KIGO.CLOUD

Početak rada

How to Get Started?
First steps in Kigo in nine points: what you need (VAT, customers, payment method), settings, Fiscalization 1.0 and 2.0, employees, items and the first invoice; details for every step.
Glossary
Overview of all modules and concepts in the Kigo system – invoices, quotes, work orders, items, warehouse, reports and other features.
Groups, Items and Services
Guide to entering groups, items and services in the Kigo system – explanation of prices, margin, item types and service types.
KPD Classification
How to find and select the KPD code for an item or service: why grayed-out rows cannot be selected, detailed search by category and group, and bulk assignment.
Business Premises and Internal Act
Business premise and POS device codes, the internal act Kigo assembles from the settings, the premise registration on ePorezna with the form, and common mistakes.
FAQ
Answers to the most frequently asked questions by users.
Importing Items, Search and Barcode Scanners
How to bulk-import items, search items by name or barcode, and use barcode scanners.

Blagajna

Invoices
Instructions for using the POS cash register – entering line items, managing customers, printing and closing invoices, tips, keyboard shortcuts.
Quotes
Instructions for creating and managing quotes – entering line items, sending to customer, converting a quote to an invoice and shortcuts.
Work Orders
Instructions for creating and managing work orders – entering items and services, tracking, conversion to invoice or quote.
Customer Orders
Instructions for creating and managing customer orders, tracking items and customers, and printing orders.
Supplier Orders
Instructions for creating and managing supplier orders, tracking items and suppliers, and printing orders.
Recurring Invoices and Quotes
Instructions for the recurring quotes and invoices module that enables automatic document generation based on predefined rules and schedules.
Invoice History
Overview, search, creation, editing and deletion of all issued invoices, quotes, purchase orders and work orders in the system.
Advance Payment Invoice (Prepayment)
Detailed guide to the complete advance payment workflow in the Kigo system – creating a prepayment from a quote, order or from scratch, reversal, issuing the final invoice, multiple advances, year-end transition, cross-year chain, advance preview modal and VAT calculation.

Skladište & Šifrarnici

Items (Products)
Comprehensive guide to managing items in the Kigo system – all form fields, tabs, prices, barcode, web integrations, bill of materials, archiving and data export.
Services
Comprehensive guide to managing services in the Kigo system – all form fields, service types, prices, bill of materials, differences from items and archiving.
Declarations (Labels)
Detailed guide to the declaration system in Kigo – creating label templates, setting up dimensions and grid, using variables (barcode, price, name, supplier), printing from goods receipts, price changes and categories, scanning barcodes at the POS.
Warehouse
Stock status overview, item filtering by quantity and value, data export.
Groups (Categories)
Comprehensive guide to managing groups (categories) in the Kigo system – all form fields, group discount, minimum margin, CPD code, legal note, connection with items and reports.
Consignment
Instructions for consignment documents: goods receipts, return notes, consignment turnover and consignment stock status.
Margin
Instructions for working with margin items, services and margin goods receipts (PRM documents).
Stocktaking
Instructions for creating and managing stocktaking – inventory count, counting, surplus (IV) and shortage (IM), closing and generating receipts.
Price Change
Instructions for creating price change (adjustment) documents comparing old and new values.
Goods Receipt and Warehouse Documents
Instructions for goods receipts (stock inbound), dependent costs, goods receipt fields and other warehouse documents.
Suppliers
Supplier management – adding, editing and linking with goods receipts and purchase orders.
Item Sets (Bill of Materials)
Creating item sets/bundles, managing components, automatic stock posting and reversing item sets.
Goods Receipt Preparation (PPR)
Goods receipt preparation allows recording incoming goods without affecting stock levels, with the option to convert into a goods receipt.

