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Gestix Enterprise Modular
Prospect Leads and Customer management (CRM), Certified Billing, Batch/Lot Tracking, Serial Number Tracking, printing documents in Seven Languages, Multi-Currency accounts, Production management, RMA, Suppliers/Vendors, and much more, all in one integrated, modular, easy to operate software system.
- Streamline your customer relationships
- Favor the productivity of your management system
- Depend on fast, optimized software, designed for growing, demanding companies
- Trust a Team with over 25 years of experience in VAT and 8 in Certified Billing
Gestix Enterprise Modular is a fast, light-weight Business Management Software solution, optimized for operation on the Cloud and on Local installations.
Core Functionality
Gestix CRM - Customers Follow up
Management of customers follow up by operator and by customer, with agenda, alerts and tasks graphics by operator. Enables to keep a detailed history of commercial actions or developed techniques with the customer. Optimized for operation during assistance in person or at a distance, enables quick searching of customers and tasks in several menus, and recording tasks when issuing quotes, memos and other documents.
Management of customer relationship and management of follow-up actions, management of tasks by operator.
Specifications
- Detailed information of each completed or uncompleted action, includes priority, deadline, users defined task type, description, notes, status and date, when the next contact, alert.
- Task management by user and by customer.
- Task statistics by user.
- Alerts and quick access to the list of tasks with alert.
- Pending tasks agenda by user.
- Detailed history of follow-up actions.
- Typology (Type of Task or Action) – enables the action characterization by drop-list.
- The operator causes the task and the addressee – enables the team management centered on the customer.
Integration with other modules
- Customers – Task registration in customers file.
- Leads – Conversion of leads into customers aggregating follow-up data into the new customers tasks.
- Orders – Registration of tasks when issuing new orders and quotes.
- Invoicing – Task registration when editing new invoice documents.
Examples
Gestix Orders Management Advanced
Management of orders, quotes and pro-forma invoices with all the relevant information and without line limit per document. The contents of the order may be imported from the quote or pro-forma invoice. When billing lines from several orders may be included into the same invoice or delivery note.
Processing of orders, quotes and pro-forma invoices without line limit and with the maximum text width configurable according to the business.
Specifications
- Quotes – Issue, search, consult, revoke and replace quotes.
- Pro-forma Invoices - Issue, search, consult, revoke and replace pro-forma invoices.
- Orders - Issue, search, consult, revoke and replace orders.
- A new quote or order can be made from another documents copy, for the same customer or for another.
- Saving a document as a draft enables interrupting the edition and continuing it later, before saving the final document.
- Searching issued documents by number, customer reference/your reference, date and status, etc.
- Documents listing by status for direct printing or PDF.
- Exporting quotes to Excel.
- Exporting a list of orders to Excel.
Integration with other modules
- Invoicing – selecting items by article and by stock among the customers pending orders.
- Articles - Calculation of amounts to be provisioned to suppliers, pending orders by item, etc.
- Customers – consulting orders, quotes and pro-forma invoices in the customers account.
- Electronic Invoicing EDI – production of the electronic version of this modules documents.
- Webshop API Orders - interface with on-line shop.
Examples
Gestix Invoicing Management Advanced
Issuing invoices to credit or cash, issuing credit and debit memos, issuing partial or total receipts, and other financial and logistic documents, detailed, with no line limit by document. The contents of an invoice can be imported from an order, quote, pro-forma, delivery memo, or other. Lines from several orders can be included into the same invoice or delivery memo.
Management of all invoicing documents affecting automatically accounts and stocks.
Specifications
- Gestix Implements a comprehensive set of logistical and financial documents, allowing multiple series of each document type, enabling the implementation of any particular requirements.
- No limits neither on items per document neither on pages per document
- Chains and copies documents easily, saving data entry as much as possible.
