Clients & products

Create a customer (company or individual), enter their tax identifiers, addresses and contacts, set their terms, then find, archive or export them.

7 min read

Create a supplier record with its tax identifiers and RIB, track its orders, expenses and payments, then archive or delete it.

7 min read

Build your catalogue: products and services, prices, VAT, units, categories, margin, catalogue discount and stock tracking.

7 min read

Create your warehouses, choose the default warehouse, see stock by location (global stock is the sum of the warehouses) and move goods with transfers.

7 min read

Bulk-import your clients, suppliers, products, invoices, quotes or purchase orders from a CSV file: template to download, column mapping, duplicates, limits and errors.

9 min read

Give your clients a secure space to view their invoices, quotes and payments: creating the access, logging in, forgotten password and resetting it on your side.

8 min read

Create your team's account managers (« responsables »), assign them to your clients and suppliers, filter your lists by account manager and view each one's portfolio.

5 min read

Your clients put their order together in the Order tab of their portal; you receive it in Client requests, take it on, then convert it into a quote or decline it with a reason.

9 min read

Enter the end-of-validity date of a supplier's certificate and get notified 30 days and 7 days before, then on the day it expires.

3 min read

Turn on stock tracking for a product, understand what moves stock (invoices, credit notes, receipts, transfers), adjust it by hand, read its history and react to low-stock alerts.

7 min read

Set a default discount and negotiated prices per item (price, discount, quantity) for each client: they are suggested automatically in your quotes and invoices.

5 min read