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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.
My Projects: Provides an overview of current projects, with details on tasks, resources and deadlines.
Notes: Allows you to take notes related to projects, follow discussions and archive relevant information.
Connect effectively with your partners
The Projects module is at the heart of our project management system, providing a comprehensive tool for planning, monitoring and managing a variety of projects. This solution allows us to record and classify all our projects, whether individual or collaborative between different groups. Projects can be sorted by various criteria such as date, status (open, pending, closed) and priority (high, normal, low), ensuring a clear overview and methodical management. This module also offers the opportunity to collaborate effectively on intergroup projects, thus promoting the achievement of our common goals.
Additionally, thanks to the integrated GANTT system, we can now accurately calculate the time each employee spends on a task or project. This allows us to better assess the costs associated with each project and optimize our resources strategically.
Export and Import of Documents: Allows you to export and import documents related to interactions with customers.
History: Stores a detailed history of customer interactions, including support tickets.
Tickets: Manages customer support and assistance requests from reporting to resolution.
The Service module encompasses several essential components that ensure seamless support and traceability of activities. Here is a detailed overview of these components
This component allows you to bring files and documents from outside our software. For example, it is possible to import Excel files or other essential documents for further processing in our software package.
The Service module encompasses several essential components that ensure seamless support and traceability of activities. Here is a detailed overview of these components
Conversely, "Export Documents" facilitates the export of documents and data from our system to external sources, thus contributing to integrated information management.
The Service module encompasses several essential components that ensure seamless support and traceability of activities. Here is a detailed overview of these components
Every action, move, click, comment and detail in our software package is automatically saved in "History." This functionality provides complete traceability of activities, ensuring full visibility of past operations.
The Service module encompasses several essential components that ensure seamless support and traceability of activities. Here is a detailed overview of these components
“Activity Log” captures all user login and logout events. It helps monitor user activity, ensuring security control and effective access management.
The Service module encompasses several essential components that ensure seamless support and traceability of activities. Here is a detailed overview of these components
When a member of your team encounters a difficulty, they can easily access the "Tickets" module to create a support request. This support request captures the issues encountered in detail and initiates the collaborative support process.
Once a ticket is opened, another colleague on the team takes over to understand the nature of the incident and develop an appropriate solution. The ticket then progresses to the status "under view", indicating that concrete actions are underway to resolve the specific issue.
However, he can move on to other tasks to optimize his time. Once the resolution is ready, the ticket is marked as "closed", meaning the issue has been successfully resolved. This approach promotes team spirit and collaboration among your team members.
The Service module encompasses several essential components that ensure seamless support and traceability of activities. Here is a detailed overview of these components
DATA RUN is a sub-module of the “Service” module which offers exceptional flexibility in data management within your software package. It consists of two fundamental elements designed to simplify and optimize your data management experience.
DataSync is the first element of DATA RUN. It allows the rapid production of custom data templates and tables based on your specific needs. One of its most powerful features is its seamless synchronization with other modules in your system. Imagine being able to instantly extract information from different modules without additional effort. For example, simply ask for the first and last names of employees, and DataSync automatically displays them, because it is synchronized in real time with the other modules. This intelligent synchronization simplifies data management, eliminating redundancy and potential errors.
The second component of DATA RUN is DataForm. This specialized part allows you to create custom forms and data sheets based on your specific needs. Whether you need request forms, project tracking sheets, or any other data format, DataForm offers a user-friendly interface to design them quickly and efficiently. You have full control over fields, data types, and layout. It is the ideal tool to adapt your software package to the changing requirements of your business.
What makes DATA RUN even more powerful is the ability to assign items you have created to any module in your software package. Assignment allows you to customize each module based on the specific needs of your business. This means you can save data from DataSync or use forms designed with DataForm in any part of your system, ensuring seamless integration and tailored data management.
Manages individual and group tasks, assigns responsibilities, tracks progress and prioritizes activities.
Manage and Collaborate on Tasks efficiently
The Tasks module offers a complete solution for managing tasks within our organization. It allows you to create, assign and track tasks transparently, classifying them into four distinct categories: “Task to Do,” “Task to Review,” “Task in Progress,” and “Finished Task.” This classification makes it easier to organize and manage tasks, while the ability to assign tasks to team members allows for efficient distribution of work. Additionally, the module promotes group collaboration, allowing teams to work together on complex projects.
With the integrated GANTT system, we also have the ability to calculate the time each employee spends on a task or project, allowing us to accurately track the costs associated with each task and project. This feature ensures structured and efficient management of the entire work process, from task creation to revision to completion, while helping us optimize our resources and maintain precise control over costs.
Leave, Permission, Absence, Lateness, Overtime: Manages employee leave, permission, absence, lateness and overtime requests.
Recruitment: Facilitates the recruitment process, from posting job offers to selecting candidates.
Disciplinary Report, Layoff, Warning: Records and manages disciplinary reports, layoffs and warnings.
