All the ERP features
GENERAL FEATURES
Multiusers: it’s possible multiple access and working simultaneously in the same account
Multilingual: it’s possible to set up the account also in English and in Spanish
Multi-currency: it’s possible to issue documents in different currencies
CRM (Customer Relationship Management): you can plan and organize commercial activities and manage company contacts, in particular potential customers (leads)
Profiles: account access authorisations are available with customizable features for each user
Customizable menu: you can organize your favorite buttons and features widgets
Go Express: quick links to forms and features related to your current working are available
Print templates: you can use many predefined templates and you can also customize brand new templates
Lists: documents, product sheets and contacts are available in lists
Search and Advanced Search: you can use a powerful search engine for data and information
Import: data upload is available
Export: data download is available
Copy Document: to easily replicate data you can copy a document
Automated document flow: you can transform one document into another just with one click (for example: order -> invoice)
Integrated inventory / accounting update: update are automatic when you save a document
Numerators and sectionals: they are useful to divide and organize documents
Attachments: you can insert images and attach files into drafted documents
Additional information: you can check inventory, prices and margins during document drafting
SALES
Customer Register: personal data, financial, merchandise, accounting, tax, related contacts, locations, attributes, warehouses and other data are available
Geolocation: customers are displayed on the map
Prices: you can set the price through the mark-up on the purchase cost of the goods and / or materials, price lists for individual customers or groups
Payment conditions: they are predefined and customizable
Sales quote: this document is useful to make offers to customers
Sales order: this document is useful to fill the order confirmation and manage delivery time
Transport documents: this document is useful to describe goods “out”, specific reasons, transportation conditions, etc.
Invoice: drafting from transport documents, orders or quotations is available
Sales force invoice: this document is useful in order to formalize your sales force job, commissions and fees
Cash Register: Giobby Pos Service is available for receipts using a compatible fiscal printers
Charges: day’s receipts registration is available
Variation notes: credit note and debt note are available
Registration of collection: it is available as single in the documents or multiples by customer
Electronic invoice to Public Administration: split payment and electronic file in XML format
PURCHASES
Register of Suppliers: personal data, financial, merchandise, accounting, tax, related contacts, attributes, offices and warehouses and other data are available
Vendor lists: specific prices from each supplier are manageable
Purchase Order: this document is useful to fill the order to the supplier, also by importing data from customers sales orders
Transport documents: this document is useful to describe goods “in”, specific reasons, transportation conditions
Purchase invoice: drafting from transport documents or from orders is available
Registration of Expenses and Costs: registration and protocol received documents is available, whether they are invoices, parcels, utilities, rents, receipts and tax receipts
Variation notes: credit note and debt note are available
Registration of payments: it is available as single in the documents or multiples by supplier
PRODUCTS AND SERVICES
Barcode: you can use barcode to quickly record data to draft documents
Print labels: this features is useful to attach labels on materials
Images: you can manage a product pictures gallery
Data: you can manage price, VAT and accounting
Groups: you can manage categories and types
Additional fields: they are available in order to specific details (for example: sizes and colors)
Bill of materials: multilevel production and recommended selling price are available
Production load: the process is useful to load products and unload raw material from the warehouse
WAREHOUSE
Logistics: multiple locations and internal multilocation are available
Lots and serial: they are available in order to be linked to goods and use in sale process
Stock: fast stock display is available
Returns: you can fill supplier returns and customer returns
Internal material movement: you can manage product movements from a warehouse to another and locations inside the same warehouse
List of movements: you can manage all warehouse movements
Temporary materials transfer: it’s possible in order to repair, sell, work on, change, etc.
Automatic movements: issued documents automatically update stocks in warehouse
ACCOUNTING
Schedule and account statements: they are available per customer, per supplier, total values about payment and suspended amounts
Management banking money transfers: SEPA files are available
First Note: it includes payments and collections related to documents registered and issued
Accounting registration: you can easily record a generic account movement
Accounting list: you can analyse by single account or by totals, with filters and prints features
Chart of accounts: it is pre-defined and also customizable
Financial statements and accounting situations: standard and customizable structures, economic and financial performances are available
Banks and corporate funds: financial corporates index and liquidity management are available
Forecasting data: forecasting accounting movements is available
Bank reconciliation: you can upload the bank statement in order to settling amounts
Cost and profit centers: analytical accounting analysis is available
VAT settlement: you can manage it monthly, quarterly and yearly
VAT records: it is about purchases, sales and fees
Closing and reopening of accounts: it’s easy to update the accounting year
Accounting Book Journal: you can print all movements both automatic and manual records
VISUAL REPORT
Executive: the main management data are available on a single page
Sales:
– sales turnover with graphs and values
– analysis of sales performance by customer, by product or by sales force
– sales margin (profit margin on products sold)
– commissions (analysis of turnover and calculation of amount due)
Purchases: analysis, trends and statistics on purchased products, multi-period comparisons
Warehouse:
– material availability analysis based on stock and orders
– warehouse evaluation (graphic and numerical reports)
– warehouse inventory (comparison of the stock with the realizable value)
– historical stock (quantity and value of inventories on dates other than the current one)
Accounting: collections and payments over time, collection and payment average times, total customer and supplier suspended, cashflow data
PROJECTS, MAIL AND CALENDAR, COLLABORATION
Projects: Project management (project / activity / sub-activity) is available
Notice board: each activity has its own note board that includes post messages, attached documents, progress reports, etc.
Summary costs and revenues: it’s available a summary page explains costs and profits for each project or activity
Report: indexes and tables are available to better analyse data and information about your business
Personal Activities: you can view activities to do (integrated with CRM tools)
Calendar: event management and corporate and personal calendars are available
Integration: Projects are integrated with CRM, Calendar, Personal Activities and Accounting
Email: you can read and write email directly from Giobby, you can also send documents by email directly from the document drafting form (integrated with CRM)
Lists: you can manage all your contacts (business and private)
Sharing and collaboration: instant messages and notifications are available in order to facilitate internal and external communication.