{"id":740,"date":"2023-05-17T14:54:41","date_gmt":"2023-05-17T12:54:41","guid":{"rendered":"https:\/\/www.optimedev.com\/?page_id=740"},"modified":"2024-03-25T10:22:35","modified_gmt":"2024-03-25T09:22:35","slug":"gestioncommercial","status":"publish","type":"page","link":"https:\/\/www.optimedev.com\/index.php\/gestioncommercial\/","title":{"rendered":"OPTIME\u00a9 Gestion Commerciale"},"content":{"rendered":"\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-cover is-light has-custom-content-position is-position-top-left tw-mt-2 is-style-tw-shadow\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-100 has-background-dim has-background-gradient\" style=\"background:linear-gradient(135deg,rgb(244,244,244) 0%,rgb(255,255,255) 100%)\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-columns are-vertically-aligned-top tw-mb-0 tw-mt-0 is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\" style=\"--col-width:60em;flex-basis:60em\">\n<h2 class=\"wp-block-heading has-text-align-left\"><br>Solution Optime<sup>\u00a9<\/sup>&nbsp;standard<\/h2>\n\n\n\n<p class=\"has-text-align-left wp-block-paragraph\">Optime\u00a9 Gestion Commerciale est une suite de gestion compl\u00e8te, \u00e9volutive et personnalisable.<br><br>Souple et polyvalente,&nbsp; elle permet aux entreprises de g\u00e9rer l\u2019ensemble de leurs op\u00e9rations commerciales (achats, ventes, stocks, suivi des r\u00e8glements, \u2026) dans un environnement homog\u00e8ne et performant.<br><br>Cette souplesse lui permet \u00e9galement de s\u2019adapter&nbsp; aux sp\u00e9cificit\u00e9s de votre m\u00e9tier et d\u2019en suivre rapidement l\u2019\u00e9volution.<br><br>Optime\u00a9 GC vous permet de g\u00e9rer vos flux et votre activit\u00e9&nbsp; selon vos besoins gr\u00e2ce au circuit administratif param\u00e9trable.<br><br>Elle est fournie avec un g\u00e9n\u00e9rateur d\u2019\u00e9tats int\u00e9gr\u00e9 ainsi qu\u2019un langage de script pour aller encore plus loin dans cette personnalisation.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left\">Modules compl\u00e9mentaires<\/h2>\n\n\n\n<p class=\"has-text-align-left wp-block-paragraph\">La solution Optime\u00a9 GC standard comprend d\u00e9j\u00e0 tous les outils n\u00e9cessaires pour une gestion optimis\u00e9e au quotidien.<br><br>N\u00e9anmoins, si votre activit\u00e9 le n\u00e9cessite, vous pouvez \u00e9galement acqu\u00e9rir s\u00e9par\u00e9ment des modules compl\u00e9mentaires plus sp\u00e9cifiques et enrichir votre gestion avec de nouvelles fonctionnalit\u00e9s :<\/p>\n\n\n\n<ul class=\"is-style-tw-checkmark wp-block-list\">\n<li><strong>Module affaire<\/strong>&nbsp;: Gestion des postes et sous-postes, affectation directe des co\u00fbts depuis les achats, budget, engagement, r\u00e9alis\u00e9, avenants, bilan.<\/li>\n\n\n\n<li><strong>Module lots<\/strong>&nbsp;: Gestion des stocks en lots et suivi complet de la tra\u00e7abilit\u00e9 (hors transformation).<\/li>\n\n\n\n<li><strong>Module promotions<\/strong>&nbsp;: Gestion de promotions par p\u00e9riode en mode \u201cQui, Quoi, Comment\u201d et en prix brut ou remises 1, 2, 3.<\/li>\n\n\n\n<li><strong>Module d\u00e9mat\u00e9rialisation<\/strong>&nbsp;: D\u00e9mat\u00e9rialisation de la facturation client, documents conformes au standard PDF\/A, archivage automatique et client SMTP int\u00e9gr\u00e9.