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Sale : Manages sales processes, from quotes to invoicing, tracking customer interactions throughout the sales cycle.
Purchase : Manages supplier purchases, orders, receipts and associated payments.
Stock : Real-time monitoring of stock levels, management of stock movements, optimization of replenishment levels.
Accounting : Manages general, auxiliary and analytical accounting, generates financial reports and facilitates tax compliance.
Product and Service : Allows management of products and services offered by the company, including pricing, description and characteristics.
Customer and Supplier : Centralizes customer and supplier information, including contact details, purchase and payment histories.
Sales management encompasses a powerful set of tools to optimize every step of your sales process. Here's a detailed look at key features
Playing an essential role, this functionality allows precise measurements and screenshots to be taken. It allows you to accurately collect dimensions and relevant data while capturing screenshots to visually accompany this information.
The quotes you create show your commitment to your customers. They are designed to be detailed and customizable, accurately reflecting the needs of each client.
The module now integrates purchase orders for more efficient management of orders placed by your customers. These purchase orders are created in response to approved quotes, ensuring full transaction traceability.
At the billing level, you now have the possibility to choose between options such as term billing or recurring billing, giving you maximum flexibility to meet the needs of your customers and your business model.
Delivery notes provide transparent tracking of products in transit. They make it possible to verify that the products shipped correspond to orders and are ready to be delivered.
In the event of returns or reductions, credits are issued to ensure accurate financial adjustments. You have the option to create credits on the entire invoice or on specific items, providing complete flexibility to manage returns and credits.
Issue vouchers are used to authorize the release of products from stock. They maintain rigorous control over the movement of your products, ensuring efficient management of your inventory.
Control your purchases and your relationships with suppliers
Supplier orders are generated automatically and transparently. This close integration with the Manufacturing module allows efficient management of the supply of raw materials and components necessary for production. Supplier orders are created based on customer orders and production needs, ensuring perfect synchronization between supply and demand.
Once the products are received, the receipts are used to validate receipt of the ordered products. This step is essential to ensure deliveries comply with supplier orders, as well as to maintain accurate inventory.
Supplier invoices are generated based on supplier orders and receipts. This approach ensures accurate tracking of costs associated with purchasing and production. It also ensures that payments to suppliers correspond to the products and services actually received.
In the event of returns or discounts related to purchased products, supplier credits are issued to ensure accurate financial adjustments. This helps maintain positive relationships with suppliers while ensuring accurate accounting.
Control your inventory for maximum efficiency
This feature allows you to keep accurate track of stock levels. Thanks to rigorous inventory processes, you have full visibility on the quantities of products available. You can record inventory entries and exits, perform cycle counts for increased accuracy, and track inventory changes over time. Inventory is the basis of all effective stock management, thereby minimizing the risk of shortages or surpluses.
Inventory management goes beyond simple accounting of quantities. It provides you with tools to monitor stock movements in real time, set replenishment thresholds and optimize product availability. You can schedule replenishment orders based on current inventory levels and demand forecasts. In addition, you have the possibility to apply different management methods such as FIFO (First-In-First-Out), LIFO (Last-In-First-Out) and CMP (Weighted Average Cost) to adapt your approach according to the specific needs of your products and your business.
Track your finances accurately and seamlessly
Cash management allows you to closely monitor your cash flow, anticipate cash needs, and take proactive steps to maintain the financial health of your business. You can monitor cash inflows and outflows, anticipate trends and ensure optimal cash management. Among the key features of cash management, we include bank reconciliation with commission, visibility of transactions with checks and drafts, bank card management and monitoring of outstanding payments.
Transaction management is a crucial part of our accounting sub-module. Financial transactions are recorded in detail, ensuring precise financial traceability. This includes tracking all financial transactions, such as payments, invoices, credits, and more. You thus have a clear vision of the state of your finances, which facilitates strategic decision-making. Among the key features of transaction management, we also include automated accounting reporting. With these two components and their key functionalities, you maintain a clear and precise vision of the state of your finances, which facilitates strategic decision-making for your business. Financial management becomes transparent, efficient and adapted to your specific needs.
Catalogue complet de vos produits et services
Product and service management gives you the ability to maintain a comprehensive and dynamic catalog of what your business offers. Not only are detailed descriptions, product codes and prices recorded for consistent communication with your customers, but also photos can be associated with each product, allowing for an attractive visual presentation.
This robust catalog makes it easy to create accurate quotes and invoices, while giving you the ability to further personalize your offering. Among key features, you can set discount caps for specific customers, set preferential pricing for trusted partners, and maintain accurate costs for precise financial management.
Connect effectively with your partners
Our partner management module goes beyond simple customer and supplier management by integrating an intelligent CRM. This means that essential information about your customers and suppliers is centralized and seamlessly synced with your CRM. This real-time synchronization makes it easier to personalize your offers, track purchase histories, emails, conversations and exchanges with each partner.
For your customers, this means you can offer an even more personalized service by having a complete view of their purchasing history, preferences and past interactions. You can anticipate their needs, respond quickly to their requests and strengthen loyalty.
Likewise, managing your supplier details is done transparently. You can manage relationships with your suppliers seamlessly, tracking delivery times, contractual conditions and order histories.