Commercial management, invoicing & contracts
Management developments must flow information between the business and operational stages. Dtouch adapts screens, rules and documents with business managers.
Concrete functions.
Tools in situ.
Interfaces used to organize work, prepare data and track files. Each screen shows a specific function, with presentation data.
Enlarge screen The part and its capture side by side
The source document remains visible while preparing invoice information.
Real interface · test environment · demo data.
Enlarge screen Identify variances before transfer
A checklist brings together invoices, breakdown, VAT and accounting, with the number of cases and their explanation.
Real interface · test environment · demo data.Describe the process of the file
A need can start with a quote and continue in an order, a performance or a contract. We identify the information stored between these steps and the necessary controls.
The links must make it possible to understand the origin of a document and the elements that remain to be processed. Cases of modification, partial service and resumption are specified with the team.
Preparing the rules for activity
Periods, recurrences, additional wording and data may vary according to the occupation. Development reflects the rules defined with those responsible for management.
The objective is to maintain consistency between the file, the lines and the documents produced. The calculations taken and the conditions of application are subject to verification on representative cases.
Reunite operations and parts
Interventions, vouchers and supplier documents can provide information necessary for monitoring. The links between objects avoid having to manually reconstruct the route.
Checklists help find incomplete files or missing documents. They provide context for user decisions.
Supporting ERP developments
The adaptations are tested with the other management functions and document models. Commissioning pays attention to rights, statuses and histories.
The rules are documented and transmitted to the teams. Points relating to accounting or contractual decisions are defined by the people who are responsible for them.
Projects and concrete situations.
Dolibarr: from planning to reporting
Project Dtouch
Technical planning, exchanges with Zimbra and mobile vouchers: link the office, the technician and the file.
Explore the caseBusiness documents & imports in Dolibarr
Project Dtouch
Pass data from suppliers and parts received into understandable and verifiable management documents.
Explore the caseCirculate products between tools
Project Dtouch
References, categories, rates and images: A useful catalogue also depends on how its data is fed.
Explore the caseYour job deserves
the right tools.
A specific need, a software to evolve, a project to frame.