B3 Networks

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Products Management (Outdated - Old UI) 0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

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 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)