• User Dashboard to see and easily go to all your related activities, contacts, documents, and reports
• User centric navigation so all the user sees is what is relevant to their specific job or role
• Multi-profit center capability to track products, sales, purchases, and contacts by profit center
• Inspirational Quotes of Day to start the day on a positive note
• New Buyer Decision screen to make informed purchasing choices
• Inventory Tracking Dashboard to know precisely everything that is happening with each item, at each moment
• Complete Serial Number and Lot Number Tracking to follow the trail from the receiving to the selling of a specific item
• Action Automation Buttons to turn sales to orders, po’s, work orders, production orders, and invoices with the click of one button
• Enhanced Email Automation to send quotes, orders, po’s, invoices easily and quickly
• Multiple warehouse capability to track inventory at each location
• Multi-level Bill of Materials to create as many levels as needed to track sub-assemblies and components
• Setting User goals and aligning them to the Business goals to motivate each staff member to perform to their full potential
• More robust Accounting features to run reports by profit center, reconcile multiple bank and credit card accounts, and get snapshots of finances at any given period
• New Dynamic PDF Help Manual that is clickable with many links to easily find the help you need, and support users to get up and running quickly
• New User Interface significant improvement in look and feel of layouts and navigation schema
• New connectivity modules using EDI and XML to take in Sales orders seamlessly from Large Customers like Amazon
• Get UPS ship rates and Print UPS shipping labels directly from KiBiz. We also soon add new FedEx shipping module
New and special features in KiBiz 4.5 include:
• Goal Achievement Section to align and measure staff goals with business goals
• Speed and performance enhancements
• Shipping Tracking to get online shipping data from FedEx, UPS, or USPO
• Credit Card Processing from within KiBiz
• Enhanced Inventory Controls and Receiving features
• Multi-Currency capability
• International Date and Address format capability
• International Taxing capability to localize taxes for every country
• EDI Module (Electronic Data Interchange) to transfer data easily between KiBiz and large Vendors like Amazon.com
Screenshot of New User DashBoard Feature
User dashboard enables user to quickly see all their current activities, tasks, opportunities, goals, quotes, favorite contacts, documents, and reports.
Screenshot of New User Centric Navigation Feature
The System navigation will automatically change according to what modules each user has been assigned access to. In the first screenshot, all modules are accessible, while in the second these are the only modules available to this user.
Screenshot of New Multi-Profit Center Capability Feature
Here is the profit center entry screen. Profit centers can be companies, stores, divisions, departments, or however you choose to define them. The printouts of system documents such as quotes, invoices, and purchase orders will reflect in the header the logo and address of the profit center the document was created from.
Screenshot of Inspirational Quote of the Day feature
Users can start their day off right with an inspirational quote on the KiBiz Main Menu. Quotes can be added, edited or deleted easily. Quotes can be chosen by categories to display the type of quotes you want to show for your company.
Screenshot of New Buyer Decision Screen
When a quote is turned to an order and an purchase order, you can pre-select the vendor to buy the item from. However, if you want to make more informed buying decisions you can have all items to purchase show up on the new Buy Decisions screen. Here items from many sales orders can be grouped, to gain quantity break price advantages. Also, the pre-selected vendors that you buy this item will show up on the select vendor value list. The last vendor that you bought this item from will also be visible, along with the last cost you paid. With this kind of data, you can make better purchasing decisions.
Screenshot of New Inventory Tracking Dashboard
Here is the inventory tracking dashboard. Items can be tracked at each stage of the order process. Whether it is order pending shipment, a purchase pending receipt, a sale, a purchase, a return, or a back order, you can know all that is process with an item. Also, you can see what available inventory you have in each warehouse location. If, you are tracking items by serial or lot number you can see their status easily. Initial inventory counts or subsequent counts can be entered as adjustments. This will be added to the inventory log, along with all other transactions that impact the inventory, so you can know at any given day what the value of the inventory is.
Screenshot of Serial or Lot Number Entry
To track the serial number or the lot number of a specific item a place is provided in the PO Receive screen. Here all the serial or lot numbers of an item can be entered, and then posted to the inventory where they will show up on the serialized tab in the Inventory screen. On the Fulfill order screen, a specific item can be assigned to an order from the drop down list of all available serial numbers. This pop-up Serial No. entry screen will create just the number of lines to enter serial numbers that have been received. Upon exit, it will check to make sure the serials numbers entered are unique. If, an item was partially received, it will create a shipment id, and allow you to post to the inventory as many times as needed.
Screenshot of Action Automation Buttons
To make it even easier for users to work fast and efficiently new action automation buttons have been added. Once order processing preferences have been set up, with the click of the Process Order button a quote is turned to an order, purchase order, work order, and/or production order. Quotes and Invoices can be emailed, with the click of a button. Each major data entry screen contains these new Action buttons that can be used, in addition to the regular KiBiz Action menus.
