“BmsAPP” Documentation by “Razib Miah” v1.0.2
“All in One Business Management Application”
Thank you for purchasing . If you have any questions that are beyond the scope of this help file, please feel free to email via my user page contact form here. Thanks so much!
Table of Contents
- Introduction
- Getting Started
- Client Management
- Payments & Invoicing
- Order Management
- Products Management
- Accounting
- Support Tools
- Bulk Email
- General Configuration
- Tools
- Modules
- How To Guides
- Developer Resources
A) Introduction - top
Thank you so much for purchasing this Application called BmsAPP (Title- All in One Business Management Application)
. This is an Web Based Application for client management, billing & support solution for online businesses. Please feel free to contact us if you have question or problem about this template. We will do our best to provide you with the best possible assistance.
Features
- Client Management System: Client Area Login. By using BmsAPP your clients will have only one login to remember to access their account and support with you. It's all in one. You do not have to use separate softwares for Order Management, Invoicing, Client Transactions, Support Ticketing System.
- Service Management area allows clients to view the details of the products & services they’ve bought from you. Client can view Service Activation Message (e.g. - Order Activation Details, Login User Password for Active Services etc.) from Client Area
- Client Transaction/Invoice/Email History shows clients all the transactions, invoices and emails that have been generated and sent to them for review at any time
- Orders can be placed using the built in system from client Area. Automatic Invoice generation for New Order
- Automated Invoicing & Manual Invoicing Both are available. Automated Invoicing system will take care of billing your customers on new order placed Or a recurring basis for existing Orders. Manual Invoicing allows you to generate one-off invoices for your custom services (e.g. Web Design, Software Development or any Products/Services)
- PDF Invoice: One Click Automatic PDF Invoice Creation, Can be downloaded for saving or printing
- Fund Adding System from Client Area, Client can add fund in Advance which can be used for future purchase or invoices
- Built in Feature rich Ticket System which allows you to efficiently manage client email requests amongst a team of staff
- Built In Knowledgebase System for Clients to provide answers to those frequently asked questions for Client Self Service
- Open Source & Developer Friendly. No Framework Used. Can be Customized Easily
- Templates for both the client and admin areas. You can fully customise both Admin Portal and Client Portal
- Drag & Drop Knowledgebase Categories & Articles Sorting
- Accounts, Transactions entry with Advanced cross browser Ajax Functionality
- Simple Accounting for Tracking your Income, Expense, Transfers etc. Auto Generated Balance Sheet. Net Worth for analyze your Business Growth
- Professional Looking Invoices
- Localization: Set Default Currency & Country
- Perform Database Cleanup from Admin Panel
- Great UI for Support Ticketing System
- Sent Email Logs: Log all emails sent from the system
- System Logs: Logs all client and Admin Activity
- To Do Modules: Multiple lists, Task notes, Tags (and tag cloud), Priority (-1, 0, +1, +2), Different sortings including sort by drag-and-drop, etc
- Notice Board Module built with Ajax
- Useful Sticky Note Module Built with Ajax
- Windows Style Document Management System (DMS) Module
- URL Tracker Module for Tracking clicks, view stats etc
- Different Login Portal for Client and Admin
- Responsive Design
- Putting tools and options exactly where you'd expect them. Develop with users in mind, designed to be easily customisable and extendable. Well Structured Code that emphasizes flexibility and expressiveness. Integrate it into your business as much as you wish. Very Easy To Use with great features.
- Fully Optimised, Tested for faster & exceptional performance
- Code Library, can be used to extend the application
- And Many More...
B) Getting Started - top
System Requirements:
- PHP 5.2+
- PHP Data Objects (PDO) Extension
- PDO_MySQL Driver
- MySQL 5.x or later versions
The above features are generally available in the most current web servers with PHP & MySQL installed.
Installing This Software:
With Built In Auto Installer, Installing BmsAPP is very easy and simple. Here is the steps-
- If you running cPanel, You can upload zip folder and extract the folder from file manager. This is fast and easy. Or Unzip the contents of the zip file to a folder on your computer and later uploads all contents on your server using a ftp programme
- Now visit at your domain where you uploaded and follow the auto installer guide
- You can also perform a manual installation. To install this software manually, find the AppConfig.php.sample and rename it to AppConfig.php . Open it with a text editor and fill the params. Import sql file to your database. You will find the sql file in the install directory named primary.sql
C) Client Management - top
You will find following options under clients menu-
- Manage Clients: Here you will find list of your all clients. Available PHP module for Exporting CSV and Exporting PDF. An Add Account Button for adding new Account with Ajax interface. You can add here any types of accounts. (e.g. - Customer Account, Bank Account etc.)
