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Limit in number of documents/contact sheets/items contained in the database

Database area

Disk space

Dedicated server

Prospects and customers management

Sales management

Purchase management

Stock management

Financial management

Third party accounting

Statistics and dashboard

Number of languages in your catalogue

Number of managed currencies

Dedicated project team

Developments

Number of files in the directory

Prospects and customers management

Suppliers management

Producers and brands management

Management of names, title, legal status

Management of an internal reference

Management of contact details (telephone, email, fax)

Addresses management

Application of the AFNOR strandard to addresses

Simple search engine (by full or partial name)

Advanced search engine (by phone number, email, address)

CRM search engine (by sales history, by specific criteria)

Registration and consultation of events on contact form

Import contacts from CSV file

Importing contacts from Google Document

Mass update of files with Google Document

Customer categories management

Account statuses management: lead, prospect, customer, past customer

Search engine by customer category and account status

Search engine by purchase history

Management of payment conditions

Deadlines and method of payment

Currency

Management of recovery methods

Management of billing method (immediate or periodic)

Multi-prices

Free shipping management

Managing attached files (attachments)

Personalisation of customer files (adding specific fields)

Search and extraction on specific fields

Addition of standard elements to the form: animals, vehicles, children

Consultation and printing of customer account statements

Monitoring and control of outstanding amounts

Alert and blocking of customer account

Management of client language in order to edit commercial documents

Management of suppliers categories

Management of pricing conditions

Management of discount conditions

Minimum order amount

Free shipping management

Management of payment conditions

Payment deadline and method

Delivery conditions and delivery times

Supplier catalogue management

Supplier references for items

Gross purchase price, discount, net purchase price

Consulting and printing supplier account statement

Customisation of supplier files (addition of specific fields)

Maximum number of users

Management of permissions and user rights

Customising security levels

Personalising customer files (adding specific fields)

Recording and consulting customer/prospect events

Planning appointment

Commercial offers management

Editing and monitoring of commercial proposals

Sending emails from templates

Statistics

Calculation of success and transformation rate

Customer geolocation

Number of emails offered for subscription

Transactional emails

Free emails

E-Mailings and Newsletters

Advanced customisation

Advanced triggers

Email chains

Number of SMS offered for subscription

Free SMS

Mailing SMS

Transactional SMS

Advanced customisation

Advanced triggers

Number of items in the catalogue

Number of categories

Management of product variations (size, colors, etc.)

Management of classifications(packs, compositions, assembly…)

Management of material items

Management of simple services

Management of services with subscription

Management of services with monitoring of credits (prepaid or not)

Management of services on site

Management of internal references

Management of suppliers references

Bar codes management

Generating bar codes from LMB

Management of short and long descriptions

Management of product photos

Inserting customised information fields

Management of associated items (options, accessories…)

Management of packing, weight, dimension of parcels

Search engine by internal reference, supplier, barcode

Search engine by item category, brand

Search engine based on specific criteria

Price management by quantity

Multi-Price grids

Management of personalised princing per customer

Rules for automatic calculation of the sales price (coefficient, margin rate, brand rate, discount on public price, etc.)

Rules of rounding management

Management of supplier princing (a single supplier or multi-suppliers)

Generating the princing list (extracted from general pricing)

Importing files from your current software

Import and update data via CSV file

Import and update data via Google document

Reserved stock, restocking, virtual stock

Multi-stocks management

Management of types of stock movements

Consulting movements history

Management of customer delivery notes

Management of supplier reception/management of remainder

Management of transfers between stocks

Production/disassembly

Management of rare outgoing expenses (mark-down, damage, loss, internal consumption…)

History of rare outgoing expenses

Management of inventories (global or per categories and/or per brand)

Management of inventories with or without inventory terminal

History of inventory gaps

Possibility to revalue the stock

Stock state by category, by brand, by storage space, by space

Printing a stock state (with or without valorisation)

Detection of stock mistakes

Stocks valorisation (supplier purchase price, weighted average price)

Serial numbers management

Batch numbers management

Best-before date and shelf life best before date management

Generating serial numbers and batch numbers by LMB

Management of stock minimums

Management of stock maximums

Automatic calculation of restocking needs

Seasonality management

Editing labels (several or individually)

