2BizBox® Quick Start

Tutorial
v3.0.0

2BizBox® ERP
info@2bizbox.com
www.2bizbox.com
Notice

This document contains proprietary information of 2BizBox. Possession and use of this
document shall be strictly in accordance with a license agreement between the user and
2BizBox, and receipt or possession of this document does not convey any rights to
reproduce or disclose its contents, or to manufacture, use, or sell anything it may describe. It
may not be reproduced, disclosed, or used by others without specific written authorization
of 2BizBox.

2BizBox and the logo are registered trademarks of Serva Software LLC. Other company,
brand, or product names are trademarks or registered trademarks of their respective
holders. The information contained in this document is subject to change without notice at
the discretion of 2BizBox.

Copyright © 2010 2BizBox

All Rights Reserved

 Table of Contents
Download, Install and Run 2BizBox .........................................................................................................1
Download 2BizBox ................................................................................................................................1
Run Server Program .............................................................................................................................1
Run Client Program ...............................................................................................................................2
Login 2BizBox ..........................................................................................................................................2
Exit and Logout 2BizBox .....................................................................................................................3
Before the Tutorial ..........................................................................................................................................3
Create New Part ...............................................................................................................................................5
Create New BOM ..............................................................................................................................................6
Create Sales Order ...........................................................................................................................................7
Create Customer Address Book .......................................................................................................7
Create Sales Order .................................................................................................................................7
Approve Sales Order .............................................................................................................................8
Planning – Make or Buy ................................................................................................................................8
Create Work Order ..........................................................................................................................................9
Approve Work Order ......................................................................................................................... 10
Setup Work Order ............................................................................................................................... 10
Run MRP ........................................................................................................................................................... 11
Create Purchase Order ............................................................................................................................... 11
Approve Purchase Order ................................................................................................................. 13
Receiving from PO ........................................................................................................................................ 13
Create Account Payable.............................................................................................................................. 14
AP Payment ..................................................................................................................................................... 15
Issue Materials to Work Order ................................................................................................................ 16
Receive from Work Order ......................................................................................................................... 17
Shipping for Sales Order ............................................................................................................................ 18
Create Account Receivable ....................................................................................................................... 19
AR Payment ..................................................................................................................................................... 19
Congratulations ............................................................................................................................................. 20

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Welcome to 2BizBox quick start tutorial!

2BizBox is full-featured, easy-to-use, free ERP software. This tutorial will help you to set up
your 2BizBox quickly and easily. The step-by-step instructions will help you walk through
major processes in 2BizBox and will cover major modules. Once you have completed this
tutorial, you will have a general knowledge of how to use 2BizBox to manage your business.

Compared with any other complex ERP software, to download, install, run and use 2BizBox is
fairly easy. This tutorial can take less than 30 minutes to complete. After you finish this
tutorial and get acquainted with 2BizBox, you can move on to the online user manual that
provides a comprehensive guide and covers a wider range of 2BizBox features and
techniques.

This tutorial requires a computer with any version of a Windows operation system. Adobe
Reader is recommended so you can read PDF files generated by 2BizBox. No database, Java,
or any other software needs to be installed or run for 2BizBox.

DOWNLOAD, INSTALL AND RUN 2BIZBOX

DOWNLOAD 2BIZBOX
Download All-In-One install program at website
www.2bizbox.com which contains both server and
client programs. You can download Windows
Installer or zip archive file. For Windows Installer,
keep all options to defaults during the install wizard.
Server and client can be automatically run after the
install. Make sure “2BizBox ERP Server and Client”
option is selected during the install. For zip archive,
unzip the package and find “run.bat” and
“client.exe” to run server and client.

RUN SERVER PROGRAM

Double click “2BizBox Server” shortcut on the desktop, or find “run.bat” in the 2BizBox ERP
install folder, to run 2BizBox server program. If there is any firewall software running on the
computer, make sure port 80 is allowed to open so the 2BizBox client program is able to

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connect to this 2BizBox server. Also check other programs (for example Skype) to make sure
port 80 is not used.

Two command prompt windows will show up as below after clicking file run.bat. The one
named run_database.bat is MySQL database server, it runs MySQL database on port 3307.
Another one named run.bat is the 2BizBox server program deployed on JBoss Application
Server. Wait about half or one minute until 2BizBox server is initialized, then you can login
2BizBox with client program.

