Components
Rutin.net consists of a number of components that together create an advanced business support platform. Read what each component can handle for your business.
COMPONENTS
Choose components for your business
Article / Agreement / Rating / Booking / Budget / Documents / Economy / Invoice / Real Estate / Vehicle / Forms / Forum / Sales / Retail / Purchase Order / Insight / Consumption / Contact / Conversation / Customer / Inventory / Delivery / Supplier / Supplier Agreement / Vendor Invoice / Logistics / Employees / Meetings / News / Properties / Quote / Order / Subscription / Performance / Project / Return orders / Route / Taxonomy / Time Report / Access / Manufacturer / Service / Expenses / Vault / Brand / Work item
Articles
Manage the entire product lifecycle—from supplier to priced and market-ready product. Provides full control over costs, pricing, and margins across multiple currencies and structures.
This will help you:
Manage supplier and manufacturer items
Create price profiles, price lists, and discounts
Perform cost and markup calculations
Ensure accurate pricing and margins
Create marketable products with the right content
Agreement
Manage contracts in a structured and consistent manner—from creation to follow-up. The contract module supports the entire contract process with templates, attachments, and a clear structure for content and validity.
Contracts can be linked to customers, services, and other parts of the system, ensuring traceability and a comprehensive overview. Reminders ensure that important due dates are not missed, while access controls provide oversight over who has access to each contract.
This will help you:
Create agreements based on templates and predefined structures
Manage attachments and contract sections
Link contracts to customers and deals
Work with reminders and follow-ups
Control access through permissions
Assessment
Establish a framework for assessments and analyses within the organization—from risk assessments to follow-up on corrective actions. The assessment component provides a clear and traceable approach for identifying, analyzing, and managing risks, nonconformities, or other assessment needs.
An assessment can be built up step by step based on probability and impact, resulting in concrete proposals for measures and related tasks. Through follow-up assessments, the organization can track how risk levels change over time and ensure that the measures taken have had the intended effect. Assessments can be linked to projects, cases, or other parts of the system to form a cohesive whole.
This will help you:
Conduct structured risk and operational assessments
Assess likelihood and impact in a consistent manner
Create and follow up on actions based on assessments
Link assessments to projects, cases, and tasks
Track changes and improvements over time
Provide better decision-making support for management and operations
Reservation
Plan and book resources in a structured and accessible way. The booking module is used to manage bookings for shifts, meetings, training sessions, or other resources where time and availability are critical.
With support for advanced calendar functionality, bookable time slots can be created and made available based on the user’s permissions and access rights. This ensures that the right resources are booked at the right time and reduces the risk of double bookings or manual errors. Bookings can serve as the basis for further workflows within the organization, such as follow-up, planning, or task allocation.
This will help you:
Manage resource and time reservations
Work with calendar-based availability
Ensure proper resource planning
Avoid double bookings and manual conflicts
Manage bookings using permissions and access rights
Gain a better overview of resource utilization
Budget
Plan for the future and track results with structure and flexibility. The Budget module supports the entire process, from budgeting and forecasting to ongoing monitoring of the organization’s finances.
By allowing various parts of the organization to contribute their data, a shared financial model is created with the appropriate level of detail. Budgets and forecasts can be structured by dimension, period, and responsibility, providing both control and transparency in financial management.
This will help you:
Create and revise budgets
Work with financial forecasts
Track actual results against the budget
Allocate responsibilities among departments and units
Developing flexible economic models
Document
Create, organize, and share documents in a consistent and controlled manner across the entire organization. The document component brings together everything from internal guidelines to customer and supplier documents in a shared library with version control and traceability.
Documents can be created directly in the system or imported from external sources. Support for sections and templates ensures consistent appearance and content. Approval processes determine when documents can be published, shared on portals, or made available to specific audiences, creating structure without hindering information sharing.
