Point of Sale (POS)
Prepare counter sales, select articles by tile or barcode, check stock and record configured cash or card payments. Print sales documents and find recent sales for reprinting.
Explore featureGESTIX / FEATURE CATALOGUE
Find what
you need.
See what
connects.
A sale to make. Stock to locate. A team to coordinate. Start with the part of your working day you want to improve, then explore the detail.
Explore the catalogue ↓45 capability and assessment topics across four areas. Availability depends on edition, enabled features and configuration.
FOUR WAYS INTO THE SAME BUSINESS
01Sell & invoice
From the counter to the invoice
Work with customers
Relationships, sales teams and pricing
Run the operation
Stock, production and purchasing
Connect & control
Finance, access and integrations
Choose a starting point. Keep the wider picture.
A CATALOGUE THAT STARTS WITH YOU
Search for a task.
Explore an area.
Use a word you know, like stock, invoices or Peppol. Or choose an area and explore its topics. Related pages explain the workflows in more depth.
Availability depends on edition and configuration. Explore a feature or assess requirements with our team.
45 results in 4 areas
01Sales & Invoicing14
Office Invoicing
Keep quotations, invoices, credit notes and debit notes connected to customer accounts and document history. Produce documents in different languages where multilingual output and supported layouts are enabled.
Explore featureSales Order Fulfilment
Deliver or invoice customer orders in stages. Quantities that can't ship in full — back-orders — stay on the original order, with ordered, fulfilled and remaining quantities shown on each line until nothing remains.
Explore featureDocument Controls & Portuguese Certification
Explore draft separation, document integrity, supported SAF-T exports and Portuguese certification references. Assess the requirements for your organisation.
Explore featureElectronic Invoicing & Peppol
Send and receive invoices through a configured Peppol service within Gestix. Receiving supplier invoices must be enabled.
Explore featureContract Billing
Generate recurring invoices for subscriptions, service contracts, rents or memberships using defined billing cycles. Invoice generation is separate from payment collection.
Explore featureRecurring Delivery Billing
Bill pending deliveries linked to active contracts in the relevant period, according to the contract settings.
Explore featureConsignment Management
Record customer consignments, invoice sold or consumed quantities, and record returns of unsold goods.
Explore featurePre-Delivery Invoicing
Discuss how invoicing before physical delivery fits your document and stock workflow. Confirm the supported configuration for your operation.
Assess requirementsBulk CSV Invoice Processing
Reduce repetitive data entry by importing documents from CSV files into supported series.
Explore featureWebshop Billing Integration
Turn webshop sales into invoices automatically through a configured REST API integration, subject to document validation and access permissions.
Explore featureEU OSS VAT
Relevant configurations support EU OSS VAT workflows. Assess the tax treatment and reporting requirements applicable to your organisation.
Explore featureSpecial VAT Regimes
Support for margin-scheme and cash-accounting VAT workflows, where configured and applicable.
Explore featureElectronic Supplier-Order Requirements
Contact Gestix to confirm document types, formats and partner configurations for electronic supplier orders. Invoice Peppol support does not establish purchase-order exchange.
Assess requirements02CRM & Sales Force5
Customer Relationship Management
Explore customer contacts, activities, follow-ups and commercial history. Confirm the CRM scope and configuration for your team.
Assess requirementsLeads Management
Discuss how your team records, qualifies and follows sales prospects, and assess the available workflow.
Assess requirementsSales Force Management
Assess salesperson assignments, commissions and commercial reporting against the needs of your sales team.
Assess requirementsSales Approval Workflow
Where approval limits are configured, quotations, cost estimates and proformas above a salesperson’s limit go to a superior for authorisation.
Assess requirementsAdvanced Pricing and Discounts
Apply multiple price lists, customer-specific prices and category or promotional discounts as you add items, using your configured pricing terms.
Assess requirements03Operations & Supply Chain14
Project Management
Discuss project budgets, costs, revenues, materials and labour, and confirm the supported project workflow.
Assess requirementsCustomer Service and RMA
Keep repair and return-authorisation documents in a structured workflow, with replacement, work-order, invoicing and credit steps where configured.
Assess requirementsRepair Shop Management
Connect repair documents to the related work, replacement, invoicing and credit steps in your enabled workflow.
