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Shared workflow

Real-time multitasking

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  1. One workspace. Several live windows. Keep each task in view.
  2. Move between color-coded areas without losing your place.
  3. Keep working while Koaila coordinates supported tasks alongside you.
  4. Event-driven updates bring the low-latency approach of multiplayer games to ERP work.

Shared workflow

Koaila works in the background

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  1. Configured background tasks keep moving, guided by your instructions and permissions.

Shared workflow

Create a customer from a website

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  1. Find published company details, choose a location, and review the customer record before saving.

Shared workflow

Create a vendor from a website

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  1. Use the supplier's website to find its details, then check the selected address and company identity.

European VAT example

Create a customer with VIES

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  1. Look up the EU VAT number and review the returned company details in the customer form.

European VAT example

Create a vendor with VIES

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  1. Check the supplier's EU VAT number and review its company details before saving the vendor.

Shared workflow

Create an internal product

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  1. Set up a component for production or internal use without treating it as a normal sale item.

US configuration example

Create a service product

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  1. Define a non-stock service and review the commercial and tax settings shown for this US example.

Shared workflow

Create a purchased inventory product

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  1. Configure the item's identity, purchasing information and stock settings for supplier-based replenishment.

Shared workflow

Create a manufactured inventory product

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  1. Set up a stocked finished product for internal production and review its manufacturing configuration.

Shared workflow

Check inventory stock status

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  1. Inspect on-hand and available quantities alongside allocations and operational stock information.

US configuration example

Create and save an estimate

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  1. Select the customer, enter the proposed products and quantities, then review and save the estimate.

US configuration example

Turn an estimate into a sales order

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  1. Carry the estimate into the linked sales-order workflow and review the order before confirming it.

Shared workflow

Print a business document

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  1. Open a saved document, use its print action and review the generated PDF. This example prints a sales order.

Shared workflow

Create a pick from a sales order

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  1. Start a linked warehouse pick and confirm the quantities selected for fulfillment.

Shared workflow

Create a packing list from a pick

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  1. Bring the picked quantities into packing and record the package contents for the shipment.

Shared workflow

Ship the picked and packed order

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  1. Create the outbound shipment from the prepared order and follow its dispatch workflow.

US configuration example

Create an invoice from a sales order

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  1. Create the linked invoice, review the order-derived lines and totals, and complete the invoicing step.

Shared workflow

Record an invoice payment

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  1. Open the invoice's payment action, choose the deposit account, record the received amount and verify the paid status.

Shared workflow

Create an inventory purchase order

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  1. Choose the vendor and inventory items, review quantities and prices, then place the purchase order.

Shared workflow

Create a purchase order for services

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  1. Prepare a supplier order for non-inventory services without introducing a physical goods-receiving step.

Shared workflow

Receive an inventory purchase order

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  1. Record the quantities physically received against the order, keeping receiving separate from supplier billing.

Shared workflow

Record the bill for an inventory order

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  1. Link the supplier bill to the inventory purchase order and review its lines, amounts and billing progress.

US configuration example

Review and allocate inventory bill costs

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  1. Start from the inventory purchase order and open its linked supplier-bill workflow.
  2. Review the bill's products, quantities and charges, then save the bill before reviewing order differences.
  3. Apply selected purchase-order cost adjustments. This US example includes sales-tax allocation; existing stock and accounting history stay unchanged.

Shared workflow

Record a service bill with Koaila

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  1. Ask Koaila to open the supported bill workflow, then review the service details in the structured form.

Shared workflow

Record a supplier bill payment

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  1. Choose the paying account, apply the payment to the bill and verify its paid status. This records the payment in the books.

Shared workflow

Run a manufacturing order to completion

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  1. Create the order, pick its materials, complete the production steps and close the finished job.

Italian fiscal workflow

Create an electronic invoice

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  1. Prepare the invoice and review its fiscal details in this Italian electronic-invoicing example.

Italian fiscal workflow

Review a received electronic invoice

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  1. Inspect a received Italian e-invoice and follow its document and accounting information.

Shared workflow

Automate bank-transaction recording

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  1. Review connected bank transactions and account-level automation; automatic posting remains an explicit choice.

Shared workflow

Open a standard report

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  1. Choose a report from the catalogue and open it in its own workspace.

Italian fiscal workflow

Open and export VAT registers

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  1. Select the VAT-register report and period, then use the available register and export controls.

Shared workflow

Generate and open a custom report

Read the steps
  1. Describe the analysis you need and open the generated report in the reporting workspace.

See how it fits your business.

Tell us how you work today, which countries you operate in and where the manual work piles up. Our team can help you choose the right starting point and prepare your setup.

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