CATALOGUE01
Operational finance and sales
Link goods, services, orders and financial events. Analyze money in the context of transactions.
Discuss your needsMONEY IN THE CONTEXT OF OPERATIONSZOYD / SCENARIO
Order → Payment → Balance
Goods, services and payments are interconnected
Product or service
AIM AND APPROACHConnect what
Connect what
works together.
Catalogues, price lists, service terms and internal balances can participate in shared company workflows. ZOYD can link a sale to a document, payment, resource or completed job. Calculations and integrations are defined for your business model.
We start with your operations, reference data and working rules. Then we identify the platform configuration, integrations and implementation steps your process requires.
SOLUTION COMPONENTSTools for
Tools for
your workflow.
SALE02
Orders, invoices and service terms
FINANCIAL STORY03
Balances and transaction history
PAYMENT CONTROL04
Connecting agreed payment providers
REPEAT SERVICE05
Bonuses and loyalty programmes
GOVERNANCE CONTEXT06
Payment planning and operational analysis
FUNCTIONAL SCENARIOEvery payment
Every payment
has an operational context
See how functions come together in a single workflow, from the first event to the output.
01The catalogue defines
the offer's terms02Transactions remain
in the interaction history03Repeat sales
have their own rules
1:06 · English narration · SubtitlesEND-TO-END WORKFLOWFrom the first event
From the first event
to a clear result.
Every step keeps in touch
with participants, data and documents.
- 01
Product or service
- 02
Order and terms
- 03
Payment and fulfilment
- 04
Balance and analysis
BEFORE THE FIRST CONVERSATION
Frequently asked questions.
Is it accounting and tax?
The main focus is the management context of operations. Exchange with accounting, payment systems and fiscal services is designed separately. Full-fledged replacement of the accounting system is not automatically implied.
How is the solution priced?
Pricing depends on the processes, scale, integrations, data, equipment and launch conditions. A short enquiry helps us start the assessment. The team will prepare an estimate or contact you for further details.
Can we keep our existing business systems?
Yes, integration is considered during design. We establish the system, version, available interfaces, exchange direction and required data to define the actual integration scope.
Related solutions.
01
CRM and customer service
Keep contacts, conversations, tasks and documents with the customer. Preserve a shared interaction history.
View solution02
Documents and e-signatures
The document moves along with the process: from template and approval to signature and execution.
View solution03
HR and employee portal
Employees, tasks, documents and accesses – all in one place. Organize clear HR processes.
View solution A SIMPLE FIRST STEP
Let's discuss your workflow.
Tell us what you want to improve. Together, we will define the initial scope, required data and solution components.
Discuss a solutionA short enquiry. A focused conversation.