This will help you:
Create and manage documents using templates and sections
Manage versions and track changes over time
Organize documents into libraries and folders
Control access with read permissions and rights
Publish documents internally, on a portal, or publicly
Ensuring quality through approval processes
Economy
Gain full control over your organization’s finances through comprehensive monitoring and analysis of revenue and expenses. The financial module serves as a central hub where financial data from across Rutin.net is consolidated for analysis, monitoring, and decision support.
Financial transactions are automatically retrieved from supplier invoices, customer invoices, projects, assets, and other relevant components. The information is structured according to the organization’s own terminology, such as profit centers, business units, services, and customers. The result is a unified and consistent view of the organization’s finances—without the need for duplicate entries.
This will help you:
Track revenue and expenses by customer, service, and organization
Analyze accrual-based financial data over time
Collect financial transactions from across the entire system
Create reliable decision-making tools
Ensure a consistent financial structure within the organization
Invoice
Automate and streamline the entire invoicing process—from source documents to posted invoices. The invoicing module collects billing data from across Rutin.net and converts it into clear, accurate, and traceable customer invoices.
Data can be retrieved from sources such as orders, projects, subscriptions, cases, sales, and consumption. This makes it possible to create both individual invoices and consolidated invoices, providing the customer with a clear overview. Invoices can be sent via multiple channels and posted to connected financial systems. Payment status is monitored continuously, and unpaid invoices can be managed with reminders and follow-ups.
This will help you:
Create customer invoices based on data from multiple sources
Combine multiple charges into clear consolidated invoices
Manage accounts receivable and payment status
Send invoices via various delivery methods
Manage reminders and follow-ups for unpaid invoices
Ensure accurate and traceable invoicing
Real Estate
Collect and organize information about properties and locations in a consistent manner. The property module provides a clear overview of properties, including their addresses, geographic information, and contact details, creating a solid foundation for both day-to-day operations and business-critical processes.
Through map support, images, and links to other components, data is linked to items such as cases, services, routes, and projects. The information becomes easily accessible, traceable, and reusable throughout the business system.
This will help you:
Document and manage properties and locations
Save addresses, coordinates, and geographic information
View properties using the map feature
Link properties to customers, cases, and services
Collect photos and contact information for each property
Create a shared database for location-based information
Vehicles
Manage and document vehicles used in the business in a structured manner. The Vehicle module is used to collect basic information about the company’s vehicles and make that information available for planning, monitoring, and integration with other processes.
Vehicles can be linked to resources, routes, deliveries, or objects, making them a vital component of operations involving mobile staff, transportation, or fieldwork. The information becomes traceable and reusable over time.
This will help you:
Document and manage vehicles
Create a vehicle management system for the business
Link vehicles to deliveries and routes
Support resource and transportation planning
Establish traceability regarding usage and connections
Forms
Create and manage dynamic forms for efficient data collection and automated workflows. The form component allows you to collect structured information from users, customers, or external parties—tailored precisely to your business needs.
Forms can be built using advanced logic and can reuse data from existing entities in the system. When forms are submitted, automatic actions can be triggered, such as creating cases or projects, or forwarding data to external systems via webhooks. Approval processes ensure quality before the information is used further.
This will help you:
Create dynamic and customized forms
Collect accurate data using guided fields and selections
Automate workflows based on form responses
Create cases, projects, or other entities automatically
Distribute forms based on permissions
Ensuring quality through approval processes
Forum
Create structured forums for discussion, knowledge sharing, and collaboration. The forum component enables public or internal discussions in channels and threads, complete with comments and follow-ups.
Forums are used for support portals, user communities, or internal communication. With AI-powered moderation and a clear structure, content remains relevant and easily accessible, while engagement and participation increase.
This will help you:
Create forums and discussion channels
Organize threads and comments
Support internal and external communities
Moderate content automatically
Building knowledge bases and self-service options
Increase dialogue and engagement
Sales
Gain structure and visibility across the entire sales process—from initial contact to closed deals. The sales module provides salespeople with a clear workspace for managing and tracking sales opportunities.
Business opportunities can be linked to quotes, projects, and contracts, creating a consistent thread throughout the entire transaction. Analysis and follow-up provide insights into the effectiveness of the sales process and its projected value.
