The Finance module is a vital tool for managing your company's finances efficiently and accurately. It allows you to control accounts payable and receivable, generate financial reports, perform bank reconciliations and control cash flow, among other features. With this module, you can keep an accurate record of your company's financial transactions, from bank accounts to overheads. It is an essential tool for any company seeking business efficiency.
Business Management System
ERP - Trade in Products and Services
The whole process starts with purchasing, where the company can enter all the suppliers and orders it is buying.
Product registration can be done automatically using the suppliers' XML files or manually, whichever way each company prefers. Once the order has been placed and approved, the company can approve the entry into stock for resale and the title for payment in accounts payable. Once the product is available in stock, it counts as a balance for sellers, where we offer two billing methods.
- Automatic posting of invoices to accounts payable
- Automated stock entry
Control your sales
The first way is for the salesperson to start with the quote. Once the customer has approved it, the stock is removed, the order's NF-e is generated and it is automatically posted to the financial system with the chosen payment method and deadline. If the company chooses to invoice at the cash desk, the order goes through another stage so that payment methods can be chosen, the NF-e, Coupon Fiscal or SAT is generated and then the receipt is completed. Payments received in cash remain in the daily cash register and payments made in installments automatically go to accounts receivable. Once the sales routine has been launched, administrative control will flow as normal, with the appropriate financial checks, bank reconciliations, etc.
- Sales reporting and analysis
- Cost control
Check out the modules of this system
FINANCIAL
SERVICE ORDERS
With this module, you can create work orders with detailed information about the work to be carried out, including information about the client, equipment and more. You can also monitor the progress of activities and the time spent on each task. Another advantage of this module is that it can be integrated with other ERP modules, such as Finance and Stock Management. Service Order is a complete solution that offers a precise and up-to-date view of the services your company provides to its customers.
PRODUTcS
The products module offers features for managing stock, such as viewing the current stock level, setting minimum and maximum stock levels and receiving alerts when stock is low. The module allows users to view all the products available for sale. Products can be filtered by category, price, brand and other criteria. Each product has its own details page, where users can see additional information, such as description, technical specifications and more.
saleS
The sales module is a crucial tool for any business that wants to manage and track its sales. It allows users to view detailed reports on sales and manage their orders easily and intuitively. The module allows users to view all orders placed, including details such as date, value, customer and order status. The sales module offers detailed reports on sales, including information such as sales by period, sales by product and sales by customer. These reports help users better understand sales trends and make crucial business decisions.
TAXES
The tax module allows users to issue invoices, manage taxes and file returns in an automated way. The module allows users to issue electronic invoices (NF-e) and electronic service invoices (NFS-e) in accordance with current tax regulations. It also offers features for managing the authorization and sending of invoices. It also allows you to manage taxes, as well as being integrated with other modules, such as sales, to ensure that information is always up to date and accurate. In short, the tax module is a valuable tool for managing a company's tax obligations, providing resources for issuing invoices, managing taxes and filing returns in an automated way.
Check out the layout of our ERP
Boost your business with oGestor's additional modules
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Client Area
The Customer Area is a module with important features so that your customers have access to important information about their relationship with your company.
POS
It is ideal for establishments that deal with a large daily flow of customers and need to make quick and agile sales.
CRM
CRM is a crucial strategy for improving customer relations and increasing a company's efficiency and profitability.
Contract Manager
oGestor Contract Manager is a system for the complete management of legally valid documents.
E- COMMERCE
With the oGestor online store platform you can build and manage your online store in a simple and practical way.
Corporate website
Now your company can have a website that is fully up-to-date with the latest technologies on the market.