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

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