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StreamBean360 Click here to enter... Hi, welcome! As you have heard my name is BOB. I’m very excited to join you on your journey to taking your business, beyond ordinary! Click here to begin... In this kick-starter, I will show you the basics to get you started on the StreamBean360 System. During your 14-day free trial, you will have access to all the premium features of the EPIC 4 Plan, so you can experience all the amazing things that StreamBean360 has to offer. When your trial expires, you will have the option to either stay on the Epic 4 or to choose a different plan. In your account settings, you will find several tabs that you can customize or edit to suit your organization. Account Settings Tabs Completing your account setup is extremely important for the StreamBean360 system to work optimally for your business.

Please complete your account setup before doing anything else.
Complete Account Setup
Under the Team’s tab, you will see everyone who is in your team and what their subscription is. Here you will add new team members or update existing members. Team's
Tab
Under the Company Details tab, you will be able to fill in or edit your company information, its billing and delivery addresses. Company Details Tab Under the Number Sequence tab, you can customize the starting number sequence of your customers, quotes, invoices, etc or you can leave it as-is for the system to generate automatically. Number Sequence Tab Under the currency tab, you can select your default trading currencies and customize your rates of exchange. Currency Tab Under Defaults, set all your account default values such as your tax description and percentage, monthly sales targets, set your gross profit margins and of course your banking details. Defaults Tab Under Email Template, customize the email messages that are sent to your customers. Email Template Tab Under Terms & Conditions, you can customize the messages seen by your suppliers and customers. Terms & Conditions Tab Logo Tab And lastly, under Logo, you can upload your own company logo and choose a custom colour for your outgoing documents.

And that’s it! You can always come back and edit your account settings if needed.
Next > Account Settings < Back Skip
Kick Starter
On the left, you will find the navigation pane which you will use to navigate the system. The navigation pane is divided into 4 main areas.
 
The Sales and Stock tabs can be dropped down by clicking on them to show all the Sales and Stock related aspects you are managing.
Navigation Pane
You can quickly see the monthly or annual sales target status including margins, orders, invoices, top customers and top salespeople.

This information becomes very beneficial to the management of any organisation to measure and keep track of daily activities and performances.
The main screen dashboard is your management console for your Sales and Financial Processes.

It is a real-time summary with insights into all current activities within the organisation, giving you, a 360-degree view of your business.
Main Screen Dashboard
Dashboard & Navigation Next > < Back Skip
Kick Starter
Starting from scratch is never fun. That's why we give you the option to bulk upload your customers, products and suppliers lists.
 
Simply download the list template into your download folder in your system software. Open the template file in your preferred application. We recommend Microsoft Excel or Numbers for Mac users. Use it as reference to add your customers, products or suppliers.
Download List Template
The reason for using a template is to ensure all the columns and rows are correct so there will be no missing fields or conflicts.
 
Once you have completed the template, you can easily upload it, using the upload function. Your lists are now ready to use.
Upload
List Template
Bulk Uploads
Next > < Back Skip
Kick Starter
Adding products and suppliers is the first step in any business transaction. This is known as the Stock Process.
 
The stock process consists of 2 sides, one being the purchase side and the other the sales side. Products must be purchased from a supplier and paid for, before they can be delivered to you and then sold to your customer. This is known as the procure-to-pay function of StreamBean360.
Procure
to
Pay
For non-stock items, you must create Purchase Orders with the account assignment category. Non-stock materials are not held in Inventory because they are consumed immediately when you received the goods. Non-stock items may be products that consist of no physical items and thus cannot be stocked in a warehouse, such as services. It may also be items that you sell to customers but do not keep stock yourself. There are two types of products in the StreamBean360 System; stock and non-stock items. Stock items are the goods you sell to customers that you keep in storage and are immediately available to deliver to a Customer without delay. Stock & Non-stock
Items
When adding products, you must first select a stock category. Select whether it’s a stock or non-stock item. Then you will be able to customize the details of each product, set a unit of measure and set your profit margins. Selecting the options for the selling price by either selecting fixed list price, gross profit percent, markup percent or markup. Adding Products Once a product has been created, it needs to be linked to a supplier and stock quantities must be adjusted in order to create a quote.

Please remember Purchase Orders must be approved by the admin or approver.
Linking Products Products
Stock Process Next > < Back Skip
Kick Starter
Notifications are sent to the approver when approvals are required and can be seen next to the bell icon at the top right side of the screen. Notifications When the Account Holder is doing the quotes, orders or invoices, they can do the approvals themselves. But if there are users in your sales team who are doing quotes and receiving orders, then the Account Holder or Admin will do the approvals. 
Approvals is an important feature in the StreamBean360 System. These approvals are added to the process to aid with the 360-degree view of your business, meaning management will be involved in all the sales process steps, from start to finish. Account Holder
Approvals
The user will be able to complete quotes, convert them into orders and invoices but the approver must approve the conversion of the documents, through a step-by-step process. User Requests Approvals Next > < Back Skip
Kick Starter
Recording a Lead is vital for growing a business. The Opportunities function is a unique feature of the StreamBean360 System.
 
In StreamBean360, anyone on your team, can create an opportunity and allocate it to a sales team member with actions required and due date. This Lead can be followed up and actioned by the sales team member and hopefully will result in the creation of a formal quotation for the customer.
Recording a Lead
Another great feature is you can also create a quote directly from a lead.

Never let a lead slip through your fingers again!
Recording a Lead
Opportunities Next > < Back Skip
Kick Starter
The sales process is where it all really starts. You cannot make money if you do not sell your product or service.
  
With StreamBean360, you can create a quote by selecting the customer, customer division and contact person from an easy-to-use dropdown list, ensuring the correct person receives the quote.
Create a Quote
Selecting the correct delivery expectation, quote validity and sales probability is vital. Save the quote details before you add your products from easily selectable product categories and product lists. Adding Products to Quote After the products have been added to the quote you can change the quantities and discounts for each product. You will see an on-screen display of what the Gross Profit (GP) will be for the quote. Change Qty & Discounts Remember to approve the quote. It is now ready to be reviewed, downloaded, or emailed directly to your customer. Review, Download or Email When the quote is accepted, it can be converted to an order and must be approved. The next step is to reserve the stock. Once the stock has been reserved, the order can be converted to an Invoice. From here you can Take Payment and Raise a Delivery Note. When the product is delivered, capture the receiver's name and date as proof of delivery. Converting a Quote Searching for a specific document can also be done by using the search function in the top right corner.
Search Function
Sales Process Next > < Back Skip
Kick Starter
My team and I are always here to help if you need us.
 
The Help Me button can be found at the bottom right corner of your screen. When clicked, a support desk will appear with a keyword search function, showing articles that can assist and guide you while navigating and using StreamBean360.
Help
Me
If you cannot find the right solution article, you can log a call by clicking the Log a Call button, to note your challenge and even take a screenshot or upload supporting documents to explain your issue better. A Call-desk operator will then be in touch soon. Log a
Call
Using Help Next > < Back Skip
Kick Starter
Watch Again And That's it! You now know the basics of the StreamBean360 System.

Enjoy taking your business beyond ordinary!

Are you ready to start?
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