Biz School

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How can we help?

  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. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchases
        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. Importing Contacts – Customers and Vendors
      2. Converting from Another App
      3. 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
  9. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  10. More Resources
    1. Glossary
  11. Confirm Shipments
  12. Downloading Orders
  13. Reconciling Payments
  14. Uploading Inventory

Employees #

Employees are the people you pay wages to within your company. They do not have to have access to BIzuno, this feature is primarily used for record keeping.

Navigation

The Employee Manager can be accessed through your preferences menu:
Preferences -> Employee Manager

Page Navigation

To move to the first page of roles click the arrow with a line to the left or click page by page using the left pointing arrow.  To move to the last page of roles click the arrow with a line to the right or click page by page using the right pointing arrow.

To change the number of results to be displayed choose a number from 10 – 50 in the bottom left hand corner of the Manager.

You can also enter the page you wish to navigate to by entering the number in the field provided. 

Security 

Security clearance can be defined in Roles under the My Business section of Bizuno.

Working with Employees (not as easy as it sounds)

General tab

Notes tab

Custom Tabs

Employee Manager

The first screen you will see is the Employee Manager.  A list of employees will be appear in order by Contact ID(?).  

New – To add a new employee click the New icon in the upper left hand corner of the screen.  The Employee Manager accordion will collapse and the Employee detail page will open allowing you to begin creating a new employee.

Refresh – To refresh the screen click the Refresh icon in the upper right left hand corner of the page.  This is helpful when you make a mistake or wish to start from the beginning.

Status – Filters employee record by Active, Non-Active and All.

Search – Enter any information in the search field to begin a search based on information that you define and click the search button.   

Edit – To view any of these employees in detail double click any one of them or click on the green pencil icon next to the role.

Delete – To delete a employee click the recycle bin to the left of the employees name.

To sort the employees click the title header and the manager will sort by title.  You can also click the double arrows to the right of the Employee Manager/Details to collapse or extend the respective accordions.  

New Employee

  1. Click the New Button in the upper left hand corner and the Manager accordion will collapse and open the Employee Details accordion.
  2. Enter the relevant information in to the fields provided.
  3. Click the Save button near the top of the screen.

Edit Employee

  1. To edit an employee record locate the employee in the Manager.
  2. Double click the employee you wish to edit or click the green pencil icon under the action header.
  3. The Manager accordion will collapse and the Details accordion will open.
  4. Edit the information you wish to change.
  5. Click the Save button near the top of the screen.

Delete Employee

  1. To delete an employee record locate it in the Manager.
  2. Click the trash can icon to the left of the record.

Linking Employees to User Accounts

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