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• Getting Started

  Set up your workspace, follow the Onboarding Guide, and find your way around Home, search and the phone layout.

  • Set up your workspace
  • The Onboarding Guide
  • The Home page and search

  Open Getting Started (3 articles in Getting Started)

• Importing & Exporting Data

  Bring in suppliers, materials, opening stock, supplier SKUs, BOMs and soap recipes from a CSV or Excel file, and export your lists back out.

  • Export your data
  • Import materials from a spreadsheet
  • What you can import, and in what order

  Open Importing & Exporting Data (3 articles in Importing & Exporting Data)

• Materials & Inventory

  Add materials, track SKUs and lots, adjust stock, record waste, and read the Materials Inventory and Finished Goods pages.

  • Adjust inventory or record waste
  • SKUs, lots and lot allocation
  • Add a material and its opening stock

  Open Materials & Inventory (3 articles in Materials & Inventory)

• Products & Variants

  Create products with a type, SKU and selling price, add variants such as scent and size, and link each one to its BOM.

  • Create a product
  • Add variants (scent, size, vessel)
  • Product types and selling prices

  Open Products & Variants (3 articles in Products & Variants)

• Formulations

  Build soap recipes from the ingredient library, run recipe tests with cure reminders, size a recipe to a mold, and save templates.

  • Share a recipe with a link or the Kerno community
  • Size a recipe to your mold
  • Test a recipe before you make stock

  All 5 articles (5 articles in Formulations)

• Bills of Materials (BOMs)

  Write down what goes into one batch, add production steps and packaging, then publish, version and activate a BOM.

  • Production steps, labor and packaging
  • Create a BOM (from scratch or from a recipe)
  • Publish, version and set the active BOM

  Open Bills of Materials (BOMs) (3 articles in Bills of Materials (BOMs))

• Production

  Plan production runs, move a run from Draft to Completed, record actual amounts, pass QA and put finished goods into stock.

  • From Draft to Completed: reserving, starting and recording actuals
  • QA and finished-goods lots
  • Plan a production run

  Open Production (3 articles in Production)

• Purchase Orders & Suppliers

  Manage suppliers, send and receive purchase orders, and set low-stock thresholds and automatic reordering.

  • Send and receive a purchase order
  • Low-stock thresholds and automatic reordering
  • Add a supplier and supplier SKUs

  Open Purchase Orders & Suppliers (3 articles in Purchase Orders & Suppliers)

• Orders & Customers

  Enter customer orders, allocate and ship finished goods, and see each customer's history.

  • Create and ship a customer order
  • Customers and their orders
  • Reserved, Open Demand and Net Available

  Open Orders & Customers (3 articles in Orders & Customers)

• Costing, Pricing & Reports

  Understand material, labor, electricity and overhead costs, margins and markup, and what each report shows.

  • Labor, electricity and overhead settings
  • The reports, one by one
  • How Kerno costs a product

  All 4 articles (4 articles in Costing, Pricing & Reports)

• Account & Settings

  Workspaces, team members and roles, security, billing, notifications, email and the other settings pages.

  • Notifications, email and two-factor sign-in
  • Team members and roles
  • Workspaces: add, switch and delete

  All 4 articles (4 articles in Account & Settings)

• Troubleshooting & FAQ

  Quick answers to the questions that come up most, and what to do when a page does not behave the way you expect.

  • What does Open Demand count?
  • Why can't I turn on automatic reordering for a supplier?
  • A product I just created isn't on the Margins card or in the reports

  All 16 articles (16 articles in Troubleshooting & FAQ)