Cydoo : your company's ERP
Completed
Signing in, and securing your account
37 Views •When something goes wrong: who does what
31 Views •Who it is for
29 Views •Why this tool exists
29 Views •The dashboard: your home screen
27 Views •Customers and contacts
26 Views •Stock and items
26 Views •My contract and my Cybelia invoices
25 Views •Payments and reminders
24 Views •From quote to invoice, with no re-entry
24 Views •Your team and their permissions
24 Views •Who it is for
Cydoo does not expect you to be an IT person. It expects you to know your trade. Here are the four people at Les Ateliers du Vent d'Ouest; you will probably recognise yourself in one of them.
| Who | What they do | What they open first |
|---|---|---|
| Camille management |
Decides, follows the figures, signs the large quotes. | The dashboard. |
| Marie administration |
Enters customers, sends invoices, chases late payments. | Quotes and invoices. |
| Jean workshop |
Prepares orders, takes timber out of stock. | The day's orders. |
| Tom apprentice |
Is learning. Gets it wrong sometimes, and that's fine. | Whatever he was shown this morning. |
Nobody needs to know everything. Each person sees what concerns them. An apprentice cannot delete an invoice by accident: his permissions do not allow it. You cannot break the tool by clicking.
What if I make a mistake?
Almost everything can be corrected. A quote can be changed as long as it has not been accepted. A confirmed invoice cannot be erased, the law forbids it, but it can be properly cancelled with a credit note, and Cydoo does that for you. The only truly final action is deleting a record, and it is reserved for those who have the right to do it.
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