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Knowledge base
Platform
B3Network Master Account
3
How to invite members and designate roles
Account types (Owner, Admin, Member and Guest)
Install BizOS extension
Customer Account Management (Customer app)
22
What is Customer app used for?
Quickly navigate to a section
Create new customer account
Do a search in Customer app
Log in your customer accounts
View all 22
Invoice Management (Invoice App)
11
Create Quotation
How to handle a quote
Create Pro-forma invoices
How to handle an Invoice
How to provision the items in an invoice
View all 11
Discount app
1
How can I set discount for my customers?
Report app
1
Revenue report
Finance app
8
Payment management
Credit Note
Withdrawals
Handle aged receivables with Finance
Configure customer payment settings
View all 8
Portal settings app
6
Customize your portal
Portal Config
Invoice settings
Security settings
Domain settings
View all 6
Access Control
1
Grant app access to member
Product app
6
Add products to the store (products distributed by B3networks)
Add custom products
Configure selling price
Manage the invoice text for products
Price change alert
View all 6
Price List App
3
Quickly check pricing
What is Price app used for?
Arrange a preset quote/ bundle
Products Management (Outdated - Old UI)
0
Contract app
10
What is Contract app used for?
Contract status flow
Create a main contract
Configure Billing plan for a contract
Ask the supplier for a better cost
View all 10
File Management
1
File Management
Payment
5
The introduction of P2P
Difference between old and P2P design
The flow of credit in P2P transactions
General information related to payment
Bring Your Own Stripe
Admin Audit
1
Admin audit
Number Management App
2
Check Reserved Numbers
Tools for BYOI partners
Edge Server
11
What is Edge Server used for?
Get Started: How to connect B3networks with Vendors through Edge Server
Settings - Codec
Settings - Capacity
Settings - Translation
View all 11
Applications
BizPhone
18
What is BizPhone
Roles in BizPhone
How to set callerID
Configure BizPhone add-on license: IP Phone and Mobile Phone
Number to set Caller-ID for bizphone extensions
View all 18
SIP
9
SIP best practice (Codec, Security and Bandwidth)
Which brands of PBX or IP-Phones are compatible?
SIP dialing with Toll Free number
How to add Dial Plan for Singapore destination?
Activating Caller/ Sender ID rebranding Service
View all 9
Fax
2
Send and receive fax
Countries supported
Direct Line
6
What is Direct Line?
Configuring call forwarding
Configure missed call notifications
Can I block unwanted calls?
What is the maximum number of lines that I can forward calls to simultaneously?
View all 6
Virtual Line
5
What is Virtual Line
Configure extensions
Configure the scheduler
How to manage blocked numbers?
Can I add DID to my Virtual Line?
Call Recording
2
Assign / Unassign a subscription to Call Recording?
Configure Call Recording with SIP, Direct Line, Virtual Line and BizPhone
Call Tracking
12
Configure Call Tracking
Configure the Call Tracking Settings Tab
Configure Call Forwarding
How to define an outcome of a call? - Call tagging
How to know the source of an incoming call? - Call Whispering
View all 12
HR - Payroll
9
What is Payroll?
How to generate Payslip?
How to set up pay rule (Pay Item)
How to set up pay rule (One time payment)
How to generate reports?
View all 9
HR - Time Log
10
What is Time Log?
How to register Time Log app?
How to Manually Add New Time Logs?
How to use Time Log app?
What if the Employees are working Overnight and not Regular Working Hours?
View all 10
HR - Scheduler
5
How to book a day for a shift without assigning any staff? (Open shift)
How to create a shift with 1 staff? (New shift)
How to create a shift with multiple users (New batch)
Site management
User management
HR - Leave
5
How to view manage my leave (view, request)
I want to see my colleague's leave calendar. Is it possible?
How to approve a leave request?
Roles in Leave app
Admin tab (User management, Team, Team policy and Settings)
SMS Marketing
3
What is SMS Marketing?
Getting Started with SMS Marketing
Activating SMS sender name customization service
Wallboard
5
What is Wallboard
How to set up queues in Wallboard
How to add agents to a wallboard queue
How to forward calls to a Wallboard queue
MS Data
New changes
New changes
20
EOL Staff app (Aug 4, 2017)
Individual invoice (Sep 2)
(Feb 2018) B3Networks updates for Service Providers
(Mar 2018) B3Networks updates for Service Providers
(Apr 2018) B3Networks updates for Service Providers
View all 20
Case Study
3
Multinational Real Estate Company - Office PBX Case Study
Gojek - Debt Collection Market
Faster Deliveries by Pizza Chain (F&B)
Help Desk Software
by Freshdesk