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
- Configuring phpBMS
- 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
Using phpBMS
- General
- Client
- 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)
- Product
- Organizer
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.