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Kiu Manual
Kiu Manual

Kiu Manual

KiuBMP User Guidelines

  • Content Guidelines (V1)
    • 1. General Setting
      • 1.1. Overview – Kiu BMP
      • 1.2. Get started with Kiu BMP
        • 1.2.1. How to create a database
        • 1.2.2. How to implement a new database
        • 1.2.3. How to update company info/ logo
        • 1.2.4. How to create a user account & grant access rights
        • 1.2.5. How to adapt an import template & How to import data into Kiu BMP
    • 2. Purchase
      • 2.1. Overview & Workflows
      • 2.2. Configuration
      • 2.3. Regular Purchase Process
        • 2.3.1. How to create new product
        • 2.3.2. Regular purchase process
      • 2.4. Purchase process for drop-shipping
        • 2.4.1. Configuration
        • 2.4.2. Purchase process – Drop shipping
        • 2.4.3. Working Practices
      • 2.5. Vendor Pricelist
        • 2.5.1. How to get a Vendor Pricelist
        • 2.5.2. How to update each Vendor Price for a product
      • 2.6. Purchase Report
    • 3. Sales
      • 3.1. Overview & Workflows
      • 3.2. Configuration
        • 3.2.1. How to create a Salable product
        • 3.2.2. How to Publish product on website
      • 3.3. CRM – Customer Relationship Management
        • 3.3.1. How to setup your teams, sales process and objectives
        • 3.3.2. How to set up and organize your sales pipeline
        • 3.3.3. How to create a contact
        • 3.3.4. How to import contacts to the CRM
        • 3.3.5. How to generate leads from incoming emails
        • 3.3.6. How to generate leads from my website
      • 3.4. Sales Process
        • 3.4.1. Regular Sale Process
        • 3.4.2. Dropshipping Process
      • 3.5. Pricelist
        • 3.5.1. How to create a Pricelist
        • 3.5.2. How to apply a Pricelist for a particular customer/ group of customers
        • 3.5.3. How to adapt your prices to your customers and apply discounts
        • 3.5.4. How to sell in foreign currencies
      • 3.6. Sale Report
        • 3.6.1. How to analyze the sales performance of your team and get customized reports
        • 3.6.2. How to review my personal sales activities (new sales dashboard)
    • 4. Subscription
      • 4.1. Functionalities
      • 4.2. Subscription Workflow
      • 4.3. Detailed Instructions
        • 4.3.1. Prepare & Configuration
        • 4.3.2. Record Customer Sale Order manually
    • 5. Point of Sales
      • 5.1. Configuration
        • 5.1.1. How to set access rights for each level of users on POS (Manager, Cashier, Waiters)
        • 5.1.2. How to configure POS for cashier
        • 5.1.3. How to configure POS for waiter
        • 5.1.4. How to design a table plan
        • 5.1.5. Which hardwares are compatible with Kiu POS
        • 5.1.6. Hardware setup for POS
      • 5.2. Session
        • 5.2.1. How to open a session
        • 5.2.2. How to close a session
        • 5.2.3. How to manage multi-session
      • 5.3. Sale on POS
        • 5.3.1. How to transfer table
        • 5.3.2. How to apply Time-limited or seasonal discounts?
        • 5.3.3. How to create and run loyalty & reward program
      • 5.4. Payment
        • 5.4.1. How to process a payment of the order
        • 5.4.2. How to pay a bill both by card and in cash?
        • 5.4.3. How to split bill
        • 5.4.4. How to discount on POS
        • 5.4.5. How to return and refund products on POS?
    • 6. Inventory
      • 6.1. Inventory Process from procurement to delivery
        • 6.1.1. How to process a receipt?
        • 6.1.2. How to process a delivery?
        • 6.1.3. Advanced flows
      • 6.2. Settings – Products
        • 6.2.1. How to use different units of measure?
        • 6.2.2. Using product variants
        • 6.2.3. When should you use packages, units of measure or kits?
        • 6.2.4. How to use packages?
      • 6.3. Setting – Warehouses
        • 6.3.1. What is the difference between warehouses and locations?
        • 6.3.2. How to create a new warehouse?
        • 6.3.3. How to create a new location?
        • 6.3.4. How to make the initial inventory?
        • 6.3.5. How to choose between minimum stock rule and make to order?
      • 6.4. Delivery Orders
        • 6.4.1. How to choose the right inventory flow to handle delivery orders?
        • 6.4.2. How to process delivery orders in one step (shipping)?
        • 6.4.3. How to process delivery orders in two steps (pick + ship)?
        • 6.4.4. How to process delivery orders in three steps (pick + pack + ship)?
        • 6.4.5. How is the scheduled delivery date computed?
        • 6.4.6. How to send products to customers directly from suppliers (drop-shipping)?
        • 6.4.7. How to change the packaging type for your sale order?
        • 6.4.8. How to cancel a delivery order?
      • 6.5. Miscellaneous Operations
        • 6.5.1. How to scrap products?
        • 6.5.2. How to manage stock that you don’t own?
        • 6.5.3. How to configure and run schedulers?
      • 6.6. Lots and Serial Numbers
        • 6.6.1. What’s the difference between lots and serial numbers?
        • 6.6.2. How to work with serial numbers?
        • 6.6.3. How to manage lots of identical products?
      • 6.7. Valuation Methods
        • 6.7.1. Overview
        • 6.7.2. How to do an inventory valuation? (Continental Accounting)
        • 6.7.3. How to do an inventory valuation? (Anglo-Saxon Accounting)
      • 6.8. Shipping
        • 6.8.1. How to set up a delivery method?
        • 6.8.2. How to invoice the shipping cost to the customer?
      • 6.9. Advanced Routes
        • 6.9.1. How to use routes
