What Bizuno is #

Bizuno is a web-based accounting and ERP application that handles the day-to-day of running a small-to-mid-sized business. It’s built by PhreeSoft, runs in your browser, and covers the whole paper trail of doing business — quoting, selling, purchasing, stocking, shipping, and the general ledger behind it all. If you’re coming from a shoebox of receipts, a pile of spreadsheets, or a heavier tool like QuickBooks, Bizuno is designed to cover the same ground without locking your data into a proprietary format.

Who this manual is for #

This manual is written for the people who use Bizuno day to day — shop owners, bookkeepers, sales and purchasing staff, inventory managers, and anyone handing a customer a receipt. It assumes you know what you want to do (“take a payment”, “order more stock”, “print an end-of-month report”) and shows you where in Bizuno to do it.

Throughout the manual we use a running example: Ridgeline Cycles, a fictional bike shop that sells complete bikes, frames, components, and builds custom bikes to order. When we show a customer, it’s someone like “Mariela Ortiz”; when we show a product, it’s something like “Shimano 105 R7100 Groupset” or “Ridgeline Gravel Pro 58cm”; when we show a vendor, it’s someone like “Pacific Cycle Components.” The screens and steps work identically for any business — the example just makes the pictures concrete.

What you can do in Bizuno #

At a glance, Bizuno is organized into seven working areas, which you’ll see as seven items down the left menu:

• Customers — add customers, send quotes, make invoices, process returns, and run promotions.
• Vendors — add vendors, place purchase orders, receive bills, and track what you owe.
• Inventory — track items and stock levels, assemble kits, move stock between stores, and adjust counts.
• Banking — record payments in, write checks, reconcile bank statements, and run ACH (NACHA) files.
• General Ledger — your chart of accounts, journal entries, budgets, and financial reports.
• Quality — QA tickets, document control, audits, training, and maintenance (useful for ISO-type workflows).
• Tools — shipping, form templates, imports, exports, and the journal search.

Every area has its own Dashboard, Managers for adding and editing records, and Reports.

What Bizuno is not #

Bizuno is not a web store — it’s the back office that a web store feeds into. It’s not a payroll system out of the box (you can run payroll entries through the General Journal, but there’s no employee self-service portal). And it’s not a tax preparation tool — it gives your accountant the numbers they need at tax time, but you still file with the IRS or your tax preparer.

A note on versions #

This manual tracks Bizuno {{version_number}}. The screens you see may differ slightly if your install is newer or older. The footer of every Bizuno page shows your version (for example, 7.3.8-232-en_US-USD), so you can always check.

Where to go next #

If this is your first time opening Bizuno, read Logging in to Bizuno next, then work through Tour of the Bizuno interface so you know your way around, then the First-run setup checklist before you enter a single transaction.