blue office® - As individual as your business processes

We create flexibility

  • Functions

Title to the functions then comes here

The versatility of the business software is reflected in the numerous blue office® functions. You can see the complete overview of all the functions available to your company on the following pages. All these functions are available to you in a single software solution. With minimal effort, complex processes in your company can be displayed and managed simply and easily. This makes company processes simple, efficient and controllable, and better manageable through forward-looking planning.

With blue office® nothing stands in the way of your company reaching new heights.

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Address management

  • Address management (CRM) incl. document filing system
  • Address coding (10 drop-down fields, 10 action buttons, 2 multiple selection fields, individual object fields)
  • Unlimited number of contact persons per address
  • Voice control via voice code in addresses
  • Delivery, correspondence and billing address
  • Serial letters and serial e-mails
  • Working with address templates
  • Customer prices
  • Document filing system
  • Direct connection to the electronic telephone directory (CH)
  • Address connections for mapping relationships
  • Cockpit for user-defined mask view
  • Form Designer: Design individual views yourself

Article management

  • Article coding (10 drop-down fields, individual object fields)
  • Ten sales prices per item
  • Product groups and discount groups
  • Follow-up article, replacement article
  • Promotional prices with fixed dates
  • Barcode-capable
  • Price calculation with free templates
  • Graduated prices and price tables
  • Multi-level parts lists
  • Executions
  • Batch number management
  • Cockpit for user-defined mask view
  • Form Designer: Design individual views yourself

Car invoice

  • Creation of periodically recurring documents at the touch of a button (either invoices, orders, quotations or delivery bills)
  • Customer prices selectable from article master
  • Collective invoices

Evaluations

  • Standard templates for receipts and evaluations
  • Customer-specific creation of documents and evaluations with free design of the displays
  • Definition of follow-on documents
  • Adjustable printer and tray control
  • Simple preselection of evaluation data
  • Wide range of evaluation options
  • Use of barcodes

Document management

  • Address, delivery address, copy address and reference address definable per document
  • Accounts receivable: Quotation, order confirmation, (partial) delivery bill, (partial) invoice, returns bill, credit note, free document
  • Accounts payable: incoming invoice, credit memo
  • Accounts payable: Purchase requisition, purchase order, vendor return slip
  • Document overview with status management
  • Collective invoices for debtors and creditors, A-account invoices
  • Invoicing delivery bills
  • Grouping items
  • Customizable data entry screen
  • Autofaktura for periodically recurring documents
  • Invoice dispatch via e-bill (Postfinance CH), EDI
  • QR invoice (CH), e-bill, ZUGFeRD (DE)
  • Cockpit for user-defined document header view
  • Document scanner (additional module)

Ordering

  • Orders with article numbers of the supplier
  • Freely editable order proposal
  • Generating purchase orders from orders
  • Automatic ordering based on predefined order quantities

Warehouse management

  • Incoming and outgoing goods in one overview
  • Quick and clear stock corrections
  • Multi-storage capable with storage location and storage bin
  • Automatic order proposal
  • Residue dissolution
  • Inventory
  • Container inspection
  • Batch number management
  • Manage work orders and blanket orders
  • Rental module for rental and leasing

Project management

  • Fixed assignment of target addresses and calculations
  • Individual item prices per project
  • Determination of the project manager and project team members
  • Clear project description
  • Project-oriented task lists
  • Subdivision into project phases
  • Project evaluation
  • Form Designer: Design individual views yourself

Reporting

  • Recording of services and expenses
  • Assignment of cost centers and cost types
  • Project, address, document, production, repair or production lot assignment
  • Evaluation of projects, addresses, documents, production or employees
  • Individual billing
  • Direct invoicing of services
  • Time recording terminal
  • Attendance time recording

Production

  • Multi-level parts lists and recipes
  • Internal orders
  • Disposition
  • Order suggestion
  • Goods receipt with automatic backorder resolution
  • Set up, reset
  • Finish notification
  • Order-oriented production planning
  • Interactive graphical utilization overview
  • External production

Appointment management

  • Employee-specific recording
  • Appointment categories can be predefined as required
  • Adjustable reminder function
  • Tasks per employee
  • Schedule overview of all employees
  • Automatic synchronization with Outlook

Document storage

  • Complete overview of all documents
  • Scan module for digital capture of incoming documents
  • Interface for audit-proof digital archiving

Repair manager

  • Simple opening of repair and service orders
  • Management of loan, replacement or spare devices
  • Monitor maintenance of own machines and devices

Support tool

  • Enter and process service requests
  • Knowledge base, FAQ and change management
  • Freely definable overview of open cases per employee or per team
  • Full text search function
  • Link to address, article and project management
  • Direct creation of e-mails
  • Recording working time for direct transfer to the reporting system
  • Freely definable search filter
  • Form Designer: Design individual views yourself

ZUGFeRD

  • ZUGFeRD 2.1.1 (EN 16931, Extended and XRechnung)

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