ERP

The channel the company is actually run from, at /erp/.

Inventory Stock, locations, movements and the phone scanner.Partners and CRM Companies, contacts, leads and the pipeline.Projects Work broken into tasks, with time against it.Helpdesk Tickets from forms, the portal, email and staff.Mail Your own addresses, shared and personal.People Employees, absence and the calendar.Documents Quotations, orders, delivery notes, invoices.

Always exactly one organization

The ERP has no "all organizations" mode, and that is deliberate. A stock movement, an invoice or a delivery note has to belong to a firm at the moment it is created — an "all" view would let somebody book a receipt into nowhere and discover it a quarter later.

Switch firms in the toolbar. What you are looking at changes completely, because it is a different company.

On a phone

The ERP installs to the home screen and runs full-screen. The scanner uses the camera directly, so a warehouse needs a phone rather than a device budget.

Notifications

Approvals waiting, tickets assigned, documents signed, stock below a threshold — the things that need a person appear where that person will see them.

Follow any record and its trail reaches you: the bell rings at once, and e-mail follows your own setting — immediately, a daily digest, or never.

A machine run is one event, not a hundred

A person's edit mails you straight away. A sync, a cron or a bulk import does not, however many records it touches: it rings the bell for each and sends one mail in the next digest. A documentation sync that publishes a whole book is one thing that happened, and your inbox should read it that way.

An account with no e-mail address — a robot, an integration — is simply not mailed; it keeps its bell. Give such accounts no address rather than an invented one: mail to an address that does not exist bounces through your own mail server and costs your domain's reputation.

Címkék

erp