Sales works closely with the quotation, order, and contract processes.
This will help you:
Track and follow up on business opportunities
Working with Probability and Business Value
Create estimates and decision-making documents
Track sales results
Link deals to quotes and contracts
Trade
Integrate and manage sales across multiple channels, such as stores with POS systems. By providing each store with sales data—such as product details and customer information—the POS system can be automatically populated with relevant data. After a sale is completed, receipts are imported along with the daily closing report to serve as the basis for invoicing. Information in the POS system is updated continuously.
This will help you:
Cash register system integration
Online sales
Sales channels
Payments
Invoice documentation
Purchase order
Streamline the purchasing process from identifying a need to delivery. Purchase orders can be created manually, based on inventory needs, or directly from customer orders.
Automated sub-processes for confirmations, shipments, and receiving ensure a smooth workflow with full traceability to financial records and supplier invoices.
This will help you:
Create purchase orders based on various needs
Manage orders and order confirmations
Track shipments and deliveries
Automatically update inventory
Create a basis for supplier invoices
Insight
Make business data understandable and actionable. The insights component transforms information from across the entire business system into clear analyses, reports, and visualizations tailored to the user’s needs.
With support for multiple data sources, views, dashboards, and insights can be created for both operational and strategic monitoring. Data can be presented in graphs, tables, and pivot tables with comparisons over time. Access is controlled by permissions so that the right information reaches the right person—regardless of their role.
This will help you:
Create reports and dashboards for the entire organization
Track key performance indicators and trends
Analyze data by period and dimension
Compare historical and current results
Provide decision-makers with the right information at the right time
Consumption
Manage usage and consumption-based data as the basis for billing and follow-up. The consumption component collects data on actual usage from external systems or internal processes and prepares it for further financial processing.
With support for recurring events and calendar-based scheduling, usage can be tracked on an ongoing basis and converted into billing data with the correct time period and scope. This is particularly valuable for services and transactions where billing is based on actual usage. Usage works closely with subscriptions and billing
This will help you:
Gather data for consumption-based billing
Manage recurring consumption events
Create billing documents based on actual usage
Integrate consumption data from external systems
Ensure accurate and traceable billing
Contact
Organize and manage contacts in a structured way, even when they aren’t directly linked to customers or suppliers. The Contacts module serves as a flexible complement to customer and supplier management and makes it easy to reuse contact information in various contexts.
Contacts can represent external parties such as consultants, partners, or other stakeholders and can be linked to cases, projects, meetings, or communications. This provides structure and traceability without tying the information to a specific organization.
This will help you:
Manage contacts separately from customers and suppliers
Reuse contact information across multiple processes
Link contacts to tasks, projects, and meetings
Improve the structure and traceability of communication
Conversation
Manage interactions with customers and users across multiple digital channels—all in one place. The conversation component forms the foundation for structured communication via channels such as chat, phone, and text message, among others.
Conversations are organized into threads and can be linked to customers, cases, services, or projects for full traceability. AI-powered moderation and conversation history enable an efficient, quality-assured dialogue that can be used both internally and in public interfaces.
This will help you:
Gather conversations from multiple channels
Create structured conversation threads
Link conversations to customers and cases
Ensure traceable communication over time
Moderate and quality-check content with AI support
Improve the customer experience and response times
Customer
Build a solid foundation for your entire business system with structured and integrated customer data. The customer component is a central part of Rutin.net and determines how many other components function and interact.
By organizing customer data into clear structures—such as regions, locations, cost centers, contacts, and organizations—a unified view of the customer is created across the entire system. Customer organizations make it possible to link customers who share information, which is particularly valuable for corporate groups or organizations with multiple units. The component ensures that all customer-related information is consistent, traceable, and reusable in business processes.