Creating item files associated to services by subscription

Recurrence choice (month, trimester, year)

Renewal by entire or rolling periods

Commitment duration, advance notice duration

Renewal by individually subscription or division into batches

Automatically generating invoices

Generating of associated collection orders

Subscription management (termination, modification, reimbursement)

Traceability identifier

Entire subscription history (creation, modification, renewal)

Search by subscription status (current, expired, to renewal)

Search by customer, by subscription service

Account auto-supply by commercial documents

Credits lifespan

Credit account management (creation, addition, withdrawal)

Complete monitoring of credit account history

Search by client, service, account level

Quotation

Order forms

Delivery notes

Invoices

Credit note invoices

Deposits and intermediary invoices

Generating quotations

Management of delivery addresses/invoicing

Automatic and customisable numbering of countable items

Document external reference, business code

Calculation of the margin per document

Management of payment conditions (creation of repayment schedule/management of templates)

Automatic awarding of a salesperson

Sharing the amount of the document between several salespeople

Complete document history (creation, modification, archiving…)

Sending by email (customisable with templates management)

Associating files to documents (scan of originals signed, plans, contracts…)

Associating attached while sending commercial documents by email

Customisation of commercial prints

Printing commercial files

Printing of the commercial document with IBAN insertion

Adding an article to the document from its internal or manufacturer reference

Adding an article to the document from its bar code

Adding an article to the document from its wording or a part of it

Adding an article to the document from an serial number existing in stock

Import content from a CSV file

Actions on the lines (move, hide, copy, modify…)

Adding comments lines

Management of content templates (typical content)

Search documents by customer, by salesperson

Search documents by reference, type and state of the document

Search documents by profit center, business code or external reference

Search documents by date/period, amount, payment method

Search documents by content (article reference, wording, serial number, bar code)

Estimated chances of success

Deadline of the proposal

Automatic transformation in order form or invoices

Generating another document from the quotation content

Monitoring of quotations by status (to write, pending, expired)

Search by date, commercial, date, profit center, article and article category

Impression de la liste des devis

Monitoring of quote reminders

Management of expected delivery date

Management of starting stocks of goods

Management of quantities ordered/quantities delivered/in progress

Sending a request for a payment deposit by credit card (by email)

Automatic transformation of an order into an order form

Generating a supplier order from a customer order

Generating a supplier order in drop shipping from a customer order

Monitoring of customer orders (current, pending, in progress)

Display of the availability of products in stock while adding items

Management of orders remainders

Possibility to order the preparation or the delivery from the order

Printing the list of ordered products

Printing several order forms

Export of order forms at CSV format

Import of customer order by CSV files

Management of states (to prepare, in progress, ready to be sent, current delivery, delivered)

Automatic transformation of the delivery note into invoice or deffered invoicing

Deliveries monitoring

List of delivery notes to invoice

Grouped invoicing of several delivery notes

Invoice statuses available (rough draft, to pay, settled)

Anticipated payment method automatically defined customer account configuration

Effected payments

Deferred receipt payments

Unpaid management

Sending a credit card settlement request

Repayment schedule management

Management of reminder levels

Management of credit notes and reimbursement invoices

Management of deposits and intermediary invoices

Generating associated accounts entry

Monitoring of customer invoices: list of invoices to pay

List of deposits and intermediary invoices

Reminders management: list of reminders to carry out

Reminders management: batch processing of reminders

Generating of reminders accompany note

Monitoring of preparation order

Management of preparation status (to prepare, in progress, over, ect.)