<\/li>\n\n\n\n<li><strong>Module \u00ab&nbsp;picking&nbsp;\u00bb<\/strong>&nbsp;: Enregistrement des r\u00e9ceptions &amp; livraisons en mode picking par code barre \u00ab&nbsp;wearable&nbsp;\u00bb.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-left wp-block-paragraph\">Tous les modules compl\u00e9mentaires s\u2019int\u00e8grent parfaitement \u00e0 la version standard et peuvent \u00eatre ajout\u00e9s \u00e0 tout moment suivant l\u2019\u00e9volution de vos besoins.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left\">Caract\u00e9ristiques techniques<\/h2>\n\n\n\n<p class=\"has-text-align-left wp-block-paragraph\">Monoposte et r\u00e9seau.<br>Technologie client\/serveur.<br>Multi dossiers.<br>Multi utilisateurs.<br>Gestion des droits d\u2019acc\u00e8s par utilisateur.<br>Param\u00e9trage des listes et barre d\u2019outils.<br>Gestion des menus contextuels.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Configuration minimale<\/h2>\n\n\n\n<p class=\"has-text-align-left wp-block-paragraph\">Toutes versions de Windows\u00a9 de XP \u00e0 Windows\u00a9 11<br>Imprimante compatible Windows<br>Tout autre syst\u00e8me d\u2019exploitation (Linux, MacOS) via un logiciel de<br>virtualisation (VirtualBox, WMware, etc\u2026).<br>Fonctionnement \u00e9galement possible sous Linux Wine.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\" style=\"--col-width:40em;flex-basis:40em\">\n<div class=\"wp-block-group is-vertical is-content-justification-stretch is-layout-flex wp-container-core-group-is-layout-33ccc8b1 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full tw-mb-2 is-style-tw-rounded-corners\"><img loading=\"lazy\" decoding=\"async\" width=\"448\" height=\"256\" src=\"https:\/\/www.optimedev.com\/wp-content\/uploads\/2023\/05\/GC1.png\" alt=\"\" class=\"wp-image-513\" srcset=\"https:\/\/www.optimedev.com\/wp-content\/uploads\/2023\/05\/GC1.png 448w, https:\/\/www.optimedev.com\/wp-content\/uploads\/2023\/05\/GC1-300x171.png 300w\" sizes=\"auto, (max-width: 448px) 100vw, 448px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full tw-mb-2 is-style-tw-rounded-corners\"><img loading=\"lazy\" decoding=\"async\" width=\"434\" height=\"249\" src=\"https:\/\/www.optimedev.com\/wp-content\/uploads\/2023\/05\/GC2.png\" alt=\"\" class=\"wp-image-514\" srcset=\"https:\/\/www.optimedev.com\/wp-content\/uploads\/2023\/05\/GC2.png 434w, https:\/\/www.optimedev.com\/wp-content\/uploads\/2023\/05\/GC2-300x172.png 300w\" sizes=\"auto, (max-width: 434px) 100vw, 434px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-style-tw-rounded-corners\"><img loading=\"lazy\" decoding=\"async\" width=\"434\" height=\"248\" src=\"https:\/\/www.optimedev.com\/wp-content\/uploads\/2023\/05\/GC3.png\" alt=\"\" class=\"wp-image-515\" srcset=\"https:\/\/www.optimedev.com\/wp-content\/uploads\/2023\/05\/GC3.png 434w, https:\/\/www.optimedev.com\/wp-content\/uploads\/2023\/05\/GC3-300x171.png 300w\" sizes=\"auto, (max-width: 434px) 100vw, 434px\" \/><\/figure>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background is-style-default\" style=\"background-color:#a8a8a8;color:#a8a8a8\"\/>\n\n\n<div class=\"wp-block-image is-resized is-style-default wp-duotone-a8a8a8-ffffff-1\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"50\" height=\"50\" src=\"https:\/\/www.optimedev.com\/wp-content\/uploads\/2023\/05\/customer.png\" alt=\"\" class=\"wp-image-1131\"\/><\/figure>\n<\/div>\n\n\n<blockquote class=\"wp-block-quote has-text-align-center is-style-large is-style-plain is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\" style=\"font-size:16px\"><em>\u00ab J\u2019utilise la gestion commerciale OPTIME depuis maintenant quatre ans.