129 docs tagged with "user-guide"

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Lock accounting periods per business unit so transactions dated on or before the closing date can't be created, edited or deleted through any channel.

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Manage AI settings in Bizconnekt admin, including Playbooks — reusable, admin-approved instructions that guide the in-product assistant for your team.

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Give every quote, order and invoice its own automatic reference in Bizconnekt Admin. Set a prefix, financial-year and running series for each document type.

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Compare priced supplier bids against your RFQ in Bizconnekt, approve the best-value offer, and raise a purchase order in one clear side-by-side buying decision.

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A BOM is a set of items for kits, stock conversion and quick document entry; a Work Order Process is how a product is made, stage by stage. Learn which to use.

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Understand and manage your Chart of Accounts in Bizconnekt admin — the ledger accounts your books post to. Start from the ready-made list, add accounts, and keep Tally in sync.

Set up the ready-made email messages Bizconnekt sends when you share a quote, invoice, or payment reminder, so every document goes out branded and complete.

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See a customer's health, pending payments, open deals, last activity and contacts on one Overview tab, and filter your list by Prospects vs Customers lifecycle.

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Share quotations and invoices by link. Your customer approves on their phone with no signup, you chat on the deal, and file what you receive into your books.

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Set your base currency, date format, and decimal places once in Bizconnekt admin so every quote, invoice, bill, and report reads the same way across your business.

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Add an authorised signature or company stamp to your Bizconnekt documents, so it appears automatically on the printed and shared copies of invoices and orders.

Set the supporting files each document type must carry in Bizconnekt Admin, so a purchase order or invoice can't be saved without its signed quote or proof.

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Create branded email messages Bizconnekt sends with your quotes, invoices, and payment reminders, with the customer name, document number, and amount filled in automatically.

An enquiry is a real buying opportunity you plan to quote and win. See how it sits between a lead and a quotation, its stages and the sales pipeline board.

Set employee expense rules in Bizconnekt admin: categories, per-category spending limits, when a receipt or approval is required, and per-km and per-day rates.

Control what happens when someone tries to issue stock from a batch whose expiry date has passed — warn the operator, or block the issue outright.

Create follow-ups automatically when a bill, invoice or delivery challan is saved, timed to its due or delivery date, and close them when it is settled.

Attach follow-ups to any document, see everything assigned to you in the My Follow-ups inbox, and act on overdue reminders before deals slip away silently.

Record or receive a supplier's priced bid against your RFQ in Bizconnekt — enter items, rates, taxes and terms so you can compare offers and award the best one.

A step-by-step guide to adding a sales lead in Bizconnekt, filling in the right details, logging your first call or meeting, and fixing common issues.

Add a store or store group to a site step by step: pick a location, choose a kind, set an optional storage type and capacity, and save so goods can be received.

A step-by-step guide to raising a new enquiry in Bizconnekt sales: add the requirement, priority and contact, and let the reference number generate itself.

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Compare supplier bids side by side in Bizconnekt, filter and track their status, approve the best-value offer, and raise a purchase order from the winning bid.

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Create a pricing rule with volume discounts, early-payment discounts, and validity dates so the right price applies automatically when you quote or sell.

Find, filter, review, and edit your pricing rules in Bizconnekt so your selling prices, volume discounts, and supplier rates always stay current and correct.

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Set your employee expense rules in Bizconnekt admin: expense categories, spending limits, receipt and approval requirements, and per-km and per-day rates.

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Every keyboard shortcut in Bizconnekt: the command palette, moving through forms with Enter, list and document keys, row menus, print, help, and how to turn keyboard mode off.

Learn how Leads in Bizconnekt capture potential customers, move them through clear stages, log every call, and convert them into enquiries and customers.

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Ask Neo about your business data or have it draft documents from chat and attachments. You review every field and confirm before anything is created.

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Choose per business unit whether the Payments Made form must have the supplier's bank account selected before a bank-transfer payment can be saved.

Create reusable payment terms like Net 30 or advance in Bizconnekt admin, attach them to customers, suppliers, and documents, and let due dates calculate automatically.

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Playbooks are reusable, admin-approved instructions that guide Bizconnekt's in-product assistant, so common questions get the same, correct answer each time.

Set pricing rules once in Bizconnekt so the right price, volume discount, and early-payment discount apply automatically every time you quote or sell.

Set a default production store for each location so work order stages executed there have their store filled in automatically, while operators can still change it.

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Connect a business unit's own Razorpay account in Bizconnekt Admin: enter your keys, set the webhook, pick the ledgers, and switch online payments on or off.

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Track every lead and enquiry on a drag-and-drop pipeline board, switch to grid view, filter with one-tap presets, and review your team's leaderboard, activity and conversion.

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Control how your organisation signs in from the Admin console: review and revoke active sessions, set a session timeout, audit sign-ins and require MFA.

Review every sign-in and failed sign-in attempt for your business unit over the last year: who, how, from which device and IP, and how each session ended.

Lock or sign out users after 30 minutes, 1 hour or 2 hours of inactivity, and let them resume a locked Bizconnekt session with a 4-digit sign-in PIN.

Understand locations, store groups and stores — the three levels that describe where your goods sit — and know when to set them up, who uses them, and how to start.

Understand stores, locations and the Unassigned bucket, read the five stock numbers as a simple coverage tracker, and know when to transfer, adjust, convert or add landed cost.

Turn on Strict Audit Mode per business unit so that an invoice, bill, payment, order or journal is cancelled if its audit trail entry cannot be recorded.

Manage your Bizconnekt subscription and team: view your current plan and renewal, add and remove users, manage licences, and download invoices.

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See your business unit's support tickets, the response-time commitment your plan carries, and platform support hours — all from the Admin console.

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Download the Tally Connector, issue its one-time credentials, check whether it is online and Tally is reachable, and revoke or replace its key from the Admin console.

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Use Workspace day to day: read a document's activity timeline, add comments and notes, tag teammates, and see read receipts confirming who has viewed updates.

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See all your stores in one list, open a store to edit its details, retire one you no longer use, and add many stores at once with a spreadsheet bulk import.

Learn how to view and filter your leads, open a lead, move it through the stages, review the activity log, and convert it into an enquiry and a customer.

Open, search and filter your enquiries, move them through stages, log calls and meetings, link a customer, raise a quotation, and mark each deal won or lost.

Work Order settings for each business unit: choose relaxed or strict material handover, and decide whether intermediate stage inputs count as material demand.

Workspace is the activity feed on every Bizconnekt document — comments, updates, approvals and who has seen what — so your team and partners stay aligned.