KiBiz Business Management Platform

The KiBiz Four Step Build Sales Process

Step 1: Enter Customer Info--

Select Customer and it will bring in all their Contact Person, Contact Numbers, Billing and Shipping locations.  Select the Ship location or Enter a Drop Ship location

Step 2: Enter Sales Info--

Enter Customer PO, Shipper, Tax Info, Salesperson and more. Most of the Sales Info can be set up in the Customer Info so that it will auto-populate each time there is a sale.

Step 3: Enter Items and Services--

Pick Products, Scan Barcodes, or Duplicate from Previous Sale. Items can be quickly picked by entering an Item No. or Item Name, select by Category and Sub-Category, or select from their Customer History. 

Step 4: View Summary & Process Order-- 

Tweak Quote, Enter Payment, and Turn to Order/Invoice.  Accept payments by processing Credit Card payments directly, use Pay Pal, charge to Customer Account, apply Gift Card or Store Credit, and more.

Request an Online Demo

Click the Button below to schedule a 30 minute free Demo, where your specific requirements can be heard and addressed as to how KiBiz can provide the solutions you are looking for.