Search by providers or means of transport

Search by delivery note date and starting stock

Batch process: modification of status or mean of transport

Printing delivery notes en masse

Generating, validating and printing en masse transport labels

Editing picking list (article reference, wording, barcode, cumulative amount, spot)

Packing management (automatic calculation of weight and parcel amount)

Generating preparation vouchers/control vouchers

Control of articles selected for shipment

Control of preparation vouchers thanks to delivery note

Immediate of deffered generation and printing transport labels

Printing shipment labels at internal or povider format

Automatic detection of mistakes while generating transport labels temporary

Printing a provisional label in the event of a mistake

Exporting the list of shipments at the provider’s software format

Automatic generation of shipment numbers

Shipments dashboard

Number of shipments to prepare, in preparation, ready to be sent (waiting to be collected)

Display of collecting time

Shipments history

Search by parcel number, and shipment number

Search by collecting note (or shipment note)

Search by customer and by delivery note

Defining the component list

Management of production orders

Management of stock removal of components and entry into stock of finished products

Possible manual modulation of components and production

Management of serial number and/or batch number

Management of end product disassembly

Type of documents (quotations, delivery and receipt notes, invoices, credit note invoices)

Management of business codes and external references

Management of serial and batch numbers

Management of best-before date and shelf life best before date

Automatic application of supplier’s pricing into commercial documents

Management of supplier price and weighted average price update

Complete history of documents (creation, modification, archiving)

Associating files to documents (scan of originals…)

Exporting files at CSV format

Importing files at CSV format

Searching purchases documents (by supplier, reference, type, status, business code, date, amount, ect.)

Search by document content (article reference, wording, serial number, bar code)

Automatic calculation of stock needs

Considering physical stock, customer and supplier orders in progress

Considering minimum stock and maximum stock

Adjustement according to packing

Calculation of needs (global or for a specific stock)

Filter by supplier and by article category

Comparison of suppliers’ prices and periods

Automatically generating supplier order and prices request

Expected delivery date

Ordered amounts/received amounts

Transforming into a reception note with just one click

Monitoring of supplier orders (by date, by status, by supplier, ect.)

Management of order remainders

Management of receipt states (waiting, processing receipt, received)

Transforming delivery note into invoice

List of not invoiced receipt notes

Gathered invoices including several receipts

Printing labels

Printing a stock distribution order

Cash traceability at checkout

Traceability of cheques cashed at checkout

Management of planned date for the remittance in bank

Instantaneous situation of the cheque (at checkout or in bank)

Traceability of terminal electronic payments operations

Distance selling receipt

Email receipt (intagrated payment link)

Management of direct debits on credit card

Payment in installments, receipt at the shipment

Management of accepted drafts

Printing the draft with the customer invoice

Recording the customer IBAN on the customer file

Management of non accepted drafts (recording authorisation on the customer file)

Management of associated draft discounts

Management of direct debits (recording of SEPA mandate)

Recording direct debit order and associated SEPA file

Management of settlements by par a third party (social insurance, child benefit office, etc.)

Unpaid debts management

Automatically generating associated account entries

Multi-checkout management

Controlling checkout and printing a control report

Management of checkout mistakes

Management of remittance and transfer to bank

Search engine by payment method or date

Exporting the cash register to CSV format

Detailled history of management operations setllements

Multi-terminal management, eletronic payment terminal and POS

Management of bank transfers

History of credit card receipt and bank transfers

Credit card receipts

Compatible with ATOS, Payline, PaySys, Payzen, Ogone (others with a simple request)

Sending a payment link by email (for a deposit or an invoice settlement)

Multi-bank account management

Bank statement management (importing bank operations at ofx or csv format)

Search engine for remittance cheques (by amount, name of the holder, cheque number…)

Generating remittance notes

Access to commercial documents linked to close writings

Management of automatic bank reconciliation

Tool to check reconciliation and searching for errors

Exporting accounting bank newspappers

Exporting to accounting softwares (Ciel, EBP, Sage, Quadra, Cador, Cegid, IsaCompta…)

Access to offered software for your certified public accountant

Automatic or manual numbering of customers and suppliers accounts

Customisable chart of accounts

Sales, purchases and treasury journals (EU breakdown of entries)

Export: simulating functions, re-export, locking exported entries

Function: automatic verification and correction of newspappers

VAT Management (national, overseas departments and territories, international)

Tax management (Ecotaxe (D3E), Sorecop, Premix, Accise…)

Eco-contribution (furniture)

Analytical accounting

Trade of goods declaration management

Multi-company

General dashboard (turnover, margin, purchases, volumes…)

Customisable dashboard

Sales requester (analysis crossed by categories of customers, geographical areas, brands…)

Purchases requester

API

Import by Google Docs

Update by Google Docs