Screenshot of Email Automation Feature
Quotes, Order Confirmations, Purchases orders, Invoices and more can easily be turned into pdf documents and emailed with the click of a button. The email functionality can also be used to send faxes by using services like eFax, that will receive your email and then fax it directly. As part of the automation the From, To, Subject and Message of the email can be scripted. This feature will save you time and effort from not having to print out forms, address envelopes, find a stamp, and put them in a mailbox.
Screenshot of New Multiple Warehouse Location Capability Feature
Inventory can be tracked by each warehouse. All sales, purchases, returns, and serialized items will be logged by the warehouse assigned on each transaction. In the first screenshot the warehouse is selected, and then in the second one the purchase log is seen for that warehouse location.
Screenshot of New Multi-level Bill of Materials section
There is the capability to add a Multi-level Bill of Materials (ML BOM) that can go as many levels deep as needed. The inventory levels for each component part will be tracked along with the finished goods inventory. This feature is only available upon request.
Screenshot of New Setting User Goals Feature
To motivate and provide clear direction to staff performance, here each staff member can enter their individual goals to align to the business goals. Business goals are set up in the Company Set-Up area, and Staff Goals will be set up in the User Dashboard. Each goal will be given a time period, weight, and rank.
Screenshot of More Robust Accounting features
One of the new accounting features, is a Drill Down General Ledger in which any GL account can be viewed by profit center or overall. A time period can easily be selected with buttons on the upper right of screenshot.
Screenshot of New PDF Help Manual section
Here is the first page of the new Getting Started Guide to allow new users get up and running fast and smoothly.
Screenshot of New User Interface Features
The user interface has been upgraded to make it even more user friendly.
Screenshot of New connectivity modules using EDI and XML
The power of KiBiz is dramatically extended by adding the capability to directly connect to outside Customer databases such as Amazon.com. By using EDI or XML connectivity businesses can bring in purchase orders from customers electronically, that will automatically add the customer names, contact info, and order info into the KiBiz Contact and Sales modules.
Screenshot of New Get UPS ship rates and Print UPS shipping labels>
KiBiz has integrated the third party NRG UPS software to allow our users to take advantage of thousands of hours of programming. This UPS Ship module incorporates the UPS World Ship features, so that UPS rates can be looked up inside KiBiz, and UPS Ship labels can be printed. This eliminates double data entry into a UPS computer.
Screenshot of New Business Goals Section
Once the Business Goals for each Business Area are set up, then in the Staff area, each staff member will be connected to the Business Goal. A group of Staff members will then own this Business Goal, and KiBiz can be used to measure the achievement of the Goal.
Screenshot of New Shipping Tracking Feature
With the new capability of the web viewer in FileMaker 8.5, it is now possible to track Shipping information in KiBiz for UPS, FedEx, and USPO packages.
Screenshot of New Credit Card Processing Section
It is now possible in KiBiz to process Credit Cards directly using the Terminal screen.
Screenshot of New Partial Receiving Section
It is now possible in KiBiz to receive partial shipments into Inventory, and keep track of Back Orders. When the partial shipment is posted to inventory, it will also automatically create a bill in AP, just for those received items.
Screenshot of New Multi-Currency Section
It is now possible in KiBiz to store the Currency info from over 240 countries, and easily get updated exchange rate data as often as you like.
It is now possible in KiBiz to store the Tax info from a Federal, State, Province, and/or Local level. By assigning the Tax authority to a Ship location, KiBiz will then calculate all the relevant taxes.
KiBizSystem 4.0 New Features!
- New easy to use and navigate Interface to get things done fast
- New consolidated file structure for faster performance
- New Back and Forward buttons to easily find where you were
- New Custom Reports Interface to create the reports you want
- New Security Log-in System using FMP Security features
- New built in Bar coding capabilities
- New Flexible pricing options to easily set up custom pricing
KiBizSystem 3.6 New Features!
Key New Features by Module:
Overall-
- Added How do I? online help menus on each screen that are context sensitive to the possible questions a user may have.
- Expanded the "Show me a list of" to now include all the reports related to that module. So, a user can easily run relevant reports from each screen.
- Expanded company preferences to easily define the custom business process used by a company. Added other business process preference options such as posting inventory, splitting line items for serial number tracking, posting invoices to the GL or to QuickBooks, and showing lease rates on quotes.
Sales Management-
- Commission Overview Screen to view Sales by Salesperson and Quarter. See potential and actual commissions earned.
- Ability to Print out Commission Report based on quotes and sales.
- Sales Overview Screen to enable each Salesperson to quickly view current quotes they are working.
- Sales Overview Screen to view all follow-up activities on current quotes that need to be done
- Lease Rates entry screen to enter and update lease rates that appear on quotes
- Show leasing options on quote forms
- Sales Admin screen to show overall and line item profits and profit margins
- Sales Admin screen to show enter all sales costs related to making a sale, including product and service costs, as well as company and personal sales costs.
- Sales Admin screen to show all documents related to a sales such as work orders, purchase orders, and invoices. Click on document to see details.
