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What We Implement

Complete Service Scope

Our services focus on implementing and training your team on affordable administrative software systems. We handle the technical work and ensure your business can use these tools effectively in daily operations.

Point of Sale Systems

Point of sale software records all sales transactions, prints receipts, manages multiple payment methods, and integrates with inventory to automatically update stock levels.

What We Configure

  • Product catalog with names, codes, prices, and tax rates
  • Multiple payment methods including cash, cards, and transfers
  • Receipt and invoice printing with Mexican tax requirements
  • User accounts with appropriate access levels for staff
  • Sales categories for different product types
  • Discount and promotion management
  • Integration with inventory tracking

Training Covers

  • Processing standard sales transactions
  • Handling returns and refunds
  • Applying discounts and promotions
  • Managing split payments across methods
  • Printing duplicate receipts when needed
  • Closing daily sales and generating reports
  • Troubleshooting common error situations

Reporting Capabilities

Daily, weekly, and monthly sales reports showing total revenue, payment method breakdown, sales by product category, hourly sales patterns, and comparison to previous periods. Reports can be viewed on screen or exported to spreadsheets.

Inventory Control

Inventory systems track product quantities, locations, movements, and values. They help you know what you have, where it is, and when to reorder.

System Setup

  • Product master list with descriptions and specifications
  • Multiple storage locations if you have warehouses or branches
  • Purchase cost tracking for profit margin calculations
  • Reorder points and preferred quantities for each product
  • Supplier information and lead times
  • Product categories and subcategories
  • Unit of measure definitions

Daily Operations

  • Recording incoming shipments and purchases
  • Tracking product transfers between locations
  • Processing inventory adjustments for counts and corrections
  • Generating reorder lists based on current levels
  • Viewing product movement history
  • Identifying slow-moving and obsolete items
  • Calculating inventory value for financial reporting

Integration Benefits

When integrated with point of sale, inventory automatically decreases with each sale. When integrated with purchasing, inventory increases when shipments are received. This eliminates manual entry and reduces errors.

Accounts Receivable Management

Accounts receivable systems track customer credit purchases, payment status, and outstanding balances. They help you manage who owes money and collect payments on time.

Configuration Includes

  • Customer database with contact information
  • Credit limits and payment terms for each customer
  • Invoice generation with Mexican tax compliance
  • Payment recording and receipt printing
  • Automated payment reminder generation
  • Aging categories for overdue accounts
  • Interest calculation for late payments if applicable

Operational Workflows

  • Creating credit sales invoices
  • Recording customer payments against invoices
  • Applying payments to specific invoices or oldest first
  • Sending payment reminders before and after due dates
  • Placing accounts on hold when limits are exceeded
  • Generating customer statements showing all activity
  • Writing off uncollectible accounts when necessary

Reports and Analytics

Aging reports show which customers owe money and how long invoices have been outstanding. Customer payment history shows reliability patterns. Collections forecasts help predict incoming cash flow based on due dates.

Business Dashboards

Dashboards provide visual displays of key business indicators updated in real time. They give you immediate visibility into how the business is performing.

Standard Dashboard Elements

  • Today's sales compared to yesterday and same day last week
  • Current month sales compared to previous months
  • Top-selling products by revenue and quantity
  • Profit margins by product category
  • Total accounts receivable and aging breakdown
  • Current inventory value by category
  • Low stock alerts requiring reorder

Customization Options

We configure dashboards to show the specific metrics you need to monitor. Different users can have different dashboard views based on their responsibilities. Mobile access allows you to check key indicators from anywhere.

Data Visualization

Information appears as charts, graphs, and summary numbers that are easy to understand at a glance. Trend lines show whether metrics are improving or declining. Color coding highlights items requiring attention.

Additional Services

Data Migration

We transfer existing information from your current systems into the new software. This includes product lists, customer databases, pricing structures, and current inventory levels. All migrated data is verified for accuracy.

System Integration

When you use multiple software systems, we configure them to share information automatically. Point of sale updates inventory, sales create accounting entries, and customer information stays synchronized across systems.

Custom Report Design

Beyond standard reports, we can create custom reports that answer your specific business questions. These might include profitability analysis by customer, sales performance by employee, or seasonal demand patterns.

Mobile Access Setup

Most modern business software offers mobile applications. We configure these apps, train you on their use, and ensure you can access critical business information from your phone or tablet.

Backup Configuration

We set up automated backups to protect your business data. This includes configuring cloud backups, testing restore procedures, and documenting the backup schedule for your records.

What We Do Not Provide

To set clear expectations, these services are outside our scope:

  • Custom software development or programming
  • Ongoing IT support for computers and networks
  • Accounting or bookkeeping services
  • Hardware sales or computer repairs
  • Website development or e-commerce platforms
  • Marketing or advertising services

Our focus is specifically on implementing and training your team to use administrative management software effectively.

Service Timeline

Implementation typically follows this schedule:

  • Week 1: Initial consultation and software selection
  • Week 2: Installation, configuration, and data migration
  • Week 3: Team training and practice with supervision
  • Week 4: Go live with ongoing support and adjustments

Some projects may require additional time depending on complexity, number of users, or amount of historical data to migrate.

Questions About Our Services?

Contact us to discuss your specific needs and determine which systems would provide the most value for your business.

Contact Us

Monteverio

We implement and train Mexican SMEs on administrative management software. Our focus is helping businesses transition from manual processes to organized digital systems in 30 days.

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Contact

  • +52 962 698 0140
  • info@monteverio.com
  • Tuxtla GutiĆ©rrez, Chiapas

© 2026 Monteverio. Information provided for educational purposes.

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