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Partners

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schéma gestion des partenaires open prod
front-screen
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screenshot field partners
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Open-Prod integrates an advanced management for partners. In the ERP, a partner represents a third entity with which your company is in a relationship. The partner can be a physical or legal entity as a client or/and a supplier. The interface was created to facilitate information search and finding: client information will be listed in the Sales tab, supplier information in the Purchase tab, etc

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Management of:

  • Addresses (N addresses possibles)
  • Contacts
  • Communication methods (fax, tel, email, Skype…)
  • Partners opening hours
  • Transit terms (itime, sdelays, FOB imposed carryer…) and Incoterms
  • Currencies
  • Status (lead, qualified, abandonned…)
  • Roles (ordered by, delivered by, invoiced by, …)
round

1

round

2

Accounting information and processes

  • Accounting
    • Payment terms and discount
    • Payment modes
    • Balance monitoring
    • Invoice processing and sending
    • VAT number
    • Outstanding payment
  • Processes
    • Communication
    • Reminders
    • Delivery receipt
round

1

Management of:

  • Addresses (N addresses possibles)
  • Contacts
  • Communication methods (fax, tel, email, Skype…)
  • Partners opening hours
  • Transit terms (itime, sdelays, FOB imposed carryer…) and Incoterms
  • Currencies
  • Status (lead, qualified, abandonned…)
  • Roles (ordered by, delivered by, invoiced by, …)
round

2

Accounting information and processes

  • Accounting
    • Payment terms and discount
    • Payment modes
    • Balance monitoring
    • Invoice processing and sending
    • VAT number
    • Outstanding payment
  • Processes
    • Communication
    • Reminders
    • Delivery receipt
screenshot field partners
schéma gestion des partenaires open prod