        • 6.9.2. Make-to-Order Route
        • 6.9.3. What is a procurement rule?
        • 6.9.4. What is a push rule?
        • 6.9.5. How to do inter-warehouses transfers?
        • 6.9.6. What is a putaway strategy?
        • 6.9.7. What is a removal strategy (FIFO, LIFO, and FEFO)?
      • 6.10. Other FAQ in practising
        • 6.10.1. How to process Raw Material to Manufacture
        • 6.10.2. How to integrate landed costs in the cost of the product?
    • 7. Accounting
      • 7.1. Overview & Workflows
        • 7.1.1. The Accounting behind Kiu BMP
        • 7.1.2. Accounting Definition in Kiu BMP
      • 7.2. Configuration
        • 7.2.1. General Setting
        • 7.2.2. What is an account type and how to configure it
        • 7.2.3. Journal configuration
        • 7.2.4. Bank Account configuration
        • 7.2.5. Taxes configuration
        • 7.2.6. Payment Terms configuration
        • 7.2.7. Analytic Accounts configuration
        • 7.2.8. Fiscal Position configuration
        • 7.2.9. Multi Currencies configuration
      • 7.3. Purchase – Vendor Bills
        • 7.3.1. How to record a Vendor Bills
        • 7.3.2. How to register payment for Vendor Bill
        • 7.3.3. How to manually match payment & bill/ invoice
        • 7.3.4. Where to check Payable Ledger
      • 7.4. Sales – Customer Invoices
        • 7.4.1. How to issue a Customer Invoice
        • 7.4.2. How to invoice a shipping cost to the customer
        • 7.4.3. How to register payment for Customer Invoice
        • 7.4.4. How to manually match payment & invoice
        • 7.4.5. How to setup discount for early payment
        • 7.4.6. How to modify a validated invoice
        • 7.4.7. How to edit or refund an invoice
        • 7.4.8. Where to check Receivable Ledger
        • 7.4.9. How to automate Customer follow-up
      • 7.5. Journal entry
        • 7.5.1. How to create manual journal entries
        • 7.5.2. How to input opening balance
      • 7.6. How to reconcile Bank Statement and mass-booking your journal entries in Kiu BMP
      • 7.7. Accounting for Inventory
        • 7.7.1. Impact on the average price valuation when returning goods
        • 7.7.2. How to do an inventory valuation? (Continental Accounting)
        • 7.7.3. How to do an inventory valuation? (Anglo-Saxon Accounting)
      • 7.8. Asset
        • 7.8.1. Classify Asset Types
        • 7.8.2. Set up a Product as an Asset
        • 7.8.3. Purchasing Asset process
        • 7.8.4. Depreciate an Asset
        • 7.8.5. Sell or Dispose an Asset
        • 7.8.6. Asset Report
      • 7.9. Deferred Revenues
        • 7.9.1. General & Configuration
        • 7.9.2. Classify Deferred Revenue Types
        • 7.9.3. Set up a Product as a Deferred Revenue
        • 7.9.4. Selling Deferred Revenue process
        • 7.9.5. Generate Deferred Revenue Journal Entries
        • 7.9.6. Deferred Revenue Report
      • 7.10. Budget
      • 7.11. Analytic Account
      • 7.12. Accounting Report
        • 7.12.1. How to do a year end in Kiu BMP? (Close a fiscal year)
        • 7.12.2. Instruction to read Kiu BMP Financial Reports effectively
    • 8. Manufacturing
      • 8.1. Workflow & Configuration
      • 8.2. How to create finished product and raw material
      • 8.3. How to manage manufacturing in Kiu
        • 8.3.1. Manage production by manufacturing orders
        • 8.3.2. Manage manufacturing by work orders
      • 8.4. How to create a bill of materials
      • 8.5. How to create a manufacturing order
      • 8.6. How to create cost allocations
        • 8.6.1. How to create wage cost allocations
        • 8.6.2. How to create general cost
      • 8.7. Complete the manufacturing process
    • 9. Human Resources
      • 9.1. Recruitment
      • 9.2. Employee
      • 9.3. Leaves
      • 9.4. Overtime
      • 9.5. Payroll
      • 9.6. Employee Advance
      • 9.7. Expense
        • 9.7.1. How to set expense types
        • 9.7.2. How to record expenses
        • 9.7.3. How to approve expenses
        • 9.7.4. How to post expenses & reimbursement in accounting
        • 9.7.5. How to re-invoice expenses to your customers
    • 10. Super Basic Package
      • 10.1. General Setting
        • 10.1.1. How to create a user account
        • 10.1.2. How to create a product
        • 10.1.3. How to create a vendor/ customer
        • 10.1.4. How to input opening balance
      • 10.2. Purchase – Vendor bills
        • 10.2.1. How to record a vendor bill
        • 10.2.2. How to register payment for vendor bill
        • 10.2.3. How to cancel a vendor bill
        • 10.2.4. Inventory report
        • 10.2.5. Payable ledger
      • 10.3. Sale – Customer invoices
        • 10.3.1. How to issue a customer invoice
        • 10.3.2. How to register payment for customer invoice
        • 10.3.3. How to cancel a customer invoice
        • 10.3.4. Inventory valuation
        • 10.3.5. Receivable ledger
  • Content Guidelines (V2)
    • CRM – Customer Relationship Management
      • Organize the pipeline
        • Get organized by planning activities
        • Manage lost opportunities
        • Manage multiple sales teams
      • Acquire leads
        • Convert leads into opportunities
        • Generate leads/opportunities from emails
        • Generate leads/opportunities from your website contact page
        • Send quotations
      • Analyze performance
        • Check your Win/Loss Ratio
        • Get an accurate probable turnover
      • Optimize your Day-to-Day work
        • Synchronize Google Calendar with Kiu BMP
        • How to motivate and reward my salespeople?
  • Contact Us

