Why Surfagest?

What sets us apart?

Discover how the multifunctional platform could allow you to manage sales, inventory, purchases, customers, schedules, accounting, in addition to having access to a host of reports and statistics.

All accompanied by an integrated WMS, E-Commerce synchronization (Shopify), and a high-performance CRM.

  • Benefit from increased control of the various stages of Retail or as a Distributor.

  • The software offers precise management of the material, financial and human resources of your company.

How we make a difference

By taking a few minutes to look at this FAQ, you will understand why the major players in your field are using Surfagest.

About Surfagest

Is Surfagest an accounting software similar to Acomba, Simply Accounting or Quickbook?

Surfagest is much more than accounting software, it is a complete ERP management solution including accounting.

Is Surfagest software only for use by flooring stores?

No, Surfagest could meet your needs, no matter what area of business you are in.

Can I operate several Companies from my Surfagest software?

Yes, Surfagest offers you a multi-company management mode.

Can I operate multiple branches from my Surfagest software?

Yes, Surfagest offers you the possibility of multi-branch management, which can simplify your management and improve your organizational efficiency.

How can Surfagest help me in the management of my supplier purchases and subcontracting contracts?

Pay your suppliers and subcontractors using the order form to optimize the control and monitoring of your costs relating to a specific project.

Does Surfagest automatically inform team members of the progress of a transaction in real time?

Yes, each member is informed at the right time of their role to play and can plan their work for better efficiency.

Management and profitability

Will Surfagest be a useful tool for preparing submissions?

You will be able to establish your calculations with precision, adjust your desired profitability percentages according to the different categories of products in the contract.

Does Surfagest automatically inform team members of the progress of a transaction in real time?

Yes, each member is informed when they have a role to play, allowing them to plan their work for better efficiency.

Does Surfagest make it possible to control the minimum profitability by product category?

Yes, which gives you peace of mind towards minimal profitability, so you will determine in advance the minimum profitability desired depending on the product category.

As a manager, do I have access to reports that can help me manage my business?

You will have access to certain specific reports, and Surfagest offers you the possibility of extracting the information available to make your own reports.

Can I know the profitability of a specific client or a specific construction project?

You will be able to know the profitability of each customer, each product, each project, and even each part of the project according to your selection.

Can I know the profitability per transaction?

For each transaction you will be able to know your cost, your profit as well as your profit margin.

Will I be able to assess the performance of my employees using my Surfagest software?

Surfagest will give you the opportunity to know the sales volume of each employee as well as the profitability of each, according to a chosen time period.

Is it possible to program customer specific discounts for different product categories?

Surfagest allows this type of programming according to the different product categories and the agreements negotiated with your customers.

How does Surfagest handle special promotion prices when a contractor already has a negotiated pricing agreement?

Simply, the customer will be billed according to the lesser of the two.

Is it possible to calculate transport costs from my Surfagest software?

Yes, Surfagest offers you this possibility. This gives you better control over the profitability of your operations.

Does Surfagest manage merchandise returns to suppliers?

Yes and the information required for reimbursement is retrieved from the departure transaction. So you have better control over your returns

Does Surfagest manage pending credits following a return of merchandise to a supplier?

Yes, this control is completely automated.

Is it possible to optimize the delivery route for our delivery person?

Yes, combined with Google Navigation, Surfagest will suggest a route to your delivery person to maximize efficiency.

Teleworking and mobile app

As a manager, will I be able to view my business information remotely?

Yes, your smartphone will allow you to consult the information in real time.

As a manager, will I be able to work remotely as if I were at my office?

Yes, thanks to your remote computer access, you will be able to do the same work as if you were at your workstation in the office.

Does Surfagest offer the possibility of telecommuting for my team members?

Yes, depending on their type of work, some of your employees will be able to work from home as long as they have internet access.

As a manager, can I know my daily sales in real time?

Yes, from your mobile application you can know your daily, weekly, monthly sales and even the cumulative of the current year

Can an installer consult his work schedule remotely?

Yes, they are able to do this through the mobile application and you will be able to control the content of the information that will be accessible to them.

Can we know where our delivery person is in the delivery process?

Yes, the status of deliveries will be updated in Surfagest in real time and each of the relevant members of your team will have access to this information.

Will our delivery person be able to send the acknowledgment of receipt of goods directly from his mobile application?

Yes, they will be able to receive the customer’s signature and transmit the information in real time and even add photos of the products delivered.

Surfagest’s technologies

What database does the Surfagest software use?

Surfagest uses SQL database which is the latest technology in the industry.

What is the programming language used by this software?

The programming of Surfagest is done in the ‘C Sharp’ language marketed by Microsoft and is at the cutting edge of technology.

Will my business information be stored on a remote server (cloud storage) or on my own server?

The database will be kept in cloud storage.

Does Surfagest require an upgrade of my computer equipment?

Sometimes yes, we will provide you with the list of minimum required equipment that you can give to your IT supplier for this part.

Does Surfagest use barcode label technology?

Yes, and Surfagest will give you the possibility to print your own labels and put the desired information on them.

What tool is needed to read the barcodes of my labels?

It is possible to read barcodes from a scanner or directly on your phone from your mobile application.

