Cydoo : your company's ERP
Completed
Signing in, and securing your account
54 Views •Stock and items
43 Views •The dashboard: your home screen
43 Views •When something goes wrong: who does what
43 Views •Why this tool exists
42 Views •Who it is for
40 Views •My contract and my Cybelia invoices
40 Views •Customers and contacts
35 Views •From quote to invoice, with no re-entry
33 Views •Your team and their permissions
32 Views •Payments and reminders
32 Views •Reading your figures without being an accountant
13 Views •Purchases and suppliers
8 Views •Searching and finding what you entered
5 Views •Who it is for
Trades, not IT people
Cydoo is not aimed at one particular sector: it is aimed at any organisation that sells, buys, delivers or invoices, and has had enough of copying the same information from one tool to the next. Here are the lines of business where it changes the most.
| You are | What Cydoo takes off your hands |
|---|---|
| Building trades, joiners, metalworkers | The quote priced from measurements, the chase-up of a customer who has not signed, and the interim invoice at each stage of the job. It all comes from the same document, with no retyping. |
| Wholesale, merchants, distribution | Hundreds of references, customer-specific price lists, replenishment. Stock updates on sale and margin reads line by line. |
| Production workshops and subcontract manufacturers | The works order that follows the sales order, material consumed and deducted from stock, cost price computed without a parallel spreadsheet. |
| Service companies and design offices | Time spent, the job it belongs to, and the resulting invoice, whether fixed price or time and materials. |
| Retail and points of sale | Takings, shop stock and the accounting that follows on, with no end-of-day till re-entry. |
| Transport and logistics | The order, the delivery note, the proof of delivery and invoicing by weight, volume or pallet. |
| Accountants and practices | Clean entries, a compliant ledger export and a client who enters things in the right place themselves. Fewer missing documents at year end. |
| Charities, local authorities, budget-constrained bodies | Members or service users, grants to track, and accounts that must stand up in front of an auditor. |
| Regulated professions and healthcare | Traceability that holds up, data to protect, and dated documents you must be able to produce years later. |
And inside the company, who uses it?
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. |
| Farida administration |
Enters customers, sends invoices, chases late payments. | Quotes and invoices. |
| Yanis 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.
In closing
If your activity fits one of those lines, Cydoo is for you, whatever your job: management, administration, the workshop and the apprentice each find their own screen. You do not have to learn all of it, only the part that concerns you. The rest will wait until you need it.
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