The Many Ways Kaizntree Grows Your Business 

We Empower Small Businesses to Grow. Here's how:

Features

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Items

What is an Item? What can I do with them?

 

Items are everything in your inventory. 

This includes raw materials, ingredients, finished products, packing etc.

If you deliver a service, each service will also count as an item. 

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There are 5 types of items:

1. Assembly: Items that you make

2. Component: Items are used to make other items

3. Purchasable: Items that are or can be purchased

4. Saleable: Items that you sell

5. Trackable: Items that you want to track

Note that an item can be any combination of these categories. For example, a candle could be both "saleable" and a "component" used to make a bundle of 3. 

Items can organised by category and location.

You can create unlimited categories to organise your items. Once an item is "in stock", you can begin to organise them based on where the "stock" is located.

 

For example, you can create a category called "Candles" with a subcategory for "Citrus Range", and "Forrest Range". A "lemon candle" would fall under "Citrus Range", and you could allocate its stock across different locations too. Locations are great for recording consignments.

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They can also be connected to their suppliers.

You can connect your "purchasable" items to their suppliers. This way when a stock is low, we'll let you know exactly who to contact and how much to order. This information can be seen on the Weekly Report and Dashboard.

Bill of Materials

Used to record the items you make.

 

A "Bill of Materials" is the items and quantities used to make something.

You can think of it like a "recipe" list.

For example, the Bill of Materials for a candle is wax, fragrance, a jar, label, and a box.

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"Assembled" items have a Bill of Materials

This Bill of Materials can be found on an Item's profile page. Only items categorised as "Component" can be used in a BOM.

A Bill of Materials allows you to make an item.

This is done through a Build on the "Build Page". To make an item, you enter the quantity you make to make and everything else is automted.

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You can see exactly how much you can make based on an item's Bill of Materials.

A Bill of Materials allows us to calculate exactly how much of an item you can make. This is based on the existing stock of each component and can be seen on an Item's profile page.

 

The Bill of Materials also shows you how much quantity of each "component" is "in stock" as well as what items are "low stock".

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Sales Channels

Receive and manage your orders in one place.

 

You can connect your sales channels to receive all orders in one place. 

This includes online, physical and wholesale channels. A Sales Order can be made for orders from channels that we don't connect with. Sales Orders can be created in seconds. 

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Online orders can be integrated with Shopify

Connect your Shopify store to automatically receive orders. The integration can be done with the touch of a button.

Physical orders can be connected via Square

Recieve and manage all your Square orders via Kaizntree. Like Shopify, this integration is very quick to complete

Wholesale orders can be connected via email

Wholesale orders can be connected via Gmail/Outlook or by creating a Sales Order. All orders and emails can be found on the relevant customer profile

Sales Orders

Recording customer orders across every channel.

 
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Sales Orders will automatically be made for Square and Shopify Orders

Once an order is received, Kaizntree will automatically create a corresponding Sales Order. This will include items sold and customer details where relevant.

Sales Orders can be made Manually 

This is relevant for wholesale orders and orders from channels that are not connected.

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Inventory must be allocated to Sales Orders

Once a Sale Order is created, inventory is allocated to fulfil the order. You can choose which location this inventory is taken from.

Sales Orders go from "Pending" to "Shipped" to "Completed"

Each status shows what stage the order is in. Order statuses can be updated in bulk. Sales Orders can also be cancelled. 

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Purchase Orders

Recording what you purchase.

 
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Purchase Orders are used to record what you buy

Purchased Orders record all your purchases. Each order contains the items and quantities purchased. The expected date of arrival is also included.  

They are connected to the relevant supplier

Each purchase order is also shown on the relevant supplier profile.

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Stock is added via purchase orders, manual entry or import entry.

Once an item has been received, the stock is added to your inventory. Item tracking begins when stock has been received. Stock can be received via QR Code.

Costing can be calculated from Purchase Orders

Purchase Orders calculate your cost which can also be overrided. This information is then used to calculate the cost of goods sold shown on each item profile.

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Builds

How record what you make (i.e. production).

 

Builds are used to make items

They use an item's Bill of Materials to calculate what is needed and whether you can complete the build with existing inventory.

For example, you may have a Build that combines a poured candle with a label and packing to produce a finished candle.

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They tell you what items and quantities are needed for the Build

Forget about calculations. Focus on what you want to do and let Kaizntree take care of the rest.

Can't complete the build? See exactly what items and quantities need to purchased

This also includes relevant supplier information so you can see exactly who to contact.

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Customer Relationships

Built-in Customer Relationship Management that combines all customer information into one place.

 
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Each Customer can have it's own profile.

This is particularly great for wholesale clients. 

All emails and sales orders feed into a customer's profile

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You can add notes, status, interested items, and create specific reminders.

We'll also remind you if it's been a while since contacting a client.

This is called a no contact reminder and is sent directly to your email. It's sent based on how many days have passed since a note was added or an email was sent/received.

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Supplier Relationships

Managing your supplier relationships, orders, communication and more.

 
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Each Supplier can have it's own profile.

This is very similar to Customer contacts.

All emails and purchase orders feed directly into a Supplier's profile

In essence, all relevant information can be seen on a supplier's profile.

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You can connect the items you purchase from them

These items are then shown on Purchase Orders when selecting what items to order. You can include everything from price-breaks to fix costs and lead time.

You can also add notes, status, and create specific reminders

We'll also send you a no-contact reminder if its a been a while since any communication happened between you and the supplier.

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Costing

Calculating the cost of items that are bought or made. 

 

1. Costing is calculated via Purchase Orders or Supplier Items.

Using purchase orders is great if your items tend to vary in price. This is because you can change the price for each order. If they don't change frequently then supplier items are great since you can set them as default.

2. Item cost is used to calculate a Bill of Material's COGS.

Cost of goods sold for a Bill of Materials is calculated based on item price and quantity used.

QR Codes

Perfect for warehouse management and knowing exactly what's inside your boxes.

3. An item's price can be seen on its profile

Using purchase orders is great if your items tend to vary in price. This is because you can change the price for each order. If they don't change frequently then supplier items are great since you can set them as default.

 

1. Click on the QR Code automatically produced for each item.

QR Codes are automatically made  each line item on a purchase order. They can also be made for each general item. 

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2. Print and paste the QR Code on the relevant item.

Besides pasting it on the items or boxes yourself, you can also send it to your supplier. This way they can include it on their boxes.

3. Scan with your phone to receive new items from suppliers.

If you send the QR Code to your supplier, scan the code once the packages arrive to "receive" the items. This will automatically  update the purchase order.

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4. Scan to view item and actions.

Scan the QR Code to view item history, status, as well as relevant actions. You can directly more and "allocate" an item to a build or purchase order from the scanned interface.