Cloud ERP - Business Management Anywhere

Choosing an ERP system is not something you can do over night, and it isn't something you can stop thinking about once you have made your choice.  Once you get on board with your new ERP System, you need to continue evaluating things like: Support Experience Cost of ownership Ease of use Consultant costs All of these factors play into your overall satisfaction with your current ERP solution.  I am sure you can think of some other items to add to this list, but for now let's just focus on those areas above. Support Experience There are 3 key factors to how well your provider stacks up in this area, and it might just be the most important area in using an ERP, or any other software solution for that matter.  We need to answer some questions to see if there is a hole in your current offering: Do they respond quickly when there is an issue that is affecting your business? Is their support affordable? Do they break their own published SLA rules often? If ...

One of the first few things you will need to do in your new ERP System , is to import your customers  and inventory.  This will allow you to easily move forward with your business, with out much effort.  If you haven't looked at the "How to import customers into JBitPro Cloud ERP", then click the link above. Simple Import Process First thing you will need to do is download the Inventory template, and then paste your inventory into the provided columns.  To do this, click the yellow "Click here is you need the template" button. So let's get started! Login to your JBitPro account Go to the "Data Import" module (tab) Next, click on Items Don't forget to download the template if you don't already have it Paste your inventory items into the template columns Be sure to include the Id for column "UOMId", possible values are listed here . Once your template is filled in, click the "Upload" button Conclusion...

There are several reasons a business might be selecting a vendor, and the 2 most common are: To replace an existing, failing or outdated  To fill a need for new materials or services Both of these reasons, and any others, should follow the same process for selecting a vendor.  There are 7 things you must do to select the right vendor: We need to define the problem to solve Create scenarios that must be tested  Test the scenarios against new vendor Define a time line for selecting the new vendor Define a budget for the materials/services provided by the vendor Get feedback from your employees on the vendor shortlist Check the vendor's social media and market ratings Since scenarios are one of the major components to selecting a new vendor, we will discuss them a bit more.  The scenarios should include all of the important issues that you are currently experiencing.  An example of problems to solve might look something like this: Need Service ...

You decided to start your own business.  This is definitely an exciting decision, but it is also a scary one.  Several questions come to mind:  How will I get more customers?  What will I do about health insurance?  What if I need to hire employees, how will I pay them?  These are very good questions, and possibly the most important one is "How much do I need to make to keep my business going?" You're going to find a lot of answers to this question out there, but one of the best ones I have found has to do with a daily budget and goals.  This probably the most important way for a small, just starting business to grow and stick around.  It might be easy to say at this point - "I know how to do a daily budget...".  But let't consider it together anyways, I might have missed something in this article, or I might give you an idea you didn't think about. Where to start? First we need to consider the goal of your business.  Is it just to...

It all starts with an idea for performing a service for others, and charging for it.  The hardest part comes next, deciding what to charge for the service!  It needs to be reasonable, and yet profitable.  When you share the price with potential clients, do they eagerly hand over the money, or do they respond with "We will keep you in mind if we need anything..."  This can be deflating, as many times this means that they are turned off by your pricing.  So, how do you come up with pricing that makes the potential client feel motivated to hire you? The Deal No One Can Pass... We need an example of a service...How about window washing?  As a window washer you will be spending time cleaning windows.  This might be a relatively easy task, if the windows are close to the ground.  But, what if they are 200 stories up?  How can you price your service competitively, and turn a profit?  What price point will make the client say "Your hired!"...

Your desk phone rings..."Hello, I would like to purchase 4 of those fantastic products you just advertised!"  Now what?  Do you open a desk drawer and pull out an order pad?  Archaic option for sure.  Instead, login to your JBitPro ERP account and see if this customer is in your database, and if they aren't add the new customer !  Then start filling out his order using the Order module. Creating the Order Login your JBitPro ERP Click on the Orders tab Click on Orders Click New Fill in the information about this Order, this is called the Order Header: Click Create If you need to adjust information in the Order's header, click Edit Header To add lines to the Order, click Add Line Fill in the information about the Item you are adding to the order, some information will be auto-populated: Your Order should look similar to the one below: When done, you can Print the order, or just click the blue Back button Conclusion Creating Sales Orders i...

If you own a business you understand the important role vendors play in your existence.  With out a vendor most businesses wouldn't have anything to sell.  Even the best fabricator needs a vendor for something he can't create or for the materials he will be creating.  With JBitPro ERP  you don't need to setup a vendor to sell items.  We do encourage setting them up, since that is the doorway to tracking your spending on specific items and materials. Who is The Muffin Man? Let's imagine that we are running a bakery.  You will need things like flour, sugar, salt, butter (lots and lots of butter), fresh fruits, dried fruits, baking soda, and well, you get the point.  To get those items you will need someone reliable, prompt, and fair in their dealings.  If you are to succeed then this supplier will need to meet your high standards for the products and services they provide you, which in turn makes your products high quality.  If we are being...