This will help you:
Manage customers and customer information in a consistent manner
Building customer organizations and corporate structures
Link contacts, locations, and regions to customers
Use customer data as the basis for other components
Ensure consistent behavior in business processes
Improve the structure and traceability of customer relationships
Warehouse
Gain full control over inventory, availability, and values. The inventory module manages multiple warehouses and storage locations, with support for reservations, expected deliveries, and inventory counts.
The system ensures that the correct quantity and value are always recorded, while inventory data is used by order, purchasing, and delivery processes.
This will help you:
Manage multiple warehouses and storage locations
View available, reserved, and incoming quantities
Conduct an inventory and make adjustments
Ensure accurate inventory value
Support order and procurement processes
The warehouse works closely with the order, purchasing, and delivery departments.
Delivery
Manage deliveries to and from your business in a centralized and traceable manner. The delivery module links orders, purchases, inventory, and returns to ensure that the right delivery is made at the right time.
Deliveries can be linked to customer orders, purchase orders, and return orders, and automatically update inventory status. This ensures an efficient and traceable delivery process with full transparency from planning through execution and follow-up.
This will help you:
Plan and execute deliveries
Link deliveries to orders and purchases
Update inventory status automatically
Manage returns and reshipments
Ensure traceability in the supply chain
Supplier
Manage suppliers in a structured and consistent manner across the entire organization. The supplier module collects all relevant information about suppliers and their organizations and serves as the foundation for purchasing, contracts, invoices, and logistics.
Standardized concepts for regions, locations, contacts, and organizations ensure that supplier information can be reused and linked to multiple processes in the business system. Supplier organizations enable consistent management of corporate groups and supplier networks.
This will help you:
Collect and organize supplier information
Manage supplier organizations and corporate groups
Link contacts, locations, and regions
Establish a common framework for purchasing and invoicing
Ensure data consistency throughout the system
Supplier Agreement
Collect and manage supplier contracts in a structured and secure manner. The supplier contract module makes it easy to document contracts and their associated attachments and link them to the relevant parts of the business.
Clear rights management protects sensitive information while allowing agreements to be linked to services, objects, or other entities in the system. This ensures traceability and facilitates the monitoring of supplier commitments.
This will help you:
Document and organize supplier agreements
Manage attachments and contract information
Control access to contracts using permissions
Link contracts to services, objects, and other entities
Improve supplier monitoring and follow-up
Supplier invoice
Streamline the management of supplier invoices with structure, control, and traceability. The supplier invoice module supports the entire process—from receipt to posting—with clear approval workflows.
Invoices can be linked to vendors, purchase orders, projects, services, and cost centers, ensuring accurate posting and tracking. The accounts payable module provides you with a complete overview of payment status and history, while minimizing manual work.
This will help you:
Record and manage supplier invoices
Work with authorization and approval processes
Link invoices to purchases, projects, and services
Track payment status in Accounts Payable
Create accurate and traceable accounting records
Logistics
Create structure and efficiency in your organization’s logistics flows. The logistics component provides support for organizing geographic areas and delivery structures used for planning, optimizing, and tracking deliveries.
By dividing operations into regions and delivery areas—for example, based on ZIP codes or geographic zones—processes are automated and resources are used more efficiently. Logistics becomes a natural foundation for planning deliveries, routes, and resource allocation.
This will help you:
Organize delivery areas and regions
Automate logistics flows based on geography
Establish a clear foundation for route and delivery planning
Improve resource utilization
Gain better control over logistics operations
Market
Manage target groups and distribution lists in a structured and reusable way. The marketing component provides support for gathering recipients and creating segmented lists that can be used for mailings, communications, and targeted information.
By creating and maintaining distribution lists based on relevant data in the system, we establish a solid foundation for marketing and communication initiatives. These lists can be used in a variety of contexts and ensure that the right message reaches the right audience.
This will help you:
Create and manage distribution lists
Segment recipients based on structure and data
Reusing lists in mailings and communications
Group target audiences in a consistent manner
Ensure that information reaches the right recipients
Employees
Collect and organize all employee information throughout the entire employment cycle—from onboarding to follow-up and development over time. The Employee module creates a shared and reliable foundation for planning, follow-up, and administration within the organization.
