Business modules

Overview

Modules are functional domains activatable per company. A module must be active in the company and the user's permission must be sufficient to access it.

Sales

Covers the customer cycle: customers, quotes, orders, deliveries, invoices and reports.

Business value: structured commercial cycle, reduced re-entry, link between sales, invoicing and stock.

Key features: quotes with lines, conversion to order or invoice, quote versions, delivery tracking, stock outflow on delivery validation, payment status tracking, credit notes.

Purchases

Structures the supplier cycle: purchase requests, suppliers, supplier prices, purchase orders, receipts, invoices.

Business value: better supplier control, procurement tracking, discrepancy reduction, link between purchases, stock and supplier invoicing.

Key features: purchase requests with submission circuit, approval or rejection by threshold, supplier price catalog, purchase order generation from an approved request, order/receipt/invoice reconciliation.

Stock

Manages items and flows.

Business value: visibility on real stock, reduced stock-outs, traceability of ins and outs, support for sales and purchases.

Key features: entry and exit movements, quantity controls, stock-out or below-threshold notifications, inventory sessions, replenishment suggestions, outage forecasting.

CRM

Structures the commercial relationship.

Business value: centralized customer relationship, better commercial tracking, opportunity management, action traceability.

Key features: lead creation and qualification, opportunity conversion, pipeline tracking, activity planning, CRM quotes and invoices, payment recording.

Human Resources

Covers administrative personnel management.

Business value: centralized employee records, better HR traceability, simplified requests, enhanced confidentiality.

Key features: employee files, contract and document tracking, attendance and leave management, multi-level validation, payroll documents, HR portal with PIN.

Workflow

Digitalizes requests and validations.

Business value: formalization of internal circuits, reduction of informal validations, complete traceability, accountability.

Key features: process template creation, dynamic forms, validation steps, assignment to users or groups, validator notifications, treatment history.

Planning

Organizes projects, tasks, milestones, resources, calendars and portfolios.

Business value: better team coordination, deadline tracking, responsibility visibility.

Key features: projects with health and progress, recurring tasks, dependencies, Gantt chart, critical path, baseline, integrated calendar with HR leave, resource workload management.

Reports

Centralizes analysis.

Business value: decision support, data consolidation, cross-domain analysis, performance tracking.

Key features: specialized reports per module, custom report builder, filters and sorts, visualizations, CSV export, report saving.

Support center

Allows tenant administrators to report and track assistance requests.

Key features: ticket creation with subject, module, priority and description, threaded messages, status tracking, tenant isolation.

Accounting & Teams

Available as activatable domains depending on deployed scope.

• Accounting: access to financial or accounting data when the module is activated.
• Teams: collaborative functions or internal exchanges when the module is activated.