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EspañolQuotes, orders, invoices
An order always starts from a quote. Duplication, locking by status, deposits, agreed due dates, payments and balance due.
ALL FEATURESThe Cortex configures.
The Cortex configures.
Madus organises the relationship.
From catalogue access to company-wide steering, discover the functions that give continuity to your sales activity.
Request a demo ↗01 / MADUS
Two connected areas
A supplier environment and a professional environment, each with its own access and tools. The B2B relationship links them from product to order.
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Catalogues and access rights
The professional selects their suppliers and requests access to their catalogues. The supplier keeps control over access rights and terms of sale.
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Prices under your control
The supplier directly changes the pricing parameters provided in its area. Prices, discounts and terms specific to each customer relationship feed into the quoting. The effect on quotes already saved is to be defined according to your management rules.
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Business rules and configuration
Dimensions, weights, colours, accessories and manufacturing constraints structure the choices. The Cortex aims for a configuration that can be sold and manufactured within the rules validated by the supplier.
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Sales support and training
The Cortex guides selection, can suggest more economical alternatives and gives access to videos, cross-sections and technical information. It helps sales reps learn the ranges by using them.
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Quoting, margin and PDF
The professional builds the offer for their end customer with their margin and issues a detailed PDF. The supplier’s sales rep can also produce quotes for their customers.
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From quote to order
The order is sent to the supplier from the configuration. This continuity limits re-keying and keeps the technical and commercial choices of the file.
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Opportunities and portfolios
Companies are assigned to sales reps. The opportunities entered and the customers’ quotes feed into the reading of sales activity.
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Dashboards and statistics
The sales rep sees the activity of their portfolio; the manager views the whole picture, the sales reps, the territories and how they evolve over time.
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Preparation and business connections
Depending on the Cortex and the project, the configuration can produce documents and data useful to sales administration, the workshop or existing tools. Formats and integrations are defined together.
IN DETAIL / SUPPLIER
The whole sales cycle in one tool.
What the supplier area handles today, from the first quote to the credit note.
Credit notes
Guided three-step creation, linked to the corrected invoice, showing the amount already credited and the amount still creditable.
PDF documents
Quote, order, invoice, deposit, proforma, credit note, supplier purchase order and site sheet without prices. Templates per shop, Factur-X available.
Companies and discounts
French or foreign company records: sites, staff, registration numbers, documents. General, category or configuration discounts, and a report of discounts granted.
Opportunities
Actions, contacts, attachments and links to quotes and orders. SIRENE search and statistics by sales rep, area, product and status.
VAT
EU VAT numbers checked through VIES, reverse charge and legal notices, VAT exceptions by zone and period.
Logistics
Supplier orders linked to customer orders, partial receipts, packing lists, truck loading and carrier PDF.
Rights and team
Screens and menus by profile, maximum discount by profile, organisation chart. Everyone sees what their role allows.
Email and connections
Unified mailbox linked to companies and opportunities, with follow-up rules. Import of quotes, customers and items from Sage.
IN DETAIL / PROFESSIONAL
From the customer file to the signed order.
What professionals find in their area to sell and order.
Secure access
Sign-in with a one-time code. Company registration with a verified SIREN or SIRET, by supplier invitation or on their own.
Project files
One file per project: customer, site sheet, exchanges, documents and photos, quotes and offers. Map, list and pipeline views.
Offers to the end customer
Coefficient, discount and quantity per line, overall discount and shipping. Several offers compared, customer PDF at selling prices.
Meeting mode
During a meeting at the customer’s, supplier prices are hidden for 12 hours.
Signature and order
Quote signed by link and code. Three-step ordering: delivery, confirmation, purchase order to sign.
Team and rights
Staff, roles, departments and stand-ins. The manager decides who sees purchase prices and amounts, or can place orders.
Manufacturers
Manufacturer directory, catalogue access requests, contacts by region and a dedicated sales advisor.
My catalogue
Own products and services, coefficients and discounts granted by each manufacturer.
Supplier follow-up
Supplier orders and invoices available for viewing, with deposits, due dates and balance due. Spare parts on exploded views.
More time to sell.
More visibility to act.
Let’s see how Madus can support your company and your network.
Request a demo ↗