As you can see, lots output logs will be generated in the 2BizBox server command prompt
window. It will take half a minute to startup. Check the output until the logs stop scrolling
and a message as below appears:
17:56:49,046 INFO [Server] JBoss (MX MicroKernel) [4.0.5.GA (build: CVSTag=Branch_4_0
date=200610162339)] Started in 34s:750ms

Now the 2BizBox server is startup and ready to be connected by clients. To stop 2BizBox
server, simply close the MySQL window (run_database.bat) and press Ctrl+C in the 2BizBox
server window (run.bat).

RUN CLIENT PROGRAM

Double click “2BizBox Client” shortcut on your desktop, or find “client.exe” inside the
unzipped 2BizBox directory to run 2BizBox client. If you run 2BizBox client on another
computer, make sure 2BizBox server is reachable from that computer via Internet or
Intranet.

LOGIN 2BIZBOX
In the login screen, you will see the following fields:

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 a) Server: The server computer to login. Input the server computer name or IP
address in this field.
b) Company: Company to login. One 2BizBox server instance is able to host multiple
companies and each company has a separate database instance. After installation,
two companies are already created there: the “Test” company is used for testing,
evaluation, studying 2BizBox. Another one “Default” company is for the official
usage. Select “Test” company for this tutorial.
c) User Name: The user name to login. User “admin” is the pre-created user as the
administrator for your company with full permissions. Input “admin” for this
tutorial.
d) Password: The password for this user.
The default password of user “admin” is
empty. Keep this field empty.
e) Language: The display language in client
program. 2BizBox supports multiple
languages, and more languages will be
added in the future. The default
language is English.
f) Click “Login” button at the bottom of the
screen to login 2BizBox. Wait until the
main screen appears. Now you can use
2BizBox.

EXIT AND LOGOUT 2BIZBOX

a) To exit 2BizBox click “close” button at right-top of 2BizBox main screen. Click “OK”
button in the popup confirm message dialog to complete exit from 2BizBox.
b) You may want to logout of 2BizBox or change to another
user without exiting 2BizBox. To do this, click
“System->Logout” menu item in the main menu. Click “OK”
button in the popup confirm message dialog to complete
logout. The main screen will be closed and the login screen
will appear again.

Now you can start to use 2BizBox!

The following step-by-step instructions will help you to create parts, BOM (Bill of materials),
Sales Order(SO), Purchase Order(PO), Work Order(WO), issue materials, receive parts, create
AP, AR and make payments.

BEFORE THE TUTORIAL

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Before continuing the tutorial, it is helpful to know the following items.

 Box: “Box” is used to refer to “Module” in 2BizBox, such as “Engineering Box” in

the software or any descriptive documents.
 User interfaces
 Main screen: The main window of 2BizBox client program
 Update screen: The window that allows updating data in 2BizBox usually with
a light orange highlighted border
 Add screen: The windows that creates new data in 2BizBox, usually with a light
blue highlighted border
 Detail screen: The windows that displays read-only information for data entry
in 2BizBox
 Views in Main screen
 “Box” view: The left side panel of the main screen which displays all
major boxes of 2BizBox. Each box has a group of sub-boxes that can be
expanded or closed by clicking the box title.
 Quick task list: Every module combines a graphical diagram with all sub-boxes
and their relationships. Click the box or sub-box and the diagram will appear in
the center of the main screen. On the right side of the diagram view a quick
list displays the most often used tasks of the selected sub-box. With the task
list, you can access the most often used tasks with one click.
 Main menu: At the top of main screen there is a menu bar which is called the
Main menu. The Main menu provides full access for all 2BizBox features.

Main menu

Module view
Quick task list

Example:

 Click “Engineering Box -> Part Master->2Add Part” means click “Engineering Box” in
the module view, click “Part Master” sub-module, and click “2Add Part” task item
in the quick task list.
 Pick data: A small “pick button” is available to make data input quick and easy
(such as part number, employee ID etc). You can click “pick button” beside the
input text field to pick existing data from a list on the popup dialog. In this tutorial
when we say “Input or pick”, it means you can input data manually or use pick
button.

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 Pick button

 This tutorial will guide you through major business processes in 2BizBox as pictured
below.

CREATE NEW PART

1) Click “Engineering Box -> Part Master -> 2Add Part” to add a new part in 2BizBox main
screen
2) Input part number and part description on Add
screen. Input following example part information:

Use for this example:

 Part Number: A01-01-100

 Part Description: PRODUCT A OF MY
COMPANY
3) Keep other fields with default value, then click “2Add” button, the following Update
screen appears which displays more information about this part

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4) To make it simple, click “2Update” button to finish the update. Part Detail screen will
appear to display all information for the created part.

