Purchasing
From the purchase order to the recorded invoice.
- Process
Goods receipt
Record a delivery line by line
The goods receipt records the delivery of a purchase order, line by line.
- Process
Purchase order
Commit an expense and track it until settled
The purchase order commits an expense with a supplier and tracks it until it is settled.
- Process
Supplier invoice
Match, record or dispute an invoice received
The supplier invoice is matched against its purchase order, then recorded or disputed.
- Object
Cost allocation
Split an amount across your analysis axes
The cost allocation splits an amount across your own analysis axes: project, phase, workshop, or any axis you define.
Sales
From the project to the customer’s payment.
- Process
Project
Follow a customer project from start to finish
The project follows a customer job from first contact to the end of the works, and brings together its quotes, orders, purchases and hours.
- Process
Sales order
Group the quotes a customer has accepted
The sales order groups the quotes a customer has accepted and serves as the reference for production, purchasing and invoicing.
- Object
Contract
The framework agreement signed with a customer
The contract is the framework agreement signed with a customer, linked to its projects.
- Process
Quote
Price a proposal and track the customer’s decision
The quote prices a proposal to the customer, line by line, with options and discount, then tracks the decision.
- Process
Customer invoice
Invoice, lock and track payment
The customer invoice is issued from the ordered quote, locked once approved, then tracked until paid.
- Object
Payment
A customer’s due dates, payments and reminders
The payment brings together an invoice’s due dates, the payments received and the reminders sent to the customer.
Planning and time
Who does what, when, and at what cost.
- Process
Time slot
Assign a resource to a task and know its cost
The time slot assigns a resource to a task over a period of time, and tracks its completion.
- Object
Logged hours
Time spent, valued at the hourly rate
Logged hours measure the time an employee spends on a project, valued at their hourly rate.
- Object
Milestone
A key date and the history of its postponements
The milestone marks a key date in a project or on a job site, with the history of its postponements.
- Object
Resource
A person, a team or equipment that can be scheduled
The resource is a person, a team or equipment that can be scheduled, with its calendar and unavailability.
Production
From design to handover on site.
- Object
Work item catalogue
Items, their families and their prices
The work item catalogue sorts items by family, with their units of measure, so quotes are priced without retyping prices.
- Object
Job site
The place of work, its work items and its time slots
The job site is the place of work, with the work items to install there and the time slots scheduled.
- Process
Work item
Track each piece from design to handover
Each work item, a piece manufactured and installed, is tracked from design to handover to the customer.
Shared
The building blocks that serve every process.
- Object
Accounting
Journals, entries and export for your accountant
Accounting keeps the journals, entries and accounts, and prepares the export for your accounting firm.
- Object
Document
A file filed, named and versioned
Each document, a file attached to a record, is classified by type, named according to your convention and kept in its successive versions.
- Object
Reference data
The values shared by every record
Reference data holds the values shared by every record: company details, VAT rates, hourly rates, payment methods and terms, public holidays, numbering rules.
- Object
Business partner
A single record per customer, supplier or partner
Each business partner, company or person, has a single record with its roles (customer, supplier), its addresses and its relationships.
- Process
Approval
Have a record approved before it goes out
Approval submits a record to a person’s sign-off before it goes out, and keeps a trace of the decision.