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OptiBiz CRM
Getting Started
Introduction
The Flow
Sign Up Setting
Deal/Lead Info
Immigration Expiry Alert
Offline Payment Request Feature
Two Factor Authentication Setup
View Employee Menu Permission – Smart Access Without Visibility
Customers
Adding Leads
Clients Summary
Creating Client
Deals
Lead Forms
Leads Summary
Work & Projects
Contracts
Project Import enhancement
Project Progress Calculation – Smart & Flexible Tracking
Projects
Tasks
Time Logs
Finance
Credit Notes
Estimates
Expenses
Invoices
Payments
Proposal
Recurring Invoices: Automate Your Billing with Ease
HR
Appreciation Menu
Attendance
Employees
Holidays
Leaves
Shift Change Request
Shift Roaster Menu
Attendance
Attendance Regularisation
Auto Clock out Setting
Employee shift Settings
Products
Products
Orders
Orders
Tickets
Tickets
Events
Events
Recurring Events
Messages
group message module
Messages
Notice Board
Notice Board
Reports
Attendance Report
Finance Report
Income vs Expense Report
Leave Report
Task Report
Time Log Report
Settings
App Settings
Attendance Settings
Buisnees Address
Company Settings
Currency Settings
Custom Fields
Custom Link Setting
DataBase backup Setting
Finance Settings
Gdpr Settings
General Data Protection Regulation
How to find a Slack user ID
Language Settings
Lead Settings
Leave Settings
Message Settings
Module Settings
Notification Settings
Payment Credentials
Profile Settings
Project Settings
Roles And Permissions
Security Settings
Social Login Settings
Storage Settings
Task Settings
TAX setting
Theme Settings
Ticket Settings
Time Log Settings
Integrations
Authorize.net Payment Gateway Integration
Google Calendar Integration
Google Map Integration
Google Translate API for auto translation
Mollie Payment Gateway Integration
Payfast Payment Gateway Integration
Paystack Integration
Quickbooks OptiBiz CRM Integration
Square Payment Gateway Integration
Telegram Notifications
OptiBiz CRM Zoom Module Integration
Release Notes
Recruit Module version - 1.0.2
OptiBiz CRM 5.2.0
OptiBiz CRM 5.2.1
OptiBiz CRM 5.2.2
OptiBiz CRM 5.2.3
OptiBiz CRM 5.2.5
OptiBiz CRM 5.2.7
OptiBiz CRM 5.2.9
OptiBiz CRM 5.3.0
OptiBiz CRM - Recruit Module version 1.0.1
OptiBiz CRM Release version v5.2.8
OptiBiz CRM version 5.1.9
OptiBiz POS
Business Management
Disposable Emails Validation During Business Registration
Registering your Business in OptiBiz POS
Setting Business Multiple Locations or Ware House or Storefronts
User Management
Adding User & Assigning Location to a User
Role Management
Using Commission Agent feature
Contacts
Advanced balance
Contacts Management (Supplier & Customers)
Customer Groups
Customer & Supplier Ledger
Loyalty Cards
Adding opening balance & payment
Opening Balance
Products
Bulk Edit Products
Bulk Price Update
Correcting product stock mis-match or incorrect stock in different reports
Custom Labels for Products
Delete Product (Bulk delete)
Duplicate Product
Import/Export Products
Lot number
Opening Stock
Printing Labels
Product Category (Categorizing products)
Product expiry and related settings.
Product Stock Alert
Product stock history
Product Units
Product Warranty
Products Management
Rack, Row & Position of product
Variations
Purchases
Adding Bonus or Free Items given by supplier
Purchase custom fields
Purchase Invoice
Purchase Management
Purchase Order
Purchase Payments
Purchase Requisition
Sales & POS
Adding Bonus or Free Items at Sale
Cash Denomination
Cash Register
Configuring keyboard shortcuts for POS screen
Customer Display Screen
Discounts by Brand, Category, Location
Display product unit price in POS Product suggestion
Displaying QR code in invoice
Featured Products in POS screen
Gift Receipt
Import Sale
Invoice External URL
Invoice Layout
Pay Term
Proforma Invoice
Reward Points, Royalty points
Sales Order
Sales Return
Sales Subscriptions
Selling (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.
Shipments, Home Delivery or parcel management
Tender Change or Change Return
Types of Service
Using OptiBiz POS for Selling of Services
Stock & Operations
Reports
Stock transfer
What is Stock Adjustment? And how to use it?
Tax
Inline tax & invoice tax
Tax Rates, Tax Groups & Disabling tax
Payment Accounts
Enabling & using Payment account or bank account
Setting default payment accounts for payment methods
Expenses
Adding expenses, Adding expenses for an employee or customer or supplier
Expense Refund
Notifications
Email Notification Settings
Enable or Disable Auto Sending of notifications
Internal System Notification
Settings
Adding a new Label or barcode settings
Business Settings
Changing Application/theme Color
Changing the custom fields labels
How to Search in Settings?
Setting Invoice Scheme
Hardware
Barcode Printer
Barcode Scanner
How to setup printer to open cash drawer automatically?
Label weighing scale
Setting up a Thermal Printer for Receipt Printing
Restaurant
Kitchen Order (send order to kitchen or not)
Line Orders
Service Staff Pin
Service Staff Replacement
Service Staff Timer
Tips & Other
Adding/Modifying Currency in OptiBiz POS
Export Feature
Issue: Product not shown on view
Login Session Time
Tips & Tricks for using OptiBiz POS effectively.
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