Turbo Inventory implementation roadmap

This document serves as an implementation guide for new customers and partners. 

In this document, we define 3 levels of Turbo implementation. Depending on your specific business requirements and timelines, the target level of implementation is agreed upon when you sign up for Turbo.

Level 1: Using Turbo out-of-the-box

Level 2: Configurations and integrations to make Turbo your system

Level 3: Advanced Turbo training for your team

For standard customers, the levels must be completed sequentially. 

If you are an enterprise customer an implementation specialist will work with you to gain a complete understanding of your business use cases and translate these into workflows in Turbo so that your staff can hit the ground running with the new system. Please contact us to discuss your detailed requirements.

Level 1: Setting up out-of-the-box Turbo

Upon completing this level, you should be able to start using all the standard Turbo features with default settings and templates. Your most important data: products, suppliers, customers and staff are imported into Turbo, and you can start managing stock immediately.

It is recommended that businesses that value speed of implementation, or want to get started with a simple, stand-alone inventory management system complete level 1.

Getting started

• Get your login 
• Enter business details
• Setting up your VAT
• Add a user
• How to reset user passwords

Setting up sales 

• Add a product
• Add a customer 
• Create sales invoice
• Create quote
• Create credit note
• Create pro forma invoice
• Create sales order 
• Record customer payments 

Setting up suppliers 

• Add a supplier / opening balances
• Create Purchase Order 
• Create Goods Receipt
• Create Supplier Invoice
• Record Supplier Payments

Setting up stock

• Setup Departments and Categories
• Setting up VAT Rates

Level 1 data import (contact your onboarding specialist for data import templates)

• Importing products 
• Stock Count & Adjustments 
• Bulk importing Customers into Turbo Inventory
• Importing suppliers 
• Importing staff 
• Importing departments 
• Importing categories 
• Importing opening balances 

Level 2: Configurations and integrations in Turbo

Upon completing this level, you should be able to follow all the standard Turbo workflows with settings and templates configured. More detailed data is imported and integrations to accounts package, payment, or e-commerce is done. Turbo should now be setup for your basic daily operations.

It is recommended that businesses that want a blend of speed and detail, and appreciate a lightweight ERP that runs their business complete level 2.

The sales workflow

• Quote 
  

  • Quote loss reasons

  • Client approval of quote

• Standard sale
  

  • Columns available

  • Changing Sales Invoice template

  • T&Cs for sales invoice
    

• SO workflow

  • Creating sales order workflows
    

  • Sales Order Price Approval Workflow
    

The payments workflow

• Customer payments
  

  • How to create new payment terms

  • Putting an Account on Hold

• Supplier payments

  • Adding opening balance to a supplier
    

  • Supplier with foreign currency
    

The supplier/purchasing workflow

• Purchase order workflow
  

  • Reordering / recurring orders 
    

  • Columns available for PO

• Supplier invoice
  

  • Additional charges 

  • VAT only invoice

The customer workflow

• Balance

  • How to manage Customer Credit Limits

• CRM

  • Additional Contacts

  • Using CRM Features to Manage Customer Relationships

  • Managing Parent and Child Customer Accounts

  • How do I add Sales Reps to my Customer?

  • Delivery addresses

• Statements
  

  • How to enable, and update Custom Statement Templates

  • How to change the Aging Summary Days

  • Automatically email customer statements

The product workflow

• Promotional pricing 

• Product types

• Attributes

• Customer restrictions

• Selling products in different pack sizes

• Variants of master product

• Adding a product with variants

The Warehouse workflow

• Setup bin location
  

• Batch printing dispatch notes

• Stock transfers

• Stock Takes

  • How to export a stock take file to Scan Matrix

  • Stock adjustments

  • Printing stock take sheets

  • Importing a stock count

The VAT return workflow

• Running VAT returns 
• Setting customers and suppliers to the correct VAT type

The mobile app 

• Setup

Integrations* 

• Accounts packages 

  • How to integrate Xero with Turbo Inventory

  • How to integrate Big Red Cloud with Turbo Inventory

  • How to Create a Big Red Cloud API Key

  • How to integrate QuickBooks Online with Turbo Inventory

• E-commerce

  • How to integrate Shopify with Turbo Inventory

  • How to integrate Clover with Turbo Inventory

  • How to integrate WooCommerce with Turbo Inventory

• Stripe

  • How to set up Stripe

  • How to set up the Stripe Terminal

• Emails
  

  • Overview

  • How do I send multiple invoices to a customer?

