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

Promotion Manager #

Overview

Installation

From the main menu, navigate to: 
My Business -> Settings -> Customers tab and press the Install button on the Promotion Manager module section. You may need to log out and back in to reload the cache and register the module and initialize.

Security and Permissions

Once installed, access permissions must be set at the role level before users can access the module. Access levels for this module: 

None – No access, module does not appear in the menu
Read Only – Users can pull up an open campaigns to view but cannot save it.
Add – Users can pull up, create campaigns. 
Edit – Users can read, add, and edit campaigns.
Delete – Full access to all features, read, add, edit and delete.

Settings

This module does not have any user settings.

Usage

Removal

From the menu, navigate to: 
My Business -> Settings -> Customers tab and press the Uninstall button on the Promotion Manager module section. You may need to log out and back in to reload the cache and register the module and initialize. 

Caution: Users currently logged in and with permissions set will still see the Promotion Manager in the menu. The menu item will not be removed until they log out and back in.

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