Get up and running with the Kibanio platform fast

Get up and running with the Kibanio platform fast, Learn how to get started on Kibanio and how to use it effectively.

After completing this course you will have a good understanding of the Kibanio software, from initial setup, through using the software to manage your business effectively, to using our profitability analytics. If you ever need help with a specific screen, refer back to the relevant tutorial. Areas covered include:

Administration – set up your business on Kibanio, manage departments lead sources and representatives, buy and manage user licences, download your monthly Kibanio invoice

Brands – set up your brand and grant access to other businesses

Products – manage your price lists, retail discounts, and offer configurations of your products if relevant

Retailers – grant access to your price lists to other buinesses

Inventory – enter brought forward inventory, check your current stock, import stock of your own products, analyse stock movements

Customers – create customer records, create quotes, convert to orders and manage shipments and returns,

Purchasing – create and manage purchase orders for specific orders, general inventory or displays

Financial – view financial statements and process payments

Reports – check the status of quotes and shipments

Carriers and Suppliers – manage and track your interactions with other businesses

Analytics – find out how much profit you are making and where you are making it

Note that the course is intended to cover all of Kibanio’s functionality, as available to users with a BusinessAdmin licence. Not all functionality is offered to Basic, Sales and Manager licences. For more information see our website.