- Invoice, Invoice-Receipt, Invoice Simplified. Delivery Memo, Picking List, before or after Invoice issue
- Two modes of processing goods returned from a customer: with Return Memo + Credit Note in separate documents, or combined Credit/Return Memo with immediate effect on current account.
- Credit and Debit Memos, in two versions, depicting memos either issued either received.
- Designed for both touch-screen and mouse, also enables the use of keyboard for mostly repetitive operations.
- Save drafts of the documents for continued editing or verification by other users
- Quick access to other functions of the program during the editing of the document
- Easy searching, retrieving and following each chain of issued documents
- Listing documents by status for direct printing or PDF.
- Several options for invoice layouts and branding
Integration with other modules
- Orders – When issuing an invoice it is possible to import items from the customers pending orders by article.
- Articles - Calculation of amounts to be provisioned to suppliers, pending orders by item, etc.
- Tracking by Serial Number – It is possible to select by serial number, to insert directly by bar code or manually when outputting or returning.
- Tracking by Batch/Expiry date – direct introduction when outputting or returning, by bar code or manually.
- Customers – Consulting orders, quotes and pro-forma invoices at the customers account.
- Electronic Invoicing EDI - production of the electronic version of this modules documents.
- Webshop API Orders - interface with on-line shop.
Examples
Gestix Multilingual Invoicing
Printing invoices and proposals in the chosen language: Portuguese, English, Spanish, German, French, Italian, Brazilian.
Printing proposals, invoices, receipts, etc, in the language chosen by the operator. It is possible to print the same document in several languages.
Specifications
- Choose the language in printing proposals, invoices and receipts.
- Memorization of the language by series of documents and by operator.
Integration with other modules
- The documents print request is recorded in the Operations History.
Examples
Gestix Fees/Contracts Billing
Daily, weekly, monthly, semiannual and annual invoicing at the end or at the beginning of the interval. Each customer may have several contracts with different expiration dates and values.
Contract management and automation of periodic rent billing, fees, covenants, etc.
Specifications
- Detailed file of customer contracts with start and end dates and processing type.
- Possibility to associate services to contracts.
- Template for automatic filling of the start and end dates delimiting the period for the invoice.
- Possibility to examine the contents of the invoices that are going to be issued in a determined processing.
Integration with other modules
- Extends the functionality of the Invoicing and Customers modules.
- Coordination with the direct debit system.
Examples
Gestix Stocks and Supply Chain
Integrates every necessary tool to manage articles, inventory, multiple warehouses, inputs, outputs and transfers, calculation of supply orders for the needs, supplier current accounts, purchases and payments.
Advanced management of stocks, suppliers and multiple warehouse supply, importing new articles by spreadsheet.
Specifications
- Internal Warehouse Documents
- Warehouse Input.
- Warehouse Output.
- Warehouse Transfer.
- Internal Supplier Documents
- Request (order to supplier).
- List of Quotes (quote from supplier).
- Delivery Reception (delivery memo).
- Payment to Supplier.
- Return Memo to Supplier.
- Credit Memo.
- Debit Memo.
- Your Credit Memo.
- Your Debit Memo.
- Specifications
- Detailed article file with commercial and packing information.
- Quick articles search on multiple data in only one operation.
- Multiple choice fields defined by the user.
Integration with other modules
- Extensible with several add-ons for specific industries.
Examples
Gestix 100% Multi-Currency
Multi-currency management of customer accounts and invoicing (for companies working in more than one currency simultaneously).
Quotes, invoicing and provisioning in any currency, with management and exchange rates history.
Specifications
- Unlimited currencies.
- Maintenance of exchange rates with history.
- Current accounts query with automatic conversion into the currency chosen by the operator.
- Invoice printing with counter-value in the base currency.
- Multi-currency maps and reports.
Integration with other modules
- When combined with the Multiple Price Lists module lets you create lists of prices in any currency, being applied by default the conversion rate to the price in base currency.
- Can be integrated with PCCont and other multi-currency accounting systems.
