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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?
    • Subscription
      • Step 1. Create deferred revenue type
      • Step 2. Create a subscription template
      • Step 3. Create a subscription product
      • Step 4: Create Sale order
      • Step 5. Create invoice from sale order
      • Step 6. Create deferred revenue
  • Contact Us

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

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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