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Help Desk

Purchase

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More Coming Soon

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Basic
AI

Introduction

Flow Chart
Implementation Strategy
The Project Champion
Do I Need BizCentric?
Introduction

Setting Up

Setting Up
Concepts and Terms

Basic Setup

Holiday List
Letter Head
System Settings
Global Defaults
Setting Company Sales Goal
Setting Up Taxes
Company Setup

Data Import

Downloading Backups
Chart Of Accounts Importer
Data Export
Data Import Tool
Data Management

Users and Permissions

Edit Export/Print permissions for reports
Field Level Permission Management
Managing Perm Level in Permission Manager
User Restriction
Setting Up Email Signature in BizCentric
Disable Any User
Change User Password
Change existing user’s email ID
Difference Between System User and Website User
Administrator
Limited User
Sharing
Role Permission for Page and Report
User Permissions
Role Based Permissions
Role and Role Profile
Users And Permissions
Adding Users

Printing

Raw Printing
Custom Translations
Cheque Print Template
Terms And Conditions
Address Template
Print Headings
Print Style
Print Format Builder
Print Format
Print Settings
Printing and Branding

Workflows

Workflow State
Workflow Actions
Workflows

Email

Email Dropbox
Document Follow
Notification
SMS Settings
Auto Email Reports
Email Digest
Linking Emails to Documents
Sending Email from any Document
Email Template
Email Inbox
Email Account
Email Domain
Email setup

System Configuration

Energy Point System
Domain settings
Bulk Update
Bulk Renaming of Records
Session Defaults
Document Naming Settings
Show or Hide Modules
Settings

Data Privacy

Personal Data Deletion
Personal Data Download

Configurations

Raw material valuation
Serialised Item Valuation Rate calculation
FIFO and Moving Average calculation difference
Item Valuation Setup and Transactions
Managing Fractions in UOM
Track Items Using Barcode
Serial Number Naming
Item Codification
Auto Creation of Material Request
Allow Over Delivery/Billing
BizCentric for Service Organization
Change the Rate of Items in the Sales Cycle
Print Settings
Adding Margin
Shipping Rule
Selling in Different UoM
User Permission based on Hierarchy
Setting Employee-wise Leave Approver
Amending Purchase Order after Submit
Purchasing in Different UoM
Maintaining Supplier’s Item Code In the Item master
Mode of Payment
Default Receivable / Payable Account
Print Cancelled Invoice
Linking stock warehouse and accounts
Freeze Exchange Rate
Common Party Accounting
Common Receivable Account
Freeze Accounting Entries
Freeze an Account
Fiscal Year Creation
Merging Accounts
Sync DocTypes with Events Calendar
Letter Head in the Report
Tree Master Renaming
To-Do Auto Creation
Easy steps to setup Workflow
Remove Line Breaks in Print Formats
Remove Link at the Bottom of the Print Page
Set Current Value for Naming Series
Disable Notification Emails
Delete Submitted Document
Edit Submitted Document
Set Language
Set Precision
Set default values for any field
Manage Tree Structure Masters

Advanced

Feedback Request Using a Web Form
Company-wise Naming Series
Change Custom Field Datatype After Field Creation
Fetch child table values using Jinja tags
Subcontracting in BizCentric
Capacity Planning based on Production Order
Capacity Planning based on Work Order
Subcontracting
Item Alternative
Opening Stock Balance Entry for Serialized and Batch Item
Purpose of Stock Received but not Billed
Migrate To Perpetual Inventory
Managing Batch wise Inventory
Material Transfer from Delivery Note and Purchase Receipt
Stock Reservation
Perpetual Inventory
Projected Quantity
Delivery Trip
Inventory Dimension
Loyalty points redemption in POS
Drop Ship Between Subsidiary Companies
Drop Ship
Project from Customer Portal
Project and Managing Expenses
Project Profitability
Project Costing
Integrating BizCentric With Biometric Attendance Devices
Using Auto Attendance
Create Supplier Quotation through Supplier Portal
Calculating Freight in taxes in BizCentric
Landed cost Voucher
Perpetual Inventory for Non-stock Item
Balance in Temporary Account
Reconcile Advance Payment made to the Supplier
Allocating Credit Note and Payment
Immutable Ledger
Manage Foreign Exchange Difference
Payment Ledger
Semi-Auto Payment Reconciliation
Invoice Discounting
Discount Accounting
Budgeting
Loyalty Program
Bank Guarantee
Setting up Sendgrid SMTP Email in BizCentric
Configuring A Reply-To Email Address
Setup Two Factor Authentication
Export Data in Excel/CSV
Include Document Link in Notification Email
Setting Workflows on Masters