Examples
Gestix Gestix Enterprise Platform
The Gestix system administration is centralized. Through the Admin menu the entrepreneur can administer and configure Gestix, make manual backups, query the system history, edit system parameters, etc.
The Admin menu does not require advanced computer knowledge to check and control the configuration and parameters to work with Gestix.
Specifications
- Access restricted to users with granted access to the Admin Menu.
- Easy backup, in a single file with all necessary information for system recovery in the same or in another equipment (does not include customizing invoices and logos).
- Setting tax processing: VAT, IRS, Eco Tax, Stamp Duty.
- Licensed entity data editable except for name, tax number and country.
- Logo and invoice footer configurable for all documents at once.
- Control the expiration or not of inactive sessions.
Integration with other modules
- Customers, Suppliers - predetermination of geographical areas and payment terms.
- Invoicing: setting the security level in the validation of documents (asking for password when saving an invoice).
- Orders/Invoicing: can prevent operators from changing the selling price selected by the system.
- POS – temporary entities file: controls the registration of customer data in the sales document or customers file.
- Stocks and Inventory: setting the behavior of the module to prevent or not the registration of orders or outs without stock, violating the safety stock, or minimum profit margin.
- Some add-on modules lead to specific parametrization menus available in the Admin menu.
Examples
Gestix Dynamic Multilingual interface
For companies operating in more than one country or having operators of various nationalities. Each operator can independently choose the language of his Gestix user interface.
Operating simultaneously in multiple languages (English, Portuguese, Spanish, French, German, and Italian).
Specifications
- Independent choice of language when entering Gestix.
- On-the-fly translation enables working in multiple languages simultaneously.
- Extensible to new languages or specific locations.
Integration with other modules
- When accessing any Gestix application the operator can choose the language.
Examples
Gestix Users Management Advanced
Access privileges to Gestix menus and information are managed by privilege profiles, shared by several users with the same type of access.
Controls users access to the systems information and functionality through users profiles personalized according to their competence.
Specifications
- Multi-User, unlimited number of users registered with passwords.
- Activation/Deactivation of access to menus, maps and documents by user profile.
- Easy privileges management by user profile according to their skills or assumed roles.
- Independent control of the access to series of invoice documents and other series of documents.
- Operators authentication when recording each invoice or document (asks for password before recording the final document).
- Detailed operations history by user involving customer files, tax and logistic documents, articles, etc.
Integration with other modules
- Combined with CRM offers Tasks, Leads and Sales statistics by operator.
- Integrates seamlessly.
Examples
Gestix System Administration
The Gestix system administration is centralized. Through the Admin menu the entrepreneur can administer and configure Gestix, make manual backups, query the system history, edit system parameters, etc.
The Admin menu does not require advanced computer knowledge to check and control the configuration and parameters to work with Gestix.
Specifications
- Access restricted to users with granted access to the Admin Menu.
- Easy backup, in a single file with all necessary information for system recovery in the same or in another equipment (does not include customizing invoices and logos).
- Setting tax processing: VAT, IRS, Eco Tax, Stamp Duty.
- Licensed entity data editable except for name, tax number and country.
- Logo and invoice footer configurable for all documents at once.
- Control the expiration or not of inactive sessions.
Integration with other modules
- Customers, Suppliers - predetermination of geographical areas and payment terms.
- Invoicing: setting the security level in the validation of documents (asking for password when saving an invoice).
- Orders/Invoicing: can prevent operators from changing the selling price selected by the system.
- POS – temporary entities file: controls the registration of customer data in the sales document or customers file.
- Stocks and Inventory: setting the behavior of the module to prevent or not the registration of orders or outs without stock, violating the safety stock, or minimum profit margin.
- Some add-on modules lead to specific parametrization menus available in the Admin menu.
Examples
Gestix SAFT-PT and AT Certificate
Implements the compliance with specifications for companies obliged to use certified software or with SAFT.
