When to use
Use these modules when the company performs services, sells catalog products, controls inventory or maintains a vehicle lot.Where each module appears and when
Operations modules depend on the plan and, in some cases, on the company’s segment. If an item below does not appear in your menu, it is not enabled for your account or for your access profile: talk to the administrator.
In addition, each person needs the corresponding permission in their role (see Teams and permissions).
How the pieces connect
1
Register products and services
The catalog feeds orders and invoices. See Products and services.
2
Stock up the inventory
Record purchases manually or import the NF-e XML. See Stock receipts.
3
Serve with orders
Create service orders, sales orders or quotes and follow them on the board.
4
Invoice and issue the tax document
A completed order becomes a sale and the sale generates the invoice. See Orders and Tax (Fiscal).
Pages in this section
Orders
Service orders, sales orders and quotes.
Orders board
Kanban of orders in progress.
TV screens
Show the board on a workshop TV.
Service reminders
Inspection and maintenance notices.
Products and services
Catalog, balance and labels.
Stock receipts
Manual purchases and XML import.
Stock settings
Label printer and alerts.
Suppliers
Registry of those who sell to the company.
Vehicles
Dealership stock and customer vehicles.
Stock and vehicle reports
PDF and CSV of position and movements.