<\/em><br><em>C\u2019est un outil tr\u00e8s souple, tr\u00e8s complet, et facile d\u2019utilisation pour les PME \/ TPE de notre type.<\/em><br><em>Qui plus est, la prestation de service en maintenance et en disponibilit\u00e9 t\u00e9l\u00e9phonique est assur\u00e9e avec bienveillance, et nous avons une disponibilit\u00e9 humaine qui compte \u00e9norm\u00e9ment pour les TPE et PME.<\/em><br><em>Pour tous les aspects techniques, les trois feuillets importants pour nous : Achats, ventes et rapprochements des comptes sont complets, \u00e9volutifs et simples d\u2019utilisation.<\/em><br><em>H\u00e2te de voir l\u2019\u00e9volution \u00e0 venir&nbsp;\u00bb<\/em><\/p>\n<cite>\u2014  Fr\u00e9d\u00e9ric Adriansen, <em>Epicure<\/em><\/cite><\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-black-color has-alpha-channel-opacity has-black-background-color has-background is-style-default\"\/>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image is-resized wp-duotone-unset-2\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"485\" height=\"131\" src=\"https:\/\/www.optimedev.com\/wp-content\/uploads\/2024\/03\/POINTS-GRIS.webp\" alt=\"\" class=\"wp-image-1410\" style=\"width:auto;height:15px\" srcset=\"https:\/\/www.optimedev.com\/wp-content\/uploads\/2024\/03\/POINTS-GRIS.webp 485w, https:\/\/www.optimedev.com\/wp-content\/uploads\/2024\/03\/POINTS-GRIS-300x81.webp 300w\" sizes=\"auto, (max-width: 485px) 100vw, 485px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-cover is-light has-custom-content-position is-position-top-left tw-mb-0 tw-mt-0 is-style-tw-shadow\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-100 has-background-dim has-background-gradient\" style=\"background:linear-gradient(135deg,rgb(244,244,244) 0%,rgb(255,255,255) 100%)\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-columns are-vertically-aligned-top tw-mb-0 tw-mt-0 is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\" style=\"--col-width:50em;flex-basis:50em\">\n<h2 class=\"wp-block-heading\">Ventes<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Gestion compl\u00e8te de la cha\u00eene de vente du devis\/pr\u00e9paration \u00e0 la facture :<\/p>\n\n\n\n<ul class=\"is-style-tw-checkmark wp-block-list\">\n<li>Transformation de tout ou partie des documents sans resaisie. Le document d\u2019origine est toujours disponible afin d\u2019assurer la tra\u00e7abilit\u00e9.<\/li>\n\n\n\n<li>Param\u00e9trage d\u00e9taill\u00e9 des transformations.<\/li>\n\n\n\n<li><strong>Ajout possible de natures de pi\u00e8ces suppl\u00e9mentaires (bon de retour, par exemple).<\/strong><\/li>\n\n\n\n<li>Gestion des reliquats &amp; livraisons partielles.<\/li>\n\n\n\n<li>Automatisation des regroupements des commandes ou des bons de livraison avec crit\u00e8res personnalisables.<\/li>\n\n\n\n<li>\u00c9ch\u00e9ances multiples, modes de paiement et acomptes.<\/li>\n\n\n\n<li>Gammes, lots avec ou sans date de p\u00e9remption.<\/li>\n\n\n\n<li><strong>Gestion de sections &amp; sous-sections de document.