Biz School

Created with Sketch.

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
        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 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

Module Settings #

Settings are used to personalize the look, feel and defaults for your business. The main Settings window displays one or more categories of modules. The tabs and tab contents will vary depending on the modules available.

Installing a Module

To install a module navigate to the module by selecting the category tab where the module is located. If the module is highlighted in green, the module is already installed. In this case, the Install button will not be visible. If the module is not highlighted, there should be an Install button on the right side of the module description. Click the Install button and the module will be installed. Once the module is installed, set up the roles that have access to the module. By default all roles access levels are set to No Access. Once the roles have been set, log out and back in to Bizuno to refresh the system cache. Other user will also have to log out and back so their cache will be reloaded with the new settings. If the module does not appear in the Roles settings for a given role, it may be necessary to log out and back in to have your session recognize the module.

Modules will be installed with default settings as determined by the application. This is also a good time to review the module Settings and make sure the configuration meets your requirements.

Note: Installing a module will also add any file structures and database tables/fields necessary for the operation of the module. 

Removing a Module

IMPORTANT! You should assume that all your database data and files associated with the module will be deleted when the module is removed. If you are not sure, back up your data before removing a module.

To remove a module, navigate to the module by selecting the category tab where the module is located. If the module title is not highlighted, the module is not installed and does not need to be removed. If the module title is highlighted, The module may be removed by clicking on the Remove button. Once the module has been removed, it’s best to log out and back in to refresh your system cache.

Note: If the module title is highlighted and the Remove button is not visible, either the module is part of the core Bizuno application and cannot be removed or your role settings do not allow you full (Read/Write) permissions as a Bizuno module administrator.

Configuring Module Settings

To configure the settings of a module, select the tab where the module reside and click on the Settings icon. The page will reload displaying all available configuration settings. Refer to the details page for setting details for each module, links below.

Help Guide Powered by Documentor
Suggest Edit