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Showing posts from August, 2018

How to Add Employees

One of the first tasks you will complete after logging into your JBitPro account is, to create an employee record for yourself, and for any of your other employees/users.  It is necessary to have an employee record so that you can create - sales orders, purchase orders, receive inventory, and complete other tasks in the ERP system.
Creating an Employee Let’s get started! Go to the HR Management moduleClick on Employee ManagementIf you are adding yourself, click “Add Self”; If you are adding another employee, use “New”When clicking “Add Self” an Employee record is added for your user NOTE:  One user can have multiple employee records tied to it.  Though this is currently allowed, it isn’t recommended.  Each user that will be using the system should have an Employee record if he/she will be completing tasks that are tied to an employee record.  Such as Sales Orders, Receiving, and Purchasing. After using “Add Self”, you should edit your employee record to include information about yourse…

Why You Need an ERP - Scenario 2

In our first scenario we discussed the difference between solving an issue with a customer's product order using 2 methods.  1) no ERP in place, and 2) using an ERP.  Though there are some dramatics in that article, you can see the difference of using an ERP vs not in that situation.  So, let's move on to another scenario that using an ERP offers benefits.
Selling a Service Most ERP systems are designed to handle Items and Materials, after all they were originated to assist the manufacturing realm with managing materials and production quotas.  Because of this many of the current ERP systems don't really address the selling of Services.  But it is possible to sell and manage services using an ERP system.  As an example we will pretend that you are registered for an account here at JBitPro.com, and you are selling services.
Though selling services differs in many ways from selling a tangible item, they all boil down to the same basic principle:  X costs Y, and the units ar…

Why You Need an ERP - Scenario 1

The other day I saw a question posted to Quora where the user was asking "Why do I need an ERP?", and it got me to thinking.  How can I answer that question, and provide proof that if you are in business, you need an ERP?

This series of Blog posts will set out to answer that question by using some scenarios where using an ERP makes sense, and helps the situation.  Basically, if you don't have an ERP and you face this problem, you can overcome it with some blood sweat and tears vs handling it with an ERP system in your tool belt.
Scenario 1 - What Happened to My Money? Imagine the setting, you sit at your desk, the corner office with a view.  Looking out to the sales floor, all the sales staff are busily making calls grabbing documents from the printer, and getting coffee.  Then you get a call from an irritated customer...the conversation goes something like this:
Customer:  I ordered Product-A 2 weeks ago from Molly and it should have been delivered to me 3 days ago!  I …

Join the Open Beta for JBit Pro Cloud ERP

Here is more information about our Cloud Enterprise Resource Planning System.  We need people like yourself to help me test it. We can only test it so far before needing feedback. It isn’t complete yet, so you will need an open mind if you choose to assist. A few notes about what this ERP System consists of at this moment (functioning parts): Customer Management Adding new Top Level Customer (equates to a company) Adding Customer Contacts (contacts associated with a company) Adding Customer Shipping information (company addresses and information for shipping to them) Adding Customer Billing information (company addresses and information for billing) Inventory Management Adding New Items Adding Bin Locations Adding Warehouses that hold the bin locations (address and site information) Inventory stock level monitoring Purchase Orders Creating New PO's Editing PO's Printing PO's

How to lmport Customers into JBit Pro Cloud ERP

One of the most important aspects of any ERP system is the ability to import data. You likely have a large list of customers, either in a spreadsheet or another database.  So how do you get those customers into JBit Pro Cloud ERP? The Template We have designed the system to provide a template for you on demand.  The system allows importing a CSV format.  And the necessary fields are included in the template you will download as part of these instructions.





To download the template:

Login to your Account at https://jbitpro.com/Account/LoginGo to the Data Import tab
Click on "Customers"Click on "Click here if you need the template"


Fill in the downloaded CSV Template (copy paste your data to it)



Important CSV Fields:CustomerId - The database will make sure that the Contact has the correct value here.  The column is required, and it doesn't require any value.CustomerName - This is the Name of the Company you are importing to the Database.  A value is required for this …

What is the Best Way to Manage Inventory?

This question has many answers and really depends on the type of business you are running.  If you are dealing in perishable goods, such as food or medication, you will want to employ the FIFO method for your inventory.  If you are in the manufacturing business you will want to use JIT method.  There is also EOQ, if you are into forecasting.  If your inventory moves in waves or surges of demand, such as during seasonal times, you may use Safety Stock.
Help for Managing Inventory Before we dive into the details of inventory management types, lets consider a few options to implementing them.  Let's consider your options, you could use good old fashioned pencil and paper, if you never make any mistakes.  Most people choose a software solution to assist in managing their inventory, as it automates things such as reorder points and reminders when stock is low.  One option, and the only one we will suggest here is a new one, and it is Free for a limited time, it is JBit Pro ERP.  A clou…