SAFT and AT Certification.
Specifications
- SAFT file management.
- Report of required data corrections.
- Direct access to data edition to be corrected in customer files.
Integration with other modules
- Integrated seamlessly.
Examples
Modules
Branches, Stores and Franshising
Multi-Store ManagerGestix Multi-Store Manager
Centralizes management of stores, offices and auto sales. Operators gain access only to the data and menus predefined for their particular site.
Enables management of multiple stores or dependencies in the same company (with the same tax number).
Specifications
- Operators restricted to one store can not access any other.
- The manager can access the sales listing and the cashier of any store.
- Operators with access to several stores choose the store when entering Gestix.
- The operators can access only data and menus predefined for the specific site.
- Sales management and cashier for each store.
- Invoice model independent by store or point of sale.
- The configuration of the stores can be done remotely.
Integration with other modules
- The configuration options for the stores are integrated into Gestix Admin, the systems administration menu.
Examples
Gestix Multi-Company Server
Update items and prices on client systems, automatic collection of provisioning orders, maps and sales reports, inventories and accounts.
The manager has access to data from all companies, he exports the articles and receives his orders automatically or with assistance (facilitates control and prevents the duplication of manual work).
Specifications
- Control panel of all Holding or Franchising companies.
- Maps, reports and audit file for each company.
- Centralized access management (login) for operators.
- Electronic integration of orders.
- Automatic creation of new articles and importing of entry documents on Multi-Company Client.
Integration with other modules
- The system requires that the companies are on a network or online to function.
- The network traffic is minimal and proportional to the amount of information being entered or extracted at any given moment.
Examples
Gestix Multi-Company Client
Operators with access only to information regarding their company. Automatic updating of the articles file and issuing orders to the server.
Automatic integration with the master companys system regarding the articles file, prices and supplies. The local statistics are accessible from the master companys system.
Specifications
- Automatic updating of the articles file.
- Automatic updating of prices.
- Placing of supply orders from the safety stock calculated for each branch.
Integration with other modules
- The integration characteristics between the master company and the client company can be customized by SLA.
Examples
Gestix Central User Authentication LDAP
Enables connecting Gestix to the companys main authentication directory, avoiding record and password duplication. Gestix is compatible with the LDAP standard (Lightweight Directory Access Protocol).
Prevents the need to duplicate user files in Gestix when the company has a central users directory.
Specifications
- Easy to add or delete users.
- Easy to associate users to privilege profiles according to their job or competence.
- Users passwords are not stored in Gestix.
- Gestix can be parameterized to communicate with the companys central authentication directory.
- Selection of the operators that can access Gestix.
- Gestix user profile attributed to each operator.
Integration with other modules
- This is an invisible module to the system operator.
- At login and each time a password is needed the LDAP server should be accessed trough the Gestix server.
Examples
CRM - Customer Relationship Management
Leads ManagementGestix Leads Management
Registration of potential customers information or business opportunity in a single screen including contacts from the person and the company, source and opportunity detail and notes. The operator can convert this data into a new customer, attribute them to an existing customer, or simply update the lead and its status.
Management of prospection data with detailed information of business opportunity and easy conversion into a new customer or attribution to an existing customer.
Specifications
- Single lead management screen.
- Individuals contacts.
- Companys contacts.
- Business opportunity.
- Comments.
- Date and process status description.
- Source and opportunity details.
- Conversion of lead into a new customer.
- Attribution of the lead to an existing customer.
- Updating the lead and its status.
- Lead classifying fields configurable.
Integration with other modules
- CRM – task integration when converting customers.
- Collecting information forms and specific add-on maps (SLA).
Examples
Gestix Multiple Price Lists
Multiple Price Lists – maintenance of price tables differentiated (for example, resale and public prices) personalized by customer or group of customers.
Creation of price lists with and without Sales Tax and attribution to customers for sales and invoicing purposes.
