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
      6. Order Fulfillment
      7. Returns Manager
      8. Project Manager
      9. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchases
        1. Request for Quote
        2. Purchase
        3. Purchase Order
        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. SMTP Configuration
      2. Contacts Settings
      3. Inventory Settings
      4. Payment Settings
      5. PhreeBooks Settings
      6. PhreeForm Settings
      7. Extension Settings
    2. Security
      1. Data Encryption
    3. Roles
    4. Users
    5. Maintenance
      1. Backing Up Your Data
      2. Restoring From a Backup
    6. Multi-Store Extension
    7. Service Builder - Job Templates
  7. Advanced Topics
    1. Working With Taxes
    2. Fixing Trail Balance is Out of Balance Errors
    3. Protecting Your Business Data
    4. Importing and Exporting
      1. Importing Contacts – Customers and Vendors
      2. Converting from Another App
      3. Converting from PhreeBooks
    5. Using Barcode Scanners
    6. Editing Reports and Forms
    7. Entering a Vendor Deposit
    8. Entering a Customer Deposit
    9. Reloading and Importing Reports and Forms
  8. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  9. More Resources
    1. Glossary

Customer Reports and Forms #

Bizuno comes standard with many reports/forms designed specifically for your customers. The list below includes the standard reports/forms as organized in the PhreeForm report tool. Note that this list may grow as more standard reports and forms are added. Also, PhreeForm is a full featured form/report design tool that will let you customize and build tailored documents specifically to meet your needs.

How reports are organized 

Where to find them

Report groups

viewing reports

criteria

Standard Reports/Forms

Standard Reports brief description of each

Custom Reports/Forms

Of course the standard reports can be adjusted, modified or built from scratch using the PhreeForm report tool. More details can be found in the  PhreeForm section.

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