By assigning employees to teams, departments, and companies, you create a clear foundation for resource planning and availability. Times, schedules, deviations, and skills are managed centrally and can be used as a basis for payroll and performance tracking. Managers and administrators gain clear, organized dashboards to monitor both individual employees and the organization as a whole.
This will help you:
Manage employee records and employment information
Plan and monitor schedules and deviations
Ensure accurate reporting of hours worked
Manage competencies and resources within the organization
Create payroll data tailored for external payroll systems
Provide managers with clear overviews for monitoring and planning
Meetings
Create structure and clarity around meetings and decisions within the organization. The meeting module brings together agendas, minutes, tasks, and follow-ups into a cohesive workflow.
Linking meetings to clients, projects, or suppliers ensures traceability and documentation over time. Tasks and decisions can be followed up on after the meeting, which reduces the risk of information being lost and strengthens follow-up and accountability.
This will help you:
Create agendas and meeting structures
Document meeting minutes and decisions
Assign and follow up on tasks
Link meetings to projects, clients, and suppliers
Ensuring traceability and accountability
News
Communicate information clearly and in a structured manner—internally, on a portal, or publicly. The news component makes it easy to create, publish, and distribute news with the right content to the right audience.
News content can include text, images, video, and other media, and is distributed through rights-managed channels. This ensures that information reaches the right audience while maintaining control and traceability.
This will help you:
Publish internal and external news
Distribute information through various channels
Link news to media and content
Control access with permissions
Ensure that information is read and acted upon
Object
Collect, organize, and document information about physical and logical objects in a consistent manner. The Object component is designed for all information that needs to be managed over time—such as IT equipment, machinery, tools, certificates, or other asset-related objects.
With powerful configurability and relationship management, objects can be linked to one another and visualized in structures and topologies. Events, changes, and logs create a history that provides full traceability. Objects can also be linked to cases, services, and projects to ensure a coherent flow of information.
This will help you:
Document and organize objects and resources
Create relationships between objects and visualize structures
Track changes and events over time
Link items to cases, services, and projects
Building configurable environment and resource models
Ensuring order and traceability in complex environments
Quotation
Create professional quotes with structured templates, version control, and clear tracking. The quoting module supports the entire process, from the initial quote through to a closed deal and on to orders and subscriptions.
With templates, workflows, and status tracking, the sales organization gains full control over ongoing quotes and their likelihood of success. The quote becomes a natural step in a cohesive business process rather than a standalone document.
This will help you:
Create quotes based on templates
Manage versions and attachments
Track probability and status
Analyze the quote pipeline and business value
Create orders and subscriptions upon acceptance
Order
Manage the entire order flow from registration to delivery and invoicing. The order module serves as a hub within the business system and works closely with inventory, purchasing, delivery, finance, and customer communication.
Automated sub-processes create an efficient and traceable order flow in which information needs to be entered only once. Orders can be created manually, via a quote, a subscription, or external channels, and are clearly communicated to both internal resources and the customer.
This will help you:
Manage sales orders from start to finish
Work with order templates and standardized workflows
Create order confirmations and purchase orders
Link orders to shipments, inventory, and invoicing
Centralize order dialogs and communication
Create clear invoice documents
Subscription
Create a framework for recurring transactions, subscriptions, and ongoing billing. The subscription component manages the entire subscription lifecycle—from start to changes to cancellation—and ensures a smooth and predictable business flow.
Subscriptions can be linked to services, customers, and schedules, and automatically generate order, usage, or billing documents at predefined intervals. This reduces manual work and ensures that nothing is overlooked in the billing process, while maintaining flexibility in the event of changes.
This will help you:
Manage subscriptions
Automate recurring billing
Create schedules for orders and billing
Link subscriptions to services and customers
Ensure stable and predictable revenue streams
Reduce manual work in recurring processes
Performance
Track how the organization is performing—at the individual, team, and organizational levels. The performance component collects data on work completed, available time, and deliverables to generate relevant performance metrics.
