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Sales cycle

Managing your sales is easy and flexible with Nucleo. You even can have Nucleo create a new sale record automatically for a specific customer using caller-id when the phone rings.

The sale record is accessible thru a menu option and the sales explorer will let you see an overview of all sales.

• Complet management of the sales cycle: Request, Proposal, Sale, Delivery, Invoicing
• Fast selection of product with vision of the available inventory
• Fully integrated to invoicing and delivery modules
• Flexibility of what you want to include on proposal and invoice
• Linked to your inventory
• Alternatives to give some options to your customer
• Environment selection makes accounting easy
• Automatic verification of customer credit
• And much more...

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Service/Work module

The service module let you manage your service calls and gives you a clear vision of the work log.

This module is accessible thru the work explorer. You can manage your ressources and easily take your customer service calls.

• Automatic creation of a new service call for a specific customer using caller-id
• External ressources can be used and can be hidden from customer view
• Service call data is available to customer on client zone
• Linked to service contract module for coverage
• Configurable user fields for total flexibility
• Detailled work steps including suspended call with reason
• Integrated to invoicing module

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Accounting

The accounting module lets you manage your financial data with simplicity and precision.

Accounting is accessible thru the financial explorer which regroups all the accounting tools.

• Flexible charter of accounts
• Manual, automatic and recurring accounting entries
• Easy bank reconciliation with bank transactions download and automatic association with accounting entries
• Liquidity automatic update for immediate and short trem view
• Disbursements and cash receipts including direct bank transfer
• Asset, loan and credit card management
• Multi-currency
• And much more...

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Publicity

With Nucleo you can easily send publicity, newsletters or any other type of communique while targetting with precision the recipients.

This module respects the Canadian anti-spam regulation. It ask for the recipient consent and let them unsubscribe when they want.

• Multiple templates available to start
• Multilingual - It selects the right language according to the person configuration in Nucleo
• Subscription process to on or multiple newletter
• Totally synchronized with Nucleo data
• Targetting the right recipient is easy with the lists
• Include or exlude elements
• Static and/or dynamic content
• Various variables available to build recipient list

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Purchasing

With the purchasing module you can manage the complete purchasing cycle: Request, Bid, Purchase and RMA.

A purchasing explorer is available to give you a global view of all purchasing activities.

• Complete purchasing cycle is supported with optional steps
• Linked with the accounting module thru simple environments
• Alerts exist to let you know an order is late
• Direct delivery to your customer included
• Supports multiple payment types including credit card and direct bank deposit
• Merchandise return (RMA) is fully supported

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Product

The product record is complete and flexible. From being multilingual to easily establish a price, the configuration of a product in Nucleo will exceed your expectations.

Add one or multiple photos, indicate it is a component of a higher level product, select that it is controlled by serial number, the product record in Nucleo is impressive.

• Supports physical and intangible products
• Short and detailled multilingual descriptions
• Price list flexibility
• Multiple photos
• Add reference documents
• Control a product by serial number
• Product can contains components or be contained in a higher level product
• Supports exact or similar equivalents
• Associated product (ex.: ribbon for a printer)
• Product category
• Purchase history
• Coverage, warranty
• Value calculation method
• And much more...

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Universal

Nucleo was designed to be universal from start. This includes multilingual text, multi-currency financial system and territory names.

Every text in every Nucleo modules is multilingual. You can commercialize your products or services internationally.

Multilingual

• Language selection at startup or on the fly
• Stay at window position on language change
• Windows language is per user
• Customer documents are per customer language
• Keyboard shortcut to copy from one language to all languages

Multi-currency

• Unlimited number of transaction currencies
• Automatic reading of daily exchange rates with transmission by email if desired
• Exchange rate gains-losses adjustment at month end and when money is deposit
• Proper currency symbol used according to selected currency
• Exchange rate history available in graph

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Money

Tracking receivable and payable is simple with Nucleo. Reports and graphs let you manage money coming in and going out.

Following your liquidity is easy. Reports are transmitted to you. You have a clear vision of sums dues and expected.

• Receivable and Payable reports are available in simple or detailed version
• Conditions can be set to decide when to transmit an account statement to a customer
• Color graph makes it simple to understand the situation in one look
• Status of the business relation with a customer can be automatically changed by Nucleo if payment terms are not respected

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Inventories and Warehouses

Your inventories is a big part of your assets. Nucleo helps you manage the right level of stock to fullfill your orders while making sure you don't overstock.

You can define the required restocking levels. A flexible stocktaking module is available.

• Inventory status is visible in the product record
• The stocktaking module simplifies this complex operation
• Batch operation for stock level is available
• You can configure your warehouses with great flexibility
• A warehouse can be defined for your mobile employees

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eCommerce

The client zone allows you to give access to Nucleo data to your customers and/or suppliers. You have a modern and dynamic look.

The client zone is secure and configurable. You select an administrator within your customer and let them manage their access.

• Access to service calls, orders, financial data and more
• Https secure section with your SSL security certificate
• Password recovery by the user
• Client zone is managed by the customer administrator
• You decide what is available to the customer
• Multilingual
• And much more...

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Bank Accounts

Management of your bank accounts is simple. This module lets you see accurate information in real time about your liquidities.

With bank transactions downloaded directly from the Internet and automatic association with your accounting entries, bank reconciliation is simplified.

• Bank transactions download automatize data entry and reduce possible errors
• Downloaded transactions are automatically associated with matching accounting entries
• Reconcilaition window indicates outstanding accounting and bank elements
• The liquidity windows display in real time real and short term liquidity status and includes outstanding deposits and withdrawals
• Multi-currency is supported
• A folder with search capability shows all bank transactions

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Assistants

Nucleo assistants help and guide you thru various operations: creation of a company, its adresses, contacts and also with the creation of a product and price lists.

Nucleo automatically find an address from a postal code or protect the database against duplicates. Nucleo simplify the process and reduce the possibility of making an error.

• When a new company is created, Nucleo verify its data base and advise you if a similar compagny already exist
• Using the postal code you entered, Nucleo does an Internet search and returns with the probable associated address
• Adding a new product and setting its price is a simple operation with the product wizard
• At the end of every wizard operation, a summary is presented to you for verification before creating the new element