Bizconnekt User Guide
Welcome to the Bizconnekt User Manual. This comprehensive guide is designed to help business users navigate and leverage the full capabilities of the Bizconnekt platform for day-to-day operations.
What's Included
The User Manual provides detailed instructions for:
Dashboard & Views
- View approval workflows and pending approvals
- Monitor purchase order delays and upcoming deliveries
- Track critical inventory levels and price indexes
Item Management
- Add and edit items with detailed specifications
- Understand item approval workflows and statuses
- View and filter your item catalog
Supplier Management
- Create and manage supplier profiles
- Navigate the supplier approval process
- View and analyze supplier information
Purchase Workflows
- Create purchase requisitions, RFQs, and purchase orders
- Process bills and goods receipt notes
- Manage payments to suppliers
Sales Operations
- Manage customer profiles
- Create and track sales orders
- Generate invoices and record payments
Stores & Inventory
- Manage stores and stock across locations
- Record stock transfers, adjustments and conversions
- Apply landed cost to arrive at true stock value
Production
- Raise work orders and run them stage by stage
- Set up routes and bills of materials
- Handle job orders (subcontracting) and resource scheduling
Demand Planning
- Decide what to buy versus what to make
- Turn demand into purchase and production plans
People
- Maintain the employee master
- Record daily attendance, shifts and shift rosters
Financial Tools
- Access audit trails
- Prepare for GST filing
- Monitor inventory costs
Reports
- Generate and analyze purchase reports
- Review sales performance metrics
Getting Started
The sidebar navigation on the left provides easy access to all sections of the User Manual. We recommend starting with the Dashboard section to understand the platform's key views and then exploring the specific modules relevant to your role.
For new users, follow these steps:
- Familiarize yourself with the Dashboard
- Learn about Item and Supplier management
- Explore the Purchase and Sales workflows
- Discover reporting capabilities
Bizconnekt Admin Manual
Welcome to the Bizconnekt Admin Manual. This comprehensive guide is designed for administrators responsible for configuring and managing the Bizconnekt platform.
What's Included
The Admin Manual provides detailed instructions for:
System Configuration
- Platform setup and initialization
- Environment configuration
- Integration settings
- Security and access control policies
User Management
- User creation and onboarding
- Role and permission configuration
- User group management
- Authentication settings
Workflow Configuration
- Approval workflow setup
- Business process customization
- Notification management
- Automated task configuration
Data Management
- Data import and export procedures
- Backup and recovery
- Archiving policies
- Data cleansing and maintenance
Integration Management
- API configuration
- Third-party integrations
- Custom connector setup
- Data synchronization settings
Monitoring and Maintenance
- System health monitoring
- Performance optimization
- Troubleshooting common issues
- Scheduled maintenance procedures
Getting Started
The sidebar navigation on the left provides easy access to all sections of the Admin Manual. We recommend starting with the System Configuration section to understand the platform's fundamental settings and then exploring the specific modules relevant to your administrative responsibilities.
For new administrators, follow these steps:
- Review the System Configuration section
- Configure User Management settings
- Set up Workflow Configurations
- Establish Data Management protocols
If you have any questions that aren't addressed in this manual, please contact our support team at support@bizconnekt.com.