Financije & Izvještaji

Year-End Closing and Archive
Instructions for closing the business year, archiving data and transferring quantities to the new year.
Stocktaking – Step-by-Step Procedure
Step-by-step stocktaking procedure: preparation, creating the list, counting, closing, processing differences (surplus/shortage) and best practices.
Archive - frequently asked questions
Answers to common questions about the archive: where invoices go after closing the year, why numbering starts from 1, whether entering the archive is safe and how to enter and leave it.
Consignment Sales
Step-by-step consignment sales procedure: from item entry to receipt deregistration and warehouse settlement.
Year Closing (Legacy)
Legacy instructions for closing the business year on WIN and MOB devices with inventory and archiving.
Financial Reports
Overview of all available financial reports: turnover by item, staff, client, cash register report, VAT calculation and ledgers.
Currencies and Exchange Rates
Currency management, setting exchange rates, automatic price conversion on invoices and multi-currency support.
Daily Deposit
Recording daily cash deposits, linking with the cash register and automatic posting to the cash register report.

Integracije

eInvoices
Instructions for working with received and sent eInvoices, synchronization, approval, rejection and fiscalization of eInvoices.
WooCommerce integration
Connect your WooCommerce store to Kigo Cloud via the KigoCloud for WooCommerce plugin - automatic creation and fiscalization of invoices/quotes from orders.
Email Settings and Templates
SMTP server configuration, managing email templates for sending invoices, quotes and reports to clients.
Shopify Integration
Instructions for connecting a Shopify webshop with the Kigo application via WebHook, item synchronization, VAT setup and payment method mapping.
Stripe Integration
Instructions for connecting the Stripe payment platform with the Kigo application for automatic invoicing, fiscalization and payment tracking.
API: connecting external systems
Complete guide to the Kigo Cloud API: all available calls (items, clients, invoices, payments), authentication, creating and cancelling invoices from a webshop, errors and limits.

Postavke

General settings
Detailed description of all configuration options in General settings - printing, POS, printer, touch screen, warehouse, fiscalization and other options.
Employee Management
Adding and editing employees, PIN codes for POS login, OIB validation and system roles.
Payment Methods
Setting up and managing payment methods: cash, cards, wire transfer and other payment methods on invoices.
Manual Cash Register Management
Instructions for manual Cash Register management: automatic deposit slips, creating deposit/withdrawal slips and Cash Register report.
POS Printer Installation
Installing the print service on a Windows computer, sharing the POS printer and connecting it to Kigo for printing invoices on a thermal roll.
VAT System Changes
Instructions for changing VAT system status: inventory, year closing and changing tax on items and services.
Fiscalization 2.0 - Timeline
Overview of Fiscalization 2.0 changes: new rules for F1/F2 invoices, eInvoice and ePoslovanje integration.
Document Templates
Creating and customizing templates for printing invoices, quotes, work orders and other documents with variable support.
Notes and Events
Using predefined notes for documents, event calendar with reminders and integration with the Vehicle Service module.

CRM

CRM - Sales Management
Sales process management through the CRM module: contacts, sales inquiries, pipeline stages and activity tracking.

Reklamacije

Complaint module – full guide
Complete guide to the complaint module: workflow lifecycle, complaint types and steps, creating and processing complaints, kanban board and dashboard, linked documents, photo and file uploads, e-mail templates, public customer link, the 15-day Croatian Consumer Protection deadline, complaint record print and migration of legacy CRM deals.
Complaint types and workflow
Configuring complaint types: fields, step-by-step workflow (stepper), display modes, quick phrases, sidebar sections, resolution types, e-mail templates per step, and preset examples (kitchen, vehicle warranty, goods complaint, equipment).

Servis vozila

Service module – full guide
Complete guide to the service module: settings, locations, vehicles, service types and norms, vehicle reception, statuses, work orders, quotes, calendar, slots and pricelists. Links to detailed articles for PDR and online bookings.
PDR – damage assessment and pricebooks
Detailed explanation of the PDR (Paintless Dent Repair) process: panels, dent sizes, ranges, modifiers and all 4 pricebook types with formulas and calculation examples. Reporting damages, creating quotes and transferring to work orders.
Online bookings (Booking module)
Public booking page, working hours configuration, slots, booking confirmation, blocked dates, email notifications and converting a booking into a vehicle reception.

Auto salon

Vehicle Sales (Auto Salon)
Complete guide for auto salons: Vehicle Receipts PRA and PRAM, margin scheme, Pass-through Items PPMV/NZZV/NZZG, vehicle data, warehouse, reports, vehicle card.