Access to information

Several employees of the company will have access to Surfagest, will all staff have access to all the information?

You can create a user profile tailored to the access you want to offer your employees according to their position, experience and responsibilities.

CRM

What is CRM?

CRM is a tool whose purpose is to optimize the quality of the customer relationship, to build loyalty and to maximize the turnover or the margin per customers

Are there any automated trackers in Surfagest?

With the Surfagest CRM several follow-ups are automated including quotes, sales orders, orders, returns and service calls.

How does Surfagest work for automated team member reminders?

Each user will have their own dashboard in which they will be able to see at a glance the priorities of their day.

Is it possible to scan documents and attach them to a client's profile?

Yes, whether plans, photos or other documents, you can attach them to your client’s profile.

Does Surfagest support schedule management?

Yes, it can manage installation, delivery, pick-up and appointment schedules.

Inventory

Beyond the product codes, we often have several batches for the same product, does Surfagest make the difference?

Batch numbers are an important level of complexity to consider, Surfagest clearly differentiates this (ex: multiple dye lot).

Is it possible to transfer merchandise from one branch to another or to locate inventory in different branches?

Yes, Surfagest offers you this possibility when you use it in multi-branch mode.

If I offer products other than flooring in my store, can Surfagest handle those products as well?

Yes of course, you can add other products such as paint, decoration, accessories, etc. Everything will be managed by Surfagest.

In terms of inventories, does Surfagest manage minimum and maximum quantities?

Yes, Surfagest also manages order quantity and automatic replenishment.

Does Surfagest manage inventory priority taking into consideration stock on hand for future delivery?

Surfagest ensures the reservation of stocks, however this merchandise could be made available for sale by an authorized manager.

Does Surfagest offer sample management?

Yes, you will have effective and simple control over your samples, which will prevent you from losing sales due to missing or lost samples.

Warehouse management

Does Surfagest offer easy inventory tracking and warehouse management?

You will be able to locate your merchandise at any time and this will facilitate the work of your warehouse managers. Less handling will reduce losses.

How could Surfagest simplify the work of the warehouse manager in terms of the quantities of products to be shipped?

Surfagest will tell your warehouse manager how many boxes to ship, making their job easier and more accurate and reducing inventory discrepancies.

How can Surfagest help the warehouse manager in planning their tasks?

The warehouse manager will have their own shipping dashboard. They can thus easily plan their work for maximum efficiency.

Online store

Many businesses are now selling online, Could Surfagest help me deal with this?

Yes, thanks to the simple Surfagest online store solution, the online sales market will now be accessible to you.

Can we limit the selection of products we want to offer online?

Yes, Surfagest offers you the ability to manage the product offering online.

Is Surfagest's online store completely independent of the physical store operations?

The shop is directly linked to your inventory, avoiding a lot of duplication of work, high efficiency and a reduction in the risk of errors.

Can we limit the territory served for the delivery of products purchased online?

Yes, the delivery pricing is modulated according to the customer’s postal code, you can also limit the territory served by the delivery.

Is it possible to offer products online that we do not have in stock?

Of course, and the automation of the Surfagest online store will take you all the way to the preparation of your purchase order to your supplier.

Accountability

Do I need to maintain software like Acomba for the accounting part of my operations?

No, with the exception of the payroll system, Surfagest has a complete bookkeeping system built in, so you don’t have to duplicate your bookkeeping.

Can I operate multiple branches from my Surfagest software?

Yes, Surfagest offers you the possibility (multi-company or multi-branch).

Is Surfagest Accounting accessible to everyone?

Yes, Surfagest’s accounting component is simple to use, comprehensive, fully integrated and user-friendly.

With Surfagest, can payments to suppliers be made by direct deposit?

Yes, you can make supplier payments automatically by direct deposit, in addition to sending your payment notices by email.

Migration

Is it possible to migrate the data we already have to Surfagest?

It all depends on the IT structure of your business, generally we are able to migrate our customers’ information.

Do we have to wait until the end of our financial year to switch from our current IT system to Surfagest?

No, the migration can be done at any time of the year.

Do we need to create a product code for all the products we have in inventory?

Each product will have its own code, we recommend that you use the product codes of your suppliers.

Is it possible to import the product codes that we have already created?

We are usually able to import the product codes from an Excel file.

Formation

Will the training be done by the Surfagest team for each of our employees?

The mode of operation for training is by watching the tutorials (explanatory videos). These tutorials are accessible directly from the application.

Is assisted training offered by Surfagest?

Surfagest tutorial training covers all operations; however, it is possible to purchase a block of training hours online if necessary.

Is it possible to have physical assistance on site on the first day?

This is not training but you can purchase on-site assistance for the day of departure from Surfagest.

Surfagest costs

Is Surfagest accessible to small businesses?

Of course, as the cost of Surfagest is based on the number of users, the cost of using Surfagest is proportional to the needs of the company.

Is it expensive to switch from our current mode of operation to Surfagest?

The need is different for each company. However, considering the organizational efficiency gain, this investment pays for itself very quickly.

How do we determine the cost of this investment for our company?

Please contact our Commercial Director Sylvain Laberge at 819 712 4822 to schedule a presentation and answer your questions.