Product catalog and price lists, with margins kept private
Every product has a code, VAT rate, PDF sheet and the template of the project that starts with the order. Price lists apply per customer or per single quote, by rule. Only people who can negotiate see the maximum discount and the minimum price.
- 01Product with price, VAT and template
- 02The right price list, by rule
- 03Into the quote; on order, the project
- 04Discount and minimum price for negotiators only
Define it once. It applies to every quote.
The product carries its prices, VAT rate, PDF sheet and project template: the quote uses them, the order starts the project, recurring products move to Subscriptions and the VAT rate reaches the invoice.
- Code, category, unit of measure
- Price, maximum discount, minimum price
- Several price lists, per customer or quote
- Recurring: billing period and tacit renewal
One center
One subscription, instead of many programs.
CRM, quotes, invoicing, cash and reconciliation, project management, email, team chat, helpdesk and the rest. Today each has its own subscription, its own password and its own copy of the same client. In YVY they work together: the quote becomes a project, the project an invoice, the invoice a payment, and nobody types anything twice.
- CRM and contacts
- Quotes
- Catalog
- E-invoicing
- Cash and bank
- Reconciliation
- Accounting
- Project management
- Hours and margins
- Team chat
- Helpdesk
- Calendar
- Reports
Further reading
Project margin
A job's margin is the difference between the value sold and the direct costs incurred to deliver it: people's hours at their hourly cost, external collaborators, suppliers.
Glossary
Recurring fee
A recurring fee is the amount a client pays at regular intervals, every month, quarter or year, for an ongoing service: hosting, maintenance, social media management, licences, support.
Glossary
Fitting your business software to your processes
We fit YVY to how you work: project templates, price lists, roles, start rules. Ready for services and projects; trade and manufacturing are on the way.
Services
Business data migration: we import your history
We import and harmonize contacts, documents, accounts and files into YVY from almost any business system. A sample run first, then reconciliation to the cent.
Services