Now, the new Part “A01-01-100” has been created in 2BizBox ERP. Repeat above process to
create two more parts as below information:

Part Number Part Description

B01-01-100 MATERIAL A OF MY COMPANY
B01-01-200 MATERIAL B OF MY COMPANY

CREATE NEW BOM

2BizBox supports unlimited multi-level BOM. To make it simple, we will create simple BOM
for Part “A01-01-100”.

Part # Qty Description

A01-01-100 PRODUCT A OF MY COMPANY
-B01-01-100 1 MATERIAL A OF MY COMPANY
-B01-01-200 2 MATERIAL B OF MY COMPANY
1) Click “Engineering Box -> BOM -> 2Add BOM” to add new BOM in 2BizBox main screen
2) Input or pick “A01-01-100” for “Part #” field in Add BOM screen
3) Click “2Add” button to go to BOM Update screen where more information can be setup
4) Click “Add Item” button at the bottom of the
window to add a BOM item. In the popup dialog,
input quantity “1”, input or pick Part “B01-01-100”,
then click “OK” button to back to BOM Update
screen
5) Repeat this process to add another BOM item with
Part “B01-01-200” and quantity “2”
6) Finally click “2Update” button to finish the process

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 of creating BOM.

BOM Detail screen appears and BOM of “A01-01-100” has been created.

CREATE SALES ORDER

2BizBox is a typical order-driven ERP system. Sales Order (SO) or Work Order (WO) will
generate a demand for parts. Assume a customer “ABC GROUP LLC” wants to buy 10 pieces
of Part “A01-01-100”. 2BizBox is informed by creating a SO.

Before creating a SO, a Customer Address Book entry with the customer information is
needed.

CREATE CUSTOMER ADDRESS BOOK

Address Book maintains all contacts information for all customers, vendors or manufacturers.
(It is recommended that the first 3 letters of a company name and 3 numbers such as 001 be
used for the ID of a company. For example Tomato Company will have ID: TOM001. If
Tomato Company has a different shipping address ID would be TOM001A The next company
might be Potato Company and will have ID POT001 and shipping address ID would be
POT001A.)

1) Click “Address Box -> Customer & Vendor -> 2Add Customer/Vendor” to create a new
Customer Address Book entry in 2BizBox main
screen
2) Input customer address ID and company name in
the following screen. For customer ABC GROUP
LLC, we use ID “ABC001” and company name
“ABC GROUP”
3) Click “2Add” button to access Address Book
Update screen. In this screen you can setup more
information for this customer
4) Finally, click “2Update” to finish the process

Now Customer Address Book “ABC001” has been created.

CREATE SALES ORDER

1) Click “Sales Box -> Sales Order -> 2Add Sales Order” to create a new SO

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2) Input or pick the customer address ID we just
created in the coming screen. Customer ID, Bill
ID and Ship ID is normally the same address, but
Bill and Ship values will be changed
automatically when Customer ID is added
3) Click “2Add” button to go to its Update screen

4) In the coming Update screen, we will add a

SO item for Part “A01-01-100”. Input or
pick Part “A01-01-100” in the field “Part #
or ‘NA’”, quantity “10” in “Qty” field and click “add” button. SO item Detail screen will
appear and more information can be added
5) To make it simple, set “Price/UOM” to dollar “100” and click “OK” button to return to SO
Update screen. SO item has been added into the item table
6) Click “2Update” button to complete the process. SO Detail screen will display to indicate
that the SO has been created successfully

APPROVE SALES ORDER

The newly created SO will not take effect until approved by an authorized user.

To Authorize:

1) Click “Approve” button beside “NOT REVIEWED” status on the

SO Detail screen
2) Click “Yes” button in the popup confirm message dialog. After
the approval, the SO status will be automatically changed to “OPEN”.

On Part “A01-01-100” Detail screen, “On Demand” quantity will be 10 which indicate that SO has taken effect.
“On Hand” quantity is 0 because there is no any inventory for Part “A01-01-100”. The next task is to increase

“A01-01-100” inventory to meet this demand.

PLANNING – MAKE OR BUY

With the Sales Order, Part “A01-01-100” demand has been generated. (MRP can be run at
any time to check all parts with demand for the entire company.)

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To meet the demand generated by a SO, the company can make the parts required or
buy them from other vendors. In 2BizBox, WO is used to manage manufacturing tasks and
Purchase Order (PO) is used to manage purchasing tasks. Make-or-Buy decisions
are strategic choices between producing and part internally (in-house) or buying it externally
(from an outside vendor/supplier).

