Accounts, price lists, units, variants and classifications are kept here. Stock, sales, purchasing and CRM look at the same definitions, so you don't need a separate spreadsheet glossary for each module.
You can bring in master data from Mikro or Logo through the sync.
Accounts and variants are available on web and mobile. You can list and edit contacts, vehicles and attributes on mobile too. Price lists, discounts, units and most classifications are on the web. The AI provider, model and agent definitions used for outreach replies are also on the web, under System → Definitions.
Who is it for?
The product team sets up units, brands, models, attributes and variants. Finance manages accounts, and sales publishes price lists and discounts. Accountants tracking costs use project, cost centre and category definitions; asset and fleet teams use locations, vehicles, people and tags. Anyone raising a document relies on these definitions.
How it works
You open an account as either a customer or a supplier. A field team can search accounts from mobile.
A variant carries a combination of colour, size or attribute. Brand, model and attribute definitions build your product tree.
Price lists and discounts drop onto the sales document line. Unit conversion is shared by stock and manufacturing.
Project and cost centre definitions give you cost breakdowns. Location and tag definitions are shared by the asset and fleet modules.
The order of setup matters. Set up units and your account structure first, then the price list.
Your variant model directly affects stock and e-commerce matching. Settling it early prevents channel errors.
If the master data goes wrong, every document line is affected. Keep the permission to change it narrow.
Lists share the list experience rules. Permissions decide who opens a definition and who may delete one. Document lines reference these definitions inside document entry. If you already run another system, system sync aligns the master data. Reporting gives breakdowns by definition.
Benefits
Modules share one definition, so the same product isn't spelled two ways in two places. Accounts and variants are visible on a phone in the field. Prices and classifications are managed from one spot. You can keep master data in sync with your existing system.
Related modules
- Inventory Management — products and variants
- Sales Management — price lists
- CRM — accounts and lead records
- Company & System — definition settings
Related features
List experience, permissions, system sync, modular licensing, document entry, reporting.
Short FAQ
Which definitions work on mobile? Accounts, variants, contacts, vehicles and attributes work on both web and mobile. Prices, discounts, units, AI agent definitions and most classifications are on web.
How does a price list affect sales? Sales document lines rest on the price list and discount definitions.
Next step
Set up your account structure, unit and variant model and one price list; leave projects, cost centres and tags for later. Start with Try Free, or pick from Modules.