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TooMaker | 圖唛

website·Indexed 29 days ago

https://toomaker.com

A modular ERP and enterprise data intelligence platform designed for small and medium-sized enterprises. TooMaker integrates customer relationship management (CRM), warehouse and inventory management, accounting, and IoT to help businesses achieve digitalization. Key features include quote and contract management, SKU tracking, business intelligence (BI) for sales and inventory forecasting, and automated document generation for DOCX, XLSX, and PDF formats.

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What's inside TooMaker

  1. Overview of Payment Term Templates

    Payment Terms define all conditions for sales payments to ensure customers pay correctly and on time. They are distinct from product usage policies, return policies, or other contractual obligations related to sales services. Access these settings via: Edit Center > Payment Term Templates.

  2. Overview of document templates and supported formats

    Templates are predefined DOCX or XLSX files used as blueprints to automatically insert system data into PDF or Excel reports. They contain fixed structures (headers, footers, styles) and placeholders that are replaced by real data during generation. Templates are managed via Settings > Template Management.

  3. Overview of TooMaker Enterprise Resource Management

    TooMaker is a lightweight, modular online enterprise resource management system tailored for small and medium-sized enterprises (SMEs). It aims to help businesses digitize their core operations without the high cost, long deployment cycles, or steep learning curves associated with traditional ERP systems. It is a cloud-based platform that is ready to use upon registration, requiring no local installation or IT maintenance.

  4. Overview of Department Management in TooMaker

    Department Management is used to organize a company's organizational structure and assign common permissions to employees within specific departments. Access this feature via: 人事管理 (Personnel Management) > 部门 (Department).

  5. Overview of Invoice Management

    Invoice Management is used to handle invoices issued during sales. The feature is accessed via the navigation path: 财务 (Finance) > 发票 (Invoices).

  6. Overview of TooMaker Data Table features

    The Data Table is a data visualization component that supports complex interactions including row copying, in-line cell editing, tree data flattening, column dragging, and Excel export.

  7. Overview of TooMaker Enterprise Data Platform

    TooMaker is a modular ERP enterprise data intelligence management platform designed to connect customers, business operations, and devices. It integrates four core functional areas: Customer Relationship Management (CRM), Warehouse Management, Accounting Management, and IoT. The platform is browser-based and compatible with Windows, MacOS, Linux, Android, and iOS, requiring no app installation.

  8. Overview of Quotation Management in TooMaker

    In TooMaker, the concept of an 'Order' is integrated directly into the 'Quotation' (报价单) to streamline the sales process from quoting to contracting. The Quotation serves as the central entry point for these business actions. Access this feature via: 单据管理 > 报价单 (Document Management > Quotations).

  9. Overview of Payment Management

    Payment Management is used to manage collection items and historical payment records. It can be accessed via the navigation path: 财务 (Finance) > 付款进度 (Payment Progress).

  10. Manage the Quotation workflow in TooMaker

    TooMaker integrates the concept of 'Orders' directly into the Quotation process. The workflow follows these stages: Draft → Approval (Automatic or Manual) → Document Generation → Company Seal → Customer Seal → Completion/Cancellation.

    Key constraints:

    • Manual Approval Timeout: Manual approvals must be completed within 72 hours. If this window expires, the system automatically marks the quotation as 'Rejected'.
    • Quotation Validity: Validity starts from the 'Draft' stage. If the customer does not confirm within the validity period, the status changes to 'Cancelled'.
    • Timezone Handling: The system adjusts the expiration time to the last minute of the day based on the timezone set during quotation creation.

  11. Understand Security Log tracking and management

    Security logs track critical security-related events, including user or customer system logins, password resets, password modifications, and changes to two-factor authentication (2FA) settings. These logs are managed and processed by the Keiminic SSO system.

  12. TooMaker System Architecture and Technical Features

    TooMaker employs a modular architecture combined with a graph database to link disparate data points and prevent data silos. It includes built-in high-efficiency data grids and visualization components, augmented by AI to help enterprises gain insights into their business status.