The two most important factors to consider in a Make-or-Buy decision are cost and the
availability of production capacity. The decisions will be made normally by the planning
department of the company.

In this tutorial, we decide to manufacture the required 10 pieces of Part “A01-01-100”.

CREATE WORK ORDER

In 2BizBox main screen, click “Work
Order Box -> Work Order -> 2Add WO”
to create a new WO.

1) Input Vendor ID into the coming

screen and click “2Add” button to
go to its Update screen

Normally, Vendor ID in WO is the company ID or the company manufacturing department ID. If the
manufacturing task is outsourced to an outside new vendor, this new Vendor ID may need to be created in

the address book.

2) Input or pick Part “A01-01-100” in “Part # or ‘NA’”

field and quantity as “10” in “Qty” field to add WO
item for Part “A01-01-100”
3) Click “2Add” button to show item Detail screen. In
this screen, add more information such as
required date, tax rate, discount etc
4) In this tutorial, click “OK” button to back to WO
Update screen

You’ll find that WO item has been added into the item
table.

5) Click “2Update” button to finish this process

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WO Detail screen will appear to indicate that WO has been created successfully.

APPROVE WORK ORDER

Newly created WO will not take effect until approved by authorized user.

To approve WO,

1) Click “Approve” button beside status of “NOT APPROVED” on WO Detail screen

2) Click “Yes” button in the popup confirm message dialog

After approval, WO status will be automatically changed to “OPEN”.

Go to Part “A01-01-100” Detail screen, “On Order” quantity is 10 which means WO or PO of this part has been
created. Also, “On Hand” is 0 and On Demand is 10 because inventory is zero and the 10 demand has not yet
been met.

SETUP WORK ORDER

Although WO with “A01-01-100” has been created, 2BizBox still needs to know how to
manufacture Part “A01-01-100”, such as the needed materials, working instructions etc. This
process in 2BizBox is called “Setup Work Order”, which breaks down the demand of the part
into detailed required materials.

Take an example of WO created as above; item status of WO is “Not Set Up” which means
WO item needs to be setup.

1) Click “ ” in WO item table to setup a WO item

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In WO setup Detail screen above, 2BizBox will pull BOM structure of part “A01-01-100” out
automatically and list all required materials with quantities in the table. Once needed, other
materials that are not listed can be added to the standard BOM.

2) Review this information and click “2SetUp Work Order” button to setup WO. Or click
“Cancel” button if you want to cancel and set it up later.

Click “ ” in WO Detail screen to display all required material after setup.

Now go to Part “B01-01-100” Detail Screen, you can see that ”On Demand” quantity is 10 which means that the
demand has been broken down from Part “A01-01-100” into “B01-01-100” and “B01-01-200”. A Make-or-Buy
decision is needed again.
In this example, buy Part “B01-01-100” and “B01-01-200” as materials from an outside
vendor.

RUN MRP
Note: When creating dozens of WOs every day, it is difficult to know all demand information
of all parts of the whole company. MRP is a powerful and easy system to obtain all parts
demand information.

To run MRP: Click “Purchasing Box -> MRP -> 2Run MRP”. Ignore all input fields and click
“2Run MRP” to see MRP report.

In the next portion of this tutorial, we will create POs without MRP’s help.

CREATE PURCHASE ORDER

We need to buy 10 pieces of Part “B01-01-100” and 20 pieces of Part “B01-01-200” from an
outside vendor. To make it simple, we will buy all of the parts from one vendor called
“John’s Hardware Store”.

1. Create an address book entry for vendor “John’s

Hardware Store”. (It is recommended that the
first 3 letters of a company name and 3 numbers
such as 001 be used for the ID of a company. For
example Tomato Company will have ID: TOM001.

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 If Tomato Company has different shipping address ID would be TOM001A. The next
company might be Potato Company and will have ID POT001 and shipping address ID
would be POT001A.)
1) Click “Address Book Box -> Customer & Vendor –> 2Add Customer/Vendor”. For
the Vendor and Name, use “JOH001” and “JOHN’S HARDWARE STORE”
2) Click “2Add” button to go to Update screen
3) Check the information on this screen and click “2Update” button to finish the
process
2. Create one PO for Vendor ID as “JOH001”.
1) Click “Purchasing Box -> Purchase Order ->
2Add PO”. Input or pick Vendor ID
of”JOH001” and click “2Add” button to go
to PO Update screen

In Update screen, two PO items are needed: One is Part “B01-01-100” with quantity of
10, and the other is Part”B01-01-200” with quantity of 20.

