Description

Our Berberis bush consists of the following modules:

Tignum - Stalk, Contact with customers module (operational CRM)
Since Mr. Customer occupies the most important position in each company he also plays the central role in our system and the entire sophisticated structure of the software is based on this very module.

Flos - Flower, Sales module
A flower is a crown of a stalk, and sales crowns the efforts of sales people. Finally, an issued invoice is what the company management really expects.

Radix - Root, Stores module
The backstage of the system, hidden like a root under the ground. However, without it the functioning of a company would hardly be possible.

Ramus- The Manufacturing Support Module
This module supports the management of an entire manufacturing process, starting from an operation sheet.

Cortex - Bark, Technical support module
A supplementary part of a plant and of our CRM as well. Nevertheless, sales rarely is the last contact with a customers and a professional support constitutes a good background for further cooperation.

Spina - Spike, Administrative tool
This module allows one to configure various parameters of the system, including user rights. Thus, just like thorns, it protects confidential data from an unauthorized access.

Folium - Leaf, Finance module
Managing worktime, expenses, dues and liabilities is very important for each company - as important as are leaves for a plant.

Bacca - Fruit, Data analysis and reporting module (analytical CRM)
Synthetic information on custmers and on a company itself is the fruit of collecting data process. Comprehensive analysis and cross-section reports can be made in order to get it.

Gemma – Bud, web access module
This is a primordium of applications, which can then be developed to meet specific users’ needs. Gemma provides you with an engine to offer system functionalities through web pages.

Querino - The Accountancy Module
It has been developed by Queris, our business partner, well experienced in software for accountancy. By means of Querino you can not only make entries, but also perform various related analyses (turnover, balances, costs, sales, purchases, etc.)

Full evidence of customers and other entities

• Evidence of people, companies, departments and employees
• Hierarchical visualization of the companies' structure
• Immediate access to the data on payments, outstanding payments, credits, etc.
• Registering relationships between the companies
• Description of customers and other entities by means of additional attributes
• Detailed information on goods bought by customers (serial numbers)
• Access to the Berberis address book from MS Outlook (through the LDAP server)
• Identification of addresses on a digital map

          see the screenshot

Workflow support

• Very convenient, interactive „Welcome panel”
• Defining templates of business processes
• Displaying templates on dynamically created diagrams (workflow)
• Central content search (including external files, doc, pdf, etc.)
• A 'To do' task list for every day
• A convenient individual calendar for each user
• A group calendar for selected users
• A built-in Communicator (which enables composing short messages, transferring documents, confirming receipts, arranging remote conferences, etc.)
• Passing 'To do' tasks between users
• On request - a 'To do' task reminder
• Synchronizing reminders for many employees
• Graphical visualization of business processes
• Preview of invoices, offers, store documents, etc. on the project

          see the screenshot 

Document workflow and archiving

• Passing documents between users
• Assigning reference numbers to external documents
• A comfortable search tool offering a quick access to the documents stored
• Full page scanner support

          see the screenshot

Full evidence of events (business contacts and other activities)

• Evidence of events
• Description of events by means of additional attributes
• Recording voice notices and telephone calls
• Attaching external electronic or paper documents (scanned)
• Registering work time and extra costs
• A convenient 'to do' reminder (date and hour)
• Presenting data on a convenient calendar
• Attaching and printing any previously designed forms

          see the screenshot

Grouping events into repertories

• Evidence of  repertories
• Automatic repertory numeration
• Promoting repertories to the stages of projects
• Planning time, budget, income and costs
• Allocating human and material resources
• Defining the level of exploitation of people and goods
• Monitoring the stage of repertory execution
• Description of repertories by means of additional attributes
• Multilevel repertory grouping
• Fixed agreements (lump sums)
• Assigning repertories to the employees
• Monitoring the change of person leading the repertory
• Notifying of upcoming dates of repertory closure
• Monitoring repertory course, monitoring changes (history of changes in attributes and attachments)

          see the screenshot

Grouping repertories into projects

• Evidence of projects joining repertories of various customers
• Planning project’s budget
• Monitoring the stage of project execution
• Hierarchical visualization of projects
• Graphical visualization of activities within projects (histograms and Gantt diagrams)
• Displaying the history of changes of the Gantt diagram
• Automatic project numeration
• Allocating stores to projects (by means of a script)

