Document archive
Fast document retrieval
In the course of operations within Toscana, numerous documents like quotations, delivery notes, invoices, and orders are routinely generated. Accessing the archive of these documents is a matter of seconds.
Whether your search is based on client information, offer numbers, project details, or work orders, the interconnected system ensures seamless access. Regardless of your initial point of entry, there's always a direct path leading to the document archive.
Creating documents in Toscana ERP
Within Toscana, the process of document creation is streamlined and efficient. Vital documents, ranging from contracts to statements, can be saved as templates. Subsequently, you have the flexibility to choose a client, specify the document type required, and watch as the system seamlessly populates your template with relevant information extracted from the customer's record. This functionality extends to tables saved on your device as well. Uploading and editing these tables within Toscana is straightforward, enhancing your document management capabilities.