Access the list of Customers or Vendors as instructed above.
Click Create. Fill out the information in the Partner form.
The fields with bold lines below are required.
Check whether the Contact is an Individual or Company. Some fields to note are as follows:
Email: This contact’s email needs to be entered so that documents can be sent (request for quote / purchase order / quote / sale order, etc.) by email to that contact in the future.
Language: select the language to send documents to this contact. For example, if you want to send a quote to this customer in Vietnamese, the language should be set to Vietnamese. Likewise, if you want to send a quote to a foreign customer, you need to set the English language for that customer.
Contacts and addresses: can create contact information of that company, or create a billing address, delivery address (if these addresses are different from the address set up above).
Sales & Purchases: check whether this contact is a customer or supplier (can select both). Set up information about the supplier currency, the salesperson in charge of that customer, and so on. (if necessary)
Accounting: set up accounts receivable and payable for this contact
Note: Normally, Kiu BMP has defaulted the accounts receivable and payable to partners are accounts 131 and 331 as shown above. However, for contacts who are employees of the business itself (users of Kiu BMP software) need to reset receivables and payables is 3341.
List of Customers:
- Option 1: Sales Module>> Orders >> Customers
- Option 2: Accounting Module >> Customers >> Customers
List of Vendors:
- Option 1: Purchases Module >> Purchase >> Purchase
- Option 2: Accounting module >> Vendors >> Vendors
To view a complete list of contacts: unfiltered Vendors or unfiltered Customers.
Can be individuals or organizations
Can be customers, suppliers, or employees (internal users).
Admin users can change the password for themselves or for employees in the company by the following:
Go to the System module>> Users>> Users to access the list of all users.
Click to Actions > Select Change Password
Then click Change Password to directly change the password for this user. In the new window that appears, enter the password to change and then click Change Password to complete.
Or send for users to change their password themselves by clicking the Send reset password instructions
An automatic email will be sent to the user with the following content:
In addition, users can also automatically change the password by clicking on the Reset password box right at the login page.
After setting up company information, it is necessary to set up users and permissions for each account. In the System module, select the User tab on the menu bar, choose Users (or you can also click on the line Manage access rights in the Information panel).
Here you can view all existing users in the system, create new users, and edit their permissions.
To create a new user:
Click Create, a sample table will appear as follows. Fill in the user’s basic information, including Name and email address
Go to the Access rights tab, scroll down to the Applications accesses to view and edit this user access for each module. Select the user’s access rights for each module.
Note, for the admin with the highest authority of the system, in the field of Administration, choose the permissions Settings. Only users with the Settings permission in this Administration field can access the System module to create, delete and change user permissions.
Please do not modify the OAUTH tag.
In the tab “Preferences” you can change the user’s language, time zone, and so on.
Before starting to use KIU BMP, it is necessary to set up basic company information
Go to System Module > Users & Companies > Companies.
Click on the company available in the system to edit the information.
Edit and add pertinent company information (eg, name, slogan, contact address, logo, etc.). These information will be displayed in company documents such as quotes, sales orders, invoices, etc.
After finishing editing the information, click Save.