Kiu ERP
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Phiên bản vào lúc 17:21, ngày 21 tháng 12 năm 2017 của Chaukiuasia (Thảo luận | đóng góp)
Mục lục
- 1 ACCOUNTING
- 2 CRM
- 3 SALES
- 4 PURCHASE
- 5 POINT OF SALE
- 6 INVENTORY
- 7 DISCUSS
- 8 MANUFACTURING
- 9 AWESOME TIMESHEET APP
- 10 EXPENSES
- 11 PROJECT
- 12 GENERAL
ACCOUNTING
OVERVIEW
Main Concepts
Getting Started
Process Overview
ACCOUNT RECEIVABLES
Customer Invoices
- Overview Of The Invoicing Process
- How To Setup Cash Discounts?
- How To Setup And Use Payment Terms
- How To Define An Installment Plan On Customer Invoices?
- Deferred Revenues: How To Automate Them?
- How To Edit Or Refund An Invoice?
- How To Modify A Validated Invoice?
Customer Payments
- What Are The Different Ways To Record A Payment?
- How To Register Credit Card Payments On Invoices?
- How To Register Customer Payments By Checks?
- How To Get Paid And Organize Customer Follow-Ups?
How To Get Paid?
ACCOUNT PAYABLES?
Supplier Bills
Pay Supplier Bills
Misc
BANK & CASH
Setup
- How To Setup A New Bank Account?
- How To Manage A Cash Register?
- How To Manage A Bank In A Foreign Currency?
Bank Feeds
Miscellaneous
Bank Reconciliation
OTHERS
Configuration
Analytic
- Analytic Account Use Cases
- How To Track Costs Of Human Resources With Timesheets?
- How To Track Costs Of Purchases, Expenses, Subcontracting?
Taxes
- How To Apply Specific Taxes By Country, State Or City?
- How To Define New Taxes?
- How To Manage Withholding Taxes?
Adviser
- Manage Your Fixed Assets
- How To Do A Year End In Kiu Erp? (Close A Fiscal Year)
- How To Manage A Financial Budget?
Overview
- How Is Kiu Erp’s Multi-Currency Working?
- How To Manage Invoices & Payment In Multiple Currencies
- Record Exchange Rates At Payments?
Reporting
CRM
OVERVIEW
Getting Started
Process Overview
Main Concepts
SALES TEAM
Sales Team
Manage Salespeople
LEADS
Generate Leads
- How To Create A Contact Into Kiu ERP CRM?
- How To Import Contacts To The CRM?
- How To Generate Leads From Incoming Emails?
- How To Generate Leads From My Website?
Manage Leads
Reporting
- How To Analyze The Sales Performance Of Your Team And Get Customize Reports
- How To Review My Personal Sales Activities (New Sales Dashboard)
SALES
MAIN CONCEPTS
QUOTATION
Setup
- How To Create My First Quotation?
- How To Use Different Invoice And Delivery Addresses?
- How To Display Optional Products On A Quotation
- How To Link Terms And Conditions To A Quotation?
Online Quotation
INVOICING METHOD
Services
- How To Invoice Milestone Of A Project?
- How To Re-Invoice Expenses To Your Customers?
- How To Invoice A Support Contract (Prepaid Hours)?
PRODUCTS & PRICES
Prices Management
PURCHASE
OVERVIEW
Process Overview
- From Purchase Order To Invoice And Receptions
- Request For Quotation, Purchase Tender Or Purchase Order?
PURCHASES
Master Data
- How To Purchase In Different Unit Of Measures Than Sales?
- How To Set Several Suppliers On A Product?
- How To Import Supplier Pricelists?
Request For Quotations
- How To Create A Request For Quotation?
- How To Control Supplier Bills?
- How To Control Product Received? (Entirely & Partially)
- How To Cancel A Purchase Order?
- How To Setup Two Levels Of Approval For Purchase Orders?
- How To Analyze The Performance Of My Vendors?
Purchase Tenders
- How To Manage Mutiple Offers From Suppliers With Purchase Tenders?
- How To Purchase Partially At Two Vendors For The Same Purchase Tenders?
Replenishment
Replenishment Flows
- How To Setup Drop-Shipping?
- How To Setup A Minimum Stock Rule?
- How To Trigger The Purchase Of Products Based On Sales?
- How To Trigger A Warning When Purchasing At A Specific Vendor?
- How Are The Order Date And Scheduled Dates Computed?
Multi-Companies
Trouble-Shooting
POINT OF SALE
OVERVIEW
ADVANCED SHOP FEATURES
- How To Invoice From The POS Interface?