  • Sending Emails to Multiple Contacts ?

  • Customising Outgoing Emails

  • Send a bcc of Every email Sent

Bill of Materials

• Setup

Level 2 data import (contact your onboarding specialist for data import templates)

• Importing customer balances
• Importing price books 
• Importing customer delivery addresses
• Importing customer contacts
• Importing BOMs
• Importing supplier prices 
• Importing supplier balances 
• Importing product attributes 
• Importing sales orders
• Importing purchase orders

Level 3: Advanced Turbo training 

Upon completing this level, your staff across different functions are all trained to operate in Turbo. They understand how the system works, how to enter information, pull reports, and have the ability to identify and correct errors. You should now have the confidence that your business is able to operate the system independently.

Level 3 implementation extends Level 2 and is suited to businesses that need Turbo integrated across multiple operational functions.

The sales workflow

• Quote workflow 

  • Marking a Quote as Lost

  • Marking a Quote as Won
    

• Standard sale

  • Delete Sales Invoice

  • Amend sales invoice

  • Credit sales invoice

  • Add discount to Sales Invoice
    

  • Assign documents to Sales Invoice

  • Batch printing customer invoice

• Giftcards

  • Selling a gift card

  • Redeeming a gift card

  • How to sell a Gift Card on the ePOS

  • Sales History in Turbo Inventory

• SO workflow
  

  • Invoice a sales order

  • Create a dispatch note for sales order

  • Deleting a sales order delivery/dispatch

  • Cancel or Finalise an Active Sales Order

  • PO for Sales Order

• EPOS 

  • What is an stock/inventory count and how do I complete one?

  • Park Sales in Turbo Inventory

  • Adding and Removing Cash from the Cash Drawer

  • How to sell a Gift Card on the ePOS

  • Sales History in Turbo Inventory

  • How to redeem a Gift Card

  • Reprinting Receipts from the Sales History

  • Creating a Deposit Sales in Turbo Inventory

  • Searching for your product

  • How to change the price of an item on the Sell Screen

  • Adding a Product from the Point of Sales

  • Returning a Sale in Turbo Inventory

  • Open and Close Turbo Inventory Till

  • Adding Customers to a Sale

  • Receiving Stock from the Sell Screen

  • Setting up Departments and Categories as Presets

The payments workflow

• Customer payments

  • How to Add a Payment against a Customer Account with a Discount

  • How to allocate a Credit Note to an Invoice

  • How to delete (un-allocate) a Customer Payment

  • A Customer wants to put credit on their account
    

• Supplier payments
  

  • Supplier payment with credit note

  • Supplier payment with discount

  • Deleting supplier payment
    

  • Running rebate statement

The supplier/purchasing workflow

• Purchase order workflow

  • Receiving a PO

  • Deleting a PO

  • PO approvals 

  • Merging POs for the same supplier

  • Back orders 

  • Requests for quotes 

  • Multi-receipt

  • Generate suggested orders
    

• Goods receipt workflow

  • Posting / editing / deleting goods receipts

  • Converting good receipt into Supplier Invoice

• Supplier credit note

  • Creating / editing / deleting supplier credit note

  • Pushing to accounts package

  • Multicurrency on credit note

• Supplier invoice

  • Creating / editing / deleting

  • Pushing to accounts package
    

  • Multicurrency on supplier invoice

The customer workflow

• Discount

  • Assigning a Pre-defined Discount to a customer

• Collections

  • Customer PLOF : Adding, Editing, Selling Favourite Products

• Adjustments

  • How to adjust a Customers Balance

• Statements

  • Printing Customer Statements

  • Printing Statements (Bill) Run

  • How to enable, and update Custom Statement Templates

  • How to change the Aging Summary Days

  • Automatically email customer statements

The product workflow

• Add / edit / delete

• Assigning batch number to online sales
  

The Warehouse workflow

• Picking

• Picking multiple batch numbers from a sales order

• Packing a dispatch

• Batch printing dispatch notes

The mobile app 

• Invoicing

• Customers

• Purchasing

• Warehouse

• Dispatching

• Products

Reporting 

• Dead inventory report

• Gift cards and credit notes report

• Sales by staff who helped with sale

• Sales by product

• Sales by customer tag

• How to run an inventory valuation

• How to run the customer or supplier balance history

• EDI Export

The Next Level: Custom feature development 

Please contact us to discuss your detailed requirements if you have completed levels 1-3 and require further custom development work to fit your unique business needs.