Business overview and control through finance, electronic document exchange, loyalty programs and analytics. Everything is focused on faster operations across locations, streamlined processing, and reliable information for decision-making.
Financial processing tracks trade documents through the same workflow, from invoices to tax records and payments:
- Incoming invoices and stock reconciliation with goods receipts, including invoice approval with PDF and e-invoice visualization
- Tax records (purchase and sales ledgers), VAT return preparation, XML for e-Tax portal, and closing of tax periods
- VAT form: XML preparation for e-Tax submission, plus account allocation and posting
- Payment transactions, payment slips, offsets, and automated posting
- Cash desk, cash deposits, and importing bank statements (XML/TXT) with journal entry import from Excel
- Fixed asset and small tool management, including depreciation, revaluation, mobile inventory, and automatic posting
Documents are exchanged electronically with partners, eliminating manual data entry:
- Two-way EDI document exchange with a defined message set per partner
- EDI receiving and sending: orders, confirmations, delivery notes, returns, and invoices
- Sending e-invoices (B2B/B2G) with PDF visualization and attachments
- XML intake with original file linking
- Integration with information intermediaries
- Connection with DMS (Document Management Systems)
Settings, master data, and permissions keep retail operations orderly across all locations:
- Users, roles, and access rights
- Organization and key system settings
- Master data and registers
- Automated processing and email exchange linked to the database
- Document attachments
Customer retention through personalized rewards and campaigns, with response and performance tracking:
- Centralized loyalty program management, integrated with payment processing and adaptable to company needs
- Customer rewarding based on multiple criteria and automatic merging of profile data
- Customer segmentation based on custom criteria
- Campaign management with mass-mailing provider integration and segment-based execution
- Newsletter campaigns via email, as well as campaigns via WhatsApp and Viber
- Campaign response tracking, reporting down to the invoice line-item level, and analysis in Excel and BI tools
Managerial insights available through web reports and visual analytics without straining the operational system:
- Reporting on data sets, independent of the transactional database
- Tabular views with drill-down and roll-up functionalities
- Graphical displays with sorting, ranking, and top-ten analysis capabilities
- Time-based data comparisons and fast responses to complex queries
- Custom report creation with defined sources, groupings, columns, and parameters
- Report export (csv/xlsx), email distribution, and permission control