Contacts – Bizuno ERP

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Getting Started

6

What is Bizuno
WordPress Install Walkthrough
LAMP / LEMP Install Walkthrough
Four Ways to Run It
Docker Install Walkthrough
First-Hour Walkthrough

Core Concepts

5

Inventory Types and COGS
Contacts as the Universal Entity
Fiscal Periods vs. Calendar Dates
The journal_id Taxonomy
Multi-store, Multi-period, Multi-currency

Daily Workflows

6

Multi-currency Invoice and GL Settlement
Recurring Invoices and POs
Returns and Credit Memos
Sale with Partial Backorder
PO → Receive → Vendor Invoice → Pay Bill
Quote → SO → Invoice → Payment → Deposit

Administration

6

Cache Mechanics
Override Hooks and myExt/
Backup and Restore
Users vs. Employees vs. Contacts
Roles and Security
Fiscal-Year Close

PhreeBooks

5

Fiscal-year Management
Payroll
Register & Reconcile
Chart of Accounts
Journals (the journal_id reference)

Order Manager

3

The Action Column — Row Actions by Journal
The Save Menu — Save, Save As & Move To
Order Entry — Field Reference

Inventory

4

Work Orders / Production
Assemblies
History and Costing
Inventory Types

Contacts

5

Projects and CRM
Employees
Vendors
Customers
The Contacts Table

PhreeForm

5

Custom Forms
Processors and Formatters
Data Binding and Fields
Form Designer
Report Engine Overview

Quality

5

Quality Objectives
Maintenance
Training
Audits
CA/PA Tickets

Shipping

3

Zebra Browser Print
Label Printing
Carriers

Customization

4

Custom PhreeForm Processor
Custom Journal Type
Custom Payment Gateway
The myExt/ Pattern

Integration

3

REST API Surface
EDI X12
WooCommerce via bizuno-api

Migration And Upgrade

2

From QuickBooks
From PhreeBooks v5

Release Notes

1

Release 7.4.0

Troubleshooting

4

PDF Rendering Issues
Period Drift and Recurring Entries
Cache Out of Sync
Trap and Trace Files

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Contacts

Contacts

Projects and CRM
Employees
Vendors
Customers
The Contacts Table

Code

License — AGPL v3
GitHub repository
Source, issues, and releases live on GitHub.

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Bizuno is maintained by PhreeSoft and a small community of contributors. Commercial hosting and consulting available — see Support.