Companies and establishments

Multi-company configuration

SIMAX allows you to manage multiple companies if your business has subsidiaries. This multi-company feature centralizes the management of the various entities within a group.

Interest: It may be appropriate to separate companies with different activities into separate databases. Conversely, if the activities are related, data (customers, suppliers, etc.) can be shared. Multi-company management provides an overview of the group's activity and simplifies inventory tracking and invoicing.

Implementation in SIMAX:

When logging in, SIMAX asks the user to select the company they wish to work for.

To create a company, go to Files > Company of the Group , then click [New]] and fill in the required information. See EP_01_Startup Configuration.

Accounting Implications:

In multi-company mode, many basic elements can be assigned to a specific company within the group or, if none is specified, used by all companies. This includes, in particular, journals, general ledger accounts, auxiliary ledger accounts (customers and suppliers), fiscal years, VAT, account families by tax type within tax families, and asset types.

[Accounting] in the Group Company form allows you to set up the specific accounts required for each company in the group.

For customers and suppliers, it is possible to have a list of auxiliary accounts per company instead of a single global account.

When creating SEPA direct debits and transfers, the user's group company is generally used by default.

Multi-establishment Management

A company configured in SIMAX can have several branches, called establishments. Multi-establishment management allows you to strengthen your geographical presence and diversify your offerings.

Interest: Managing multiple establishments facilitates stock movements between them. One establishment can order from another establishment in the same group instead of going through an external supplier.

Implementation in SIMAX:

Institutions can be created via Files > Establishment and then [[New]].

Or from [Organization] in the company file, then by clicking on [[New]].

It is necessary to connect each customer's e-commerce site to the corresponding establishment in SIMAX.

Accounting Implications:

In the case of stock movements between establishments belonging to the same company, there is generally no invoicing. However, if they belong to different companies (in a multi-company context), automatic re-invoicing is implemented.

SIMAX uses a symmetrical ordering system between establishments, involving a supplier order for the requesting establishment and a customer order for the supplying establishment.

SIMAX allows you to manage separate stock for each establishment.

In [Accounting] in the Establishment file, it is possible to specify a sales auxiliary account and a purchase auxiliary account. In multi-company mode, these accounts can be filled in by company.

Maintenance contracts can be associated with a specific establishment.

Analytical distribution can be used to analyze accounting by business subset, potentially by establishment.

In summary, SIMAX offers tools for managing complex structures with multiple companies and establishments, allowing for accounting configurations tailored to each entity while providing mechanisms for inter-entity interactions. It is crucial to configure these elements correctly from the outset when starting to use SIMAX.