Specifications
- Maintenance of multiple prices by article.
- Option to include sales tax in the price.
- Price lists updating by applying coefficient to another price list.
- Updating price lists respecting weighted average price or last cost price.
Integration with other modules
- Customers – enables the attribution of a particular price list to a customer.
- Orders and Invoicing – enables selecting which table use for a group of items (lines).
- Combined with Multi-Currency Management enables maintenance of price lists in any currency.
- Combined with Sales Force Access Control enables restricting the operator to a particular price list.
Examples
Gestix Customer Discount Table
Discount management by customer group and article category.
Maintenance of a matrix that relates groups of customers with article categories, for discount management automatically applied in sales and invoicing.
Specifications
- Discount matrix, Articles category and Customers Group.
- Article category managed autonomous within an article family or other data.
- Customers group managed autonomous within other customer data.
Integration with other modules
- Invoicing and Orders – It is possible to alter the discount group for a group of items (lines).
- Invoicing and Orders – Automatic selection of the discount applied by matrix to the customer and to the article.
Examples
Gestix Webshop API Customer
Programming interface for interaction with Gestixs customers file for webshop or external application. Enables searching and maintaining the customers file programmatically, subject to the programs active safety restrictions.
Enables the integrated website, to interactively validate customers, update their data, etc.
Specifications
- Searching customers by ID, email, tax number.
- Customer files creation.
- Customer files updating.
- Authentication with independent user by webshop or service inside the same store.
- Safety against retransmission and resubmission of data.
- Notification about website demands that can not be treated.
- The interface is based on simple HTTP compatible with every platform (FORM POST).
- Gestix software does not require to be installed in the website server to which it is connected.
Integration with other modules
- Integrates with most web-shop platforms like OSCommerce, Joomla-based, Ruby On Rails, etc.
Examples
Gestix Customer Import and Updating
User defined format for importing customer files updating tables. The system searches the file and if the customer does not exist it creates the customers file, if the customer exists the system updates the file when necessary.
Importing and updating of batches of customer files by configurable spreadsheet.
Specifications
- Creation of customer files and updating as needed.
- Format and separators parameterizable to the work format.
- Management of the predefined list of formats.
Integration with other modules
- Supports importing files from other systems.
- Does not forcibly include data or history from other modules.
Examples
Gestix Access Control Sales Force
The sales force can have access to the Customers menu but that access can be restricted only to the customers they accompany. If the system has Multiple Price Lists it is also possible to restrict operators access to only one of the price lists when registering orders.
It is possible to restrict operators access only to part of the customers file and to an exclusive price list.
Specifications
- Sectioning of the Customers file by salesman/sales representative.
- Activation/Deactivation of the restriction by salesman.
- Salesman with restricted access may only consult or edit customer files that are attributed to him.
- Customer files created by a salesman with restricted access are attributed to him.
- Access control to information about sales commissions and other salesmans sales.
Integration with other modules
- Combined with Multiple Price Lists module it is possible to restrict the salesman access to a particular price list.
- Respects the safety restrictions defined at the Users Advanced Management with respect to the creating, changing and eliminating data.
Examples
Points of Sales
POS Touch Screen and KeyboardGestix POS Touch Screen and Keyboard
Offers two interfaces to choose from, one optimized for touch screen and another for keyboard, operates in full integration with modular Gestix installed in the equipment or on-line.
POS – Point of Sale Touchscreen and Keyboard, flexible management parameterizable for counter and auto sale.
Specifications
- Configurable operation touchscreen or keyboard.
- Controlled access to Gestix menu (back office) from the POS.
- Remote control of available articles and services on the POS.
- Support for common bar code readers.
- Support for tickets thermal and matrix printers that are supported by the operating system in the workstation.
- Support for drawer opening when issuing the ticket
- Minimum hardware requirements for stand-alone installation.
- Support for stand-alone installation in Mac OS-X.
