Help Center

Step-by-step guides repurposed from Biznsbook user documentation — inventory, manufacturing, sales, HR, property, and integrations.

Glossary Biznsbook vs QuickBooks Product FAQ Industry guides

CRM

CRM

Manage CRM Leads and Convert to Deals

Capture prospects, log activities, and convert qualified leads to contacts and pipeline deals.

Clothing

Clothing

Create a Stitching Order

Run tailoring jobs with measurements, fabric source, and status board from Received to Delivered.

Data Import

Data Import

Import Spreadsheet Data

Upload CSV or Excel, map columns, validate rows, and execute bulk import into ERP modules.

E-commerce

E-commerce

Connect Shopify to Biznsbook

OAuth setup, product mapping, inventory sync, and automatic SaleBill from Shopify orders.

Expense

Expense

Submit an Expense Claim

Create reimbursable or company-paid expenses and route them through approval.

HR

HR

Run Payroll in Biznsbook

Create a payroll period, calculate salaries, and publish payslips.

Inventory

Inventory

Create a GRN in Biznsbook

Record supplier receipts, optional QC, batch/expiry lines, and post stock to the ledger.

Inventory

Allocate Landed Costs on a GRN

Spread freight, duty, and handling charges across receipt lines to update true inventory cost.

Inventory

Track Batch and Expiry Dates

Configure FEFO/FIFO picking, expiry alerts, and batch traceability for pharmacy and grocery stock.

Manufacturing

Manufacturing

Create a Bill of Materials (BOM)

Define components, operations, and standard cost before releasing production work orders.

Manufacturing

Run a Manufacturing Work Order

Release, issue materials, record production output, and close a shop-floor job.

Manufacturing

Run a Quality Control Inspection

Apply QC plans to work orders and record pass/fail results before finished goods reach stock.

Purchase

Purchase

Create a Purchase Order

Commit to supplier quantities and prices before goods arrive or the supplier invoice is received.

Real Estate

Real Estate

Create a Property Booking and Payment Plan

Link a customer to a unit, define installments, and collect payments including guest pay links.

Restaurants

Restaurants

Toast POS Setup with Biznsbook

Connect Toast restaurant sales to inventory deduction and reconciliation.

Retail & POS

Retail & POS

Open a POS Cashier Session

Start a retail shift with opening float, ring sales, and close with a Z-report.

Sales

Sales

Create a Sale Invoice

Bill customers with OEM/cross-reference search, tax groups, and immediate stock and GL posting.

Scheduling

Scheduling

Set Up Scheduling in Biznsbook

Configure positions, locations, shift templates, overtime rules, and GL accounts before your first roster.

Scheduling

Build an Employee Schedule in Biznsbook

Create a schedule period and use the drag-and-drop Builder to assign shifts, resolve conflicts, and publish.

Scheduling

Verify Shift Attendance in Biznsbook

Review clock-in/out records in the timesheet queue before labour cost posting or overtime claims.

Scheduling

Approve Shift Swaps in Biznsbook

Review employee swap and drop requests, approve or reject, and let the system reassign shifts automatically.

Scheduling

Post Scheduling Costs to Accounting in Biznsbook

Preview verified labour cost, post wages payable journals, and generate casual overtime expense claims.

Taxation

Taxation

Set Up VAT and Tax Groups

Configure tax authorities, components, groups, and filing periods before go-live billing.

Warehouse

Warehouse

Transfer Stock Between Warehouses

Move inventory with approve-and-ship in-transit workflow between locations.

ERP Glossary

Definitions of GRN, FEFO, BOM, REMS, Z-report, and more.

Biznsbook vs QuickBooks

When to use full ERP vs bookkeeping software.