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Kudu Pro | Feature Report

IT What scanning technology is KuduPro compatible with?

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Question #1⁠

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Will KuduPro be able to integrate with current tablets (I360) for warehouse loadout?

Yes. We could either directly integrate into I360 or KuduPro is already formatted for tablets and has it’s own process for material allocation and loadout. The work order accessible and in the future we will have a loadout ticket for all materials an installer is assigned to.

How does Measure Square integrate with KuduPro?

MeasureSquare will be an ongoing integration for the foreseeable future.

Phase I is to tackle authentication, product catalog integration, and project imports into our ‘Estimations’ function which is where templates are stored. We plan to start this in July.

Phase II is to integrate various floorplan functions and property connect into our work orders and customer portal for self service ordering from customers.

Phase III is to connect with the new Measure Square CRM to take post-contract projects into KuduPro for management.

Future Phases are to more deeply engrain the product into Kudu for less back and forth between products as if it was a built in estimating tool.

Can the Product Catalog be imported?

Yes. This depends on how you want to work with measuresquare but will definitely be an option.

Can we export into KuduPro as an ordering template?

Yes. This will be part of the first phase mentioned above.

Does KuduPro have a quoting system or will you be using Measure Square?

Yes. KuduPro does manage it’s own quotes. We have a dynamic quoting process that can tackle most requirements for retail, multi-family, and smaller projects. However in the meantime full scale contract bidding and tracking is not fully supported and our plans are to align with MeasureSquare CRM to support that.

Purchasing Can KuduPro create an automated material approval screen for the purchasing manager to review prior to ordering?

Yes. All of our purchasing functions are safeguarded by Purchasing Managers approval. We utilize material request functions for non-purchasing users to be able to request product which is then approved or rejected by the Purchasing Manager and converted to a PO when neccessary.

Can KuduPro auto-send created POs to vendors?

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Question #2⁠

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I’m not sure what the expectations of auto-send would be but we do have the ability to send off Purchase Orders once their confirmed to the stored contact on file directly from the system.

If you’re looking for fcB2B functionality where the document is auto sent on confirmation with updates that will be a future integration we’ll be tackling.

Does KuduPro have the ability to create an automated stock reorder report based off of current on-hand inventory and previous usage?

Receiving Can KuduPro automatically print roll tags when receiving material?

We don’t automatically prompt this but at the end of the receiving process there’s a simple button to print roll tags for the receipt. With any of these things we could always create new triggers to induce the automation. Inventory Control and Setup Can KuduPro add a barcode to the inventory inquiry screen to help speed up the allocation process?

Yes/No. Currently we have alloted a data field for a barcode to be entered/generated and we will begin working on building out the scanning interface later this year. Does KuduPro have the ability to handle several different units of measure?

Yes. KuduPro first a package type (roll, box, item) and within each of those packages are different units of measure. i.e. Roll - Square Yard, Square Feet, Linear Feet. Within each product you also have the option to set different units of measure for different functions. Purchasing Unit of Measure, Inventoried Unit of Measure, and Sales Unit of Measure. These are by default all the same upon selection but could vary independently for something like carpet where you purchase in SY, inventory in LF, and sell it in SF. Can KuduPro accommodate different rolled good widths (6', 12', 13'6", 15')?

Yes when selecting a roll package the product requires a standard width for calculation and is an entry field where you can choose the width you want for the product. In the future we’ll probably control this better to default to 12’ and only allow selection for the widths mentioned above.

Are there designations within KuduPro to identify stocking material versus non-stocking material?

Yes. There are actually two designations for our products.

The first is ‘Preffered Material’ this is product that we want our sales teams to focus on and is at a company level.

The second is whether the product is a stocking item. If it’s a stocking item the sales order moves directly to pulling that item from stock and the item will show up on the stock reorder report. If a product is not a stocking item and sales order is confirmed with that product it will create a material request for the Purchasing Manager annotating where the request originated from and a priority associated with it.

When creating a new SKU can KuduPro identify if there are existing SKUs?

There is no duplicate check at this point for products. There is a search function that can check for the product before adding a new one and we will be adding a data cleaning tool to check for duplicates across the system.

As for creating products we do have it isolated to a ‘Product’ or ‘Purchasing Manager’ for who can create products. If someone needs to quote a product that isn’t currently available in their store catalog they can create an ‘Unreferenced’ product that doesn’t get added to the catalog. Once they determine they need the product they can submit a ‘Product Request’ that goes to the Product Manager to review and determine whether the product exists or the product needs to be created.

