Included Demo Scenarios:

• Customer Management
  • Customer File: Manage digital customer records including contact details, documents, and communication history.
  • Order: Track and document customer orders with linked files and workflow statuses.
  • Delivery Note: Digitally generate and store delivery confirmations related to customer orders.
• Vendor Management
  • Vendor File: Organize supplier information, contracts, and communication in one centralized location.
  • Purchase Order: Create and manage procurement records tied to specific vendors and workflows.
  • Delivery Note: Record incoming goods deliveries for complete audit trails and inventory tracking.
• Accounting
  • Inbound Invoice: Automatically capture and process incoming invoices using AI-based invoice parsing.
  • Outbound Invoice: Generate and archive customer invoices as part of your billing processes.
• Contract File: Digitally manage and monitor the lifecycle of internal and external contracts, including renewal tracking.
• Employee File: Store and organize personnel documents, certificates, and evaluations in a secure digital employee record.
• Time Tracker: Log and manage working hours, absences, and project-related time entries for HR and project controlling.
• Calendar: Coordinate appointments, tasks, and team schedules in a shared calendar view.
• Address Book: Central directory of all business contacts — customers, vendors, partners — for easy access and integration.