SETTINGS & REPORTS
DASHBOARD - Dashboard holds the settings menu and summary information on the system. You can also identify pending notices and actions and act on them right on the dashboard. You can access dashboard at any time through the above grey icon displayed at the header of every page. You can also upgrade or close your account right on the dashboard.
LOGOUT - This red icon is displayed at top right of every page, and is used to Log out of B.INSYS
BUSINESS SETTINGS - Input your business details like name, contacts, logo etc.They will display in header, footer and documents like invoices, quotations, receipts etc.
WEBSITE SETTINGS is where you configure your website information and layout.
The other settings are User Management (add, edit or delete a system user) and SMS settings and sms credits buying. Also, the PRODUCTS management (add, edit, delete product, service or project).
MESSAGING - The messaging center provide settings, buy credit link and how you could message Clients, Staff or suppliers, and even Managers and system admin. You can do so via Email or SMS.
EXPENSES - Management of expenses and pettycash.
CLIENTS - The list of active and inactive clients and prospects. Select the Client Type and click VIEW LIST to view. On the list, click VIEW CLIENT, and you will be redirected to the client profile. You can also add a new client or prospect details using the NEW CLIENT link. The PROSPECTING TOOL assist you to manage your prospects. Once they become clients, you will just edit their profile Status and change it from Prospect to Active Client.
STAFF - The list of all staff. The NEW STAFF feature is for entering new staff details. If you click VIEW STAFF, you will be redirected to the staff profile.
SUPPLIERS - The list of all suppliers. The NEW SUPPLIER feature is for entering new supplier details. If you click VIEW SUPPLIER, you will be redirected to the supplier profile.
REPORT - These are reports that present business information in other various ways.
DATA - Here, you can mass/bulk import Clients, staff and supplier data. You can also create/Restore your database backup. You can also Delete like clients, staff and suppliers profiles and also close/delete the entire account.
CONTACT SYSTEM ADMIN: In case you have system issues or you would like technical issues solved on the system, use this function. Its located at the footer of each page as Report.
SEARCH: If you need to navigate into a client's, staff's or supplier's profile, just select the user category, type in the name or phone and then click search. The search box is found at top left of every page on the system.
USERS RIGHTS - Different users have different rights
Admin has all the rights to view, create, edit and delete any data (clients, suppliers, staff) in the system.
Manager has the right on view, create and edit any data on clients and suppliers (not staff), but cannot delete.
Supervisor has the right on view and create data on clients only, but cannot edit or delete.
Staff has the right on view of data on own profile only.
Note: You can access the above system Settings from DASHBOARD button/icon at top right of very page.