General
How is Kaizntree different to using Shopify, Square, or Xero's inventory features?
We combine all of them into one. A lot of platforms have their own inventory functions but those are typically limited to finished products and seldom integrate with other streams. You can use their inventory systems to start out, but eventually you'll end up having to manage a lot of them separately since they don't connect.
Not only do we combine all your channels, but we also go from supplier to finished product. This way you manage every item you stock, not just finished products, and also all your relationships with our built-in CRM.
My current spreadsheet is working well, why should I change?
Spreadsheets can be ok for a couple of months, but they become a nightmare once it's time for you to grow. Data has to be manuallly entered (leaving room for error!), and becomes more complex with each change you make.
Wouldn't you rather forget about data entry and just use a system that does everything for you? Imagine all the time you could save! Surely this is worth spending a few coffees a month on.
What happens if I have problem and need to contact support?
You can contact support via either email or phone. Simply let us know what question you have and we'll get right back to you.
focus@kaizntree.com +61 452 123 005
How I transfer data from my current system?
Data transfers can be achieved through import templates, as well as pulling data from integrated channels.
Is training on the system included?
All packages include an hour of dedicated training. You can also schedule a Zoom Call with us at any moment. During this call we can answer any questions and assist where needed.
How do I start?
The best way to get started is register for a 14-day free trial. You can then begin populating the item import template found on the Item Page. Because our trial is no-strings-attached, you can try out Kaizntree risk free. If you'd like to continue at the end of the trial, we can help you decide which plan is right for you.
How do I record wholesale orders?
Wholesale orders can be recorded by creating a Sales Order. This Sales Order will appear on the customer's page along with other customer details such as emails, notes, reminders, status, and preferred items.
You can view more on Sales Orders here.
Consignment orders can be recorded by creating a new location and "moving" stock to that location. A Sales Order can then be made when items are sold. This way you can see exactly what's on consignment.
My business is still quite small, at what point should I use Kaizntree?
Great question!
The best time to start is now! It's much better to "plant" your business in scalable "pot" than to continue "repotting as you grow".
At the end of the day this depends on whether you're in it for the long-run or focused on the short-term. Short-term, spreadsheets are alright, long-term, Kaizntree is what you need.
Don't take our word for it though! Check out customer case studies here.
I outsource or buy my products, is Kaizntree still relevant?
Yes! Kaizntree becomes more important with each contact you work with. Our supplier and maufacturer profiles help you keep track of what you buy and from whom, so you never forget to make an order.
Features
Do I get low stock alerts? Where are they sent?
Low stock alerts are sent based on your desired levels of stock. You can set these levels when you create an item profile, or use our recommended amounts.
Can I request a feature?
Integrations
How does the Shopify Integration work?
How does the Square integration work?
Are past Shopify and Square orders backlogged onto the system?
Will more integrations be added?