
Learn how to get started on Kibanio, including the sign-up process and adding your basic business information.
Become familiar with the business information page, and how to update your business details there.
Learn what Kibanio business codes are. and how to use them.
Learn how to set up and manage lead sources, to help find out out where your sales and profit are coming from.
Learn how to add additional trading addresses to your business.
Find out how to add and manage departments, to make your profitability information more useful.
Add and manage representatives, and find out who is generating the most profit.
Discover how to buy premium licences and allocate them to representatives.
Find and download your monthly Kibanio invoices.
Find out how to add brands to Kibanio, and give or withhold access to other businesses.
Learn how to upload and update products and price lists to Kibanio's platform, for access by your own or other businesses. Discover how to manage trade discounts.
Finnd out how to configure SKUs with multiple attributes such as colours or handle styles.
Give other businesses access to your current price lists via Kibanio's platform. Upload bespoke discounts for specific retailers.
Learn how to add your existing stock to Kibanio when you first sign up.
Import stock of your own products into kibanio so that it can be allocated to customer orders.
Find out what your stock value was on any date. Audit your current stock and correct any inaccuracies.
Track the value of stock in your showroom displays.
Learn how to check stock movements of specific products during a specified period.
Add and amend customer records. Get a quick overview of the various customer screens and how to access them.
Learn how to add and manager your customers' quotes, and convert them to orders.
Find out how to quickly add a bespoke product to a customer's quote.
Learn how to manage your customers' orders effectively.
Get to know how to process items being returned by the customer.
Find out about the customer's financial page, statements and processing payments from and to the customer.
Get a quick overview of the business's live or archived quotes.
Learn how to quickly review the status of the business's current live shipments.
Learn how to process carrier's invoices, and process carrier payments.
Find out how to review your supplier financial statements and process supplier payments on Kibanio.
Discover the process for returning items to the supplier.
After completing this course you will have a good understanding of the Kibanio software, from initial setup, through using the software to manage your business effectively, to using our profitability analytics. If you ever need help with a specific screen, refer back to the relevant tutorial. Areas covered include:
Administration - set up your business on Kibanio, manage departments lead sources and representatives, buy and manage user licences, download your monthly Kibanio invoice
Brands - set up your brand and grant access to other businesses
Products - manage your price lists, retail discounts, and offer configurations of your products if relevant
Retailers - grant access to your price lists to other buinesses
Inventory - enter brought forward inventory, check your current stock, import stock of your own products, analyse stock movements
Customers - create customer records, create quotes, convert to orders and manage shipments and returns,
Purchasing - create and manage purchase orders for specific orders, general inventory or displays
Financial - view financial statements and process payments
Reports - check the status of quotes and shipments
Carriers and Suppliers - manage and track your interactions with other businesses
Analytics - find out how much profit you are making and where you are making it
Note that the course is intended to cover all of Kibanio's functionality, as available to users with a BusinessAdmin licence. Not all functionality is offered to Basic, Sales and Manager licences. For more information see our website.