Kiu ERP

ACCOUNTING

OVERVIEW

MAIN CONCEPTS

• THE ACCOUNTING BEHIND KIU ERP
• ACCOUNTING TERMINOLOGIES

GETTING STARTED

• HOW TO SETUP KIU ERP ACCOUNTING?

PROCESS OVERVIEW

• FROM INVOICE TO PAYMENT COLLECTION
• FROM VENDOR BILLS TO PAYMENTS

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?

• HOW TO AUTOMATE CUSTOMER FOLLOW-UPS WITH PLANS?

ACCOUNT PAYABLES?

SUPPLIER BILLS

• HOW TO MANAGE VENDOR BILLS?
• WHEN SHOULD I USE SUPPLIER BILLS OR PURCHASE RECEIPTS?

PAY SUPPLIER BILLS

• PAY BY CHECKS
• HOW TO PAY SEVERAL BILLS AT ONCE?

MISC

• HOW TO FORECAST FUTURE BILLS TO PAY?
• HOW TO KEEP TRACK OF EMPLOYEE EXPENSES?

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

• REGISTER BANK STATEMENTS MANUALLY

MISCELLANEOUS

• HOW TO MANAGE BATCH DEPOSITS OF CHECKS?
• HOW TO DO A BANK WIRE TRANSFER FROM ONE BANK TO ANOTHER?

BANK RECONCILIATION

• USE CASES IN THE BANK RECONCILIATION PROCESS?
• CONFIGURE MODEL OF ENTRIES

OTHERS

CONFIGURATION

• WHAT IS AN ACCOUNT TYPE AND HOW DO I CONFIGURE IT?

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

• WHAT ARE THE MAIN REPORTS AVAILABLE?
• HOW TO CREATE A CUSTOMIZED REPORTS WITH YOUR OWN FORMULAS?

CRM

OVERVIEW

GETTING STARTED

• HOW TO SETUP YOUR TEAMS, SALES PROCESS AND OBJECTIVES?

PROCESS OVERVIEW

• GENERATING LEADS WITH ERP CRM

MAIN CONCEPTS

• Kiu ERP CRM TERMINOLOGIES

SALES TEAM

SALES TEAM

• HOW TO CREATE A NEW TEAM?
• SET UP AND ORGANIZE YOUR SALES PIPELINE

MANAGE SALESPEOPLE

• HOW TO CREATE A NEW SALESPERSON?
• HOW TO MOTIVATE AND REWARD MY 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

• AUTOMATE LEAD ASSIGNATION TO SPECIFIC SALES TEAMS OR SALESPEOPLE
• HOW TO DO EFFICIENT LEAD SCORING?

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

OVERVIEW

• MAIN CONCEPTS
• OVERVIEW OF THE INVOICING PROCESS

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

• HOW TO CREATE AND EDIT AN 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

• HOW TO MANAGE PRICES FOR B2B (TAX EXCLUDED) AND B2C (TAX INCLUDED)?

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 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

• HOW TO SETUP A MULTI-COMPANY SALE/PURCHASE FLOW?

TROUBLE-SHOOTING

• HOW TO CHECK THAT EVERYTHING IS WORKING FINE?

POINT OF SALE

OVERVIEW

• GETTING STARTED WITH KIU ERP POINT OF SALE

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

• GETTING DAILY SALES STATISTICS

INVENTORY

OVERVIEW

MAIN CONCEPTS

• DOUBLE-ENTRY INVENTORY MANAGEMENT
• TERMINOLOGIES

GETTING STARTED

• HOW TO SETUP KIU ERP INVENTORY?

PROCESS OVERVIEW

• FROM PROCUREMENT TO DELIVERY

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

• HOW TO MAKE THE INITIAL INVENTORY?
• HOW TO CHOOSE BETWEEN MINIMUM STOCK RULE AND MAKE TO ORDER?

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

• HOW TO SCRAP PRODUCTS?
• HOW TO MANAGE STOCK THAT YOU DON’T OWN?
• HOW TO CONFIGURE AND RUN SCHEDULERS?

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

• HOW TO INTEGRATE LANDED COSTS IN THE COST OF THE PRODUCT?

PUTAWAY & REMOVAL STRATEGIES

• WHAT IS A PUTAWAY STRATEGY?
• WHAT IS A REMOVAL STRATEGY (FIFO, LIFO, AND FEFO)?

BARCODES

SETUP

• SET UP YOUR BARCODE SCANNER
• HOW TO ACTIVATE THE BARCODES IN KIU ERP?

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

• Overview

Communicating with Your Team Using Channels

• Creating a Channel
• Configuring a Channel
• How To Set Up a Mailing List
• Locating a Channel

Monitoring Your Messages Using the Inbox

• Sending Emails

Direct Messages and Mentions

Grabbing Attention with Direct Messages and Mentions''

• Direct Messaging a User
• Desktop Notifications from Discuss

Tracking

• Tracking Important Topics, Projects, and Conversations

MANUFACTURING

Main concepts

Nguồn lực

Thời gian làm việc

Định mức nguyên liệu

Khởi tạo một định mức nguyên liệu

• Thiết lập ĐMNL đối với các bộ phận lắp ráp
• Thiết lập cấu hình ĐMNL cho sản phẩm cấp cao nhất
• Thiết lập cấu hình cho Dữ liệu sản phẩm trung gian
• Sử dụng ĐMNL đơn để mô tả một số biến thể của một sản phẩm

Hướng dẫn bán sản phẩm theo bộ

• Quản lý tồn kho của các sản phẩm trung gian
• Quản lý tồn kho sản phẩm bộ và sản phẩm trung gian

Hướng dẫn cách quản lý sản phẩm dở dang

• Thiết lập cấu hình ĐMNL cho sản phẩm cấp cao nhất

• Thiết lập cấu hình cho dữ liệu sản phẩm trung gian

Hoạt động sản xuất

Thuật ngữ

• Quy tắc tồn kho tối thiểu
• Cung ứng theo đơn hàng

CHI PHÍ

Ghi nhận chi phí

• Ghi nhận thủ công
• Ghi nhận từ email

DỰ ÁN

Tổng quan

Tổng quan

• Giới thiệu Dự án của Kiu ERP

Cấu hình và cách sử dụng cơ bản

• Cài đặt và cấu hình mô-đun Dự án
• Xác định hạng mục công việc của dự án
• Quản lý và phối hợp công việc
• Ghi chép thời gian làm việc

Lập kế hoạch dự án

• Lập kế hoạch và theo dõi công việc của nhân viên
• Dự kiến công việc

Nâng cao

• Tạo hạng mục công việc từ đơn hàng
• Sử dụng dự án để giải quyết các khiếu nại và vấn đề phát sinh
• Thu nhập phản hồi từ khách hàng

CÀI ĐẶT CHUNG

Cài đặt cơ bản

• Ngôn ngữ trong Kiu ERP
• Thêm nhân viên

Nhập liệu

• Nhập tệp CSV vào Kiu ERP