“MyBizCMS” Documentation by “MyBizCMS“


“MyBizCMS”

Created: 05/03/2019
By: MyBizCMS
Email: info@mybizcms.com
Full Documentation: https://help.mybizcms.com

Thank you for purchasing MyBizCMS. If you have any questions that are beyond the scope of this help file, please feel free to email via info@mybizcms.com. Thank you so much!


Table of Contents

  1. Introduction
  2. System Requirements
  3. Installation
  4. Settings
  5. Live or Sandbox
  6. Demo
  7. System Update
  8. Sources and Credits

A) Introduction - top

MyBizCMS is a complete and fully functional Sales, Marketer and Client Relationship Management system. Drive your sales operations from quotes to invoices with all the information you need, easily accessible. Keep track of long term contracts, automate invoicing and notify sales when they have things to do. MyBizCMS helps you record sales lead types, sales stages, add marketers, new customers, register sales entries and create invoices and receipts. It also calculates commissions earned for every marketer. The whole sales process simplified in a simple modern light-weight system that will change how you do business. We also implemented an invoicing system so you can add discounts and taxes for certain customers when generating invoices. The receipts give a clear record of the payments done on that specific entry.

Key Features

Currencies
Different online payment gateways are supported, each with a list of accepted currencies below:

Languages
You can now set default language for your system. System default language is used in public pages (login, register, forgot_password), and when user has not set their default language under their profile. Supported languages include:


B) System Requirements - top

All the above requirements are always default in almost all php servers.

Download server requirements test file from Server Requirements


C) Installation - top

Configure database connection

You need to have previously setup database from the cPanel.

Here is a good tutorial how to setup MySQL database in cPanel if you are not familiar with this.

  1. Login to cPanel by accessing www.yourdomain.com/cpanel and navigate go MySQL Databases.
  2. Create database first.
  3. Create user and setup your password.
  4. Add the user to database by selecting the database and the username.

Make sure you have checked All privileged when adding the user to database.


Install

Upload the files to your hosting folder and navigate to your base url https://yourdomain.com/app/install.

Installation

Make sure all the system requirements are met in order to proceed with installation.

Installation

Populate the fields according to your database and Click "Install & Proceed to Company Profile".

If any erros found while connecting you will be notified otherwise you will proceed to complete your profile

Installation

Fill all the required details and then "Save & Proceed to your Profile"

The currecy you select will be the base currency. It is important to be sure about your choice. Default currency can be changed later but will affect the values of your items, which means you will need to update the items value. too

Installation

Fill out every field and "Complete Installation".

Congratulations

Installation

After successful installation you need to:
Login using the your email and password used during installation

That's it.


D) Update Settings - top

Payment Settings

From Settings->Payment Settings, Switch between Sandbox/Test and Live modes for online payments.

SMS and Email Templates

From Settings->Email Templates, Update email templates based on your company. Enable or disable emails also.

User Roles

To add staff(users), you need first to add user roles and their permissions. Add roles from Settings->User Roles.

Payment Modes

From Settings->Sales Settings->Payment Modes, you can add offline payment modes. For example, Banks.

Order Settings

Enable or disable automatic order confirmation from Settings->Sales Settings->Order Settings. When confirm order automatically is enabled, and client palces an order, the system converts it to a deal and creates invoice immediately to facilitate payment. Clients gets a notification automatically to make the invoice payment.

Invoices Setup

Setup invoice prefix and thank you note from Settings->Sales Settings->Invoices.

Create Account Option

From Settings->Create Accounts, you can enable or disable Create account option on homepage. Note: This option only creates account for customers.

CronJob

From Settings->CronJob->CronJob Settings, setup cron jobs to send expiry reminders to clients. You can run the cron jobs manually from Settings->CronJob->CronJob or use the given url


E) Live or Sandbox - top

For online payment gateways, you will need to get MyBizCMS Clients Addon to allow customers pay for their invoices. But still invoices can be paid for manually.

Change the online payment gateways from Sandox or Live from Settings->Payment Settings.


F) Demo - top

Admin
Username - admin@mybizcms.com
Password - adminadmin
Login URL - https://mybizcms.com/demos/mybizcms/users/login

Note : You can add your own staff members with different roles.


G) System Update - top

If you have purchased MyBizCMS and new version is available you will need to upgrade your current version by simply following the steps below and you'll have the latest version installed.

Updating MyBizCMS

  1. Backup your database first. IN CASE OF ANYTHING
  2. DELETE all the old files inside root folder
  3. EXTRACT AND COPY new files inside mybizcms folder into your root folder
  4. Visit www.yourwebsite.com/app/install and follow the easy steps.
  5. After upgrade delete install folder from /mybizcms/app folder
  6. That's all.

Always backup your files and database before doing an upgrade

Note: Upgrade can only be done by superadmin(installer of the system).


H) Sources and Credits - top

We've used the following libraries or other files as listed.


Once again, thank you so much for purchasing MyBizCMS. As I said at the beginning, I'd be glad to help you if you have any questions relating to this CMS. No guarantees, but I'll do my best to assist. If you have a more general question relating to the themes on Codecanyon, you might consider visiting the forums and asking your question in the "Item Discussion" section.

MyBizCMS

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