Errors and Reports

Stock Balance and Stock Account Balance Syncing
Cannot enable Serial and Batch Number
Maintain Stock field Frozen in the Item master
Delivery Note Negative Stock Error
Export Data for Specific Year or Filter
Add columns in Standard Report and Export
Report Showing Multiple Lines for One Document
Deleting Custom Reports
Making Custom Reports
Maximum Number of Fields in a Form
Open Work Order Report
Brandwise Items and Profitability Report
Procurement Tracker Report
Customise Cash Flow Report
Invoice rounding issue
Delete entries linked with GL entries
Round off Account Validation Message
Fixing Fiscal Year Error
Purchase Invoice – Account Type Error
What if Emails are not being received by the Recipients?
Using Prepared Report
Permission Error Problems
Perm Level Error
Import Error due to Workflow
Maximum User Limit Issue
Email Error in Sending or Receiving

Tools

Course Scheduling Tool
Assessment Result Tool
Student Attendance Tool
Quick Stock Balance
Stock Reconciliation
Quality Inspection
Process Statement Of Accounts
BizCentric QuickBooks Migrator
Payment Order
Period Closing Voucher
UnReconcile
Payment Reconciliation
Payment Reconciliation
Bank Reconciliation
Desktop
Global Search
Dashboard
Calendar
Video
Notes
To Do

Collaboration Tools

Delete Company Transactions
Collaborating Around Forms
Search Filter
Save Filter
Filter by
Kanban Board
Tags
Assignment

Transactions

Copy Pasting Multiple Records From Excel
Production Scrap Management
Serialised inventory tracking
Customer Provided Items
Multiple finished goods with single raw material
Manufacturing without creating BOM
Material consumption
Sales Return Management
Return Rejected Items
Delivery from Sales Invoice
Repack Entry
Stock Entry Purpose
Sales Persons in the Sales Transactions
Record Commission to Sales Partner
Payment Terms
Incoterm and Named Place
Taxes and Charges
Short Close Multiple Orders
Close Sales Order
Amending Sales Order after Submit
Applying a Discount
Request for Raw Materials from Sales Order
Procurement Cycle Overview
Purchase invoice for Services
Fetch shipping charges based item’s value or weight
Payment Entry for Capital Account
Debit Note for price adjustment
Book Petty Cash Entry
Accounting for Bad Debts
Book discount allowed and received separately
Adding reference to Journal Entry
Invoice Discount in Payment Entry
Withdrawing Salary from Owner’s Equity Account
Bulk Payment Entry
Adjusting Withhold Amount
Post Dated Cheque Entry
Difference Entry
Access Log
Document Versioning
Adding Attachments to Outgoing Messages
Renaming Documents
Bulk Rename
Deleting and Restoring Documents
Restore Deleted Documents
Duplicate Records
Checking Link Between Documents

Automation

Auto Repeat
Event Streaming
Milestone Tracking
Assignment Rule
Automation

Accounts

Bank Account
Bank
Accounting Dimensions Filters
Accounting Dimensions
Finance Book
Accounting Period
Fiscal Year
Cost Center Allocation
Cost Center
Opening Invoice Creation Tool
Opening Balance in Accounts
Chart Of Accounts
Accounts Settings
Accounting Entries
Introduction

Journals and Payments

Inter Company Journal Entry
Advance Payment Entry
Payment Terms Template
Payment Terms
Mode of Payment
Payment Request
Dunning
Payment Entry
Journal Entry Template
Journal Entry
Payment Terms Status Report

Billing

Sales Invoice without an Item
Credit Limit
Debit Note
Credit Note
Inter Company Invoices
Purchase Invoice
Sales Invoice

Taxes

Tax on another tax amount
Apply Tax on Another Tax or Charge
Types in Tax Template
Tax Inclusive Accounting
Include Tax or Charge in Valuation or Total?
Tax Category
Tax Rule
Tax Withholding Category
Item Tax Template

Pricing

Setting up “Buy Get Free” Pricing Rule
Currency
Promotional Scheme
Pricing Rule

Multi Currency

Country
Multi Currency Accounting
Exchange Rate Revaluation
Currency Exchange

Retail Operations

POS Invoice Consolidation
Point of Sale
Point of Sale Profile

Accounting Reports

Serial Number
Accounting Reports

Deferred Accounting

Deferred Revenue/Expense Report
Process Deferred Accounting
Deferred Expense
Deferred Revenue

Subscription

Subscription Settings
Subscription Plan
Subscription

Shareholder Management

Share Reports
Share Transfer
Shareholder

Asset

Purchasing an Asset
Asset Maintenance Log
Asset Depreciation
Asset Movement
Selling an Asset
Asset Shift Allocation
Scrapping an Asset
Asset Capitalization
Asset Repair
Asset Location
Asset Maintenance Team
Asset Maintenance
Assets
Asset Category
Asset Value Adjustment
Asset Reports
Asset