- How To Return And Refund Products?
- How To Apply Time-Limited Or Seasonal Discounts?
- How To Set Up Cash Control?
ADVANCED RESTAURANT FEATURES
- How To Setup Point Of Sale Restaurant?
- How To Configure Your Table Map?
- How To Handle Split Bills?
- How To Handle Kitchen & Bar Order Printing?
- How To Handle Tips?
- How To Transfer A Customer From Table?
- How To Register Multiple Orders Simultaneously?
ADVANCED TOPICS
- How To Use Discount Tags On Products?
- How To Manage Multiple Cashiers?
- How To Create & Run A Loyalty & Reward System
- How To Register Customers?
- How To Apply Manual Discounts?
- How To Reprint Receipts?
ANALYZE SALES
INVENTORY
OVERVIEW
Main Concepts
Getting Started
Process Overview
SETTINGS
Products
- How To Use Different Units Of Measure?
- Using Product Variants
- When Should You Use Packages, Units Of Measure Or Kits?
- How To Use Packages?
Warehouses
- What Is The Difference Between Warehouses And Locations?
- How To Create A New Warehouse?
- How To Create A New Location?
WAREHOUSE MANAGEMENT
Inventory Adjustment
Delivery Orders
- How To Choose The Right Inventory Flow To Handle Delivery Orders?
- How To Process Delivery Orders In One Step (Shipping)?
- How To Process Delivery Orders In Two Steps (Pick + Ship)?
- How To Process Delivery Orders In Three Steps (Pick + Pack + Ship)?
- How Is The Scheduled Delivery Date Computed?
- How To Send Products To Customers Directly From Suppliers (Drop-Shipping)?
- How Can I Change The Label Type?
- How Can You Change The Packaging Type For Your Sale Order?
- How Can I Limit A Delivery Method To A Certain Number Of Countries?
- How Do I Cancel A Delivery Order?
Incoming Shipments
- How To Choose The Right Flow To Handle Receipts?
- How To Unload Your Shipment To An Input Location? (2 Steps)
- How To Add A Quality Control Step In Goods Receipt? (3 Steps)
Miscellaneous Operations
Lots And Serial Numbers
- What’s The Difference Between Lots And Serial Numbers?
- How To Work With Serial Numbers?
- How To Manage Lots Of Identical Products?
ADVANCED ROUTES
Concepts
- How To Use Routes?
- What Is A Procurement Rule?
- What Is A Push Rule?
- How To Do Inter-Warehouses Transfers?
- How To Organize A Cross-Dock In Your Warehouse?
Product Costing
Putaway & Removal Strategies
BARCODES
Setup
Daily Operations
- How To Do An Inventory Adjustment With Barcodes?
- How To Do An Internal Transfer?
- How To Process Delivery Orders?
- How To Process Incoming Receipts?
- How To Handle Lots And Serial Numbers With Barcodes?
DISCUSS
Overview
Communicating with Your Team Using Channels
Monitoring Your Messages Using the Inbox
Direct Messages and Mentions
Grabbing Attention with Direct Messages and Mentions
Tracking
MANUFACTURING
MAIN CONCEPTS
Downtime or Leave
Finished products
Kit
Multi-level Bill of Materials
Phantom Bill of Material
Raw Materials
Routing
Semi-finished products and sub-assemblies
Work Order Operations
Work Center
Resources
GETTING STARTED
BILL OF MATERIALS
How to create a Bill of Materials
- Setting up a BoM for a Product With Sub-Assemblies
- Configure the Top-Level Product BoM
- Configure the Subassembly Product Data
- Using a Single BoM to Describe Several Variants of a Single Product
How to Sell a Set of Products as a Kit
How to manage BoMs for product variants
How to manage semi-finished products
MANUFACTURING OPERATIONS
How to select the right replenishment strategy
Terminology
AWESOME TIMESHEET APP
Demonstration Video
EXPENSES
How to set expense types
How to record expenses
How to submit expenses to managers
How to approve expenses
How to post expenses in accounting
How to reimburse employees
How to reinvoice expenses to your customers
Setup
Create an order
Submit, validate and post expenses
Invoice expenses
PROJECT
OVERVIEW
Overview
Configuration And Basic Usage
- How to set up & configure a project?
- How to visualize a project’s tasks?
- How to manage & collaborate on tasks?
- How to record time spent?
PLANNING YOUR PROJECT
ADVANCED
- How to create tasks from sales orders?
- How to use projects to handle claims/issues?
- How to gather feedback from customers?
