW THE WORK
A real situation. A clear sequence.
Open a guide to see what to record in each module, how to organise the next step and where a payment conversation can begin.
WORKFLOW 01From an agreed job to confirmed delivery.
A client hires your team to deliver a website. You agree the scope, complete the work in stages and keep the commercial records together.
- 01Agree the scope→
- 02Record the work→
- 03Request confirmation
Work
Organise delivery into stages with dates and amounts. Keep tasks, attachments and evidence beside the work, then request the client’s confirmation for a completed stage.
Purchasing
If a specialist supplier helps with delivery, keep their order and incoming invoice in your purchasing records.
Optional financing: as the supplier, explore earlier payment from an eligible completed stage confirmed by the client. If you are buying specialist services, explore the separate client-side option to pay your supplier later. Each request needs its own review and agreement.
Explore financing and the calculator →WORKFLOW 02From a supplier order to a clear payment record.
Your company buys equipment or services for a client project. Keep the order, what arrived and the invoice easy to follow.
- 01Place the order→
- 02Record delivery→
- 03Review the invoice
Purchasing
Record the supplier and purchase order. Separate preparing the purchase from approving it, so each person knows their responsibility.
Purchasing
Record goods received and retain delivery evidence where needed. Keep the incoming invoice with the purchasing records.
Work
For a related project, keep its stages, dates and stage costs up to date so the delivery team can follow the job.
Optional financing: supplier acceptance opens the financing path on an order. The order shows the amount available to finance; recorded deliveries can change that amount to reflect received quantities. Review the current figure before requesting more time to pay.
Explore financing and the calculator →WORKFLOW 03From an accepted quote to the remaining balance.
You sell a business service or deliver goods to a client. Keep acceptance, delivery records and invoicing organised as the sale progresses.
- 01Quote accepted→
- 02Delivery documented→
- 03Invoice reviewed
Sales
Prepare the quote and capture client acceptance. Keep the agreed commercial terms in the records used by your team.
Sales + Work
Use delivery notes for goods where needed. For staged services, keep evidence and client confirmations in Work.
Sales
Organise the invoice and check what is still unpaid. A partial payment changes the outstanding balance.
Optional financing: open an unpaid invoice to explore earlier payment. The request uses the outstanding balance, not the original total when part has already been paid. Eligibility, supporting documents, review and an agreement are required.
Explore financing and the calculator →WORKFLOW 04From a new colleague to organised monthly records.
A new employee joins your company. Give the people handling employment records and pay preparation a clear starting point.
- 01Employee joins→
- 02Records organised→
- 03Accountant handoff
People
Keep personnel details, employment terms and documents together. Set access according to each colleague’s role.
People
Add onboarding, absence or working-time records when your administration needs them. Start with the information your team can keep up to date.
Salaries
Prepare payout and deduction records for the accountant, with restricted visibility. Spona keeps records; your accountant calculates pay.
Keep the roles clear: People and Salaries organise employment and pay records. They do not initiate payroll payments or a financing request.
Explore Salaries →MODULES + FREE POWER ADD-ONS
Keep the essentials simple. Add useful detail.
Power add-ons extend the module you already use. They are included free, so you can choose the depth your process needs. Explore each module for its core tools and the add-ons that sit alongside them.
Work
A stage needs more context?
Add tasks, attachments and evidence to explain what needs doing and what has been delivered.
Explore Work →People
A new colleague is joining?
Use onboarding alongside personnel records. Add absence or working-time records when you need more detail.
Explore People →Salaries
Preparing information for the accountant?
Use payout and deduction records and the pay-prep sheet to prepare information for the accountant, with access limited to the right people.
Explore Salaries →Purchasing
A purchase needs supporting records?
Use delivery evidence, equipment records or requisitions where they fit your purchasing process.
Explore Purchasing →Sales
The sale continues after the quote?
Add delivery notes, approvals or recurring billing when the client agreement calls for them.
Explore Sales →Accounting
Where does the cash go next?
Review invoice due dates, recorded salaries and financing obligations alongside your manual plans. Add Subscriptions & renewals to include recurring costs.
Explore Accounting →EXAMPLES FOR YOUR BUSINESS
See the same tools in your industry.
Explore agencies, construction, wholesale, logistics, IT companies and startups. Each company-size guide includes module examples and separate financing scenarios for clients and suppliers.
Small businesses →
Put the basics in place.
Growing teams →
Make shared responsibilities clearer.
Larger companies →
Organise work across a broader team.
BEFORE YOU START
A few things worth knowing.
Do I have to activate every module?
No. Start with one module or several, then add other areas when you need them. All available modules and Power add-ons are free; financing and expert services are optional and priced separately.
Can I use Work for internal projects?
Yes. Organise internal projects privately within your company. Internal projects cannot be financed.
Does Salaries replace my accountant?
No. Spona organises pay records, payouts and deductions. Your accountant calculates pay. Recording information does not initiate a payroll payment.
Can I ask about financing without starting in a module?
Yes. The platform also offers a direct questionnaire. Prepare the relevant offer or invoice and business details. A calculator estimate or completed questionnaire is not approval; supporting documents, review and an agreement are required.
What happens after I choose my modules?
Review your selection, then continue to the ERP registration form. Your module choices carry over. Create your company account, verify your email and sign in. If your company already uses Spona, ask its administrator for an invitation.