Commercial Management

introduction

In a scenario of increasing competitiveness, companies are more often faced with the need for management tools that allow them to determine the critical factors of business.

A Gestão Comercial ETICADATA é uma ferramenta de gestão que lhes permite controlar todo o departamento comercial de forma rápida e simples. Com esta ferramenta, objetivos como reduzir custos e maximizar receitas são mais fáceis de atingir.

The adaptability and the respect for the specificities of several markets make it possible to face the challenges of globalisation and internationalisation.

Necessita de gerir referências por tamanhos e cores?

É fundamental gerir números de série, lotes, validades?

Edições de livros?

Ok, sem problema!

Aimed At

All commercial organisations

Features

  • Documentos tipificados predefinidos e liberdade de parametrização total de novos documentos;
  • Controlo de número de vias emitidas; Multimoeda;
  • Adaptado a vários negócios específicos (gestão de lotes, números de série, edições, artigos à consignação, referências, grelhas de cores e tamanhos, etc.);
  • Rastreabilidade de lotes, números de série e edições;
  • Artigos alternativos, artigos associados e códigos de barras adicionais;
  • Tratamento de unidades e medidas com fatores de conversão entre elas;
  • Ficha completa das entidades com gestão de direções alternativas (ex: dados do cliente, foto, tabela de contactos, condições de venda, etc.);
  • Gestão de promoções e condições de venda;
  • Inativação de registos;
  • Workflow documental;
  • Aprovação de documentos;
  • Análises multidimensionais;
  • Preços de custo por armazém, localização, lote e números de série;
  • Identificação do cliente por NIF ou leitura CC;
  • Integração total de documentos digitais ( ex: fatura eletrónica);
  • Preparado para emissão do ficheiro SAFT-PT;
  • Todos os documentos com ligação à contabilidade eticadata;
  • Vários mapas de análise, quadros síntese e consultas;
  • Emissão de Documentos Eletrónicos (com assinatura digital qualificada) e respetivo arquivo. SAFE – Serviço de Assinatura de
  • Faturas Eletrónicas disponibilizado pela AMA;
  • Rastreabilidade de documentos;
  • Comunicação de guias de transporte;
  • Exportação de documentos para o formato ubl 2.1; Reconciliação bancária automática;
  • Tratamento da Retenção de IRS e IRC;
  • Preparação e comunicação do COPE;
  • Preparação e comunicação do INTRASTAT;
  • Conformidade com requisitos do SVAT na ligação à CTE.
  • Management of quotes with status and validity control.
  • Handling reservations to stock, supplier's order or warehouse.
  • Sugestão/geração automática de encomendas a fornecedores multicritério.
  • Satisfação automática de encomendas de clientes;
  • Adiantamentos nas encomendas.
  • Automatic order integration process originating from the Order module.
  • Document conversion.
  • Input of expenses and allocation to the cost of the items.
  • Automatic update of sales prices at the time of purchase.
  • Geração automática de liquidações;
  • Devoluções a fornecedor pelo preço de custo da compra.
  • Multi-warehouse with stock management by location.
  • Permanent or intermittent inventory system and output costing method by WAC, LIFO or FIFO.
  • Input of fully configurable stock movements (inventories, entries, exits, wastes, etc.).
  • Production management with the issue of worksheets.
  • Comunicação de inventários a AT;
  • Transferências de vários armazéns para vários armazéns no mesmo documento.
  • Automatic order integration process originating from the Order module.
  • Processing of advance payments with the corresponding VAT regularisation.
  • Document conversion.
  • Retainer Management.
  • Processing of tax withholding and support for the second-hand sales of items system.
  • Rebate Calculation.
  • Automatic generation of the settlement transaction.
  • Management of the current accounts of customers, suppliers, etc.
  • Single window for the input of settlements (effective or deferred payments/receipts, advances, etc.).
  • Bank transfers with automatic generation of the PS2 file.
  • Management of several payment methods (issue and processing of cheques, bills, etc.).
  • Advanced management of commissions.
  • Concept of strong currency: possibility to adjust documents given the currency devaluation compared to a reference currency.
  • Forecast and Real Cash Flow with hierarchical structure of sections.
  • Management of cash and bank accounts (instant access account, time deposit, guaranteed).
  • Deposits, withdraws and transfers between accounts.
  • Automatic bank reconciliation.

