Features


JBitPro is still growing, and though this list is meant to be a complete set of features it will be modified from time to time, ensuring that it is upto date. We are currently in the "Alpha/Beta" stage and are looking for open minded individuals who would be willing to assist in testing an incomplete product and providing feedback, in exchange for free use of our completed tool. You will be granted up to 10 years of free use if you decide to join in the testing phase of our ERP.



Customer Management

Feature Description Status
Add Customer

Customers represent Companies in our ERP system. You can add new companies by going to Customers tab > Customers and clicking "New".

Functioning
Edit Customer

You can use the edit function to edit an existing Customer. Go to Customers tab > Customers and click "Edit" next to the customer you want to edit.

Functioning
Delete Customer

We currently don't allow *Deletes for Customer records.

Not Planned
Add Contacts

This is where you add the Contacts associated with your Customers (companies). Use the Customers tab > Customer Contacts, and click "New".

Functioning
Edit Contacts

You can Edit Customer Contacts by going to Customers tab > Customer Contacts, and clicking "Edit" for the contact you want to edit.

Functioning
Delete Contacts We currently do allow *Delete actions for Customer Contacts. Go to Customers tab > Customer Contacts, and clicking "Delete" for the contact you want to Delete. Functioning
Add Billing Info

Billing information can be added for any Customer (company) in the system, go to Customers tab > Customer Billing Info, and click "New".

Functioning
Edit Billing Info

Billing information can be edited for any Customer (company) in the system, go to Customers tab > Customer Billing Info, and click "Edit" next to the info you want to modify.

Functioning
Delete Billing Info

We do not allow *Delete actions currently on Billing info.

Not Planned
Add Shipping Info Shipping information can be added for any Customer (company) in the system, go to Customers tab > Customer Shipping Info, and click "New". Functioning
Edit Shipping Info Shipping information can be edited for any Customer (company) in the system, go to Customers tab > Customer Shipping Info, and click "Edit" next to the info you want to edit. Functioning
Delete Shipping Info

We do not allow *Delete actions currently on Shipping info.

Not Planned


Inventory Management


Feature Description Status
Add Item

You can add new items to the system, go to Inventory tab > Item Management and click "New".

Functioning
Edit Item

To edit an Item that exists in the system, go to Inventory tab > Item Management and click "Edit" next to the Item.

Functioning
Delete Item

The *Delete action is not allowed for Items currently.

Not Planned
Add Inventory Bin

This function is used to control the items you have in stock, and where to find them in your physical location. To add a Bin, go to Inventory tab > Bin Management and click "New". When adding the Bin, you are able to set the Minimum on hand for the item that will be held in this location, and which Warehouse will house this Bin. You can also specify a current stock qty at the time the Bin is created. The system looks at the Bin quantities to know how much inventory you have on hand, and to decide when it is time to reorder.

Functioning
Edit Inventory Bin

This function allows you to change the item stored in the Bin, change the Minimum (reorder point), Maximum (identifies over stocked bins), and the current On Hand quantity. Go to Inventory tab > Bin Management and click "Edit" next to the bin to edit.

Functioning
Delete Inventory Bin

We currently allow the *Delete action on Bin's. We advise extreme caution when using this function currently, as it could cause inventory discrepencies if the stock quantities are not dealt with before the *Delete action is taken.

Functioning
On Hand List

This is the screen you will use to see all of your current stock levels, go to Inventory tab > On Hand List. There are 5 possible places for your stock to be:

  • Allocated - This means the item is on an Order to a Customer
  • Committed - This means the item is on an Invoiced Order to a Customer
  • Reserved - This means the item is being held for another reason, but not associated with an Order
  • In Stock - This means the item is available to be sold from your normal stock
  • *Unavailable - This is not listed in the On Hand screen currently. This is used for damaged or unsellable inventory.
Functioning
Back Order List

This is the list of all the Back Orders in the system, go to Inventory tab > Back Order List. The system will automatically generate a Back Order when there is not enough stock to fulfill the current Order. The Back order is generated when you add an Item to an Order.

Functioning


Purchase Orders


Feature Description Status
Add Purchase Orders

We have the ability to add new Purchase Orders to the system. Go to Purchasing tab > Purchase Orders, and click "New". This is to create Orders to your Vendor for specified items in your inventory, for replentishments, Back Order fulfillments, and for special orders.

Functioning
Edit Purchase Orders

We have the ability to edit exiting Purchase Orders. Go to Purchasing tab > Purchase Orders, and click "Edit" next to the PO you would like to edit.

Functioning
Delete Purchase Orders

We don't allow the *Delete of Purchase Orders.

Not Planned
Purchase Order Search

You can search for existing Purchase orders in the system. Go to Purchasing tab > PO Search.

Functioning
Receiving

This module will allow receiving of the items you have purchased using PO's in the system. You will be able to see who received the items, are they Damaged, and where they are placed.

  • Editing - will only be allowed from an admin
  • Adding - will be allowed from a person in the receiving role
  • Deleting - won't be allowed. Only "un-receiving" will be allowed
Functioning


Warehouse Management


Feature Description Status
Add Warehouse

This is where you will add new Warehouse Locations. Go to Warehouse tab > Warehouses and click "New".

