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From Chaos to Clarity: Managing documents in Quarto ERP System

cloud erp for small business

Retrieving important documents from a sea of paper files can be a daunting task for accountants and managers. Urgent documents are sometimes damaged, torn, or misplaced. For example, one of our clients in Kerala, in the aftermath of the heavy 2018 floods, was able to recover their critical documents because they had stored them on a cloud server. Consequently, many valuable agreements and records had become unreadable after being submerged in water for days. Therefore, it’s crucial for organizations to keep documents and records in reliable storage solutions, such as the cloud. In other words, think of it as a treasure hunt, where you can uncover hidden gems of information, making your documentation process a breeze. So, consider utilizing Quarto ERP, a trusted cloud ERP for small business, to further streamline and safeguard your document management.

Firstly, Quarto ERP simplifies document management through its QDMS (Quarto Document Management System) module, significantly reducing the workload of every ERP user. Secondly, this enhancement ensures the system remains robust. Finally, it enables seamless access to supporting documents for managers and auditors at any time. Whether you’re an experienced documentarian or new to the world of documentation, we’re thrilled to demonstrate how our documentation module can streamline your processes and improve your efficiency. So, grab a cup of coffee and let’s get started!

Types of Documents that can be uploaded using QDMS

QDMS is capable of handling a variety of document and file types, including:

  • Word Documents
  • Excel Documents
  • PDFs
  • JPG Images
  • BMP Images
  • MPEG Videos

By default, the system supports file sizes of up to 4MB, but we can customize it to accommodate larger files.

Modules available for Documents facility

  1. Customer Profile
  2. Supplier Profile
  3. Employee Profile
  4. Purchase Order
  5. Purchase Invoice
  6. Goods Receipts
  7. Customer Order
  8. Sales Invoice
  9. Delivery Note

Documents Retrieval

After a document is uploaded, it is associated with a specific head of account and becomes retrievable for users with the appropriate access rights. Additionally, a list of documents will be displayed, and each document can be accessed through a dedicated document link.

Storage

All document files are stored on a cloud server. Furthermore, they are organized by either file number or file name, each accompanied by their respective file extensions.

Customization

Above all, QDMS can be customized to meet user requirements and align with specific application models. Additionally, API systems can be provided to seamlessly integrate with third-party applications.

In short, Quarto ERP’s documentation module is not only a cloud ERP for small business; moreover, it’s the perfect solution for organizations of all sizes seeking organization, efficiency, and productivity. Give it a try, and experience how it can transform your work. After all, we’re confident you won’t be disappointed!

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