          see the screenshot

Marketing activities

• Price lists
• Promotional sets (customers, goods, discounts, duration)
• Groups of 'privileged customers'
• Defining individual discounts for selected customers

          see the screenshot 

Serial mailing

• Creating groups of customers (with respect of various attributes)
• Conventional and electronic mail support
• Printing letterheads and address labels
• Support of external e-mail clients

          see the screenshot 

Support of modern telephone switches and Skype application

• Automatic initiation of calls
• Automatic identification of incoming calls
• Re-directing call to other users

          see the screenshot

The built-in e-mail client

• Standard look and functionalities (adding backgrounds, pictures, etc.)
• Automatic identification of e-mail senders
• Transforming incoming e-mails into events
• A convenient address book
• Spellchecking based on the MS Office dictionaries
• “Messsage received by the addressee” confirmation

          see the screenshot 

Knowledge database

• Storing knowledge generated within a company
• Notes and file attachments in an arbitrary format
• Key words
• Advanced searching tools

          see the screenshot

Store management

• Evidence of goods, services and manufacturers
• Different names of the same goods for different customers
• Individualization of goods (serial number, color, date of manufacturing and other attributes)
• Identification of goods  at the specimen level
• Assigning the goods with prices, discounts and any other attributes
• Evidence of deliveries and other store operations
• Automation of supply orders
• Issuing and registering various store documents
• Monitoring and correcting quantities of goods in various stores
• Store reports
• Bill of consignment

          see the screenshot

Sales and invoicing

• Evidence of orders
• Issuing various types of invoices, receipts and respective corrections
• Payments and customer's credibility monitoring
• Support of arbitrary currencies, exchange rates and bank accounts
• Support of fiscal printers
• Order number and customers’ address on the purchase order
• Order confirmation
• Support of trade credit
• Intrastat
• Automatic numeration of internal invoices
• Support of advance invoices
• Templates of orders and invoices available in English, German and Polish (other available on request)

          see the screenshot

Manufacturing

• Operation sheets
• Planning and ordering components
• Manufacturing orders
• Automatic updating quantities of goods in particular stores
• Assembly order
• Bar code reader support
• Cost of alteration reports
• Ramus Factor - extension of the Manufactoring Module, which offers:
  
• Full support of the bar code readers installed in the factory
• Making reservations of human and material resources needed to perform particular operations
• Support of simultaneous work of several employees on one operation
• Possibility of continuing operation by different shifts and operators
• Quality control after each operation
• Registering employees’ working time related to particular activities
• Registering machine’s working time
• Registering the event by scanning the operator’s card and the operation number
• Attaching the event directly to a relevant manufacturing order
• Making external operations

          see the screenshot 

Technical support

• Evidence of the services
• Registering customers' claims
• Planning calendar
• Issuing orders for technicians
• Monitoring the workflow
• Recording and reporting the costs of services

          see the screenshot 

Liabilities and dues

• Evidence of liabilities and dues
• Recording payments
• Support of delivery documents
• Connection with „Reception of goods” documents
• Printing the cash documents
• Cash reports
• Quick access to the evidence of payments and outstanding payments

          see the screenshot

Finances

• Billing of work time and extra expenses
• multilevel verification and approval of working time and costs
• Internal and external rates for each employee
• External rates dependant on the customer and repertories
• Full support of rate history
• Different types of reports for the customers and company
• Current monitoring of customers’ dues
• Generating the expenditure document from the events

          see the screenshot 

Analysis and reports

• Predefined categories and groups of reports (templates)
• Reports created by users
• A convenient method of selecting columns, filters, aggregations and sorting order
• Export of results to MS Excel, MS Word, HTML, XML and CSV data formats