Functioning
Edit Warehouse

This is where you will edit Warehouse Locations. Go to Warehouse tab > Warehouses and click "Edit" next to the warehouse to edit.

Functioning
Delete Warehouse

We currently don't allow the *Delete of Warehouses.

Not Planned
Add Transfer

This function is used to move items between your warehouse locations, so that the sales are properly awarded to the correct location. If you have multiple sites where items are stored and sold from, you should transfer the items to the location making the sale. Go to Warehouse tab > Warehouse Transfers and click "New"

In Process
Edit Transfer

This feature has not yet been decided on.

Planning
Delete Transfer

This feature has not yet been decided on.

Planning


Vendor Management


Feature Description Status
Add Vendor

This is where you will add new Vendor information. Go to Vendor tab > Vendors and click "New".

Functioning
Edit Vendor

This is where you will edit Vendor information. Go to Vendor tab > Vendors and click "Edit" next to the Vendor to edit.

Functioning
Delete Vendor

We currently don't allow the *Delete of Vendors.

Not Planned
Add Vendor Contact

This is where you will add contacts for the specified Vendor, it's who you will call when you need information about your inventory orders. Go to Vendor tab > Vendor Contacts and click "New"

Functioning
Edit Vendor Contact

Go to Vendor tab > Vendor Contacts and click "Edit" next to the contact you would like to edit.

Functioning


Customer Orders


Feature Description Status
Add Orders

We have the ability to add new Customer Orders to the system. Go to Orders tab > Orders, and click "New". This is to create Orders for your Customer for specified items in your inventory, and for special orders (will auto generate a Back Order if necessary).

Functioning
Edit Orders

We have the ability to edit exiting Orders. Go to Orders tab > Orders, and click "Edit" next to the Order you would like to edit.

Functioning
Delete Orders

We don't allow the *Delete of Orders.

Not Planned
Order Search

You can search for existing orders in the system. Go to Orders tab > Order Search.

Functioning


Data Import


Feature Description Status
Customer Import

Allows bulk import of your Customers (companies).

Functioning
Item Import

Allows bulk import of your inventory Items.

Functioning


Human Resources


Feature Description Status
Add Employee

Allows you to add employees to your ERP System, and associate them with Users. This is how you can see who has created items in JBitPro, and allows tracking of the expenses associated with an employee.

Functioning
Add Self (Employee)

Allows administrators to quickly add an employee record for themselves in your ERP System, associated with their User account. It will still be neccessary for the details of the employee to be edited, since they will all be empty.

Functioning
Edit Employee

Allows editing of an Employee record.

Functioning
Delete Employee

Deleting an employee is not possible. To deactivate an employee, you will disable their user account.

Not Planned
Add New User

Allows you to add new users to your JBitPro ERP system.

Functioning
Edit User

Allows you to change a user's access and permissions to your JBitPro ERP system.

Functioning
Delete User

Deleting a user isn't possible. Instead you will disable their login.

Not Planned


Accounting


Feature Description Status
Reports

Allows customizeable reports for accounting purposes. List of reports TBD.

Planning
Taxes

Allows accounting personel to pay taxes by seeing when they are due, and how much is owed:

  • Sales Taxes (auto calculated)
  • Federal Income Taxes (auto calculated)
  • Inventory Taxes (auto calculated)

Planning
Forms

Allows accounting personel to fill out and print common forms associated with taxes and other payments necessary for your business.

Planning


Settings


Feature Description Status
JBitPro Account Details

Allows administrators and account owners to view payments due, cancel subscription, and change CC on file.

In Process
User Roles

Allows visibility into the roles associated with JBitPro, and what they control access to.

Functioning
Tax Configuration

Allows administrators to configure the tax settings for your system. These settings are used to auto calculate the taxes for the accounting and sales modules.

Planning
Dropdown List Items

Allows administrators to configure the items displayed in some of the dropdown fields in your ERP System.

Planning


Dashboard


Feature Description Status
Entered Orders

Displays the total value of all entered orders in the system per quarter.

Functioning
Cancelled Orders

Displays the total value of all cancelled orders in the system per quarter.

Functioning
Invoiced Orders (Default Dashboard)

Displays the total value of all invoiced orders in the system per quarter.

Functioning
On Hand Inventory Cost

Displays the total value of all inventory on-hand to date.

Functioning
More Graphs and Reports Coming soon!

TBD - Let your voice be heard! Tell us which reports should be included in JBitPro.

Planning


Features in Development


Feature Description Status
Data Imports

In addition to the current data imports, we will be adding the following imports:

  • Customer Contacts
  • Vendors
  • Vendor Contacts
  • Warehouses
  • Employees Info


Delete Function Reasoning


We are very cautious about enabling the Delete function on any of the modules in the ERP system. Delete is a very powerful option and can cause problems in managing your business, such as discrepencies in inventory and missing data associated with your customers. We are considering where it should be allowed and where it should never be allowed, and will review all feedback and opinions on when and where you feel we should remove it or allow it.