FINAL USER:

 

SESSION 1 –

CRM introduction / Third parties management / Products and services management (4 hours)

 

  • Log In / Out
  • General graphic interface
  • Entity cards/ Lists

 

THIRD PARTY MANAGEMENT

  • Introduction

 

Third party

Third party card

Create / modify / delete third parties

  • Categories

Create / modify / delete customer / supplier categories

Classify a third party in a category

 

Contacts

o Create / modify / delete a contact

o Create an external user

o Card of a contact

 

PRODUCT / SERVICE MANAGEMENT

  • Introduction

 

  • Products / Services

Create / modify / delete products

Product card

Create / modify / delete services

Service card

 

  • Warehouses

Create / modify / delete warehouses

 

  • Categories

Create / modify / delete product categories

Classify a product in a category

 

COMMERCIAL MANAGEMENT

  • Commercial introduction

 

  • Budgets

Create / modify / delete quotes

Budget card

Validate a quote

Close a quote

Budget Statistics

 

  • Customer orders

Create / modify / delete sales orders

Card of a sales order

Validate a sales order

Send the order products to a customer

Customer order statistics

 

  • Orders to supplier

Create / modify / delete supplier orders

Supplier order form

Validate a supplier order

Accept / reject a supplier order

Receive order products from a supplier

Supplier order statistics

 

  • Contracts

Create / modify / delete contracts

Contract card

Validate a contract

Activate / close services of a contract

 

  • Interventions

Create / modify / delete interventions

File of an intervention

Validate an intervention

 

  • Supplier Budgets

Create / moodify / delete budgets

Budget card

Validate a quote

Close a quote

Budget Statistics

 

FINANCIAL MANAGEMENT

  • Financial introduction

 

  • Customer invoices

Create / modify / delete customer invoices

Card of a customer invoice

Validate a customer invoice

Issue payment of an invoice to customer

Abandon a customer invoice

Create a recurring customer invoice

Customer invoice statistics

 

  • Supplier invoices

Create / modify / delete supplier invoices

Vendor invoice tab

Issue payment of a supplier invoice

Vendor invoice statistics

 

  • Billing multiple orders from a customer

 

  • Donations

Create / modify / delete a donation

Validate a donation

Abandon a donation

Classify a donation as paid

 

  • Interventions

Create / modify / delete interventions

File of an intervention

Validate an intervention

 

  • Special payments

Social / tax taxes

VAT

Wages

Loans

Various payments

 

 

 

 

SESSION 3 –

Bank accounts / Opportunities-Projects management / Documents container / RRHH (4 hours)

 

BANKS AND BOXES

  • Introduction banks and savings banks

 

  • Accounts

Create / modify / delete accounts

Account tab

Add / remove a category

Make a transfer between our accounts

 

  • Bank bills

Make a direct debit request for a customer invoice

Create / delete direct debit

Direct debit card

Classify as a direct debit

Classify a direct debit as paid

Make a return of a direct debit

Direct debit statistics

 

  • Remittances

Create / delete a consignment

Validate a consignment

 

  • Reconcile bank transactions

 

PROJECTS MANAGEMENT

  • Introduction of projects

 

  • Projects

Create / modify / delete projects

Project card

Validate a project

Close a project

Reopen a project

 

  • Tasks

Create / modify / delete tasks

Task tab

Create / modify / delete dedicated times

 

DOCUMENTARY MANAGEMENT

  • GED Introduction

 

  • Create / modify / delete directories

 

  • Upload / modify / delete documents

 

Human Resources

  • Expenses

Create / modify / delete a fee

Validate a fee

Fee statistics

 

  • Holidays

Create / modify / delete a vacation request

Define vacation

 

  • Tickets

Create / modify / delete tickets

Ticket card

Statistics of a ticket

 

SESSION 4 –

Agenda / Utilities / POS (Point of sale) / Accountancy (4 hours)

 

AGENDA MANAGEMENT

  • Introduction to the agenda
  • Create / modify / delete events
  • Event card

 

UTILITY MANAGEMENT

 

  • Emailing (newsletters)
  • Data export
  • Importation of data

 

POS

  • Introduction
  • Access the tpv
  • Make a purchase on the POS

 

Take POS

  1. Introduction Take POS
  2. Access Take POS
  3. Make a purchase with Take POS

 

ACCOUNTING

  • Introduction accounting

 

  • Configuration

Accounting diaries

Accounting plan models

Accounting plan

Default accounting accounts

VAT accounts

Tax accounts

Expense reporting accounts

Product accounting accounts

 

  • Accounting customer invoices

Lines to be accounted for

Accounted lines

 

  • Accounting supplier invoices

Lines to be accounted for

Accounted lines

 

  • Accounting expense reports

Lines to be accounted for

Accounted lines

 

  • Process diaries

Sales diary

Shopping diary

Daily expense reports

Newspaper banks

 

  • Book Major

 

  • Account balance

 

Administration (4 hours)

 

SETTING

  • Company / Institution Configuration
  • Module configuration

 

Menus

  • Environment

 

Panels

  • Alerts
  • Security
  • Limits and precision
  • PDF
  • E-Mails

 

SMS

  • Dictionaries
  • Various

 

SYSTEM UTILITIES

 

UTILITIES MODULE

 

USERS AND GROUPS

  • User creation
  • User profile
  • Creation of groups
  • File of a group

 

START-UP AND MAINTENANCE

 

INSTALLATION

  • Technical requirements: Apache, Mysql, PHP
  • Code upload
  • Database creation
  • Installation process

 

UPGRADE

  • Previous backups
  • Update process

 

POST INSTALLATION / UPDATE

  • Read / write permissions on files
  • Install.lock file

 

MAINTENANCE

  • Purging documents

 

40$

Per hour