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Demo Agenda

Goal: To give a quick and fast demo to introduce the committee to KuduPro with recording. Give time to digest and schedule a follow up Q&A session with time to walk through questions.

Introduction (5 minutes)

Welcome and introductions
Quick background on Kudu
Brief overview of the KuduPro Platform

Onboarding and Settings (10 minutes)

System Setup
Companies
Stores
Tax Matrix/Avalara Integration
Roles and Access Rights
Requried Documents

Sales Module (30 minutes)

Products
Company Catalog
Store Catalog
Contacts
CRM Features/List View
Creating Contacts
Contact Features
Account Management
Estimates/Quotation Templates
Quotations and Sales Orders
Sales Reporting

Purchasing (10 Minutes)

Material Requests
Stock Reorder
Purchase Orders

Inventory Control (10 minutes)

Current Inventory
Audits/Adjustments
Velocity Codes

Warehouse Management (10 minutes)

Receipts
Pick Tickets
Returns
Bin Locations

Logistics (10 minutes)

Customer Pick-Up
Internal Transfers

Accounting (10 minutes)

AP
AR
Banking
Controller



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