Buying

Buying Reports
Supplier Scorecard
Supplier Quotation
Supplier
Purchase Taxes and Charges Template
Purchase Order
Request for Quotation
Buying

Module Setup

Manufacturing Dashboard
Manufacturing Settings
Basics of Manufacturing
Education Settings
Academic Year
Academic Term
Student Category
Room
Instructor
Topic
Course
Program
Manufacturer
Unit of Measure (UoM)
Item Group
Item Price
Party Specific Item
Shipping Rule
Sales Taxes and Charges Template
Sales Person Target Allocation
Product Bundle
HR Settings
Daily Work Summary Group
Selling Settings
Human Resource Setup
Appointment Booking Settings
Contract
Email Group
Customer Group
Sales Person
Sales Stage
Opportunity Type
Lead Source
CRM Settings
Supplier Group
Buying Settings

CRM

Appointment
Address
Contact
Customer
Opportunity
Lead
Introduction to CRM

Marketing

Twitter Settings
LinkedIn Settings
Newsletter
Email Campaign
Campaign

E-commerce

Store Landing Page
E-commerce Search
Reviews and Ratings
Wishlist
Coupon Code
Shop by Category
Shopping Cart
Item Group-wise Product Listing
Product Listing
Website Item
E Commerce Settings
Set Up E-commerce

Website

Web Page Builder
Website Route Meta
Website Theme
Website Settings
Web Forms
Blog Post
Web Page
Homepage
Website

Employee

Employee Health Insurance
Employee Group
Employee Grade
Designation
Department
Branch
Employment Type

Attendance

Auto Attendance
Employee Checkin
Upload Attendance
Attendance Request
Employee Attendance Tool
Attendance

Recruitment

Appointment Letter
Job Offer
Job Applicant
Job Opening
Staffing Plan
Employee Referral
Recruitment

Training

Training Feedback
Training Result
Training Event
Training Program

Employee Lifecycle

Employee Skill Map
Employee Transfer
Employee Separation
Employee Promotion
Employee Onboarding
Employee Lifecycle Management

Payroll

Salary structure and Payroll
Income Tax calculation in BizCentric
Create Payroll Entry with Timesheets
Setting Flexible Benefits against a Benefit Claim
How to process Payroll in BizCentric
Working Days Calculation in the Salary Slip
Employee Incentive
Retention Bonus
Additional Salary
Payroll Entry
Salary Slip
Salary Structure Assignment
Salary Structure
Salary Component
Income Tax Slab
Payroll Period
Payroll Management
Payroll Setup

Employee Tax and Benefits

Employee Benefit Claim
Employee Benefit Application
Employee Other Income
Employee Tax Exemption Proof Submission
Employee Tax Exemption Declaration
Setting Up Income Tax Deduction

Performance

Appraisal

Travel and Expense Claim

Expense Claim
Employee Advance
Travel Request

Gratuity

Gratuity Rule
Gratuity

Fleet Management

Vehicle Log
Vehicle
Fleet Management

Loan

Process Loan Security Shortfall
Process Loan Interest Accrual
Loan Security Unpledge
Loan Security Shortfall
Loan Write Off
Loan Repayment
Loan Interest Accrual
Loan Disbursement
Loan
Loan Security Pledge
Loan Application
Loan Application
Loan Type
Loan Security Price
Loan Security
Loan Security Type
Loan Type
Loan Management

Projects

Introduction
Projects

Project Management

Project Views
Project Update
Project Type
Project Template
Tasks
Project

Time Tracking

Activity Cost
Activity Type
Salary Slip from Timesheet
Sales Invoice from Timesheet
Timesheet

Quality Management

Quality Feedback Template
Non Conformance
Quality Review
Quality Feedback
Quality Action
Quality Goal
Quality Procedure (Standard Operating Procedure)
Quality Meeting
Quality Management System

Selling

Sales Partner
Territory
Blanket Order
Brand
Sales Order
Quotation
Selling

Customer Portal

Issues
Sign Up
Portal Login
Customer Orders Invoices And Shipping Status
Customer Portal

Selling Reports

Sales Reports

Stock

Stock Settings
Price Lists
Accounting Of Inventory Stock
Opening Stock
Item
Warehouse
Basics
Introduction

Item Variants

Item Attribute
Item Variants

Stock Transactions

Putaway Rule
Pick List
Landed Cost Voucher
Retaining Sample Stock
Shipment
Packing Slip
Stock Entry
Delivery Note
Purchase Receipt
Material Request

Serial and Batch Number

Installation Note
Batch
Serial and Batch Bundle

Return

Purchase Return
Sales Return

Stock Reports

Closing Stock Balance
Stock Value and Account Value Comparison Report
BOM Explorer
Stock Level Report
Stock Ledger Report

HelpDesk

Support Reports
Maintenance Schedule
Maintenance Visit
Service Level Agreement
Issue Type
Issue
Support Settings
Warranty Claim
Support