Time Clock: Records employee working hours and generates time clock reports.
Skills Assessment, Meeting Minutes: Stores employee skills assessments and meeting minutes.
Manage all human resources
The Time Clock module is not limited to simply monitoring employee working hours and attendance. It offers much more than that. He meticulously records schedules, entries and exits, while taking into account absences and lateness.
What sets our Pointing apart is its ability to anticipate your needs. Thanks to its integrated intelligence, it can propose an optimal organization of leave based on the current presence of each employee, while taking into account the leave policies established in the HR module.
The Employee sub-module centralizes information relating to each team member within the company. It stores personal data, contact information, contract documents and training completed by each employee. By maintaining a complete and up-to-date profile for each employee, this sub-module allows the HR department to easily manage key information, track employee history and support their professional development.
Facilitate Employee Requests
The Request submodule simplifies communication and interactions between employees and the human resources department. It allows employees to submit requests for various reasons such as authorizations, advances, leaves, absences, lateness and overtime with ease.
What sets our HR Query apart is its ability to create a harmonious work environment through intelligent synchronization. It is closely linked to the Calendar module, allowing seamless management of leave requests and important events. Additionally, internal messaging is integrated for instant communication between employees and HR managers.
Manage Disciplinary Measures
The Sanction sub-module records and manages disciplinary measures within the organization. It allows you to document warnings, layoffs and even dismissals. This sub-module records details of sanctions taken, the reasons behind them and possible corrective actions. This ensures that disciplinary processes are managed in accordance with company policies and applicable regulations, while ensuring the traceability of these actions.
Database: Stores data for later analysis, including data from all other modules.
Forecasting: Uses historical data to generate sales, demand and performance forecasts.
Data Analytics: Allows you to analyze collected data to identify trends, patterns and insights relevant to decision-making.
The “analytics” module offering a complete overview and powerful tools for analysis and forecasting. It consists of several essential elements, including
This component centralizes all the data from our entire software package. It acts as a single, trusted source of data, ensuring it is accessible for in-depth analysis.
The “analytics” module offering a complete overview and powerful tools for analysis and forecasting. It consists of several essential elements, including
Thanks to the artificial intelligence powering our ERP, the “Forecast” component generates relevant forecasts for all modules. It continuously monitors data and detects trends, variations or opportunities. For example, if sales predict a decrease next week, it generates alerts and offers solutions such as discounts or promotions to mitigate the impact.
The “analytics” module offering a complete overview and powerful tools for analysis and forecasting. It consists of several essential elements, including
“Data Analytics” constitutes a complete set of tools allowing you to carry out in-depth analyses. It offers the ability to explore data, create custom reports and perform comparative analyses, whether between different years, modules or parameters.
Nomenclature: Structure detailing all the components and raw materials necessary for the manufacture of a finished product, including the quantities and hierarchical relationships between them.
Manufacturing Orders: Instructions issued to launch the production of specific products, indicating the quantities to be produced and the deadlines to be respected.
Manufacturing Orders: Official documents authorizing and detailing the production process of a product, including the steps, necessary resources and those responsible.
Distribution: Process of managing logistics and the delivery of finished products to customers or points of sale, ensuring efficient and timely delivery.
Challenge and Reward: Introduces challenge and reward elements to motivate manufacturing teams.
Data and Notes: Stores data and notes relevant to manufacturing activities.
Messaging: Facilitates communication between manufacturing teams.
Gamification: Uses fun mechanics to improve manufacturing team engagement and performance.
Le module Calendrier se distingue par son caractère unique et innovant, alimenté par l'intelligence artificielle. Conçu pour transcender les calendriers traditionnels, il agit comme un cerveau central qui capture et intègre toutes les dates pertinentes de notre progiciel. Cette intégration intelligente va au-delà des fonctions classiques de calendrier, car elle saisit non seulement les événements tels que les réunions et les échéances, mais elle est également synchronisée avec l'ensemble de nos modules.
Chaque interaction dans les différents modules, de la finance aux ressources humaines, laisse une empreinte temporelle dans le calendrier. Même les dates liées aux chèques dans le module finance sont automatiquement capturées. Cette approche offre une visibilité inégalée, permettant à chaque utilisateur d'accéder à un aperçu global de toutes les activités planifiées, les échéances et les événements importants, sans avoir à naviguer entre plusieurs interfaces.
Grâce à cette synchronisation intelligente, le module Calendrier devient bien plus qu'un simple outil de suivi du temps. Il devient un hub dynamique qui consolide et structure l'ensemble de l'information temporelle de notre progiciel. Les avantages sont multiples : une gestion plus efficace des ressources, une meilleure planification, et une réduction du risque d'oubli ou de conflit d'horaires. En somme, le module Calendrier propulsé par l'intelligence artificielle représente un véritable atout pour optimiser la coordination, la productivité et la prise de décision au sein de notre système.