          see the screenshot 

Configurability

• User defined supplementary data fields (text, number, date-time, list selection)
• A highly flexible method of defining user rights
• Dynamic user rights - specified by authorized users in course of their work. Those users can modify access privileges to particular documents depending on their content, thus immediately restricting or extending them to other persons, independently of the original rights granted by the administrator.
• A possibility of modifying menu commands, their names, elements of lists and creators
• User-defined basic reference tables (employees, cities, streets, etc.)
• User-defined complex tables of attributes
• User defined templates of business processes
• Defining procedures governing particular kinds of activities (supporting ISO 9001:2000)
• Support of holdings (several companies within a single business structure)
• Flexible templates of numbering documents
• Built-in templates of standard printed documents
• Additional templates (of offers, invoices, etc.) created by users
• Arbitrary templates (notes, contracts etc.) to be assigned to particular types of events
• Support of external PHP scripts processing data in a user specific way
• Comfortable data migration to ols
• Automatic monitoring of data integrity
• Tracing the data changes (directly in the database)

          see the screenshot 

Support of external applications

• Built-in data export to MS Word, MS Excel as well as to HTML, XML and CSV formats
• A possibility of establishing data interchange with any external application
• Support of common e-mail clients (e.g., MS Outlook)
• Access to address data through the LDAP server
• Synchronization with mobile phones and other mobile devices

 

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marketing_groups.png	39.21 KB
serial_mailing.png	51.69 KB
email.png	41.54 KB
knowledge.png	21.8 KB
product.png	57.12 KB
invoice.png	46.58 KB
manufacturing.png	26.87 KB
proces.png	54.02 KB
finances.png	35.24 KB
clearance.png	43.5 KB
process.png	38.9 KB
projects.png	64.6 KB
call.png	26.21 KB
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knowledge.png	19.67 KB
bacca.png	29.36 KB
spina.png	35.83 KB
liabilities.png	59.07 KB
bacca.png	40.66 KB
relations.png	26.37 KB
search_center.png	45.87 KB
CRM_2.png	105.63 KB
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Pricelist

If you run a small company you can start with our simple application supporting managing business contacts. This nice tool is available for 99 Euro an can be used on a single computer. As your company grows you can add new important functionalities and expand this simple installation to very many workstations. The bush of Berberis will continuously grow too. You will never have to migrate your data or change the software interface. You will never loose your money as well. Whatever version you choose to upgrade to, you will just have to pay the difference of the corresponding license fee.

Generally, two kinds of licenses are offered: the unlimited time (current fees are given below) or renewable (which fees are 30% of the unlimited time ones, per year). The second option is not available for the Minor version.

In case of the unlimited time license an annual subscription is offered, being 20% of the original license fee. It gives you full access to all updates of the software. The first year is always free of charge.

All prices listed below are net (no VAT included).

Berberis Minima
Berberis Minima can be used on a single computer only. The application supports the full evidence of customers and business contacts, task planning, serial mailing etc. The functionalities related to store management, technical support, invoicing and manufacturing are not available in CRM Berberis Minima. However, this simple application can be compared to a seed from which a mature bush will grow in the future.
Download Berberis Minima from our website and check how it works.

Net price: 99 €

 

Berberis MultiMinima
The multiuser version of Berberis Minima. Besides all Minima functionalities, it also supports the groupware and document flow within the company.

Net price: 299 € per user

 

Berberis Minor
Berberis Minor is still a small cutting and it still can be used on a single computer only. However, it supports simple store management and invoicing (both limited to a single store and single currency), but with all other features of a mature bush. Defining business processes, managing users rights, billing working time and extra expenses or performing comprehensive analysis are not available. Roughly speaking, it is simple, easy in growing and perfect for a small company.

Net price: 299 €

 

Berberis Aggregata
This version is dedicated for small but exacting enterprises. It is sold as quite a mature bush, of various size and shape, so you can always find something suitable for your garden without loss of functionality, of course.

Package I		Packege II
1 user	Number of modules	1 user	Number of modules
Tignum	1	Tignum	1
Flos	1	Flos	1
Radix	1	Radix	1
Spina	1	Spina	1
		Bacca	1
	499 €		599 €

2 users	Number of modules	2 users	Number of modules
Tignum	2	Tignum	2
Flos	2	Flos	2
Radix	2	Radix	2
Spina	1	Spina	1
		Bacca	1
	599 €		699 €

3 users	Number of modules	3 users	Number of modules
Tignum	3	Tignum	3
Flos	2	Flos	2
Radix	2	Radix	2
Cortex	1	Cortex	1
Spina	1	Spina	1
		Bacca	1
	699 €		899 €

4 users	Number of modules	4 users	Number of modules
Tignum	4	Tignum	4
Flos	2	Flos	2
Radix	2	Radix	2
Cortex	2	Cortex	2
Spina	1	Spina	1
Folium	1	Folium	1
		Bacca	1
	899 €		999 €

 

 

Tignum	Customers contacts module
Flos	Sales module
Radix	Store management module
Ramus	Manufacturing module
Cortex	Technical support module
Spina	Administration program
Folium	Billing module
Bacca	Data analysis tool

 

Berberis Composita
You can grow and prune the bush in the way you like with professional assistance provided by our gardeners on demand. The license fee can be negotiated in case of larger or untypical installations.

