Technical Services Management

Software for stores and companies that sell or repair new and refurbished technological equipment

This solution is tailored to the many companies that sell, take back and repair various types of technological equipment on a daily basis. It enables precise control of stock, as well as equipment serial numbers, providing effective management of warranties and customer service without delays. Fully integrated with Invoicing and Accounts Receivable/Payable, the ability of this solution to grow in a modular manner eliminates the need to maintain several softwares to manage your company, simplifies employees’ tasks, reduces costs and increases productivity.

Demonstração Online

Online Demo

Démo en ligne

Demostración en línea

在线演示

Gestix Technology

Here you can access a public demo version of Gestix Technology. You can see and try the menus, screens and options of this Gestix edition. To experience it in complete privacy, we suggest that you order the service and start using it right away. If you are not satisfied, you have 30 days to withdraw and get back the amount paid.

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Password: gestixnow

Caution

When trying out the online demo, do not enter real personal data as it may be viewed by other people.

There are several Gestix options to choose from and additional modules available to cater for variations in size and the requirements of the activity. For example, standard or RFID labels can be printed in each store or centrally in order to simplify logistics.

Apresentamos o Gestix ERP
Presenting Gestix ERP
Présentation de Gestix ERP
Presentando Gestix ERP
介绍 Gestix ERP

Data Import
This solution’s ability to import stock by Store/Warehouse, with or without Serial Numbers, as well as customer and supplier files with any opening balances, results in a streamlined process and a general improvement in productivity. It also frees up human resources for objectives that are more valued by the client.

Features

Customers

- Customers (Accounts Receivable)
- CRM (CRM Tasks)
- Projects (Project Management)
- Customer Service (RMA Management)
- Repair Shop (Maintenance and Repair)
- Customers Update from CSV (Data Import)
- Customers API (Customer Management API)

Sales Orders

- Advanced Order Management (Sales Orders)
- Cost Estimate (Pro forma Invoice)
- Orders API (Sales Orders API)

Invoicing

- Invoicing (Office)
- Point of Sales (POS)
- Contract Billing (Fees)
- Per Diem Billing (Assisted Billing for Homes and Hospitals)
- Payment of Customer Accounts (Cash Advance)
- Delivery Memo Billing in Contracts (Contract Billing)
- Consignment Memo (Installment Billing)
- Invoice before Delivery (Delayed Delivery)
- Periodic Billing of Deliveries (Automated Invoicing)
- Invoicing by CSV (Processing invoices and orders by CSV file)
- Webshop Invoicing (Billing API)
- Bulk update of Documents (Bulk Edit)
- Consumer Sales VAT in EU (Union Scheme OSS)
- CIUS PT XML (Download CIUS-PT)
- Electronic Invoice (EI-EDI-FEAP)
- Electronic Purchase Order to Supplier (Json-EDI)
- Multi-Currency (International Invoicing)

Sales Force

- Salespersons (Salespersons Commissions)
- Sales Teams (Sales Managers)
- Sales Force Access Control (Restricted access to customer data)
- Pre-approval of Orders (Sales Order Approval)
- Leads Manager (Sales Leads)
- Differentiated Price Lists (Multiple Prices)
- Differentiated Discount Table (Discounts by Category)
- Sales Force API (Salespersons Management API)

Multi Store

- Movement of Goods (Delivery Memos)
- Shipping Documents Webservice (TA Identification Code)
- Multiple Warehouses (Stock Transfer)
- Cargo Compliance Report (Shipping Check)

Stock Management

- Products (Articles)
- Licensing Management (Licensing Business)
- Shared Bar Code Print (Bar code Print Manager)
- Promotion Campaigns (POS Promos)

Bill Of Materials

- Serial Numbers (Product Traceability)
- Batch/Lot Control (Product Traceability)
- Production Management (Production Orders)

Suppliers

- Suppliers (Accounts Payable)
- Purchases (Accounts Payable)
- Suppliers RMA (RMA Management)

Purchase Orders

- Suppliers (Accounts Payable)
- Purchase Orders (Purchasing)
- Pre-approval of Purchase Orders (Purchasing)
- Replenishment Order (Assisted filling of the order to supplier for the needs of customers production and safety stock)
- Accept Electronic Purchase Orders (Json EDI PO)
- Purchase Orders API (PO Management API)

Financial

- Financial Planning (Block)
- Checking Accounts (Reconciliation of bank accounts)
- Payments Approval (Pre-approval of payments to suppliers)
- Multi-Currency (Multi-Currency in Invoicing Current Accounts and Products)
- Special Reports (Add On Reports)

Computing Resources

- Access Privilege Profiles (Access Control by Role)
- Multi-Language (International Invoicing)
- LDAP Authentication (Authentication Server)
- Multi Store Pack (Stores)
- Multiuser Pack (Devices)
- Dedicated Multicore Server (High Performance Server)
- Cloud Resources (Multi Gigabyte database support)

Obs.

A summary of the technical features of this solution is presented as an indication, and may change depending on the evolution of the software and the options selected in each case.