Relations. That's a very elastic term, isn't it? Yet it covers the load perfectly. That elasticity was necessary. It's like this:
Relations are all the contacts you have made, from suppliers to web shop customers and everything in between. Every organization or person who knows your organization in one way or another is a relation. And that is precisely where the power lies :
In Daxto, we do not assume that someone is either a customer or a supplier. Nor that a private individual orders only for himself, or a company is faceless without people behind it. In Daxto you can arrange relations the way the world really works: in all ways.
Private individual, organization, customer, supplier or all?
In Daxto, relations are divided into two main groups: people and companies. More formally, they are called natural persons and legal persons. Legal persons are not people. They are companies. Anyway, that's stuff for a boring economics lecture. We'll skip that for now.
What matters is that you can enter both people and companies as relations. Then you can specify that certain people work at certain companies. But not just one company, but multiple companies. You can then sell them something as a private person, or as an employee of an organization. It can go in all directions.
This probably sounds much more confusing than it needs to be. But let's make it even trickier, why not. If you enter a person as a relation, and you indicate that they are also employed by a company, then you can enter data for that person as an employee of that company. Yes, it's time for an example
Often we take Bart as an example. Bart is fictional, but you shouldn't tell Bart that. We're going to introduce Bart as a relation, and as a private individual at that:
But let's just say that on Mondays Bart is also a lifeguard at the local pool called 'Snorkel'. And on Tuesdays he helps out in the in the café 'Gezellig'. And both Bart, the pool and the café are customers of yours. They all buy your amazing products.
You enter Bart as a private individual. Then 'Snorkel' and 'Gezellig' as the organization. Then you go back to Bart, and indicate that Bart works at both 'Snorkel' and 'Gezellig'. If you look at Bart as a person in your relations, you will see that it also mentions where Bart works. So in this case both organizations, 'Snorkel' and 'Gezellig'. Also, if you look up those companies in your records, you will see that Bart is an employee at both organizations.
You normally call Bart at 06-12345678 as you just read. That is his own cell phone. But if Bart is working as a lifeguard, then you can call him through the number of the pool. Let's say 0123-45678. You then enter this number for Bart as an employee for 'Snorkel'.
|Full name||Job title||Telephone|
And if Bart at café 'Gezellig' has the email address 'email@example.com', then this can be entered as the email address for Bart as an employee at café 'Gezellig'. While Bart as an individual will of course remain reachable by email at firstname.lastname@example.org as entered for him as a private individual.
Bart is creative
But suppose Bart is handy with brushes, he makes beautiful paintings. And his latest work is exactly what you are looking for for the entrance to your office building. Then Bart suddenly becomes a supplier too, and that's totally fine. Bart has set up a one-man business called 'B-Art' and sends you an invoice after the painting has been hung up at your premises. Now you can add 'B-Art' as an organization, and indicate that Bart works there. In the function 'owner', with his own email address and phone number of the business.
Supplier and customer at the same time
But it doesn't stop there. Now the roles turn around. Bart from 'B-Art' wants to buy something from you, as an entrepreneur. And so 'B-Art' becomes both a supplier and a customer, you don't have to do anything for that. 'B-Art' was already a relation, and you can now create and send a sales invoice to that same relation. That's how flexible it works.
Relation before invoicing
To relations, both persons and companies, you can link different data. And also to the combination of persons with companies, separately. It is always wise to see this as the beginning of everything in your administration. You first enter the relation, however it is put together, and then you create the invoices. This prevents you from having to step back and enter the relations while you are making an invoice. Of course, without the relation you cannot set the recipient of your invoice.