Tignum	299 €
Flos	+99 €
Radix	+99 €
Cortex	+99 €
Folium	+199 €
Ramus	+399 €
Spina	499 €
Bacca	499 €
		- per user

 

Berberis Superior
A large, mature bush dedicated for larger enterprises. It is planted on the soil of highest quality i.e., Oracle database server.

Tignum	499 €
Flos	+199 €
Radix	+199 €
Cortex	+199 €
Folium	+299 €
Ramus	+599 €
Spina	799 €
Bacca	799 €
		- per user

 

How to buy?

Please, contact our Sales Department.

Tel. +48 (12) 280-80-36, -37

Guide

See the interactive system guide

Currently only the Polish version is available. The English one will be available soon.

See the system guide
 

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Demo

Currently only a Polish demo version is available. The English one will be available soon.

 

Click here to download

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Planned functionalities

When buying System Berberis, you are granted the right to free updates for a period of one year. What does it mean in practice? All the modifications and improvements we introduce within 12 months from the date of  purchase are yours for free! Below we list a number of new functionalities you can expect in the near future:

Purse operations

• Evidence of cash payments
• Printing of cash documents
• Cash reports (daily or for a defined period of time)
• Information on current purse status

Rental services

• List of available goods for a given day and hour
• Reservations
• Printing of rental documents
• Monitoring of the technical status and operation cost of the goods rented
• Rental history

Debt recovery services

• Ongoing monitoring of the contractors' payment arrears
• Automatic calculation of interests (with respect to the individually set rates)
• Payment notices 

Scripts

• Asynchronous execution

 

See the interactive system guide.

FAQ

Who is Berberis for?

So far Berberis is used mostly by small and middle-sized enterprises of various industries. Our customers are e.g., trading companies, manufacturers, consultants, law chambers, but also public institutions.

Is Berberis a flexible solution?

Yes. Berberis is highly configurable. The administartive tools allow the user e.g.,:

• to add to the database new columns describing contractors, repertories, events, projects, goods etc. according to the company needs,
• to design templates of printed documents (invoices, offers, orders etc.),
• to create templates of new, untypical printed documents,
• to build templates of business processes,
• to create special data processing scripts, reflecting specific company needs, in particular performing data exchange with other software,
• to establish new report templates,
• to modify names of various entities and adjust the frontend look to the user's needs.

 

Is Berberis an integrated system?

It depends on what you mean by integrated. All external activities of the enterprise i.e., these which are directed to customers including advance sale, sale, technical support and store management are supported by Berberis. Options connected with the internal enterprise activity such as accountancy module or staff - billing module are not available in the system. As the accountancy is an inseparable part of the sales and stores, a software which is specially integrated with Berberis can be bought by our customers. It is highly recommended to use the Firma FK system of PWSK company which ensures not only the automatic data transferring between Berberis and the system itself but also creating cross-sectional reports based on data which are stored in both systems.

Is an accountancy module available in Berberis?

No. However, Berberis can be supported by external accountancy applications. See the answer below.

Can Berberis be supported by external accountancy applications?

Yes. There is a special engine governing external PHP scripts and it can be used to exchange data with other applications, provided they have an open interface. So far this kind of system connection has already been established between Berberis and a number of accountancy applications offered on a local market. Generally, Berberis simply automatically exports (e.g., once a day) all the necessary information to a given format.

Does the system support the groupware?

Yes. Documents and tasks can be transferred among the users. Moreover, templates of business processes can be defined within the system.

Does Berberis work over the internet?

Yes. The system has been designed to minimize the quantity of data transmitted between the server and the client software. Therefore Berberis works efficiently not only over the local area networks but also over the wide ones, which in principal are much slower. It is highly recommended to use VPN connections encrypting data in order to ensure the proper confidentiality level.