Education

Tracking the Progress
Examination
Education Domain
Introduction

Student

Student Group Creation Tool
Student Group
Student Batch
Student Log
Guardian
Student

Admission

Student Admission
Program Enrollment Tool
Program Enrollment
Student Applicant

Fees

Fee Schedule
Fee Category
Fee Structure
Fees

Schedule

Scheduling Tool
Course Schedule

Assessment

Grading Scale
Final Assessment Grades
Assessment Plan Status
Assessment Result
Assessment Plan
Assessment Group
Assessment Criteria
Assessment

Assessment Reports

Course wise Assessment Report

Hospitality

Hotel Room
Restaurant Order Entry
Restaurant Reservations
Restaurant Menu
Restaurant
Hospitality

Manufacturing

Multi-level BOM Creator
Managing Multi-level BOM
BOM Costing in different Currency
BOM Comparison Tool
BOM Update Tool
Routing
Workstation
Operation
Bill of Materials
Workstation Type
Manufacturing

Production and Material Planning

Downtime Entry
Capacity Planning
Plant Floor
Production Plan
Job Card
Work Order

Non Profit

Donation
Introduction

Membership

Membership
Membership Type
Member

Volunteer

Volunteer
Volunteer Type

Donor

Donor Type
Donor

Grant application

Chapter
Grant Application

Customize BizCentric

Customize BizCentric

Records

Authorization Rule
Customize Print Format
DocType
Document Title
Customize Form
Custom Field

Navigation

Customizing Module Visibility
Desk Page

Custom field

Fetching data from a linked master
Creating Custom Link Field
Edit a Field after Submission
Fetching Data from a Document
Signature Field
Dynamic Link Fields
Table MultiSelect Field
Geolocation Field
Field Types

Customize Form

Document Title with multiple fields
Disable Rounded Total
Search Record by Specific Field
Sorting Order in List View
Data Visibility in Child Tables

Customize Print Format

Print “Centavo” in Words for USD
Remove Description in Print Format
Customizing Field Visibility in Print Format
Customize tables within your Print Format Builder
Add/Remove Fields from Print Format

Fetch Values

Fetch the entire address text on a custom field
Fetching Values From Master
Sales Invoice ID Based On Sales Order ID
Generate Item Code Based On Custom Logic
Fetch value in a child table field from Master
Update Date Field Based On Value In Other Date Field

Restrictions

Lock Time Sheets Based on Date

Miscellaneous

Calculate Incentive For Sales Team
Make Read Only After Saving
Filter Options in Select Field

BizCentric Integrations

BizCentric Integrations

Authentication Integration

Setting up fairlogin
Setting up LDAP

Backup Integration

Upload Backups to Amazon S
Google Drive Integration
Setting Up Dropbox Backups

Bank Integration

Plaid Integration

E-commerce Integration

Zenoti Integration
Unicommerce Integration
Amazon SP-API Integration
WooCommerce Integration
Shopify Integration

Shipping Integration

Biz Shipping

Google Integration

Google Maps Integration
Google Contacts Integration
Google Calendar Integration
Google Settings

Payment Integration

M-Pesa Integration
Paytm Integration
Setting up Braintree
Setting up Stripe
Setting up GoCardless
RazorPay Integration
Setting up PayPal

Telephony Integration

Exotel Integration

Regional

VAT Audit Report
Requirements for South Africa
KSA VAT Management and Reporting
VAT/EXCISE Tax Implementation for UAE/KSA
UAE VAT Report in BizCentric
UAE Regional Fields
Requirements for United Arab Emirates
VAT Audit Report

Reports

Issued Items Against Work Order
Returned Materials Against Work Order
Work Order Consumed Materials
Downtime Analysis
BOM Operations Time
BOM Stock Report
BOM Search
Production Analytics
Quality Inspection Summary
Job Card Summary
Work Order Summary
Production Planning Report
Demand Driven Forecasting
Manufacturing Reports
Project Reports
Project Profitability Report
Delayed Tasks Summary
Human Resources Reports
CRM Reports

Issues

118views
February 7, 2024
Mohamad

Issues

The Customer portal provides a user-friendly platform for customers to express their concerns. An uncomplicated and instinctive interface enables customers to submit their concerns as Issues.

They have the ability to access the entire conversation thread.

Solutions

Accounting

CRM

HR & Payroll

Projects

Sales

HelpDesk

Purchase

Asset Management

Manufacturing

Stock

Coming Soon

Fleet Management

Insights & Analysis

Loans

Quality

Policies

Terms of use

Privacy Policy

Help Centre

Chat with AI

Open Ticket

Knowledge Base

Keep in touch

Contact us

Demo Access

Partner with us

Pricing

BizCentric is a suite of business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.
BizCentric unique value proposition is to be at the same time very easy to use and fully integrated.

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