Introduction
Business Plus Plus is a cloud ERP covering masters, sales, purchase and accounting for distribution and trading businesses. This manual covers day-to-day operation, administration and end-user training.
What this manual covers
Section titled “What this manual covers”This is the complete operating manual for Business Plus Plus 3.0. It is written for the people who use the application day to day, and is organised by module so you can read it front to back as training material or dip into a single task.
The modules
Section titled “The modules”Masters
Reference data that every transaction depends on.
Sales
The order-to-cash cycle, from quotation through receipt.
Purchase
Procure-to-pay: ordering, receiving and paying suppliers.
Accounting
Vouchers that post directly to the general ledger.
Reports
Standard reports, filters, drill-downs and exports.
Administration
Users, permissions and company-wide configuration.
Who each module is for
Section titled “Who each module is for”Typical module access by role
| Aspect | Sales Executive | Accounts Clerk | Branch Manager |
|---|---|---|---|
| Masters | Read only | Read only | Create and edit |
| Sales | Create and edit | Read only | Create, edit, cancel |
| Purchase | No access | Create and edit | Create, edit, cancel |
| Accounting | No access | Create and edit | Create, edit, cancel |
| Reports | Own documents | All documents | All documents |
| Administration | No access | No access | Full access |
How to read a page in this manual
Section titled “How to read a page in this manual”Every task page follows the same shape, so once you have read one you know where to look on all of them.
| Step | Action | Result |
|---|---|---|
| 1 | Overview | What the screen is for and when to use it |
| 2 | Prerequisites | What must already exist before you start |
| 3 | Procedure | The numbered steps, with screenshots |
| 4 | Expected result | How to tell it worked |
| 5 | Field reference | Every field, its type and its rules |
| 6 | Common problems | What usually goes wrong, and the fix |
The structure of a task page
Conventions
Section titled “Conventions”| Field | Type | Description |
|---|---|---|
| Bold text | Notation | A button, menu item or field label exactly as it appears on screen. |
| Sales → Transactions | Notation | A navigation path through the menu. |
| Monospace | Notation | A value you type, or data as the application stores it. |
| Required | Flag | The field is mandatory; the screen will not save without it. |
Notation used throughout this manual