2) Input “B01-01-100” in “Part # or ‘NA’”

field and quantity “10” in “Qty” field and
click “Add” button beside “Qty”
3) In the coming item Detail screen, set
purchase price using US dollar (for example 40) in field of “Cost/UOM”
4) Click button of “OK” to return to PO Update screen
5) Repeat 2) ~4) to add another PO item for “B01-01-200” with quantity 20 and $20
dollar
6) Click “2Update” button to finish updating PO

The new PO with items will be displayed as below.

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APPROVE PURCHASE ORDER
The newly created PO will not take effect until approved by authorized user.

To authorize,

1) Click “Approve” button beside status of “NOT APPROVED” on PO Detail screen

2) Click “Yes” button in the popup confirm message dialog

After approval is completed, the status of PO will be changed automatically to “OPEN”.

On Part “B01-01-100” Detail Screen, “On Order” quantity is changed to 10 which indicate that WO or PO of this
part has been created. Also, “On Hand” with 0 means inventory is zero and “On Demand” with 10 means

demand is coming from the WO and has not yet been met.

RECEIVING FROM PO
All parts should be received into inventory in
2BizBox.

1) Click “Warehouse Box -> Receiving ->

2Receive From PO” and input the PO
number to be received

If you don’t remember the PO number, return to “Purchasing Box -> Purchase Order -> 2Search OPEN PO” to

make a search.

2) Click “2Receive From PO” button with the correct PO number

3) In the coming PO receiving Detail screen, input received quantity and stored warehouse
location for each part

If a location does not exist for part, click “2Add Location” button in that part item pane. Input a location name

and click “OK” button to create a location. Then input received quantity in location table for each part.

All or a partial number of the parts purchased from a vendor may be received. Part quantity
actually received should be added to receiver. In this tutorial we assume that all parts are

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received from the vendor. Input quantity as 10 for Part “B01-01-100” and quantity as 20 for

part “B01-01-200”.

4) Click “2Receive” button at the bottom to receive all parts into inventory

Receiver will be displayed automatically once PO has been received successfully. Receiver
contains information such as what and how many parts were received, where parts have
been stored, and who did the receiving, etc.

Go to Purchasing Box and open the PO which just has been received, the status of PO has
been changed to “Closed” because all parts listed in the PO have been received.

Go to Part Master module and check Part “B01-01-100” and “B01-01-200” Detail, quantities of On Demand and
On Hand have been changed.

To have a better understanding about how 2BizBox works, knowing how these numbers are
changed is helpful.

CREATE ACCOUNT PAYABLE

If you do not want to learn about the accounting box at this time, skip this section.

After receiving parts from a PO, a Receiver will be generated and displayed.

1) On Detail screen of Receiver, click button of “ ” on the right-top to create Account

Payable (AP)

In the next screen, three fields are required by 2BizBox to create AP:

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  Vendor invoice number: Invoice number received from the vendor. It can be used
to search AP by vendor invoice number
in the future. Or just input anything
such as “none” if you don’t have this
number. In this tutorial, input “I090123”
as the vendor invoice number.
 Vendor invoice total: Total amount of
cost on vendor invoice. Most of the
time it should be the same with the
total number on the PO. However, it
can be different from PO’s total. Input
the actual number of the vendor invoice
here. In this tutorial, input “800”, the same as the PO.
 Payment terms: Input the payment terms for this payment. For example, “NET 30”.
2) Click “2Update” button to create AP. The created AP will be displayed with “OPEN”
status. The status of the Receiver will now be “Closed”.

AP PAYMENT
If you do not want to learn about the accounting box at this time, just skip this section.

Assume you have paid the vendor by check or bank wire. AP payment will be input in
2BizBox to record it.

1) In AP Detail screen, click “Accounting Info” button at the bottom of the screen. AP will
be changed to payment display mode.
2) Click button “2Add Payment” in the right bottom of the screen to add new AP payment.
In the coming dialog, below information are needed:
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  Account: Input the chart of account number from where the money is paid. For
example, one account number of a
bank account.
 Total Paid: Input the total amount of
money you have actually paid to the
vendor. You can pay all or pay partial.
 Check Number or Wire Number:
Input the check or wire number of
the payment so you can keep track of
it. It is not recommended but input
“none” or a memo if the check/wire number is not available.
3) Click “2Add” to add AP payment. If all money has been paid, AP will be closed
automatically and the status will be changed to “Closed”.

