15 docs tagged with "setup"

Licensing, access, optional modules, and where to find each Automation screen in Biznsbook.

Roles, optional modules, and where to find each CRM screen in Biznsbook.

Licensing, optional modules, and where to find each HRMS screen in Biznsbook.

Requirements, setup order, and where to find each Payroll screen in Biznsbook.

Licensing, permissions, and where to find each Real Estate screen in Biznsbook.

Licensing, navigation, and the recommended setup order for Supply Chain Planning in Biznsbook.

Licensing, permissions, batch tracking, and where to find FDA and SFCR screens in Biznsbook.

How to turn on the Biznsbook modules your business needs, like Inventory, Sales, and Manufacturing.

How administrators add Gemini, OpenAI, or Claude, set a default provider, budgets, and prompt templates for AI Content.

One-time FDA setup — activate a Traceability Plan, flag FTL items, and add supplier registration details.

How to configure a physical register before go-live in Biznsbook.

One-time SFCR setup — activate a Preventive Control Plan, flag covered items, and add CFIA supplier details.

Go-live checklist for Toast credentials, warehouses, product mappings, and first imports in Biznsbook.

How to create warehouses and understand on-hand, reserved, and available quantities in Biznsbook.

How to configure your company profile, currency, and fiscal year when you first sign up for Biznsbook.