The phpBMS User and Administration Guide

The PhpbmsGuide is meant to serve as a starting point for all documentation regarding phpBMS usage and development. The guide is a free document, a collaborative effort, and a part of the phpBMS Project itself.

Table of Contents

Administrating phpBMS

• Installation/Updating
  • Installing phpBMS
  • Updating from a previous version
• Configuring phpBMS
  • Setting Application Name and Other General Information
  • Setting Your Company's Logo Graphic
  • Setting Localization
  • Setting Sales Order Defaults
  • Setting Client Defaults
  • Setting Accounts Receivable Terms and Percentages
• Administrating
  • Creating a User
  • Creating and Assigning User Roles
  • Adding a Column to a search screen?
  • Changing the default Search/Sort?
  • Adding a Grouping to a search screen?
  • Adding a quick search to the 'find' drop down on a search screen?
  • Adding a searchable field to the 'where' drop down on a search screen?
  • Making a Saved Search/Sort Global?
  • Changing the Menu System?
• General
  • The System Log?
  • Backing Up Your Data?
  • Securing Your Application?

Using phpBMS

• General
  • Logging In?
  • Changing Your Password / User Information?
  • Search Screens?
  • Asssigning a File Attachment to a Record?
  • Using Autofill Fields?
  • Relating records from one area to another?
  • Printing Reports?
• Client
  • Creating a Client or Prospect?
  • Checking For Duplicates?
  • Using the Quick View?
  • Viewing/Printing Client Purchase History?
  • Sending Mass E-Mails?
  • Inactivating A Client / Deleting a Prospect?
• Sales
  • Creating a Sales Order or Quote
  • Changing a Sales Order's Status?
  • Finalizing a Sales Order? (invoicing)
  • Voiding a Sales Order?
  • Printing PDF billing documents?
  • Creating and Applying Tax?
  • Creating a Return? (Credit Memo)
  • Using Discounts?
  • Printing Managerial Sales Total Reports?
  • Creating Custom Sales Total Reports?
  • E-mailing an Invoice or Quote PDF to a Client?
• Accounts Receivable (AR)
  • Setting Up a Client With Credit
  • Charging a Sales Order to AR?
  • Viewing AR Items?
  • Running AR Aging?
  • Printing Clients Statements?
  • Creating a Receipt? (Payment)
  • Creating a Deposit?
  • Posting a Receipt?
• Product
  • Creating a Product Category?
  • Creating a Product?
  • Viewing/Printing Product Sales History?
  • Defining a Prerequisite Product?
  • Inactivating a Product?
• Organizer
  • Using the Snapshot Page?
  • Creating a Note or System Message?
  • Creating a Task?
  • Creating an Event?
  • Assigning a Note/Task/Event to Another User?
  • Accessing the iCal Formatted Events List?

Programming phpBMS

• PhpbmsDev -- Contribution and customization guidelines.

Additional Documentation

• phpBMS Project Mission
• PhpbmsFaq -- A collection of Frequently Asked Questions about phpBMS
• Glossary -- Definitions of terms as they are used in phpBMS

Getting Additional Help

If you are looking for a place to ask a question about phpBMS, try the PhpbmsForum or try the MailingList. Both provide a friendly environment to discuss openly among phpBMS users and developers.

See also the PhpbmsSupport page for more information resources.