5.4. Payment

5.4.1. How to process a payment of the order

5.4.2. How to pay a bill both by card and in cash?

5.4.3. How to split bill

5.4.4. How to discount on POS

5.4.5. How to return and refund products on POS?

Find Us

Hours
Monday—Friday: 9:00AM–6:00PM

HQ Address
Kiu Global: No. 5, 17/F Bonham Trade Centre 50 Bonham Strand, Sheung Wan, Hong Kong

Kiu US: 77 Van Ness Ave Ste 101, Box 1057, San Francisco, California 94102, USA

FIND US

ASIA

Kiu Bangladesh: 104 Park Road, Dhaka 1212, Bangladesh

Kiu Cambodia: #3D, Phum Toul Roka, Sangkat Chak Angrae Kraom, Mean Chey, Phnom Penh, Cambodia

Kiu Myanmar: No.1266, Tower 02, Serene Condominium, Hantharwaddy 22nd Street, South Okkalapa, Yangon, Myanmar

Kiu Philippines: 8F, Altus Digital, Lepanto Building Paseo de Roxas, Salcedo Village, Makati City, Philippines, 1227

Kiu Thailand: 224/1 Soi Ladprao 94, Ladprao Road Phlabphla Sub-District, Wang Thonglang District, Bangkok 10310, Thailand

Kiu Vietnam: No. 55 Road 1, F361, An Duong street, Yen Phu ward, Tay Ho District, Hanoi 100000, Vietnam

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