- Support for stand-alone installation in Windows 2000 or above.
- Support for stand-alone installation in Linux.
- Support for web client screen with or without advertisements.
- Support for LCD client screen (requires Internet Explorer).
Integration with other modules
- Multi-Store Multi-Point – assumes the parametrization of operators, customers and articles provided by multi-store management.
- Integrates seamlessly safety add-ons such as Sales Force Access Control, LDAP Authentication, etc.
Examples
Gestix Webshop API - Online Store
Integrator into webshop for issuing quotes and orders and providing the electronic document digitally signed in HTML and PDF.
Offers a programming interface that enables connecting the online sales website or customer portal to Gestix, even if not on the same server.
Specifications
- Supports Quotes, Pro-forma Invoices and Orders series.
- Selection of which series to use by transaction.
- Automatic identification of recurrent customer by tax number or email with or without updating the customer data.
- Authentication with independent user by webshop or service inside the same store.
- Safety against retransmission and resubmission of data.
- Notification about website demands that can not be treated.
- The interface is based on simple HTTP compatible with every platform (FORM POST).
- Gestix software does not require to be installed in the website server to which it is connected.
Integration with other modules
- Integrates with most web-shop platforms like OSCommerce, Joomla-based, Ruby On Rails, etc.
- Registry on the operations history of all transactions and any access fails or operations by time range.
Examples
Billing and Collecting Automation
Direct Debit SystemGestix Direct Debit System
Direct Debit System (automatic charge by SDD / SIBS) – sending of the invoices to collect to the bank and processing the answer.
Enables manage and process charges by direct debit to bank account trough e-banking or interbank service.
Specifications
- Issuing and printing Direct Debit Permissions.
- Selecting the debits to be processed by customer, series and other criteria.
- Automatic processing of settlements with receipt issuing.
Integration with other modules
- Invoicing – automatic update of the involved document status.
- Customers – automatic update of the current account.
- Support for CGD eBanking with optimization by SLA.
- Support for SIBS with optimization by SLA.
Examples
Gestix EDI Electronic Invoicing
Production of the electronic versions of invoices and all other logistic documents to be transmitted or interface with other systems as management provisioning systems from third parties.
Electronic invoicing for shipping and storage or connection to provisioning systems (for example to suppliers of superstores).
Specifications
- Issuing the order or invoice inXML (Invoice 3.1).
- Companys EDI identifier.
- EDI identifier by customers file.
Integration with other modules
- Compatible with EAI and B2B systems and Supply Chain Management (SCM).
- Generix compatible.
- Compatible with several SCM systems including those from Sonae and Jerónimo Martins in Portugal.
Examples
Gestix Automatic Invoicing
Can aggregate several memos and returns in one invoice without document limit, and enables batch printing of the documents directly into PDF.
Generates invoices for pending memos, by customer or by document (for example for companies that send material to construction sites to be billed an the end of the month).
Specifications
- Automatic issuing of invoices by customer aggregating delivery memos, bill of works and returns for each customer.
- Automatic issuing of invoices per document producing an invoice for each document by chronological order.
- Centralized printing of invoice sequences and other previously issued documents.
Integration with other modules
- Extends the Advanced Invoicing module functionality.
- Can be extended with other automation modules.
- Example: 1. Consignment memos send merchandise during the month; 2. Return memos register the invoices surplus return; 3. Automatic invoicing issues the monthly billing summary (which is the actual invoice) where every consignment memos are included and all return memos are deducted, sending the result into the entitys current account. Note: the consignment memo can be named “project invoice” or “consignment invoice” but the operation is the same.
- Combined with the Advanced Financial Documents module enables the inclusion of other document in the invoice such as “Your account payment” and “Consumption memo”.
Examples
Gestix CTT/Chronopost/DHL Expedition
Enables identifying in the customers file which carrier operates and automatically fill the dispatch memos for each carrier.
