Configure your account

The implementation of a business management system such as Devinstock is a crucial step in transforming how you as a business manager operate, streamline your business processes, and enhance productivity to foster growth.

Implementation Objectives

Initiate by outlining the results you aspire to accomplish when integrating Devinstock into your daily business operations.

• Articulate the products and services offered by your company, and provide detailed insights into the current management approach for them.
• Provide a detailed explanation of the process associated with managing accounts, customer relations, and supplier relationships.
• Explain the strategies employed for acquiring new leads and business opportunities effectively.
• Describe the systematic process in place for documenting sales transactions and related informations.
• Share relevant data on the total sales revenue generated in the previous fiscal year.
• Analyze the allocation of costs and expenses across different functions within the organization.
• Provide a detailed overview of the strategies adopted for managing invoices and ensuring timely delivery of products/services.
• Specify the pricing and inventory structure of the products and services offered by your company.
• Evaluate the efficiency of the current tools utilized and identify any shortcomings in meeting the desired objectives.

Start the setup

1. Choose Your Language

Devinstock is a multilingual system. To change the language (French or English are supported), kindly click on "Language". Devinstock will soon accommodate more languages, with Spanish and Arabic being the next ones to be added.

2. Configure Card Labels

The system labels play a significant role in the context of task-based activities such as CRM opportunities or project timesheets as they facilitate the classification of a set of tasks or subtasks.

It is important to emphasize that card labels are distinct from Kanban card statuses.

For instance, when working with CRM opportunity cards, you have the ability to create and assign labels such as "online" or "in person" to specify how the sale opportunity card should be managed. Labels also may refer to a certain type of advertising campaign, a type of prospect or leads, and the steps for follow-up message, such as "email sent" or "whatsapp message sent".

To create a new label, please navigate to your workspace settings under "Settings -> Labels". Then, select "New Label" and specify a name and a specific color. Additionally, you can choose to assign a label to a card on the opportunity page.

3. Define Expense Categories

Classifying expenses plays a crucial role in cost analysis and resource management, offering valuable insights for optimizing your company budget.

You have been provided with a predefined list that you can activate, modify, or add based on relevance. To do so, please navigate to your "Settings -> Expense Categories". We suggest disabling any categories that are not needed and keeping a concise list of expense categories, ideally no more than ten.

Examples:

• Salaries and Benefits
• Sales Costs
• Technology and IT Costs
• Taxes and Duties
• Office Supplies
• Training and Development
• Consulting Fees
• Software Licenses
• Website and Hosting
• Communication Expenses

....

4. Revenue Categories

Defining revenue categories is a crucial step in the successful financial management of your business. This classification facilitate the classification and organization of various sources of income, offering a transparent overview of fund origins. Some commonly utilized revenue categories are:

• Sales of products
• Sales of services
• Deposits
• Internal transfers
• Capital increase
• VAT refunds