Contratos de diversas naturezas:

  • Assistance – possibility to associate equipments and/or services with contracts.
  • Auto Repair Shops – possibility to associate Vehicles (to be repaired) with contracts.
  • Generic – possibility to associate items/services with contracts.
Feature available
Additional licensing
BASIC
PREMIUM.ONE
PREMIUM
EXTENDED
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COMMON FEATURES
Hot Keys Setting
Additional Fields
Creation of additional fields in the database.
Events
Customisation of events that are performed by a user action.
Validation Rules
Data validation or event execution when saving a record.
Warnings
Warnings customised to user.
Custom Queries
Creation of custom information queries.
Custom Subqueries
Add sublists of information to custom queries.
Custom Lists
Customisation of record searches in the tables.
Digital Attachments
Enables you to attach or generate scanned documents to the ERP records.
EMB | FREE | 05 FIXED QUERIES
Treasury and Current Account Balance; Sales/Month Comparison;
Sales/Day Comparison; Top 10 Best Selling Items (Year);
Top 3 Sellers (Year).
ONLY WITH
VALID ESUC
ONLY WITH
VALID ESUC
ONLY WITH
VALID ESUC
EMB | ANALYSES
EMB | SALES
EMB | PAYMENTS
EMB | ORDERS
Document Traceability
Query of associated documents, previous and subsequent to a given document.
Customisation of Menus by Company
Customisation of the ribbon in the main ERP window.
Customisation of Menus by User
Dashboards
1 DASHBOARD
4 WIDGETS
Multiple Editing of Records
Feature that allows you to modify several records at once.
Optimisation Parameters
Increases the performance of operations in companies with very large databases, such as, for example, placing lists of records in memory.
Advanced Navigation Between Records
Allows you to search for records by fields other than the main record key. For example, filter the customer list by city.
Simplified Windows Edition | Windows environment only
Change the location and formatting of fields.
Windows Edition | Windows environment only
Code, interface events and objects.
PLT | Integration Platform
Allows the integration of other applications through the ERP ETICADATA API.
M-Encomendas e Orçamentos
ORDERS
M-Encomendas e Orçamentos
QUOTES
Introduction of Quotes
m-compras
PURCHASES
Purchases: only from the line of diverse.
In the BASIC line, it is not possible to insert items in the purchase documents.
Introduction of Purchases Without Limitations
Input of Expenses and Allocation to the Cost of Items.
M-stocks
STOCKS
Introduction of Stock Entries and Exits
Inventory
Worksheets, Productions and Transformations
M-vendas
SALES
Introduction of Sales
Fulfilment of Customer Orders
Retainers
Rebate
Sellers Commissions
M-contas correntes
CURRENT ACCOUNTS
Current Accounts of Customers, Suppliers
Offsetting of Accounts
Deferred Settlements (e.g.: Post-dated Cheques)
Due Date Warning
Cheques Issuance
Bills Management
Simple Sellers Commissions Management
Management and Settlement of Commissions
M-tesouraria
TREASURY
Typified Treasury Headings
Forecast and Real Cash Flow
Management of Cash Flow and Banks
Reconciliation of Transactions
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INFORMATION
Graphs
Analysis Statements
Personalised Statements
Miscellaneous Queries
Management Framework
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OTHER
Self-Billing
VAT Reverse Charge
Peripheral Data Importing
Multiple Levels of Families
Composite Items
Alternative Items
Associated Items
Management of Promotions
Serial Numbers with Traceability
Batches with Traceability
Books and Editions with Traceability
Grids and References (e.g.: Colours and Sizes)
Processing of Advances
Income Tax Withholding
Processing of Special Consumption Tax
Management of Visible Fees and Copyrights
Routes Handling
SAFT-PT
GCE | Digital Signature
Issuing and sending of PDF invoices, digitally signed, and automatic archiving.
Contract Management
INTRASTAT Management
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Interface
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Optimize your employees' productivity and maximize revenue.

REFERENCE CUSTOMERS
O QUE DIZEM OS NOSSOS CLIENTES

ERP 22

Learn to better control the commercial department of your business.

Optimize your employees' productivity and maximize revenue.