Clear key performance indicators allow both delivery capacity and efficiency to be analyzed over time. This supports improvement initiatives, resource planning, and management decisions, while also increasing transparency within the organization.
This will help you:
Monitor employee and team performance
Analyze time utilized relative to capacity
Measuring delivery and implementation performance
Identify areas for improvement
Support evidence-based decision-making by management
Project
Plan, execute, and follow up on projects with full control over time, costs, and delivery. The Project component brings together everything needed for structured and traceable project work—from start to finish—and integrates work, finances, and customer communication into a single workflow.
With clear structures for milestones, sprints, and activities, a natural workflow is created where responsibilities, status, and progress are always visible. Financial transactions and time reporting are directly linked to the project, providing accurate and up-to-date information for decision-making. The client can track the project’s progress via the portal for greater transparency and collaboration.
This will help you:
Structure projects using milestones, sprints, and activities
Plan and visualize projects using Gantt charts and time estimates
Track costs, revenue, and project finances
Create invoicing documents on an ongoing basis throughout the project
Collect meeting minutes, risk analyses, and documentation
Give customers visibility into status and delivery via the portal
Return order
Manage return processes in a structured and controlled manner—from customer feedback to the completion of the action. The returns order component supports the entire process for complaints, returns, and replacements, creating a traceable workflow that links customer communication, inventory, finance, and case management.
Return orders can be configured so that each line item is handled individually, providing flexibility for partial returns, replacement shipments, or credit memos. The workflow can generate documentation for credit invoices, new orders, or tasks in the form of cases. This ensures proper handling regardless of whether the return is due to an incorrect shipment, a defective product, or another issue.
By clearly linking returns to customers, orders, deliveries, and inventory, we ensure full transparency and control throughout the entire returns process—both internally and in our communication with customers.
This will help you:
Manage complaints, recalls, and returns in a structured manner
Work with separate return flows for each order line
Create credit memos and reimbursement orders automatically
Link return orders to cases for action and follow-up
Update inventory and financial records accurately when processing returns
Ensure traceability and clear communication with customers
Route
Optimize the delivery of services and goods with intelligent route planning. The route planning component combines geographic data, business logic, and AI-based optimization to create efficient and reliable routes.
Based on addresses, coordinates, delivery areas, and allocated resources, routes are generated that take into account precision, capacity, and minimized travel distance. Routes can be automatically populated with waypoints based on orders, subscriptions, and scheduled jobs. Once the route has been completed, ready-to-use documentation is generated for tracking and billing.
This will help you:
Plan and optimize routes with AI support
Minimize transport distances and travel time
Allocate resources efficiently by area
Link routes to orders and subscriptions
Create an invoice after delivery
Ensure high delivery accuracy
Taxonomy
Create structure, order, and a common language within your operations using taxonomies. The taxonomy component is used to document and organize information into hierarchical and logical structures that can be reused throughout the business system.
Taxonomies allow concepts, classifications, and categories to be defined in a consistent manner and linked to various components such as objects, documents, services, or cases. This ensures consistency in the data model, simplifies analysis, and makes it easier for users to understand and navigate the information. Taxonomies serve as a foundation for structure within complex sets of information.
This will help you:
Create hierarchical structures for classifying information
Establish common concepts and terminology
Reusing taxonomies across multiple components
Improve data searchability and analysis
Create a consistent structure in complex operations
Reduce ambiguity and inconsistency in information management
Time Report
Collect time reports in a structured and flexible way. Time reports can be linked to clients, contracts, services, projects, and cases—for accurate pricing and follow-up.
Time sheets, time banks, and approval processes provide ready-to-use data for invoicing and payroll management, while also giving employees clear guidance on reporting.
This will help you:
Report your hours easily and accurately
Using time contracts and time banks
Assign time to the right customer, service, and task
Work with approval processes
Create billing and payroll documents
Asset
Manage tangible and intangible fixed assets throughout their entire lifecycle—from acquisition to depreciation and disposal. The asset module provides clear oversight of changes in value and generates ready-to-use reports for accounting and financial monitoring.
