Businessflo · ERP documentation
The ERP, explained screen by screen
This is the book for the person who has to make Businessflo work at a real company. Every screen, every field, every value it accepts, the order you fill them in, what each document posts, and what each message means.
Pick your way in
New to Businessflo
Start here
What the product covers, how its areas hand work to each other, and the toolbar every screen shares.
Implementing at a client
The order to set up a company
Which area's masters come first, and why the next one needs them.
A client has asked for something
How do I…
One task per page, in the client's own words, with the screens and values that do it.
Looking up one screen
Every screen
One page per screen: what it is for, every field, how to configure it, and what to check when it looks wrong.
Worked examples
Worked scenarios
Longer client situations walked through end to end, with the values to type.
The main processes
Process
Set up a new company
From an empty installation to a company whose users can sign in and save their first documents.
Process
Turn a customer's order into cash
Quotation, sales order, picking and issue, invoice and collection, with the export and return variants.
Process
Buy from a vendor, from requisition to payment
Requisition, quotations, purchase order, import shipment, receipt, vendor invoice and payment.
Process
Plan and produce
Plan, materials, manufacturing order, release, confirmation and cost settlement.
Process
Close the month
From a month of open postings to a closed period with a checked trial balance and statements.
The areas
Each area has a How do I… lane (tasks, what posts, questions and messages) and a Screens lane (one page per screen).
Company setup
Company setup
Create the company and its structure, users, roles and passwords, numbering, approvals, alerts and files.
General ledger
General ledger
The chart of accounts, journals and posting rules, journal vouchers, sales tax and withholding tax, and closing the month.
Receivables
Receivables
Customers, their terms and credit, invoices, credit memos, collections and settlements, and what each customer owes.
Payables
Payables
Vendors, vendor invoices and debit notes, payments with withholding tax, and what you owe each vendor.
Cash and bank
Cash and bank
Banks and bank accounts, cheque clearing, bank movements and reconciliation, and spending budgets.
Sales
Sales
Quotations, sales and return orders, sale agreements, export shipments, promotions and the sales settings behind them.
Purchasing
Purchasing
Requisitions, quotations and their comparison, purchase orders and returns, import shipments, agreed prices and supplier deals.
Inventory
Inventory
Receive, issue, move, pick, reserve, inspect and cost stock, and close the stock month.
Warehouse
Warehouse
Storage locations inside your own warehouses, and goods you store for customers as a third-party warehouse.
Products and manufacturing
Products and manufacturing
Items and their release to each company, variants, prices and discounts, bills of material, routings, manufacturing orders and planning.
Service and maintenance
Service and maintenance
Workshop service orders from intake to invoice, plant maintenance plans and orders, fleet work and towing.
CRM and expenses
CRM and expenses
Leads through a pipeline to won or lost, expense claims to the ledger, and subscription agreements.
Real estate and rental
Real estate and rental
Sell property units on instalment plans, collect, bill maintenance, transfer and refund; quote and order hires; record freight shipments.
Assets and projects
Assets and projects
Put assets on the books, depreciate, sell or scrap them; plan, budget, time and bill projects.
Barcode
Barcode
How scanned codes are read and found, what a scan does on each screen, and every code printed. Start with Switch barcode on.
The three products
Businessflo is the finance and supply chain product. PeopleNest is the HR product beside it, and HMSflo the hospital product built on it.