1. Welcome to KWIK-PO Let’s Get Started….

2. SETUP DASHBOARD ADD/EDIT VENDORS ORDERS MENU NEW ORDERS EDIT ORDERS ADD PRODUCTS PRINT/MAIL/SAVE SENDING EMAILS PAYMENTS PRINT CHECKS ANALYTICS VIEW ALL ORDERS ONLINE PRICE CLICK ON HOME TO RETURN TO CONTENTS

3. Click here to add Vendors Click here to setup your information Click here to open Orders menu Click here to print checks Click here to view online price

4. Enter your corporation name Enter your telephone # *Create a new Gmail account to send emails or use your existing one. kwik-po currently supports only Gmail accounts to send emails to your vendor. kwik-po recommends creating a separate account for ordering. Enter your password Enter your fax # Enter your Address – Line 1 Enter your Address – Line 2 Select State Enter your Zip Code Enter your Tax ID # Enter your Permit # and Validity Enter your Email * Reminders*

5. View all Vendors and phone # Enter Customer ID with Vendor, if any Enter Vendor’s Name Enter Vendor’s Telephone # Enter Vendor’s complete email Enter Vendor’s Fax # Enter Vendor’s Address – Line 1 Enter Vendor’s Address – Line 2 Select State Enter ZIP Code View Payment details

6. Click here to view/edit previous orders Click here to create new orders Click here to view status of all orders Click here to choose vendor Click here to add/edit products Click here to view analytics

7. Scan the product or use the dropdown under the ‘Product’ tab. You can also add new products which are not there in your database. Enter the required quantity Enter description or unit if required (Optional) To move to next product, click Finally, before saving, enter the Date, Vendor Name and Invoice # To Save, click You can stop and continue the order at a later time. The Date, Vendor name and Invoice # will have to be re-entered before saving. Select the product and click to view the online price. To delete the list, click The order can be printed only after saving it This will enable/disable Tab Next Product Add 1 Minus 1 Backspace for quantity Reset quantity to zero Delete Add new product

8. Set delivery status of all products Set delivery status of the product Duplicate Orders** First, add date, vendor and a new invoice #. Duplicate invoice # cannot be created. Then, to create a duplicate order of the invoice, choose all the products in the list, undelivered pending products or only the delivered products. The features here are similar to the ‘New Order’ option To create a duplicate order, click To print, click Delivery status of products can be set

9. View all orders Delete a specific order or all orders Delete All Delete Order – First Click Then Click View the status of the order Print the Order Sort the List Click the order in the list or click to view the details of the invoice Incomplete or pending order Order delivered with no pending products Incomplete or pending order

10. New products can be added by scanning the barcode of a product and naming it. Any optional number can also be given if a UPC number is unavailable.

11. The total quantity is displayed here Uncheck to remove from the page Save or Email as PDF Save or Email as Excel Print the order

12. Click here to email PDF Click here to email as Excel Write a reply here Add CC here Add BCC here

13. Print ChecksReports**  Enter information of payments to vendors and invoice details.  Use options like Cash, Credit, EFT, MO (Money Orders).  Enter Bank information and Check #  To sort the list, click Search Reports option**  Choose single vendor or multiple vendors or ‘All’ option  Choose payment options  Select dates (Limit to 31 days)  Then click

14. Print the Check Add Bank Accounts* Select Bank Account Write Check Memo here Enter Vendor’s Name here Enter the amount here. The amount in words will appear below. View Checks  To add bank accounts, click  Select the bank from dropdown  Enter Date  Enter Vendor’s name  Enter Amount  Write Check Memo  Print Check  To delete all previous checks, click Add Bank Accounts*

15. Select Vendor from the dropdown option and view the top 10 products ordered Select Product from the dropdown and view the annual trend of ordering the product View the top 5 Vendors who have received orders based on the number of different items ordered View the top 10 products since the last 12 months from the current date View the top 10 Vendors based on payments received by them. View the top 5 Vendors based on quantity ordered

16. Scan or enter UPC # to view the price on NexTag, Amazon, Sam’s, Ebay and Pricegrabber