The phpBMS User and Administration Guide

phpBMS has been developed to include many features while being easy to use, maintain and setup. This guide has evolved to help you get the most out of this powerful software as you focus on running your business. It is a free document, a collaborative effort, and an essential part of the phpBMS project.

Setup and Administration

• Installation/Updating
  • Installing phpBMS
  • Updating from a previous version
• Configuration
  • Setting Application Name and Other General Information
  • Setting Your Company's Logo Graphic
  • Setting Localization
  • Setting Sales Order Defaults
  • Setting Client Defaults
  • Setting Accounts Receivable Terms and Percentages
• Administration
  • Creating a User
  • Creating and Assigning User Roles
  • Adding a Column to a search screen
  • Adding a quick search to the 'find' drop down on a search screen
  • Making a Saved Search/Sort Global
  • Changing the Menu System
  • Adding a searchable field to the 'where' drop down on a search screen
  • Changing the default Search/Sort
  • Adding a Grouping to a search screen
• Maintenance and Security
  • The System Log
  • Backing Up Your Data
  • Securing Your Application

Using phpBMS

• General
  • Logging In
  • Changing Your Password / User Information
  • Navigating the System
  • Search Screens
  • Printing Reports
  • Asssigning a File Attachment to a Record?
  • Using Autofill Fields?
  • Relating records from one area to another?
• Products
  • Creating a Product Category
  • Creating a Product
  • Creating a Prerequisite for a Product
  • Viewing/Printing Product Sales History?
• Clients
  • Creating a Client or Prospect
  • Using QuickView to Find Clients
  • Checking For Duplicates
  • Viewing/Printing Client Purchase History?
  • Sending Mass E-Mails?
  • Inactivating A Client / Deleting a Prospect?
• Sales
  • Creating a Sales Order or Quote
  • Finalizing a Sales Order (invoicing)
  • E-mailing an Invoice or Quote PDF to a Client
  • Changing a Sales Order's Status?
  • 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?
• Accounts Receivable (AR)
  • Setting Up a Client With Credit
  • Charging a Sales Order to AR
  • Viewing AR Items
  • Creating a Receipt (to receive a Payment)
  • Running AR Aging?
  • Printing Clients Statements?
  • Creating a Deposit?
  • Posting a Receipt?
• Organizer
  • Using the Snapshot Page?
  • Creating a Note or System Message?
  • Creating a Task
  • Creating an Event?
  • Assigning a Note/Task/Event to Another User?
  • Accessing the iCal Formatted Events List?

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

To ask a question or solve any problems you should encounter with phpBMS, visit the PhpbmsForum.

See also the PhpbmsSupport page for more information resources.