By clicking on the appropriate heading, you can view the user guide corresponding to that heading.
I. INITIALIZATION
1.1. Create an account - Log in - Edit account information - Log out from dotBizX.com
1.2. Introducing the user interface of dotBizX.Com
1.3. Install and Update Business Information
1.5. Business Management
1.7. Tax Settings
II. CUSTOMER MANAGEMENT
2.1. Create new - Edit - Delete Customers
III. PRODUCT & SERVICE MANAGEMENT
3.1. Manage Product Units
3.2. Create new - Edit - Delete Products/Services
3.3. Import Products/Services in bulk
3.4. Delete Products/Services in bulk
IV. SUPPLIER MANAGEMENT
4.1. Create - Edit - Delete Vendors
V. PURCHASE MANAGEMENT
5.1. Create new Purchase Order
5.2. Purchase History & Purchase Management
VI. SALES MANAGEMENT
6.1. Create new - Edit - Delete Quotation & Quatations Management
6.2. Create new - Edit - Delete Invoice & Invoices Management
6.3. Create new - Edit - Delete the recurring Invoice & Recurring Invoices Management
VII. ACCOUNTING MANAGEMENT
7.1. Bank & Cash Account Management
7.3. Transaction Categories Management
7.4. Transaction Methods Management
VIII. HUMAN RESOURCES & SALARY MANAGEMENT
8.1. Setup
8.1.1. Department Management
8.1.2. Salary Scales Management
8.2. Employee Management
8.3. Employee Attendance Management
8.4. Employee Expense Management
8.5. Holiday Management
8.6. Leave Management
8.7. Award Management
8.8. Payslip Management
8.9. Make payroll payments for employees
8.10. Import Employees in Bulk
IX. DAILY WORK
9.2. Todo List Management
9.3. Contracts Management
9.4. Documents Management
9.5. Notes Management
9.6. Social Network Groups Management
9.7. Seeding Contents Management
9.8. Events Management
X. MARKETING AND TRADE PROMOTION
10.1. Sms Marketing Campaign
10.1.1. Sms Marketing Setup
10.1.2. Create and Manage Regular Sms Marketing Campaigns
10.1.3. Create and Manage Sms Marketing Campaigns with Quotations
10.1.4. Create and Manage Sms Marketing Campaigns with Invoices
10.1.5. Create and Manage Sms Marketing Campaigns with Vendors
10.1.6. Create and Manage Sms Marketing Campaigns with Purchase Transactions
10.1.7. Create and Manage Sms Marketing Campaigns with Staffs
10.1.8. Sms Marketing Campaigns Report
10.2. WhatsApp Marketing Campaigns
10.2.1. WhatsApp Marketing Setup
10.2.2. Create and Manage Regular WhatsApp Marketing Campaigns
10.2.3. Create and Manage WhatsApp Marketing Campaigns with Quotations
10.2.4. Create and Manage WhatsApp Marketing Campaigns with Invoices
10.2.5. Create and Manage WhatsApp Marketing Campaigns with Vendors
10.2.6. Create and Manage WhatsApp Marketing Campaigns with Purchase Transactions
10.2.7. Create and Manage WhatsApp Marketing Campaigns with Staffs
10.2.8. WhatsApp Marketing Campaigns Report
10.3. Send Quick Emails
10.3.1. Set Up Mail Servers
10.3.2. Send Quick Emails to Customers
10.3.3. Send Quick Emails to Customers with Quotations
10.3.4. Send Quick Emails to Customers with Invoices
10.3.5. Send Quick Emails to Vendors
10.3.6. Send Quick Emails to Vendors with Purchase Transactions
10.3.7. Send Quick Emails to Staffs
XI. REPORTS
(You can do it via Report menu)
11.1. Account Balance Report
11.2. Account Statement Report
11.3. Profit and Loss Report
11.4. Transaction Report
11.5. Income Report by Customer
11.6. Purchase Report by Supplier
11.7. Timekeeping Report
11.8. Payroll Report
11.9. Tax Report