What search options are available in KuduPro when looking up material in stock inquiry?

We have a standard global search to look for material #, product, location, etc. but we also have an extensive filter to help with this as well. One thing missing is the receipt date right now.

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Does KuduPro have the ability to track inventory history and how far back will the history go?

Yes. We have basic history at the moment for what jobs or transfers material is assigned or allocated.

We will continue to improve this add a full product history function that allows you to see from purchase to completion including all adjustments.

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Can KuduPro restrict access to inventory adjustments?

Yes. All of our access is predicated on Role Based Access Controls. All menus and sub menus currently have the ability to grant or deny access and the access control allows to determine whether they can create, read, update, or delete those functions.

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Printing roll tags?

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Question #3⁠

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Can obsolete material be hidden or greyed out so that it cannot be used?

We have a few different functions to help assist with this.

First we have boolean fields on products for ‘Allowed to Purchase’ or ‘Allowed to Sell’

Allowed to Purchase when deselected would be used in the event a product is dropped by a supplier and we want to keep selling material we have in stock but don’t want to try and purchase any remaining stock from the supplier.

Allowed to Sell is if a product has any issues or you don’t want it being sold can be deselcted to stop the product from going out of the warehouse.

Second we have an option to mark product as dead stock. This isn’t an actual block but a notifier that the product isn’t a key selling item anymore. Could have been a bad purchase, old product leftover, or aged out. These products can be used at your discretion for how you want to deal with them. Prioritize getting them sold, SPIFF or discount program, or just writing them off. There is a list of dead stock items that is kept and a notification badge on the inventory listing to annotate what has been moved to dead stock.

How would old material history be pulled (From previous ERP)?

We don’t typically pull the history of items when we convert a customer over. There’s a lot of issues particularly with accounting that can happen when you try to bring too much data with you. In the past we’ve seen a handful of different ways people have handled this and some of those are, keeping a slimed down version of the legacy system for reference or building a search interface (PowerBi or Quicksight) to reference the old database. What we try to do is include reference information to the old system with what we bring forward so the user knows what they’re looking for.

Does KuduPro have bin locating as part of its receiving and inventory control modules?

Yes. It’s a simple text function that builds a database in the backend of the warehouse module that can then be selected in receiving functions, used with picking, and quickly manipulated when transferring material from bin to bin. We have an added field for ‘Preferred Picking Location’ that will be part of our future ‘Auto-Assignment’ algorithim for high volume companies that want to use that to find the best material.

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Allocation / Material Assignment Can KuduPro auto-print labels during the allocation process?

Not at the moment. This being more of a trigger at the cutting or production stage would be something we would want to work directly with building/implementing with a customer currently utilizing that process.

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Question #4⁠

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How does KuduPro show the allocation worksheet (Releasing material from available on-hand)?

Allocation is a two step process.

The first step is material assignment. This utilized to preplan production. If I wanted to go through my picks for the day by ticket or by product I could go ahead and allocate the material to ‘Assigned Status’ this simply says ‘Hey this material is anticipated to go out on this job but hasn’t been cut/staged yet so we still have time to change our minds or switch it out later during the pull phase. This simply reduces the available qty by the assigned amount.

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IF I decide that I don’t want to use that material I can simply ‘Unassign’ the material and select a new material number for the order line.

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Once I cut/stage the material I select the ‘Pick’ button instead of the ‘Unassign’ button and that allocates the material to the order line. It also creates an amended material number to allow tracking back to the parent but also allowing it to be returned if needed as an indpendent item.

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Does KuduPro currently have material allocation or material assignment abilities?

Yes.

Does KuduPro have the ability to create a function that will auto-return material from the field when jobs are canceled? We do. We have a full return module that is predominately triggered by events on the sales order to create expected returns for the warehouse.

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Does KuduPro have the ability to complete branch-to-branch transfers? Yes. We have a full logistics module to help manage Customer Pickup scenarios as well as Internal Transfers between locations.

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These needs are from our CFO, Wendy Teves:

There are so many reports that I look at in every aspect of the whole operation and accounting and I will do my best to list them all. I agree with what Tim has written down and here is another list as an add-on. I am sure most of this is possible as these reports should be standard in the accounting world but the few ones that I want to see and focus on in the upcoming meeting are highlighted in yellow.