<br>Commentaires &amp; descriptifs article en texte enrichi (police, gras, soulign\u00e9, etc\u2026).<\/strong><\/li>\n\n\n\n<li>Tiers payeur et adresses de livraisons.<\/li>\n\n\n\n<li>Facturation multidevises et multi-langues.<\/li>\n\n\n\n<li>Affichage des marges par ligne et pour le document.<\/li>\n\n\n\n<li>Diff\u00e9rents types de facturation : Quantit\u00e9, poids, volume, forfait, dimensions.<\/li>\n\n\n\n<li>Suivi des r\u00e8glements.<\/li>\n\n\n\n<li>Gestion des codes barres et r\u00e9f\u00e9rence fournisseur.<\/li>\n\n\n\n<li>Saisie par code, r\u00e9f\u00e9rence, code barre, etc\u2026<\/li>\n\n\n\n<li><strong>Gestion de champs libres pour les lignes et les en-t\u00eates des documents.&nbsp; Formules de calcul.<\/strong><\/li>\n\n\n\n<li>Transfert en comptabilit\u00e9 par export de fichier.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Achats<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Gestion compl\u00e8te du cycle des achats avec transformation de document et mise \u00e0 jour instantan\u00e9e des stocks :<\/p>\n\n\n\n<ul class=\"is-style-tw-checkmark wp-block-list\">\n<li><strong>Gestion de champs libres param\u00e9trables.<\/strong><\/li>\n\n\n\n<li>Nombre illimit\u00e9 de fichiers rattach\u00e9s aux fournisseurs.<\/li>\n\n\n\n<li>Gestion du colisage et des quantit\u00e9s \u00e9conomiques de commande.<\/li>\n\n\n\n<li>Gestion des r\u00e9ceptions partielles.<\/li>\n\n\n\n<li><strong>R\u00e9approvisionnement automatique avec ou sans contremarque.<\/strong><\/li>\n\n\n\n<li>Gestion des devises. Double valorisation des documents de vente et d\u2019achat en devises.<\/li>\n\n\n\n<li>Gestion des nomenclatures<\/li>\n\n\n\n<li><strong>Gestion des tarifs d\u2019achat, des remises (globale, par quantit\u00e9s, par montant) et promotions&nbsp;<sup>(1)<\/sup><\/strong><\/li>\n\n\n\n<li>Gestion des lots avec ou sans date de p\u00e9remption.<\/li>\n\n\n\n<li>Proposition automatique des commandes \u00e0 livrer.<\/li>\n\n\n\n<li>Suivi des r\u00e8glements.<\/li>\n\n\n\n<li>Transfert en comptabilit\u00e9 par export de fichier.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Stock<\/h2>\n\n\n\n<ul class=\"is-style-tw-checkmark wp-block-list\">\n<li>Nombre illimit\u00e9 de d\u00e9p\u00f4ts.<\/li>\n\n\n\n<li>Mise \u00e0 jour en temps r\u00e9el des entr\u00e9es et des sorties.<\/li>\n\n\n\n<li>Consultation du stock r\u00e9el , stock en commande, stock r\u00e9serv\u00e9, stock \u00e0 terme.<\/li>\n\n\n\n<li><strong>Natures de stock extensibles (stock en pr\u00e9paration, par exemple).<\/strong><\/li>\n\n\n\n<li>Livraisons directes.<\/li>\n\n\n\n<li>R\u00e9approvisionnement automatique avec choix des crit\u00e8res et ajustements manuels.<\/li>\n\n\n\n<li>Choix de la m\u00e9thode de valorisation par CUMP ou dernier prix d\u2019achat.<\/li>\n\n\n\n<li>Stocks par articles en gammes ou en lots.<\/li>\n\n\n\n<li>Tra\u00e7abilit\u00e9 des lots.<\/li>\n\n\n\n<li>Inventaires complets et\/ou tournants, avec gestion des \u00e9carts.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\" style=\"--col-width:50em;flex-basis:50em\">\n<h2 class=\"wp-block-heading\">Articles<\/h2>\n\n\n\n<ul class=\"is-style-tw-checkmark wp-block-list\">\n<li>Acc\u00e8s en fiche ou en listes.<\/li>\n\n\n\n<li><strong>Texte enrichi pour les d\u00e9nominations.<\/strong><\/li>\n\n\n\n<li>D\u00e9finition de mode de gestion des stocks : Sans, par article, par gamme ou en lots<sup>(1)<\/sup>.