- Expanded required approvals needed to process the sale such as credit approval, technical approval, sales mgr. approval, and meeting the desired profit margin. These approval conditions can be easily customized.
- Expanded Search capabilities in the Build Product screen, adding more filters, with greater ability to either broaden or narrow the search for possible matches
- Third party billing button to enter leasing company to bill on a sale
- Ability to split line items automatically based on quantity ordered to allow for entry of specific serial numbers for each item purchased and received.
- Ability to define a sort order for how the salesperson prefers the line items to show up on a quote
- Quote Printing History notes are automatically created each time a quote is printed to keep track of different versions of the quote
- Prompt to setup a follow up activity upon printing a quote
- Ability to email quotes directly from Sales module. Scripted process to generate a PDF version of quote, addresses the email, attach the PDF, place to write a message, and then sends the email.
- Link to from Sales to Fulfillment to easily find Sales Order converted from Quote
- Expanded options for converting quote to order, purchase order, and work order with one click. Other options include turning a quote to a production order, and an order and work order.
Order Processing-
- Links to easily to see the invoices and quotes related to the Order, and to toggle between the List view and Detail view
- Notes to view Printing history of Order and possible changes.
- Edit Order screen to add, modify, or delete line items
- Email Order confirmations and Invoices directly from KiBizSystem
- When allocating payments to multiple invoices ability to see easily how much remains to be allocated.
- Return Management Screen to view all outstanding returns and manage their processing more easily.
- Easily add return items by picking from a value list based on the previous invoice of the customers
- Automatically return resellable inventory to stock, when a credit memo is issued
Purchasing-
- Build PO Screen to easily find products to purchase by using 5 filters. Then Pick products from Pick list
- Place to decide whether to take product from stock or make new purchase
- Link based on Job no, to go to related Sale
- PO Management Overview Screen to better coordinate and time the receipt of products to ensure on time delivery for project start date. Items that may miss the deadline are highlighted in red.
- PO Activity Screen to show all related contact activities for a job. This is helpful to manage the communication particularly on potentially late items.
- Ability to assign a Drop Ship address to a PO
Contact Management-
- Expanded Contact Management Center to now see Services, Projects, Events, and Production History
- Auto check for Duplicate company names before allows for new entry
Products/Inventory-
- Define Bill of Materials for Product sets or kits. When a set is added to a quote, all the components are also added.
- Track Product inventory by serial number
- Bar Codes for European UPC EAN-13 now available
- Multiple options to determine product cost, by primary vendor cost, by last cost paid, or by direct entry.
Staff Organizer-
- New KiBiz Action Center to plan and organize staff activities and goals providing a multi-user Calendar
- Ability to view tasks and appointments by day, week, month.
- Ability to view tasks and appointments for all staff, each staff, or each department
- Ability to connect tasks to goals for each staff
- Ability to see uncompleted tasks on the day view as well as today's tasks
- Ability to add new tasks and activities from day, and week views
- New Activity Setup Screen to schedule tasks for other staff members to do
- Activity Setup Screen: ability to schedule follow-ups, set priorities, connect activity to jobs, goals, and departments.
- Activity Setup Screen: ability to set reminders that gives the options to send alerts by pop-ups or email. (requires purchase of a plug-in)
- Activity Setup Screen: ability to set up repeating activities with options on frequency
Accounting-
- AR Posting Report auto created upon posting to GL
- AP Posting Report auto created upon posting to GL
- From AP view related payments
- Ability to create a Payroll check in Disbursements from Staff file that shows all the appropriate deductions
- New General Journal file to enter miscellaneous transactions into the General Ledger
- Increased security and control in the General Ledger to prevent editing of transactions
- Ability to setup Credit card transaction charges and track merchant charges in GL
- Added ability to transfer invoice and purchase order data to QuickBooks (requires plug-in)
- Added ability to transfer invoice and purchase order data to MYOB
Personnel-
- Time sheet entry screen to enter staff hours, and issue paychecks
- Payroll entry screen to enter staff salary, hourly rate, commission rate, withholding and deductions
Project Management-
- Gantt Chart screen to display project tasks as timelines
- Gantt Chart screen to show project milestones
- Ability to synchronize schedule changes in Project Mgt. module with Gantt charts
- Change log view to show all schedule changes
- Activity log to create and view all contact activities related to a project
- Project preference screen to set conditions for approval, invoicing preference, and other preferences
Event Management-
- Equipment Rental screen to check availability of equipment, and book it
- Create and view contact activities with Event and Venue contacts related to production of event
- View conflicting events and appointments to a proposed new event date
- View event monthly calendar to see all proposed and confirmed events by status
- Create & Print event related documents such as contracts, song list, event checklists
Production Management-
- Outsource Production Order screen to process production orders to other manufacturers
- Outsource Production Order screen organized by product style and sku's with ability to customize the parameters
- Outsource Receiving screen to process the receipt of production orders that had been outsourced
- Outsource Receiving screen with button to post received items to Inventory