Nice to meet you Wendy 👋. We have a lot of reporting included in the system but also the ability to create customized reporting widgets with drillable information when needed. We’ll also continue to build these into each modules dashboard as well as work to build and executive version to consolidate all information including financials.

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Accounts Receivable:

List of open work orders by salesperson or property

Status of Confirmed = All Open Sales Orders and a status of Scheduled = All work ready to go out. There’s not a grouping function at the moment but you can sort on any column whether you wanted to sort on customer or sales person would then order them.

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List of Open work orders that have been worked and marked installed complete but not invoiced yet

I didn’t have anything in there right now but the last two statuses of the Sales Order window are for tracking this very thing. Completed = work complete ready to invoice and moves to Invoiced once generated.

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This is part of our Sales Status tracking and can be kept with regularly.

Invoice Register or Tracking

You can track what orders have been invoiced in the sales portal and you can track the status of those invoices in our Accounts Receivable module.

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AR Aging Report Summary and Detail including retention column for all, salesperson or property management

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Question #5⁠

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We have a standard aging report with standard columns, details, and sub views segmented by invoices, credit notes, and unapplied payments.

List of AR Write off and adjustments

We don’t have a specific report for this yet but can be tracked by detail through the journal items associated with the write-off accounts. We can definitely add this to our future reports though.

Cash Receipts Register

There’s a register for all receipts and payments with a selector to view each bank or cash account.

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List of Voided Invoices

Yes. There’s a filter for all Cancelled Invoices.

Customer Rebates by property management or customer

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Question #6⁠

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Not currently collected but happy to add this in.

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These will all be part of our accounting or sales reports and utimately the executive dashboard.

Customer Profitability

Invoice Profitability

Product Class Profitability

Sales by Product Class

Comparative Sales Report by property and property management and other options like city and zipcode, salesperson

Sales and Use tax Report

Sales and Use tax Reports will be managed in the system however we reccomend using our Avalara integration.

Accounts Payable:

AP Cash Disbursement Projection

No. But this is pretty easy to add in if needed. I think right now we have a filter on the Bill listing with a due date range that could be a substitute in the meantime.

AP Check Register

Same as the bank register.

Void check register

We don’t have a specific void check register but rather an outstanding payments function that shows what checks still haven’t been reconciled to the bank to make the determination of whether it should be voided or not.

AP Aging Report Summary and Detail

Yes.

AP Check Register

AP Vendor Payments

Yes.

AP Vendor Invoice Listing with GL codes used

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Question #7⁠

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AP Vendor 1099 Listing

Yes.

Can we print 1099 forms through KuduPro?

No. We provide an export of 1099 information that can be used with a filing service for TIN Match and details.

Purchase Order Register + List of Open Purchase Orders

Purchase Orders are tracked by status and can be filtered to only show the Open or ‘On Order’ status. There’s a lot that goes into all of that like back orders and how those create new PO’s but this is the list view that tracks them all.

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List of Purchase Orders Reconciled but not billed yet

By reconciled I’m assuming recieved? This is part of our Uninvoiced Goods Received (UIGR) reconciliation built into the system. Currently the only way to access the unreconciled items would be through the accounting reconciliation tool but the way our system works is when material is received it makes a (dr) Inventory and (cr) Uninvoiced Goods Received. When the bill is created it reverses that account and (dr) Uninvoiced Goods Received and (cr) Accounts Payable. This account is always reconciled on both sides but whether you prepay or receive first the UIGR account is this list. It’s tracked by material number and when an invoice is created it’s associated with PO to update any variance in cost back to the Inventory account.

Commission Reports by Salesperson

We’ll continue to build this out in more depth right now we’re just capturing Commission Type and Commission Rate. The next step we need to build into the employee record is a matrix for how they get paid. 1. What are they getting paid on (Gross Sales, Net Sales, Gross Margin, Net Margin, etc.) 2. When are they getting paid (Confirmed Sales Orders, Invoiced Sales Orders, or Paid Invoices). The details of this report are already available in the Sales Reporting module but won’t create an independent commission report just yet.

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Online Vendor Rebates by property management or vendor

Not sure if this is related to the previous question on rebates or not but equally probably need a little more clarification to answer.

Payroll:

Labor Installation Report per period of time or per installer or subcontractor

Labor is tracked on a line basis and consolidated into a PayOrder based on a cut off date. We have views to look at installer/crew payments as well as the details for each. These could easily be turned into reports or exports.

