BizBooks Setup & Features Guide
Welcome to BizBooks! This straightforward guide breaks down how to get started and explains all the core features of the platform. We have kept it short and simple, so you can quickly understand what each feature does, why it is useful, and how to get everything running.
🔥 Quick Setup Guide
Setting up BizBooks is incredibly simple. Below are the standard ways to get started before you start billing.
How to add a Customer:
- Go to Parties in the sidebar.
- Click on Customer.
- Fill up their details (Name, Phone No., Address).
How to add an Item:
While you can add basic items directly from the Items menu, the correct path is:
- Go to Purchase Bills.
- Add a new bill from your vendor. This correctly enters the items, sets your quantities, and ensures you get proper GST Input Credit.
1. Bulk Import
What it does: Allows you to upload thousands of products, customer details, or vendor information all at once using an Excel or CSV file.
Why it's useful: Saves hours of manual data entry when setting up your business or migrating from an older system.
How to use it: Download our pre-formatted Excel template, fill in your data, and upload it via the Bulk Import page.
2. Parties
What it does: The central hub to manage all the people and businesses you work with.
Customers
- What it does: Stores details of people who buy from you.
- Why it's useful: Track their balance, past purchases, and outstanding dues in one click.
- How to add: Go to Parties > Customer > Fill up details.
Vendors
- What it does: Stores your suppliers' and wholesalers' details.
- Why it's useful: Keeps track of your purchase bills and how much you owe your suppliers.
- How to add: Go to Parties > Vendor > Fill up details.
Employees
- What it does: Records information for your staff members.
- Why it's useful: Easy integration with payroll, attendance, and assigning delivery tracking.
- How to add: Go to Parties > Employee > Fill up role and salary.
Commission Agents
- What it does: Tracks external brokers or sales reps who earn a cut of sales.
- Why it's useful: Auto-calculates the commission they are owed based on the sales they bring in so there is no complicated math on your end.
- How to add: Go to Parties > Commission Agent > Set percentage.
3. Items & Inventory
What it does: Your digital warehouse. It tracks every product or service you sell.
Why it's useful: Prevents you from selling out-of-stock items, alerts you when stock is low, and handles different variations (like sizes or colors).
Crucial Step: Always add your initial/incoming stock through a Purchase Bill rather than directly from the item page. If you simply edit quantity from the inventory screen, that stock change won't be calculated for your GST Input Credit!
4. Sales
What it does: Your digital billing counter. Generate GST or non-GST bills instantly.
Why it's useful: Replaces manual billbooks. Prints professional invoices with barcodes, tracks daily sales, and automatically reduces inventory.
How to use it: Open Sales, select the Customer, scan or select the items, and click Generate Invoice.
5. Loyalty Program
What it does: Rewards your regular customers with points for every purchase.
Why it's useful: Keeps customers coming back to you instead of your competitors.
How to use it: Enable Loyalty from settings to automatically assign points per ₹100 spent. Customers can easily redeem points on their next visit.
6. Payroll
What it does: Manages salaries, bonuses, and advances for your staff.
Why it's useful: Gives you a clear record of who was paid what, cutting down on disputes and keeping your accounting pristine.
How to use it: Visit the Payroll tab, select an Employee, and record a salary payment or advance.
7. Reports
What it does: Generates automatic business insights like Profit & Loss, GST Reports, and Stock Summaries.
Why it's useful: Gives you a bird's-eye view of your business health in real-time. Very helpful during tax season.
How to use it: Click on Reports and select the report you want to view. You can also export these directly to Excel or PDF.
8. Subscription
What it does: Manages your BizBooks software plan and usage tier.
Why it's useful: Shows when your plan expires, lets you upgrade easily to unlock premium tools, and handles billing for your software.
How to use it: Visit Subscription in the corner menu to see your current plan and renewal options.
9. Accounts & Banking
What it does: Your double-entry accounting ledger. Tracks every single rupee moving in or out of the business.
Why it's useful: Ensure that cash in the drawer or bank account matches your digital records perfectly.
How to use it: Add your Bank Accounts and Cash registers inside this section, and record expenses and receipts directly against them.
10. Customer Orders
What it does: Tracks pre-orders or sales orders before the final invoice is made.
Why it's useful: Keep track of items a customer requested that you might not currently have in stock, or take advance payments for future orders.
How to use it: Go to Orders, select "New Customer Order," add the requested items, and convert it to a Sale once you deliver the goods.
11. Operations
What it does: The control center for daily tasks, deliveries, and barcode generation.
Why it's useful: Smoothes out your internal workflows, making sure orders get packed and items get barcoded correctly.
How to use it: Use the specific sub-modules under Operations (like the Barcode Designer) to carry out your routine workflows.
12. Settings & Backup
What it does: Customizes BizBooks to your specific needs and safeguards your data.
Why it's useful: Let's you add your own Logo to your invoices, tweak tax calculations, and manually back up your valuable store data so it is never lost.
How to use it: Click the Gear Icon (Settings) to adjust your store preferences, or click Backup to safely download a complete copy of your business database.