- Add New Client: You can add New Client using the menu
- Client Groups: You can add/edit/delete Client groups using this menu. Later you can use client group to send bulk email or other interaction
- Send Bulk Email: This is one of the unique feature with great UI to promote your product using Bulk Email. Simply, Choose your client group, Write email for them and Click send. Email will be delivered to your all clients under selected group
D) Payments & Invoicing - top
You will find following options under Payments-
- Transactions: All the transactions between accounts. (e.g. Customer to Bank, Customer to Paypal, Cash to Bank, Paypal to Bank). This option is also available under Accounting menu
- Invoices: List of invoices- both system generated or manually created. Options available- Manage Invoice (Mark Cancelled, Mark Paid, Mark Unpaid, Send Email, Print etc.)
- Add Invoice: Add New Invoice for your client for products and services.
- Recurring Invoice: Add, Manage Recurring Invoice for your clients. You can create recurring invoice for weekly, monthly, yearly etc.
E) Order Management - top
Manage orders placed by clients from client area. Activate order with Activation message. Or Mark as Cancelled. Delete order etc.
F) Products/Services Management - top
Go To - Setup->Products & Services To manage, add, edit, set price your products and services. Your customer will view your products/ services with details under Client portal. Customer can order your products/services directly from client area.
G) Accounting - top
This is the simple accounting feature to track all your transactions.
- All Accounts: List all accounts (e.g.- Customer, Vendor, Employee, Bank, Cash, Vendor, Liability etc.)
- Income entry: Add income entry. This will generate revenue graph based on your transaction. You can generate graph based on date.
- Expenses entry: Same as income entry. You can track your expense, view history etc.
- Transfers: Transfers between accounts
- Transactions: List of all transactions
- Balance Sheet: Balance sheet will generate based on all your accounts. Shows Net worth based on your all accounts.
- COA Help: COA (Chart of Accounts), in this option you will get help to add account. Accounts type, Description etc.
- Knowledgebase Categories: Manage Knowledgebase Categories. Sorting with drag and drop. The position will be saved dynamically with ajax
- Knowledgebase Articles: Add/Edit/Update Articles. Set position with ajax interface
- Support Tickets: View, Reply, Manage support tickets. Add new ticket for your client etc.
I) BulkEmail - top
This is one of the unique feature with great UI to promote your product using Bulk Email. Simply, Choose your client group, Write email for them and Click send. Email will be delivered to your all clients under selected group.
J) General Configuration - top
To change configurations Go System Settings menu Under Setup Menu.
- Business Profile: Set your company name, default mailing address, default system email address etc.
- Localization: Set default country and currency
- Theme: Set theme for Admin Portal and Client Portal
- Payment Gateways: Configure Active Payment Gateways (e.g.- Paypal email)
K) Tools - top
Additional tools to manage your system
- System Logs: View all System Activity, Admin Activity, Client Activity
- Sent Email Logs: The logs for all emails sent using the system
- System Status: A system generated snapshot of your system
- Database Cleanup: Perform database cleanup to delete old logs and emails
- Developer Tools: Help Documentation for developers
L) Modules - top
Additional Free Modules
- To Do: This is the Complete, feature rich To Do Application. You can add/edit/manage to do from this module. Set tg, add note etc.
- Sticky Note: Sticky Note Module with ajax interface
- Notice Board: Ajax powered notice board system
- DMS: Integration of Document Management System. Store files on the cloud, access anywhere secured with admin login
- URL Tracker: Track clicks & View Stats for URL
M) How To Guides - top
How to change default Currency?
- Login to your Admin Portal
- Go System Settings Under Setup Menu
- Click Localization Tab and edit currecny name and symbol
- Login to your Admin Portal
How to change Pay To Address for Invoice?
- Login to your Admin Portal
- Go System Settings Under Setup Menu
- Change Pay To Address Under Business Profile
How to change Logo?
The logo will be shown on Client Portal, Invoices etc. To change the logo follow this step-
- Login to your Admin Portal
- Go System Settings Under Setup Menu
- Upload a new logo from Update logo option. Also you can change it manually. The logo is in png format. The location of the logo file is here- on root folder/assets/uploads/logo.png
N) Developer Resources - top
To Access the developer resources, Login to your admin panel and find the menu Developer Tools under Tools menu.
Once again, thank you so much for purchasing this software. As I said at the beginning, I'd be glad to help you if you have any questions relating to this software.
Razib Miah
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