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 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 "assembly" if you make it, "saleable" if it can be sold individually, and a "component" if it can be used to make a bundle with other items. 

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-scented candle would fall under "Citrus Range" and a pine-scented would fall under "Forrest Range." You could also allocate stock of items across different locations. 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 may be: 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 plan 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 many units 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. If we integrate with your existing channel, orders will be input automatically. A Sales Order from channels that we don't connect with can be made manually in seconds.

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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

Purchase Orders record all your purchases. Each order contains the list of items, quantities purchased, and expected arrival date of the shipment.

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. This information is then used to calculate the cost of goods sold shown on each item profile. You can also override this feature if you prefer to input costs yourself.

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Builds

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

 

Builds are used to make items

Builds 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. Tell Kaizntree how many units you want to make, and the program automatically tells you how much you need of each material.

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 for your resupply.

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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 fixed 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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