By consolidating all transactions and changes related to an asset, this ensures accurate accounting and a traceable history. The component supports financial reporting and makes it easy to analyze the impact of assets on the balance sheet and income statement.
This will help you:
Record and manage fixed assets
Track changes in asset values over time
Manage depreciation and asset lifecycles
Prepare accounting and reporting documentation
Ensure an accurate balance sheet
Link assets to financial transactions
Manufacturer
Collect and organize information about manufacturers in a consistent manner. The Manufacturer component creates a single source of manufacturer data that can be reused in various parts of the business system.
Manufacturers can be linked to items and products, for example, ensuring accurate and consistent information throughout the entire process—from purchasing to sales and follow-up. This reduces duplicate work and improves data quality in the system.
This will help you:
Document and manage manufacturers
Ensure consistent manufacturer information
Link manufacturers to articles and products
Reuse manufacturing information across multiple components
Improve structure and data quality
Service
Manage and develop services throughout their entire lifecycle—from design and versioning to delivery and follow-up. The service component establishes a framework for how services are offered, delivered, and requested by customers, and serves as a common foundation for work, cases, and pricing.
Tasks, service levels, cost estimates, documents, and schedules can be linked to each service. Recurring tasks can be automated via the calendar to create work orders in advance for scheduled maintenance or deliveries. Version control allows for parallel development and management without disrupting existing customers.
This will help you:
Define and structure services and service packages
Manage service lifecycles and versions
Link jobs, tasks, and service levels to services
Automate recurring service tasks
Provide clarity to each customer regarding orders and deliveries
Ensure traceability between service, task, and Work item
Outlays
Manage employee expenses easily and efficiently. The expense management module ensures that receipts, account assignments, and approvals are handled through a clear and traceable process.
Expenses can be assigned to the correct cost centers, projects, services, or customers and used as the basis for payroll or re-invoicing. Approval processes ensure quality and accurate accounting records.
This will help you:
Record and manage expenses using receipts
Work with clear approval processes
Link expenses to the correct financial dimensions
Create accounting and payroll documents
Reduce manual work and error handling
Arch
Protect and organize sensitive information in a secure and structured manner. The vault component is used to document and manage passwords, keys, and other secrets required for business operations.
Information in the vault can be linked to other components, such as objects, services, or cases, while access is controlled through permissions. This allows critical information to be shared in a controlled manner without compromising security.
This will help you:
Document and store passwords and keys
Protect sensitive information through access control
Link secrets to objects, services, and tasks
Create a centralized and secure system for managing access data
Reduce the risk of information leakage and mishandling
Brand
Manage and organize the brands used in the business system. The brand component enables you to consistently link brands to items, quotes, and orders, for example.
Centralizing brand information ensures a consistent and professional tone in customer communications, sales, and documentation. Brands can be reused throughout the system and help create a clearer structure for product and business information.
This will help you:
Document and manage trademarks
Link brands to articles and products
Using trademarks in quotes and orders
Ensure consistent brand messaging
Improve the quality and clarity of customer communications
Work item
Manage cases in a structured, efficient, and scalable way—whether they involve support, incidents, internal tasks, or customer-related processes. The case management component is one of the system’s core features and can be customized to support both simple and highly complex workflows.
Through flexible processes, dependencies, and relationships, cases can be linked to customers, services, assets, projects, and resources. Automation, notifications, and schedules ensure that the right activities are performed at the right time. Incident and service level reporting also provides a robust foundation for follow-up, quality assurance, and customer dialogue.
This will help you:
Create customized workflows for different types of cases
Manage tasks, activities, and dependencies
Work with notifications, schedules, and planning
Link tasks to customers, services, items, and projects
Track incidents and service levels (SLAs)
Establish clear traceability and documentation over time
Develop together?
Based on our platforms, practices and knowledge, we offer you to effectively implement your digital services. Please contact us for a conversation.