On which platform does Berberis work?

The database server (Oracle or PostgreSQL) can be installed either on Windows or on Unix (e.g., Linux). The client software is dedicated for Windows XP (SP2) or Vista.

Are confidential data protected from an unauthorized access?

Yes. Each user has an individual account and an individual password. User rights are determined by assigning particular persons to an appropriate group of employees and defining privileges of that group. Thus, e.g., a user can enter some data but cannot modify them.

What happens if the program 'hangs'?

Several reasons why the system hangs can be mentioned here: a malfunction of hardware or of the network infrastructure, an instability of the operating system, virus activity, or internal application errors which were not eliminated despite all the appropriate testing procedures. As it is known, errors occur in every software. However, thanks to the transactional data processing, even if the client application hangs, the data stored in the central database will not be damaged.

Is it possible to transfer data from a 'previous' system to Berberis?

In principal yes, but it depends on how the 'previous' system manages the data. In course of implementation we often migrate user's data. However, in most cases it turns out that the information is of very poor quality, so that a time-consuming and arduous cleaning must be performed.

Is a demo version available?

Yes, but currently only in Polish. The full English demo version of CRM Berberis will be available soon.

How much does the implementation cost?

The cost strongly depends on the specific user needs. However, in most cases it can be roughly estimated as 50-100% of the license fee.

Reference list

 

Below we list the names of some CRM Berberis users. The companies has been chosen to represent various industries. The scale of installation and the extent of usage are different. In fact, there is no company being able to take advantage of all functionalities offered, although some ideas of our customers seem to be surprising even for us! E.g., the store management module is used by a consulting company to manage property entrusted to its employees. Here each employee is just assigned a store of his own.

Currently our software is used by over 800 companies and institutions. The largest installation involves about 60 users and the largest store file counts about 50,000 items.

 

 

 

	Arkom Sp. z o.o. (Rzeszów) A trade company offering machines, tools, measuring instruments and abrading materials, as well as the corresponding technical support.
	TBD - Polska S.A. (Kraków) A company providing IT services for public administration (outsourcing, consulting, etc.).
	Corrimex (Łomianki by Warsaw) The Poland's leading supplier of car wash and gas stations equipment.
	InfoStrategia (Cracow) A consulting company advising in finance and information technology.
	Metronic AKP (Kraków) A manufacturer of electronic measuring equipment.
	HYDROG - Zakład Budowy Maszyn (Łódź) A manufacturer of road construction machines.
	PRO VITA (Strzelce Opolskie) A trade company offering medical equipment.
	Szarża Horsemanship (Bolęcin) The Club organizes horse riding competitions and offers hipotherapy to the children suffering from brain paralysis.
	Wampol (Mysłowice) The company repairs machines used in mining industry.
	PPI Synergia Sp. z o.o. (Kraków) The company offers various services including interactive advertising, analyzing internet strategies and information technology.
	BMS Creative (Rączna k/Krakowa) Since the very beginning Berberis has been used by our company. In fact, every new version has been extensively tested by quite a number of our own employees.

See the interactive system guide.

Berberis Protector

IUS Berberis

Products comparison

Description

The following modules are contained in the Berberis bush:

Tignum - Stalk, Customers contacts module

Customer is the most important person in the company and the central being of an informatic system. Thus, the entire sophisticated structure of the software leans on this very module.

Flos - Flower, Invoice module

In the same way as a flower is a crown of a stalk, a finalized transaction together with an invoice is a result expected by the companies..

Radix - Root, Price Lists module

The backstage of the system hidden like a root under the ground. However without it the work of the system is impossible.

Spina - Spike, Administration program

This module enables one to configurate the security system. In the same ways as thorns it protects confidential data from the un-authorization access.

Folium - Leaf, Billing module

Billing of working time and extra expenses, which is not so important for many companies, for others especially for Laws Chambers is as important as leaves are for plants.

Bacca - Fruit, A tool for data analysis

The knowledge about clients and the working of the company is the fruit of collecting data. Comprehensive analysis and cross-sectional reports are being made in order to obtained it.

