KBM ERP — Koonce Built Manufacturing

Dashboard

Owner & Operations Snapshot

Purchasing

Purchase Orders & Vendor Management

Purchase Orders

Vendors

Outside Services

Inventory

Inventory Items

Direct Receive

Adjustments

Transactions

Purchase Order Information

Vendor *

No vendor selected

PO Number

Order Date

Expected Date

Status

Link to Quote

Link to Customer

Line Items

Line Type	Description / Item	Qty	UOM	Unit Cost	Line Total	Action

Terms & Notes

Notes (visible on PO)

Internal Notes

Order Totals

Subtotal$0.00

Shipping

Vendor Tax

Total$0.00

Vendor	Type	Contact	Email / Phone	Terms

Item	Type	Buy From	Unit Cost	Inventory	Action

Accounting

Invoices & Payment Tracking

Invoices

Customer Payments

A/R Balances

Expenses

Vendor Bills

Vendor Payments

All Invoices

Invoice #	Quote #	Customer	Invoice Date	Due Date	Total	Paid	Balance Due	Status	Actions

INV-0001

Invoice Information

Invoice Number

Linked Quote

PO / RFQ Reference

Invoice Date

Delivery Date

Due Date

Payment Terms

Customer

Billing Address

Ship-To Attention

Ship-To Address

Line Items

Part / Item #	Description	Qty	Unit Price	Extended	Action

Notes

Customer-Facing Notes (printed on invoice)

Internal Notes (not printed)

Invoice Totals

Tax

Tax Source Tax Preset Tax Rate (%)

Payments Received

No payments recorded yet.

Quotes

Quote Database

Quote #	Customer	Date	Valid Until	Status	Total	Promised Ship	Actions
Loading quotes...

Customers

Customer Database & Contact Records

Company ▲	City / State	Phone	Quotes	Won $
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👤

No Customer Selected

Select a customer from the list to view details.

Q-0001

Quote Info

Parts 0

Routing / Work Centers

Outside Services

Cost Summary

Quote Information

Record Type

Offered Price

Quote Number

Quote Date

Valid Until

Promised Ship

Customer

Contact Person

Phone

PO / RFQ #

Sales Tax Rate

Billing Address

Ship-To Address

Terms & Notes

Payment Terms

Lead Time

Internal Notes / RFQ Description (not printed)

Customer-Facing Notes (printed on quote)

Quote Snapshot

Active Rate Settings

User Management

Add and manage system users

System Users

Username	Display Name	Role	Actions
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Reporting

Quotes & Sales

Sales

Customers

Customer Payments

A/R

A/P & Tax

Vendor Payments

Purchasing

Inventory

Vendors

Receiving

Outside Services

Shipments

Select a report tab and click Run.

Settings

Company & System Configuration

Company

Numbering

Calculations

Work Centers

Users & Roles

System Health

Company Information

Company Name

Phone

Company Address

Company Logo (used on quote header & printouts)

No logo uploaded

Recommended: transparent PNG, 400×120px or wider.
Will appear on all printed forms (quotes, invoices, POs).

Numbering & Prefixes

Use letter prefixes on numbers (e.g. Q-1001 instead of 1001)

Quote Prefix

Invoice Prefix

Shipment Prefix

Customer Prefix

Next Quote #

Next Invoice #

Next Shipment #

Next Customer #

Next PO #

Default sequences: Quotes = 1001, Invoices = 2001, Shipments = 3001, Customers = 1001, POs = PO1001. Optional prefixes apply consistently to new records. Existing record numbers are not changed.

Calculations & Rates

Overhead / G&A (%)

Default Profit (%)

Material Markup (%)

Outside Service Markup (%)

Sales Tax (%)

Sales Tax Presets

Work Centers

Name	Machine $/hr	Labor $/hr	Burden $/hr	Total $/hr	Active	Actions

System Health

Click "Check Health" to load system status.