What sets us apart?
Discover how the multifunctional platform could allow you to manage sales, inventory, purchases, customers, schedules, accounting, in addition to having access to a host of reports and statistics.
All accompanied by an integrated WMS, E-Commerce synchronization (Shopify), and a high-performance CRM.
Benefit from increased control of the various stages of Retail or as a Distributor.
The software offers precise management of the material, financial and human resources of your company.
ABOUT SURFAGEST
By taking a few minutes to look at this FAQ, you will understand why the major players in your field are using Surfagest.
Surfagest is much more than accounting software, it is a complete ERP management solution including accounting.
No, Surfagest could meet your needs, no matter what area of business you are in.
Yes, Surfagest offers you a multi-company management mode.
Yes, Surfagest offers you the possibility of multi-branch management, which can simplify your management and improve your organizational efficiency.
Pay your suppliers and subcontractors using the order form to optimize the control and monitoring of your costs relating to a specific project.
Yes, each member is informed at the right time of their role to play and can plan their work for better efficiency.
MANAGEMENT AND PROFITABILITY
You will be able to establish your calculations with precision, adjust your desired profitability percentages according to the different categories of products in the contract.
Yes, each member is informed when they have a role to play, allowing them to plan their work for better efficiency.
Yes, which gives you peace of mind towards minimal profitability, so you will determine in advance the minimum profitability desired depending on the product category.
You will have access to certain specific reports, and Surfagest offers you the possibility of extracting the information available to make your own reports.
You will be able to know the profitability of each customer, each product, each project, and even each part of the project according to your selection.
For each transaction you will be able to know your cost, your profit as well as your profit margin.
Surfagest will give you the opportunity to know the sales volume of each employee as well as the profitability of each, according to a chosen time period.
Surfagest allows this type of programming according to the different product categories and the agreements negotiated with your customers.
Simply, the customer will be billed according to the lesser of the two.
Yes, Surfagest offers you this possibility. This gives you better control over the profitability of your operations.
Yes and the information required for reimbursement is retrieved from the departure transaction. So you have better control over your returns
Yes, this control is completely automated.
Yes, combined with Google Navigation, Surfagest will suggest a route to your delivery person to maximize efficiency.
TELEWORKING AND MOBILE APP
Yes, your smartphone will allow you to consult the information in real time.
Yes, thanks to your remote computer access, you will be able to do the same work as if you were at your workstation in the office.
Yes, depending on their type of work, some of your employees will be able to work from home as long as they have internet access.
Yes, from your mobile application you can know your daily, weekly, monthly sales and even the cumulative of the current year
Yes, they are able to do this through the mobile application and you will be able to control the content of the information that will be accessible to them.
Yes, the status of deliveries will be updated in Surfagest in real time and each of the relevant members of your team will have access to this information.
Yes, they will be able to receive the customer’s signature and transmit the information in real time and even add photos of the products delivered.
SURFAGEST’s TECHNOLOGIEs
Surfagest uses SQL database which is the latest technology in the industry.
The programming of Surfagest is done in the ‘C Sharp’ language marketed by Microsoft and is at the cutting edge of technology.
The database will be kept in cloud storage.
Sometimes yes, we will provide you with the list of minimum required equipment that you can give to your IT supplier for this part.
Yes, and Surfagest will give you the possibility to print your own labels and put the desired information on them.
It is possible to read barcodes from a scanner or directly on your phone from your mobile application.
Access to INFORMATION
You can create a user profile tailored to the access you want to offer your employees according to their position, experience and responsibilities.
CRM
CRM is a tool whose purpose is to optimize the quality of the customer relationship, to build loyalty and to maximize the turnover or the margin per customers
With the Surfagest CRM several follow-ups are automated including quotes, sales orders, orders, returns and service calls.
Each user will have their own dashboard in which they will be able to see at a glance the priorities of their day.
Yes, whether plans, photos or other documents, you can attach them to your client’s profile.
Yes, it can manage installation, delivery, pick-up and appointment schedules.
INVentory
Batch numbers are an important level of complexity to consider, Surfagest clearly differentiates this (ex: multiple dye lot).
Yes, Surfagest offers you this possibility when you use it in multi-branch mode.
Yes of course, you can add other products such as paint, decoration, accessories, etc. Everything will be managed by Surfagest.
Yes, Surfagest also manages order quantity and automatic replenishment.
Surfagest ensures the reservation of stocks, however this merchandise could be made available for sale by an authorized manager.
Yes, you will have effective and simple control over your samples, which will prevent you from losing sales due to missing or lost samples.
WAREHOUSE MANAGEMENT
You will be able to locate your merchandise at any time and this will facilitate the work of your warehouse managers. Less handling will reduce losses.
Surfagest will tell your warehouse manager how many boxes to ship, making their job easier and more accurate and reducing inventory discrepancies.
The warehouse manager will have their own shipping dashboard. They can thus easily plan their work for maximum efficiency.
Online store
Yes, thanks to the simple Surfagest online store solution, the online sales market will now be accessible to you.
Yes, Surfagest offers you the ability to manage the product offering online.
The shop is directly linked to your inventory, avoiding a lot of duplication of work, high efficiency and a reduction in the risk of errors.
Yes, the delivery pricing is modulated according to the customer’s postal code, you can also limit the territory served by the delivery.
Of course, and the automation of the Surfagest online store will take you all the way to the preparation of your purchase order to your supplier.
accountability
No, with the exception of the payroll system, Surfagest has a complete bookkeeping system built in, so you don’t have to duplicate your bookkeeping.
Yes, Surfagest offers you the possibility (multi-company or multi-branch).
Yes, Surfagest’s accounting component is simple to use, comprehensive, fully integrated and user-friendly.
Yes, you can make supplier payments automatically by direct deposit, in addition to sending your payment notices by email.
MIGRATION
It all depends on the IT structure of your business, generally we are able to migrate our customers’ information.
No, the migration can be done at any time of the year.
Each product will have its own code, we recommend that you use the product codes of your suppliers.
We are usually able to import the product codes from an Excel file.
FORMATION
The mode of operation for training is by watching the tutorials (explanatory videos). These tutorials are accessible directly from the application.
Surfagest tutorial training covers all operations; however, it is possible to purchase a block of training hours online if necessary.
This is not training but you can purchase on-site assistance for the day of departure from Surfagest.
SURFAGEST costs
Of course, as the cost of Surfagest is based on the number of users, the cost of using Surfagest is proportional to the needs of the company.
The need is different for each company. However, considering the organizational efficiency gain, this investment pays for itself very quickly.
Please contact our Commercial Director Sylvain Laberge at 819 712 4822 to schedule a presentation and answer your questions.
Get a free demo of Surfagest and find out how the software could boost your business!