 

 

Evidence of customers and other companies or institutions

• Full evidence of persons, companies, departments and employees
• A tree-like view of the companies structure
• Immediate access to the information on payments, outstanding payments, credits, etc.
• Classification of customers with respect to arbitrary criteria
• Groups of privileged customers
• Individual discounts for selected customers
• Viewing, searching, selecting and exporting data
• Access to the Berberis address data in MS Outlook through the LDAP server

Full evidence of events (business contacts and other events)

• Evidence of events
• Classification of events with respect to arbitrary criteria
• Recording voice notices and telephone calls (dictaphone)
• Managing external documents attached to events (scanning)
• Registration of working time and extra expanses
• Viewing, searching, selecting and exporting data
• A convenient "to do" reminder (date and hour)
• A personal calendar to manage contacts and other events

Grouping events into repertories

• Evidence of repertories
• Classification of repertories with respect to arbitrary criteria
• Viewing, searching, selecting and exporting data
• Monitoring changes of lawers during lawsuits
• Assiging lawsuits to lawyers

Grouping repertories into projects

• Evidence of projects (as designed to join repertories of different customers)
• Database based on carried lawsuit
• A tree-like view of the projects structure
• Viewing projects as histograms or Gant diagrams
• Data export to MS Project

Serial mailing

• Making groups of customers with respect to various attributes
• Conventional and electronic mail support
• Printing letterheads and address labels
• Support of external e-mail clients
• A bulit-in e-mail client sending mails to any number of customers

Services Price List

• Evidence of services
• Price lists
• Customer-dependent names of services
• Assigning discounts and arbitrary attributes to the srvices
• Evidence of executed services

Sales and invoicing

• Evidence of orders
• Invoicing
• Support of various currencies and several bank accounts
• Managing trade credit facilities
• Monitoring payments and customer's credibility
• Support of various types of fiscal printers (Elzab, Novitus, Posnet)
• Merchant credits

Groupwork support, procedures

• Support of previously defined procedures.
• Dynamically created workflow diagrams
• "To do" list
• Passing "to do" tasks from one employee to another
• "To do" task reminder

Archiving and flow of documents

• Passing documents from on employee to another
• Quick access to the stored documents
• Assigning reference numbers to external documents
• A comfortable search tool helping one to find lost documents
• Full page scanner support

Employees and customers billing

• Billing of working time and extra expenses
• Internal and external rates defined for each employee
• Customer and repertory dependent external rates
• History of rates
• Multistage billing verification
• Several kinds of billing reports both for the company and for its customers

Analysis and reports

• Predefined groups and categories of reports
• User defined reports
• Convenient selection of columns, filters, aggregations and sorting order
• Export of results to MS Excel, MS Word, HTML, XML and CVS data formats

Configurability

• A highly flexible method of defining users rights
• A comfortable tool for defining procedures
• User-defined reference tables (employees, cities, streets, etc.)
• Comfortable management of compound lists of attributes
• Ease of adaptation to the individual needs of a company

Support of external applications

• Support of modern telephone switches
• Support of SKYPE aplication
• Data export to FK programs of the following companies:
  • Comarch (CDN)
  • Sage Symfonia (Matrix.pl)
  • T-Soft
  • Bielbit
  • MSM
  • and many other enterprises, if import data format is accessible.
• Support of common e-mail clients (e.g., MS Outlook)
• Access to the address data through the LDAP server

Guide

We apologize, but this page is currently available only in Polish.
See an interactive system guide

http://www.bms.krakow.pl/ius_guide

References

SPCG - Lawyers and Legal Advisers Chamber (Kraków)

"T. Studnicki, K. Płeszka, Z. Ćwiąkalski, J. Górski" commandite company is a Lawyers and Legal Advisers Chamber offering complex legal services, among which international transactions including foreign jurisdiction can be found.

http://www.spcg.pl/

Jerzy Setkowicz Chembers  (Kraków)

Jerzy Setkowicz Chembers enders legal assistance in the following domains of law: commercial and economic law, civil law, tax law, financial law, customs law and currency law. The Chambers' forte its experience gained in many fields of economic activity including the brewery industry, the wholesale of liquid fuels and gas, the wholesale and introduction to the retail of imported consumer goods, the metalurgic manufacture, tourist services, the hotel industry, gastronomy and representational services.

http://www.setkowicz.com/