B.INSYS HELP & DOCUMENTATION PAGE | Dashboard

SETTINGS & REPORTS

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.
CLIENT INFORMATION

CLIENT INFORMATION MANAGEMENT

BIO PROFILE - View the client bio information. You can also edit the information through EDIT link.
DOCS - This is a document repository. You can upload or delete documents related to the individual client.
ORDERS/QUOTES - This is a list of sales orders and quotations generated for the specific client. Click VIEW to display, print or send a specific order or quotation. Click EDIT to edit a specific order or quotation and DELETE to remove the order/quotation from the system. NEW link is when you want to create a new order or Quotation.
DELIVERIES - This is a list of delivery notes generated for the specific client. Click NEW to create a new Delivery Note. Click VIEW to display, print or send a specific delivery note. You can remove specific delivery notes using the DELETE button.
INVOICES - This is a list of sales invoices generated for the specific client. Click NEW to create a new Invoice. Click VIEW to display, print or send a specific invoice. You can remove specific invoice using the DELETE button.
RECEIPTS- This is a list of sales receipts generated for the specific client. Click NEW to create a new Receipt. Click VIEW to display, print, send a specific receipt. You can remove specific receipt using the DELETE button. You can also access, print or send your Statement through the STATEMENT link.
NOTES - This is a list of notes/comments that you record about the client. They are used to provide more information about the client for use by the staff or the organization for decision making. You can VIEW, ADD, EDIT and DELETE notes on this page.
MEMO - This is a list of memos sent to all the clients. Use this for delivering announcements. You can VIEW, SEND and DELETE memos on this page.
EMAILS - This is a list of email messages sent to a specific client. You can VIEW, SEND and DELETE messages on this page.
SMS - This is a list of mobile text messages sent to a specific client. You can VIEW, SEND and DELETE messages on this page.

Note: On each document (Quotation,Invoices, Delivery Note, receipt and statement) display's footer, you can click Save as PDF to save it into your computer in pdf format or Send to send it to client's email immediately. The client, can then save as pdf to his computer or print it. The system also automatically resends an invoice to all clients who have balances at the end of every month.
SUPPLIER INFORMATION

SUPPLIER INFORMATION MANAGEMENT

BIO PROFILE - VIEW and EDIT the supplier bio information.
DOCS - This is a document repository. You can upload or delete documents related to the specific supplier.
ORDERS - This is a list of orders requested and supply delivered by the specific suppliers. Click view to display details of each individual order.
PROMISSORY - This is a list of promissory notes generated and sent to the specific supplier. Click view to display details on each individual promissory note.
PAYMENTS - This is a list of payments to the specific supplier. Click view to display details of each individual payment. You can also view, save to PDF, print and send the STATEMENT of purchase deliveries and payments to supplier.
NOTES - This is a list of notes/comments that you record about the supplier. They are used to provide more information about the supplier for use by the staff or the organization for decision making. You can VIEW, ADD, EDIT and DELETE notes on this page.
MEMO - This is a list of memos sent to all the suppliers . Use this for delivering announcements. You can VIEW, SEND and DELETE memos on this page.
EMAILS - This is a list of email messages sent to a specific supplier. You can VIEW, SEND and DELETE messages on this page.
SMS - This is a list of mobile text messages sent to a specific supplier. You can VIEW, SEND and DELETE messages on this page.

Note: On each document (Purchase Order, Promissory Note and Statement) display's footer, you can click Save as PDF to save it into your computer in pdf format or Send to send it to supplier's email immediately. The supplier, can then save as pdf to his computer or print it.
STAFF INFORMATION

STAFF INFORMATION MANAGEMENT

BIO PROFILE - VIEW and EDIT the staff bio information. The STAFF ID displays the job identification card; you can print and laminate it.
DOCS - This is a document repository. You can upload or delete documents related to the specific staff.
PAYMENTS - Click PAY to make salary payment and ALLOWANCES to record the declared allowances. Click VIEW to display payslips, MANAGE to delete payment records and DELETE to remove payslips.
LEAVES - APPLY, Edit and VIEW staff leave.
NOTES - This is a list of notes/comments and performance appraisals that you record about the staff. They are used to provide more information about the staff for use by the management or the organization for decision making. You can VIEW, ADD, EDIT and DELETE notes on this page.
MEMO - This is a list of memos sent to all the staff. Use this for delivering announcements. You can VIEW, SEND and DELETE memos on this page.
EMAILS - This is a list of email messages sent to a specific staff. You can VIEW, SEND and DELETE messages on this page.
SMS - This is a list of mobile text messages sent to a specific staff. You can VIEW, SEND and DELETE messages on this page.