<\/li>\n\n\n\n<li>D\u00e9finition du type de facturation : Quantit\u00e9, poids, volume, forfait, dimensions.<\/li>\n\n\n\n<li>Nomenclature et conditionnement.<\/li>\n\n\n\n<li>Classifications par cat\u00e9gorie, groupe, famille, sous-famille, collection, nature. Classifications libres et mots cl\u00e9s.<\/li>\n\n\n\n<li><strong>Traduction multi langues des d\u00e9signations.<\/strong><\/li>\n\n\n\n<li>Calcul des taxes parafiscales (sur HT ou TTC) : Taux, forfait, quantit\u00e9, poids.<\/li>\n\n\n\n<li>Articles interdits \u00e0 la vente ou l\u2019achat.<\/li>\n\n\n\n<li>Articles de remplacement et de substitution.<\/li>\n\n\n\n<li><strong>Tarif d\u2019achat et de vente : G\u00e9n\u00e9ral, par cat\u00e9gorie tarifaire de client, tarif d\u2019exception.<\/strong><\/li>\n\n\n\n<li>Mise en sommeil et alerte.<\/li>\n\n\n\n<li>Information libre.<\/li>\n\n\n\n<li><strong>Consultation de l\u2019ensemble des historiques des achats et des ventes.<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Clients &amp; fournisseurs<\/h2>\n\n\n\n<ul class=\"is-style-tw-checkmark wp-block-list\">\n<li>Adresse de facturation et adresses de livraison multiples.<\/li>\n\n\n\n<li>Gestion des contacts : fonction, t\u00e9l\u00e9phone, Email.<\/li>\n\n\n\n<li>Classifications par r\u00e9gion, activit\u00e9, cat\u00e9gorie, famille, sous-famille. Classifications libres et mots cl\u00e9s.<\/li>\n\n\n\n<li><strong>Agenda et historique d\u2019activit\u00e9 commerciale.<\/strong><\/li>\n\n\n\n<li>Mise en sommeil, blocage de compte et alertes.<\/li>\n\n\n\n<li>R\u00e9gime de taxe, mode r\u00e8glement, p\u00e9riodicit\u00e9 de facturation et formats sp\u00e9cifiques d\u2019impression.<\/li>\n\n\n\n<li><strong>Tarifs d\u2019exception, remises par cat\u00e9gories tarifaires d\u2019articles.<\/strong><\/li>\n\n\n\n<li><strong>Consultation de l\u2019ensemble des historiques des achats et des ventes.<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Et + encore<\/h2>\n\n\n\n<ul class=\"is-style-tw-checkmark wp-block-list\">\n<li>Commerciaux et historique commercial et de gestion.<\/li>\n\n\n\n<li>D\u00e9finition des comptes, modes de r\u00e8glement, taxe avec date d\u2019application, glossaires, etc\u2026<\/li>\n\n\n\n<li>Duplication des articles, des tiers et des documents.<\/li>\n\n\n\n<li><strong>Export des donn\u00e9es vers Excel<sup>\u00a9<\/sup>, Texte, Html, Xml.<\/strong><\/li>\n\n\n\n<li>Importation d\u2019articles et tarifs<\/li>\n\n\n\n<li>Cr\u00e9ation de filtres dans les listes : filtres et tris par utilisateur, pour le dossier ou filtres g\u00e9n\u00e9raux.<\/li>\n\n\n\n<li>Param\u00e9trage de la barre d\u2019outils et de la barre de menu.<\/li>\n\n\n\n<li><strong>G\u00e9n\u00e9rateur d\u2019\u00e9tat int\u00e9gr\u00e9.<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"has-small-font-size wp-block-paragraph\"><br><em><sup>(1)&nbsp;<\/sup>Suivant options &amp; modules retenus.<\/em><\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><br><a href=\"https:\/\/www.optimedev.com\/fr\/OPTIME%20Gestion%20Commerciale.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">T\u00e9l\u00e9charger la documentation au format PDF<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>T\u00e9l\u00e9charger la documentation au format 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