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Getting started
1Business modules
15Dashboard
Revenue, latest documents and key indicators as soon as you sign in.
2 articles
Products
Families, item records, photos, prices and stock alerts — the catalogue shared with Sage.
3 articles
Business partners
Customers, prospects, suppliers and contacts — creation, outstanding balance and free fields.
3 articles
Sales
From quotation to invoice: creation, conversion, PDF and sending — pushed to Sage in real time.
4 articles
Purchasing
Supplier orders, goods receipts and purchase invoices, with OCR-assisted entry.
3 articles
Purchase requests
Raise a need, get it approved, consolidate requests and generate the supplier order.
2 articles
Stock
Movements, enquiry, stocktakes, inter-warehouse transfers and valued stock report.
4 articles
Reports
Outstanding balances, settled invoices, deliverable orders and deliveries in progress.
2 articles
CRM
Leads, opportunity pipeline, activities, notifications and custom fields.
3 articles
After-sales
Incidents and claims, multi-user tasks, interventions and conversion into a quotation.
2 articles
AI assistant
Query your data in plain language and draft a quotation by describing the need.
1 article
Teams
Organising users into teams and opening visibility to team leaders.
1 article
Supervision
Active sessions, audit log and application usage statistics.
1 article
Field tracking
Mobile agents’ position on a map, restricted to authorised supervisors.
1 article
Widgets
Build your own indicators from Sage data and pin them to the dashboard.
1 article
Administration
4Sage connector
The real-time link with Sage 100c: status, synchronisation, licence and troubleshooting.
2 articles
Multi-company
Several companies on one installation: switching, setup and separation.
1 article
Users and permissions
Creating accounts, defining roles, setting the permission matrix and granting mobile access.
3 articles
Apps and modules
Enabling or disabling a module, understanding the link with the subscription and syncing.
1 article