Module Selection

Name

First

Last

ERP Registration Email

Phone Number

ERP Access URL

Desired Plan (It can be different than your current plan, no charge at this point)

Business Address

Single Line Text

City

State / Province / Region

Postal Code

City point) State

Country

Human Resource Management (HR)

Users & Groups (Users / Employees and Groups management)
Members (Foundation members management)
Leave Request Management (Define and track employee leave requests)
Expense Reports (Manage expense reports claims (transportation, meal, …))
Recruitment (Manage and follow recruitment campaigns for new job positions)
HRM (Human resources management (management of department, employee contracts and feelings)

Customer Relationship Management (CRM)

Third Parties (Companies and contacts management (customers, prospects…))
Proposals (Commercial proposal management)
Sales Orders (Sales order management)
Shipments (Shipments and delivery note management)
Contracts/Subscriptions (Management of contracts (services or recurring subscriptions))
Interventions (Intervention management)
Tickets (Ticket system for issue or request management)
Knowledge Management System (Manage a Knowledge Management (KM) or Help-Desk base)
Partnership management (Module Partnership management)

Vendor Relationship Management (VRM)

Vendors (Vendors and purchase management (purchase orders and billing of supplier invoices))
Vendor Commercial Proposals (Request vendor commercial proposal and prices)
Receptions (Vendor reception management (Create reception documents))

Financial Modules (Accounting/Treasury)

Invoices (Management of invoices and credit notes for customers. Management of invoices and credit notes for suppliers)
Taxes & Special Expenses (Management of other expenses (sales taxes, social or fiscal taxes, dividends, …))
Salaries (Record and track employee payments)
Loans (Management of loans)
Donations (Donation management)
Banks & Cash (Management of bank or cash accounts)
Payment by credit transfer (Management of payment of suppliers by Credit Transfer orders. It includes generation of SEPA file for European countries.)
Payments by Direct Debit (Management of Direct Debit orders. It includes generation of SEPA file for European countries.)
Margins (Module to follow margins)

Accounting

Product Management (PM)

Products (Management of Products)
Services (Management of Services)
Stocks (Inventory Management)
Product Lots (Lots, serial numbers, eat-by/sell-by date management for products)
Product Variants (Creation of product variants (color, size etc.))
Bills of Material (Module to define your Bills Of Materials (BOM). Can be used for Manufacturing Resource Planning by the module Manufacturing Orders (MO))
Manufacturing Orders (Module to Manage Manufacturing Orders (MO))

Projects/Collaborative work

Projects or Leads (Management of projects, leads/opportunities and/or tasks. You can also assign any element (invoice, order, proposal, intervention, …) to a project and get a transversal view from the project view.)
Event Organization (Event Organization through Module Project)
Events/Agenda (Track events. Log automatic events for tracking purposes or record manual events or meetings. This is the principal module for good Customer or Vendor Relationship Management.)
Resources (Manage resources (printers, cars, rooms, …) for allocating to events)

Electronic Content Management (ECM)

DMS / ECM (Document Management System / Electronic Content Management. Automatic organization of your generated or stored documents. Share them when you need.)

Multi-modules tools

WYSIWYG editor (Allow text fields to be edited/formatted using CKEditor (html))
Tags/Categories (Create tags/category (products, customers, suppliers, contacts or members))
Multicurrency ()Use alternative currencies in prices and documents)
RSS Feed (Add a RSS feed to Intelgrids pages)
Bookmarks & Shortcuts (Create shortcuts, always accessible, to the internal or external pages to which you frequently access)
Barcodes (Barcode or QR code management)
Inter-modules Workflow (Workflow management between different modules (automatic creation of object and/or automatic status change))
Data imports (Tool to import data into ERP (with assistance))
Data exports (Tool to export ERP data (with assistance))

Websites and other frontal application

Poll, Survey or Vote (Create online polls, surveys or votes (like Doodle, Studs, RDVz etc…))
Websites (Create websites (public) with a WYSIWYG editor. This is a webmaster or developer oriented CMS (it is better to know HTML and CSS language). Just setup your web server (Apache, Nginx, …) to point to the dedicated Intelgrids directory to have it online on the internet with your own domain name.)
POS TakePOS (Point of Sale module TakePOS (touchscreen POS, for shops, bars or restaurants).)

Interfaces with external systems

Other

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