Common views
Most documents in Bizconnekt open the same way: you click a row in a list, and the document opens beside the list with a column of small icon tabs on its right edge. The tabs are the same on an invoice, a bill, a goods receipt and a stock transfer. So this section explains each one once. Each document's own guide links here instead of repeating it.
Video coming soon: The document tabs in 2 minutesThe tab column
Open a row with a click or View. The tabs run down the right edge of the document. Hover one for its name. A small number on a tab is a count: emails sent, follow-ups pending, files attached. A tab that is drawn dim and dashed is empty, for example a Journal with no entries. It still opens.
| Tab | What it shows | Page |
|---|---|---|
| The document as it prints. The default tab. | Print, PDF and email | |
| Journal | The accounting entries the document posted to your books. | Accounting journal |
| Inventory | The stock the document moved in or out. | Stock journal |
| Fulfilment | On sales orders, purchase orders and work orders: what each was raised for and what was raised to fulfil it. | Described below |
| Emails | Every email sent from or about the document, and a button to write a new one. | Print, PDF and email |
| Shares | Where the document was shared through DealFlow. | DealFlow |
| Follow-ups | Reminders attached to the document. | Follow-ups on a document |
| Chat | Comments between teammates, and the document's activity as a timeline. | Chat, Activity and history |
| Attachments | Files saved with the document. | Attachments |
Customers, suppliers, leads and enquiries also have an Additional Contacts tab. It is not a document tab, so it is not covered here.
A tab only appears when it makes sense for the document and for your role. Journal and Inventory appear only for documents that post, and only if your role can see accounting entries or stock movements. Emails appears only when email is switched on for your business unit. Follow-ups appears when your role can see follow-ups.
The Fulfilment tab shows the sales orders, purchase orders and work orders linked to the one you opened. It has no page of its own because it appears on just those three documents.
In the Workspace
The Workspace screen shows the same tabs under longer names: Document View, Chat, Journal View, Inventory Transaction, Fulfilment, Sent Emails, Shares, Follow-ups and Attachments. On leads and enquiries it also shows Activity Logs, a place to log calls. Everything on these pages applies to both names. See Using Workspace.
Which tab for which document
Detail is on each page. In short:
| Tab | Documents that have it |
|---|---|
| Journal | Sales invoice, delivery challan, sales return, payment received, credit note, debit note, purchase bill, goods receipt, purchase return, payment made, expense, reimbursement, landed cost, manual journal, stock adjustment, stock transfer, stock conversion, job order, job card, and some material issues and stock settlements |
| Inventory | Sales invoice, delivery challan, sales return, purchase bill, goods receipt, purchase return, stock adjustment, stock transfer, stock conversion, job order, job card, material issue, material receipt and stock settlement |
| Emails | Sales invoice, quotation, sales order, delivery challan, payment received, credit note, debit note, purchase order, purchase bill, goods receipt, payment made, RFQ, bid, lead, enquiry, customer and supplier |
| Follow-ups | Every document and record whose side view you can open, if your role can see follow-ups. Follow-ups can be added to the documents listed on the Follow-ups page |
| Chat | Every document and record that opens in a side view |
| Attachments | Every document and record that opens in a side view, but files can only be saved on the ones listed on the Attachments page |
Tools that are not tabs
Some things you do to a document are not tabs. They have pages here too:
Permissions
Bizconnekt has two levels for each thing a role can do: View and Add/Edit. Delete comes with Add/Edit. There is no separate Create level.
Four tabs are gated by their own permission, on top of View for the document itself:
| Tab | Extra permission |
|---|---|
| Journal | Accounting Entries (View) |
| Inventory | Stock Movements (View) |
| Emails | Email (View to read, Add/Edit to write) |
| Follow-ups | Follow-up (View to see, Add/Edit to add) |
Chat and Attachments follow the document's own permission. Administrators set all of these on the role grid. See Role permissions.
On mobile
The mobile app opens a document from the Workspace list and shows its tabs along the top: Chat, Document, Attachments, Journal, Inventory, Related, Follow-ups, Quality and Emails. Each page here says what the phone does differently. Same on iPhone and Android, except where a page says otherwise.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
A tab I expected is missing
Check the table above. Journal and Inventory do not appear on documents that post nothing. They also need Accounting Entries or Stock Movements on your role. Emails needs email switched on for your business unit. Ask an administrator.
A tab opens empty
That is normal for a document that has not posted yet, or one that is still waiting for approval. The tab fills in once the document is approved and saved.