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Installer Payment History Summary or Detail

We track all paid and unpaid liabilities for installation services. They’re easily accessible in the installers Field Service Record and will be made available to the installer portal in the future. We could build a consolidated report for this based on journal items as well.

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FS:

As individuals or location and consolidated:

Trial Balance

Yes.

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Balance Sheet Summary and Detail

Yes. Ignore the missing account groups in the example.

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Profit and Loss Summary and Detail

Yes. Again ignore the account groups.

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Comparative Profit and Loss Summary and Detail

Yes.

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Cash Flow Report

Probably early 2025.

Comparative KPI financial ratio Reports. Examples but not limited to: Current ratio; Sales Growth, return on equity, gross margin, AR turnover, Operating margin ratio and Overhead ratio

Some yes some no, mostly no to the ratio’s right now, all can be added as widgets to the Executive Dashboard in the future.

Budget Report

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Question #8⁠

Other FS reports:

General Ledger Detail Report

Yes. Needs some modification for detail at the moment but will definitely be available.

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Bank Reconciliation Reports Yes.

Work in Progress Report for Construction

Not yet. This will come with work on our project management features this year.

Audit Trail Report

We log all user activity in the system these show up in our ‘Recent Activity’ functions and will continue to expand across features and in what they’re capturing.

Currently capture user, store, date, and description of change.

List of journal entries for a specific period of time Yes. Journal Entries and items can be filtered on by date.

Inventory:

List of Price Codes (CompUFloor uses this for Management Companies)

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Question #9⁠

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List of Item Price

Not sure if this is related to customer or supplier pricing so I’ll try to answer both.

Pricing is stored in two ways. First it’s stored on the store catalog as a ‘Minimum Allowable Price’ this is the natrual default for all order lines. Secondly individual customer pricing can be managed through ‘Specified Pricing’. When pricing doesn’t meet the Minimum it gives a designation that will allow us to create a report for customers with products under minimum.

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For Suppliers you can access their pricing from the supplier record according to all products associated with that supplier however, we technically allow multiple suppliers per product so depending on the preferred supplier and what store it’s assigned might not be a full listing right now.

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Physical Inventory Adjustments or Variance Report Summary and Detail

All adjustment detail is available via the journal items except for reason codes which would be available from the Inventory Control module. We have two adjustment functions. The first is standard adjustments which can have user defined reason codes and the second is Inventory Audits which facilitates Cycle Counts and Physical Inventory. Audit adjustments still show up in the Adjustment log.

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Physical Inventory Register for a period of time or stock valuation report

We have a current inventory module that houses all inventory in the company and an invnetory valuation/aging report as well.

Stock Reorder Report

Yes. Stock reorder reports can be run for a store or for the company by supplier.

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Intercompany Transactions

We do a lot of intercompany transactions as we share expenses, payroll, vendor rebates with all locations. Can one invoice get paid by different bank accounts from each location? and the expense gets recorded separately as well by each location? Yes, you could create multiple payments on the same invoice using whichever bank account you select on each payment.

On a standard bill the expenses have to be designated to a store when recording each line item.

These are reports needed from our President, Tim Kirksey:

For Operations we will need the following reports:

Stock Status (On hand vs available)

On hand and available are present on both pick tickets and current inventory details.

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Aging (How long we've had it in the warehouse)

Inventory receipt dates are recorded on the material # and a full inventory aging report is available in the sub ledger.

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Usage (Ranks SKU's on what we are using)

For product ranking we utilize a velocity code structure to measure demand and margin performance.

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I would like this to represent both the locations individually and combined.

Almost all of our functionality has the ability to filter to a single location using the store/warehouse, or view as many stores combined that you have access to.

For Sales we will need the following reports:

Sales Ranking (Ranks sales reps and properties in order of volume including revenue, and invoices)

The Sales Dashboard and Sales Reporting(above) will continue to expand to support these.

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Step Chart Report (Shows 12 month view of ordering patterns by management company and properties)

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Question #10⁠

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AR (by sales rep)

We can add a column into the Invoices module or the AR Aging module to get this info. Our columns are dynamic to support having the information you want to see and hide the information you don’t need.

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I would like this to represent both the locations individually and combined.

Profitability Report by Property and Management Company

We can add a filter or grouping into the sales report module to support this.

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