Question: BizCentric looks primarily designed for the traders and manufacturers. Is BizCentric used by companies offering services?

Answer:

Master Setup

Setting up a service company is different mainly for items. They don’t keep track of stock for items and so, don’t need warehouses.

To add a service (non-stock) item, uncheck the “Maintain Stock” box in the item master.

When making a Sales Order for services, choose the Order Type as Maintenance. Orders of this type for services require fewer details compared to orders for stock items, like a Delivery Note or item warehouse.

A service company can still include stock items to keep track of their fixed assets, such as computers, furniture, and other office equipment.

Hiding Non-required Features

Since many modules like Manufacturing and Stock will not be required for the services company, you can hide those modules from:

Setup > Permissions > Show/Hide Modules

Modules unchecked here will be hidden from all the User.

Permissions

BizCentric is a system where access is controlled by permissions. Users can only access parts of the system that they have been given permission to. For example, if a user is not assigned a role related to the Stock and Manufacturing module, they won’t be able to see those parts of the system. Click here to learn more about permission management.

You can also refer to help video on User and Permissions setting in BizCentric .