Biz School

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  1. Welcome to Bizuno-U
  2. FAQs
  3. Quick Start
    1. Installation
    2. Configuration
    3. Your Dashboards
    4. Your First Product
    5. Your First Purchase
    6. Your First Sale
  4. Working With Bizuno
    1. Navigation
    2. Dashboards
    3. Currencies
    4. Locale
    5. Settings
  5. Users Guide
    1. Customers
      1. Manager
      2. CRM Manager
        1. Promotion Manager
      3. Sales Manager
        1. Request for Quote
        2. Sales Order
        3. Sale
        4. Credit Memo
      4. Prices
      5. Amazon Interface
        1. Uploading Inventory
        2. Downloading Orders
        3. Confirm Shipments
        4. Reconciling Payments
      6. Order Fulfillment
      7. Returns Manager
      8. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchase Manager
        1. Request for Quote
        2. Purchase Order
        3. Purchase
        4. Vendor Credit Memo
      3. Prices
      4. Reports and Forms
    3. Inventory
      1. Manager
        1. Accessories
        2. Attributes
        3. Images
        4. Options
        5. Vendors
      2. Assemblies
      3. Adjustments
      4. Build Manager
      5. Inventory Bulk Edit
      6. Receiving/Inspection
      7. Reports
    4. Banking
      1. Customer Receipts
      2. Customer Refunds
      3. Vendor Payments
      4. Vendor Payments - Bulk
      5. Vendor Refunds
      6. Account Register
      7. Cash Reconciliation
      8. Reports and Forms
    5. General Ledger
      1. GL Manager
        1. Intuit Online Payroll
      2. Budgeting
      3. Reports and Forms
    6. Quality
      1. Document Control
      2. Quality Manager
      3. Maintenance Manager
    7. Tools
      1. Shipping Manager
      2. PhreeForm - Reports/Forms
      3. OpenCart Interface
      4. PrestaShop Interface
      5. WooCommerce Interface
      6. Google Interface
      7. Image Manager
      8. Translator Assistant
      9. Import/Export
      10. Backup/Restore
    8. My Business
      1. Profiles
      2. Employees
      3. Fixed Assets Manager
  6. Administrators Guide
    1. Module Settings
      1. Bizuno Settings
        1. Linking Your PhreeSoft.com Account
        2. SMTP Configuration
        3. Creating a New Store
      2. Contacts Settings
      3. Inventory Settings
      4. Payment Settings
      5. PhreeBooks Settings
      6. PhreeForm Settings
    2. Extension Settings
      1. Multi-Store Extension
      2. Service Builder - Job Templates
    3. Security
      1. Data Encryption
    4. Roles
    5. Users
    6. Maintenance
      1. Protecting Your Business Data
      2. Backing Up Your Data
      3. Restoring From a Backup
    7. Reloading and Importing Reports and Forms
    8. Using Barcode Scanners
    9. Importing and Exporting
      1. Converting from PhreeSoft Cloud and PhreeBooks5 to Bizuno for WordPress
      2. Importing Contacts – Customers and Vendors
      3. Converting from Another App
      4. Converting from PhreeBooks
  7. Advanced Topics
    1. The Bizuno Journals
    2. Working With Taxes
    3. Fixing Trail Balance is Out of Balance Errors
    4. Editing Reports and Forms
    5. Entering a Vendor Deposit
    6. Entering a Customer Deposit
  8. Tutorials
    1. Mastering Price Sheets
    2. Installing the Bizuno/WooCommerce Interface
    3. Translating Bizuno
    4. Using Bizuno for Managing Trusts
  9. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  10. More Resources
    1. Glossary

Converting from PhreeSoft Cloud and PhreeBooks5 to Bizuno for WordPress #

Prepare new site:

  1. Create and initialize new WordPress website. Make sure admin email address matches admin address of the new WordPress site.
  2. Download Bizuno and all available plugins from WordPress store.
  3. Activate all Bizuno plugins (bizuno-accounting last)
  4. Manually install Bizuno Pro if purchased.
  5. Navigate to Bizuno from the  admin screen and complete the installation. Details are not important as the db will be overwritten during this process.

Prep for Migrate

  1. Create users with same email to match existing Bizuno user emails. Note that they do not need to be WordPress admins, contributor or customer is ok.
  2. Log out of WordPress. This will force the reloading of the cache after the upgrade.

Migrate

  1. Log into current PhreeSoft Cloud or PhreeBooks 5 account and navigate to Tools -> Backup and backup database. Download to local machine. Logout.
  2. Zip all files and folders in the myFiles folder (PhreeBooks 5 only). PhreeSoft cloud data files need to be requested from the Biznerd team.
  3. Unzip the file and open with a text editor. Something that can handle the file size is a must. I use BBEdit on my mac, Notepad++ should do it for a PC.
  4. The prefix of the tables needs to be changed (the default bizuno prefix is empty, the default WordPress prefix is wp_ if yours is different then repalce wp_ with your prefix), this can typically be completed with a set of global search and replace for 5 strings like:

Search:  DROP TABLE IF EXISTS `
Replace: DROP TABLE IF EXISTS `wp_bizuno_

Search:  CREATE TABLE `
Replace: CREATE TABLE `wp_bizuno_

Search:  LOCK TABLES `
Replace: LOCK TABLES `wp_bizuno_

Search:  INSERT INTO `
Replace: INSERT INTO `wp_bizuno_

Search:  ALTER TABLE `
Replace: ALTER TABLE `wp_bizuno_

  1. Zip the edited file and upload to you WordPress site in the folder:
    wp-content/uploads/bizuno/backups folder.
  2. Upload the data zip file to the new server and unzip into the data folder (typically wp-content/uploads/bizuno/)
  3. Navigate to Tools -> Backup -> Restore icon. Upload database downloaded from step 1. From the action column of the table, click the restore and follow on screen instructions. This process will overwrite the current temporary install and upon the first login will perform the upgrade of the database. At the end of the restore, the user will be logged out. Log back in and the upgrade will automatically occur.
  4. May have to change ownership of files if file was unzipped through a terminal. Also, PhreeSoft is still working on issues with conflicts when running Bizuno in the admin screen. If this is the case, create a new WordPress page titled Bizuno, verify permalink are enabled and navigate to full screen mode (https://www.yourdomain.com/bizuno/) and the display issues should be fixed.
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