Electronic filling of shipping goods memos (avoids manual filling of shipping memos).
Specifications
- Carrier data in the customers file.
- Carrier selection when issuing the invoice.
- Supports several carriers simultaneously.
Integration with other modules
- Extends the Advanced Invoicing module functionality.
- The implementation with the website or carriers electronic service is done by SLA.
Examples
After-Sales Services / Customer Support
After Sales Service (RMA)Gestix After Sales Service (RMA)
After Sales management (RMA) – technical assistance to equipment, warranties, repairs, controlling the verification process of the returned or for repair article.
Manages answering complaints and malfunctions and the process of verification, repair, substitution or credit to the customer.
Specifications
- Internal Documents
- RMA - Return Merchandise Authorization.
- Replacement memo.
- Specifications
- Quick search of articles by serial number or batch.
- Control RMA situation by checking status.
- Technical report mandatory upon RMA verification.
- Consultation and cancellation of internal documents.
Integration with other modules
- Extends the Customer, Invoicing, Stocks and Serial Number Tracking modules
Examples
Production Management and Batch/Serial Number Tracking
Gestix Production Management
Management of the articles transform process in two phases, with identification of stocks in production stage.
Manages storage and invoicing of articles produced from other references, calculating the finished products cost price.
Specifications
- Internal Documents
- Manufacturing Order.
- Production Close.
- Product Template.
- Specifications
- Creation of production orders from production templates.
- Production order supports stock articles and services.
- Production close enables generating tracking identifiers (serial numbers or batches) for the produced amount.
- Calculation of the finished products cost price.
Integration with other modules
- Stock details in the articles file pending production close.
- Supports tracking serial numbers or batches in production process.
Examples
Gestix Serial Number Control
Manages serial numbers for invoicing and installed base (for example for mobile phone dealers, etc).
Enables the attribution of a unique identification to articles for management of warranty period or maintenance routine.
Specifications
- Serial number search.
- Transaction history by serial number.
- Installed base – serial numbers sold, by situation.
Integration with other modules
- Production or reading of serial numbers in suppliers purchases.
- Production or reading of serial numbers in Manufacturing Management.
- Collecting of serial numbers in the invoice or delivery memo and in every transaction involving warehouse inputs or outputs.
- Insertion of serial numbers by bar code, picklist and manual entry.
- Requires Stocks and Suppliers.
Examples
Gestix Batch Number Control
Manages Batches/Lots numbers with manufacturing and best-before control dates.
Supports FIFO, LIFO and FEFO (First Expired First Out) for the transaction of traced and perishable goods.
Specifications
- Search by batch and control dates.
- Transaction history by batch and control date.
- Perishables management by ascending and descending control date.
- Perishables maps by storage site.
Integration with other modules
- Batch Numbers in Purchases
- Batch Number generator in Production Orders.
Examples
Gestix Weight and Volume by Article
Definition by article of the necessary variables to the logistics or fiscal processing, collection and treatment of invoicing data.
Weights, volumes and finishing factors when managing articles and invoicing.
Specifications
- Articles unit weight.
- Articles unit volume.
- Articles finishing factor.
Integration with other modules
- Implemented by SLA (Service Level Agreement).
Examples
Gestix Goldsmith
Definition by article of the necessary variables to the logistics or fiscal processing, collection and treatment of invoicing data.
Compliance to the specification standards of the gold and silver levels in transactions of precious metal alloys.
Specifications
- Ag and Au levels by article.
Integration with other modules
- Implemented by SLA (Service Level Agreement).
Examples
Gestix Booksellers
Definition by article of the necessary variables to the logistics or fiscal processing, collection and treatment of invoicing data.
Customization for bookseller distribution, enables to specify cover price in wholesale documents and similar situations, when managing articles and invoicing.
Specifications
- Cover price per article.
- Price Lists with both cover price and resellers
Integration with other modules
- Implemented by SLA (Service Level Agreement).