Assess requirementsProducts and Inventory
Consult article quantities, units, weighted average cost and inventory value, with stock balances by warehouse.
Explore featureSerial Number Tracking
See serialized units in stock and follow an individual number’s recorded purchase, transfer and sale history.
Explore featureBatch and Lot Control
Locate batch balances by warehouse and review recorded production and expiry dates in the supported views.
Explore featureProduction Orders
Prepare production, allocate stocked components to a production-stage location, then consume them and receive finished products into inventory on completion.
Explore featurePurchase Replenishment
Review purchase suggestions from customer demand, stock, safety stock and pending purchases. Your team adds editable lines to the supplier order being prepared.
Assess requirementsLicensing Management
Assess your requirements for software licence, subscription, activation and renewal records with Gestix.
Assess requirementsSupplier Management
Discuss supplier contacts, purchase history and outstanding balances in your purchasing workflow.
Assess requirementsSupplier Orders
Prepare eligible supplier purchase documents and review the proposed lines. Confirm additional approval, dispatch or receipt steps for your configuration.
Assess requirementsSupplier RMA
Discuss the documentation and follow-up you need when returning goods to suppliers. Confirm the supported return workflow.
Assess requirementsWarehouse Management
Explore stock by warehouse and recorded movements between locations. Assess the warehouse configuration for your operation.
Explore featureShipping and Logistics
Prepare shipping documents, carrier export files and cargo conformity checks where configured. Submit applicable Portuguese transport documents to the tax authority.
Assess requirements04Finance & Platform12
Budgeting and Financial Planning
Discuss budgets, targets and performance comparisons, and assess the reporting and planning scope available.
Assess requirementsBank Reconciliation
Assess your bank-transaction matching, customer-receipt and supplier-payment reconciliation needs with Gestix.
Assess requirementsPayment Approval Workflow
Discuss authorisation responsibilities and review requirements for supplier payments. Confirm the supported workflow.
Assess requirementsSAF-T Audit Export
Export information using supported SAF-T structures for applicable fiscal audit and reporting needs.
Explore featureMulti-Currency Operations
Where enabled, work with documents in currencies other than the company base currency and dated exchange rates. Confirm edition and reporting scope.
Assess requirementsAdvanced Reporting and Analytics
Explore the reports and data exports relevant to your operation. Confirm custom reporting and dashboard requirements.
Assess requirementsRole-Based Access Control
Use configured profiles and document permissions to support responsibilities. Confirm visibility across reports; document restrictions do not establish complete confidentiality.
Assess requirementsLDAP Authentication
Discuss corporate-directory authentication requirements and confirm the supported LDAP setup.
Assess requirementsMulti-Store Operations
Explore shop sales context and stock visibility across listed locations in one shared company operation. Availability, licensing and suitability require confirmation.
Assess requirementsMulti-Language Environment
Work with a choice of interface languages. Choose document output language separately, where multilingual output and the relevant layouts are enabled.
Assess requirementsCloud & On-Premises Infrastructure
Assess the deployment, capacity, update and administration arrangements suited to your organisation.
Assess requirementsBusiness APIs
Connect supported workflows through a configured REST API integration, subject to valid data, enabled series and access permissions. Confirm endpoint scope for your project.
Assess requirementsLet’s try another starting point.
No topics match this search and area. Try a broader term or return to all topics.
This catalogue preserves the breadth of the existing Gestix inventory. Some topics invite a suitability discussion; a listing does not mean every capability is included in every edition. A purchase suggestion and a supplier order are distinct steps.
SEE IT IN A WORKING DAY
The list opens the door.
The workflow tells you more.
Explore these established operational stories, with business situations and product evidence.
01 / SALES ORDERS
Part can go today.
See what was ordered, fulfilled and still remains.
Explore the workflow ↗02 / INVENTORYWhere is that stock?
Go from warehouse quantities to batches and individual units.
Explore the workflow ↗03 / PRODUCTIONComponents become products.
Follow allocation, consumption and finished-stock receipt.
Explore the workflow ↗START WITH YOUR PRIORITY
What would make
your day work better?
Tell us which tasks matter most to your team. We’ll help assess the Gestix edition and configuration for your operation.
Feature availability depends on edition, enabled modules and configuration. Discuss your requirements with Gestix.