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User Guide

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Procure to payRequest, source, order, receive, match the supplier invoice and pay — who does each step, on which screen, and what BSuit records.Order to cashWin the deal, quote, order, deliver, invoice, receive and apply payment, and chase overdue customers.Inventory operationsMove stock between warehouses, correct quantities, run cycle counts, manage batches and expiry, and read stock reports.Service and supportLog and resolve incidents and requests, meet SLAs, manage problems and change requests, and support customers through the portal.Record to reportPost journals, reconcile banks, revalue foreign currency, run the close checklist, lock periods, close the year and produce the financial statements.Hire to retireRecruit through the careers portal, hire and onboard, manage attendance, shifts and leave, run appraisals, and handle resignations.PayrollSet up salary structures and country packs, run payroll for a month, get it approved and posted to the ledger, and release payslips to employees.Travel and expensesCapture expenses with receipts, approve reports, mark them paid and post them to the ledger.CampusSet up the academic structure, admit and enrol students, give portal access, mark attendance and marks, publish results and collect fees.HealthcareRegister patients, book appointments, consult and prescribe safely, order tests, and bill patients and insurers.Plant maintenancePlan preventive maintenance, run work orders from release to cost posting, work on the technician terminal, and handle breakdowns and compliance.IoTRegister devices and credentials, connect gateways, watch telemetry, set alert rules, work alerts and send commands to devices.TransportSet up rate cards, book and rate consignments, plan loads and dispatch, track and prove delivery, settle trip sheets, and bill customers and hired carriers.AgricultureSet up fields, crop types and livestock, run a crop cycle from planting to harvest, post costs and revenue to the ledger, and optionally automate irrigation and feeding.RestaurantSet up sections, tables, kitchen stations and modifiers, take reservations, run dine-in orders through the kitchen, settle the bill, and publish restaurants to the Food marketplace.Oil & Gas JVSet up wells and joint-venture partners, approve AFEs, bill partners by working interest through a JIB, issue partner statements and collect cash calls.HospitalitySet up rooms and rate plans, book and amend reservations, check guests in and out, manage the guest folio, deposits and refunds, and keep the hotel calendar.InsuranceSet up products and rating factors, quote and issue policies, bill and collect premium, handle claims from report to payment, and cede premium and recover claims under reinsurance treaties.Legal PracticeOpen matters with a conflict check, set a fee arrangement, record time and expenses, bill and collect, hold client money in trust and reconcile it monthly.Plan to produceDefine bills of materials and routings, run material requirements planning, convert the results to purchase requisitions or production orders, run the shop floor and inspect quality.Real EstateList a property, publish it, work inquiries and viewings, negotiate offers, reserve the listing by accepting an offer, and close the deal as sold or rented.Developer StudioDefine custom entities and fields, design forms, promote schema changes through governed change requests, package low-code applications, and add business rules, notifications, form actions and audit policies.Idea to project closeTake a project idea through intake, create the project from a template, plan the WBS, budget and resources, track risks, issues and change orders, and bill and recognise revenue.Contract lifecycleCreate a contract from a template, route it for sign-off, collect signatures, track obligations and compliance, handle variations, and post milestones and progress payments to finance.License ManagementDefine license plans, produce a machine fingerprint request, issue a signed license key, activate it on a host, and renew, suspend or revoke client licenses.Lead to won dealCapture and score leads, convert them to accounts and opportunities, work the pipeline board, issue versioned quotes, win the deal into a draft sales order and read the forecast.Master Data ManagementScan products, suppliers and employees for duplicates, review candidates, record a reversible alias to a golden record, track data-quality scores and maintain enterprise relationships.Document controlStore documents in folders, control versions and check-out, move files through review and publishing, issue transmittals, share links and recover deleted items.Employee EngagementRun peer recognition, formal awards, anonymous pulse surveys with aggregated results, and the suggestion box from submission to leadership response.PerformanceSet up appraisal cycles, let employees keep goals and OKRs, review appraisals as a manager, give peer feedback and watch for feedback abuse.Workflow automationDesign approval templates, attach them to record types and actions, work the approval inbox, delegate, automate follow-up actions and monitor bottlenecks.Integration setupConnect BSuit to external systems with endpoints, flows, field mappings, schedules, webhooks and API keys, and operate the queue, dead letters and alerts.Product catalogSet up brands, categories and groups, create products with prices, barcodes and packaging, map vendors and customers, and publish ready products to the storefront.Library operationsSet up circulation rules, add copies and members, then issue, return, renew, reserve and settle fines at the circulation desk.HSEAuthorise hazardous work with a permit, record incidents, raise non-conformance reports, complete and verify corrective actions, and close the loop.Reports and analyticsBuild a report from a standard template or a data source, save it, move it through review and publication, schedule delivery by email, and watch metrics with KPI alerts.BSuit AI and AI StudioConnect an AI provider, feed it your data, control what the AI user may do, use chat with confirmed actions, and understand how AI Studio’s Developer tools relate to it.

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BSuit ERPStaff (internal users)2150 Vendor PortalVendors and suppliers33 Campus PortalStudents, teachers and parents15 MarketplaceShoppers, sellers, job seekers and employers78 Website & Tenant PortalProspects and account owners39 BSuit Smart (mobile & devices)Cashiers, technicians, drivers, doctors, patients, employees, students, teachers and parents101 BSuit HelpEveryone11

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Recommended

Start with the essentials

01Getting startedWelcome to BSuit ERP

Learn the workspace, navigation, search, and the safest way to begin working in BSuit.

02Getting startedNavigation and global search

Move quickly between modules, pages, and records with navigation and keyboard shortcuts.

03Identity & accessPermission Manager

Configure role access to master entities, transaction record types, fields, and row scopes.

04Identity & accessRequest temporary access

Request time-bound access and understand approval, expiry, and separation-of-duties checks.

05Working with dataWork with lists and records

Search, filter, create, edit, export, and safely manage records across BSuit.

06WorkflowApprovals and workflow tasks

Submit records, act on approval tasks, and understand status changes and audit history.