Examples
Gestix Pyrotechnics
Definition by article of the necessary variables to the logistics or fiscal processing, collection and treatment of invoicing data.
Compliance to the identification standards of the active levels and inventory of active material by storage site.
Specifications
- Active material per article.
- Inventory of active material by storage site.
Integration with other modules
- Implemented by SLA (Service Level Agreement).
Examples
Gestix Metallurgy
Definition by article of the necessary variables to the logistics or fiscal processing, collection and treatment of invoicing data.
Technical specifications record of the produced parts (Length, Height, etc).
Specifications
- Combined amount of width and height.
- Other variables.
Integration with other modules
- Implemented by SLA (Service Level Agreement).
Examples
Vendors - Supply Chain Management
Price Lists UpdaterGestix Price Lists Updater
The user defines the format to be used for CSV files when updating articles from suppliers price lists, or articles lists, in variable format spreadsheet.
Advanced articles import for updating article families from manufacturers price lists in variable formats.
Specifications
- Automatic creation of nonexistent article files, updating of the existing.
- Configurable file format.
- File format lists management.
- Supports large quantity of information (tested with 100.000 records by batch).
Integration with other modules
- Extends the Stocks and Suppliers modules functionality.
- Extensible for connecting with an external database.
Examples
Gestix Suppliers Accounts Updater
Initial import of the suppliers history from CSV including invoices, receipts, debit and credit memos, and not invoiced delivery and return memos.
Import suppliers movement history with articles.
Specifications
- Automatic creation of supplier files when importing invoices and other documents.
- Parameterizable file format.
- File format lists management.
- Supports large quantity of information (tested with 30.000 records by batch).
Integration with other modules
- Extends the Stocks and Suppliers modules functionality.
Examples
Gestix Supply Terms Management
Supplier discount management by article category, enables table comparison involving several suppliers for each set of articles.
Enables managing negotiated conditions involving large number of vendors and variety of articles.
Specifications
- Discount matrix, Article Category and Supplier Group.
- Article categories managed independently regarding the article family or other data.
- Customer group managed independently from other supplier data.
Integration with other modules
- Purchasing and Requests – Possibility of changing the discount group for a set of items (lines).
- Purchasing and Requests – Automatic selection of the discount to be used when applying the matrix to the supplier and to the article.
Examples
Accounting and Finance
Budget – Dynamic Financial PlanGestix Budget – Dynamic Financial Plan
Easy editable financial plan and automatic integration of commercial and suppliers management entries.
Management of the companys budget, with a financial plan easy to manage and alter as necessary for the administration needs.
Specifications
- Easy edition of the financial plan.
- Automatic entries of customer payments.
- Automatic entries of payments to suppliers.
- Edition capacity and deployment of captions during the exercise.
- Reprocessing of the integrated entries.
Integration with other modules
- Invoicing – selection of the budget entry in receivables.
- Purchases – selection of the budget entry in payments.
- Treasury and Banks.
Examples
Gestix Treasury and Banks
Works integrated with Budget/Financial Plan enabling the association of a customer or supplier document to a different management caption when entering a bill receipt or payment.
Centralized management of the bank registry and all the companys payments and receipts.
Specifications
- Bank registry.
- Bank accounts.
- Cash releases.
- Treasury forecast.
Integration with other modules
- Invoicing and Purchasing – Means of payment connected to the bank movement type enabling the automatic launching of third party receipts and payments.
- Integrates with the Direct Debit System for identification.
- Extends the Dynamic Financial Plan.
Examples
Gestix Accounting Interface
Enables integration of mono and multi-currency accounting according to the specific requirements of the companys management.
Connection to the general and analytical accounting system.
Specifications
- Integration of automatic movements by batch.
- Dynamic definition of ERP/Accounting connections.
- Direct interface by API.
Integration with other modules
- Implementable by SLA.
- Supports PCCont integration – multi-currency accounting.
Examples