Many related GL transactions will be generated automatically during the whole process. In
the AP Detail screen, you will find a “Transaction” tab in the table area where you will see all
the details about the related GL transactions. All these GL transactions are generated
automatically by 2BizBox.

So far we complete the entire process of purchasing parts and the payment from Vendor.
Next the purchased parts from the WO will be used.

ISSUE MATERIALS TO WORK ORDER

A WO was created with the purchased materials before moving forward. To execute the
manufacturing task defined by the WO, workers in manufacturing department have
to receive the required materials from the warehouse and warehouse has to issue these
materials to that WO.

To issue parts into one WO,

1) Open the specific WO, find the WO item in the item table, click “Part Detail” button in
“Part Detail/Time Detail” table column, and Part Detail screen of this WO item will be
displayed

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2) Click “2Issue Parts” button at the bottom
of the screen to go to “Issue Parts to WO”
screen. In this screen, all required and any
short materials will be listed
3) Input the issue quantity in the table from
proper warehouse location. All or partial
amounts of parts can be issued as
needed.
4) Click “OK” button to issue. A list screen with all part issue history logs of this WO item
will be displayed automatically.

In this tutorial, issue all parts needed to WO, so that the manufacturing department can
execute the WO.

RECEIVE FROM WORK ORDER

When the workers in the manufacturing department finish the WO, all finished parts will be
returned to the warehouse. Also in 2BizBox,
these parts are received into inventory.

1) Click “Warehouse Box -> Receiving ->

2Receive from WO” to receive parts
from Work Order
2) Input WO number in the coming screen and click “2Receive from WO” button

In the next detailed receiving screen, all WO items are listed in different tabs. Each tab
shows a table with all available warehouse locations and On Hand part quantity at that
location.

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 An empty location table indicates that a location is not available for that part. To add a location for a part, click

button “2Add Location” and input location name.

3) Input quantity to be received in the location table for each WO item. You may receive
all or partial amounts of the parts of the WO. Input the correct amount
4) Finally click “2Receive” button to finish the receiving. WO will be closed and displayed
automatically.

Now if you open and check detail for Part “A01-01-100”, you will find that “On Hand” quantity of Part
With these Onis Hand
“A01-01-100” 10 and parts, you
On Order can
is 0. ship
With thethese parts
On Hand toyou
parts, customer “ABCparts
can ship these Group LLC”. “ABC Group
to customer

LLC”.

SHIPPING FOR SALES ORDER

To ship parts out from warehouse to a customer, require to “Ship for Sales Order” in
2BizBox.

1) Click “Warehouse Box -> Shipping ->

2Ship SO” and input SO number to
be shipped, and click “2Ship SO”
button
2) In the next detailed ship screen, all
SO items are listed with separated tabs. Every tab shows a table with all available part
locations and On Hand quantities. Input quantity number you are going to ship for each
item, and click “2Ship” button to finish shipping.

A shipper will be created and displayed. If all parts of the SO have been shipped, status of SO
will be changed to “Closed” automatically. SO with partial parts shipped will keep status as
“OPEN” until all parts are shipped.

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The major processes in 2BizBox have been completed. The next section is about accounting
and how to create AR and AR payment.

If you don’t want to learn about accounting modules of 2BizBox, skip the following sections.

CREATE ACCOUNT RECEIVABLE

1) In Shipper Detail screen which is created automatically after shipping SO, click “ ”
beside “MAKE INVOICE” red color text at the right top of the screen.
2) In the next Make Invoice screen, you may input or change payment terms in “Terms”
text field, if it is not correct. In this tutorial, input “NET 30”.
3) Review other changeable fields and click “2Make Invoice” button to make AP.

AR will be created and displayed automatically.

AR PAYMENT
When payments are received from customer, add payment in 2BizBox.

1) In Invoice (AR) Detail screen, click “Accounting Info” button at the bottom of the screen
to switch to payment display mode.
2) Click button “2Receive Payment” at the right bottom of the screen to receive AR
payment. The following information is required:

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C 2010 2BizBox 19
  Account#: Input or pick Chart Account number to which the money will be received.
For example, one account number is the bank account.
 Total Paid: Input total amount of money you actually received from customer. You
may have received all money specified in AR or partial amount. Input the actual
number you’ve received.
 Check /Wire Number: Input the customer’s check or wire number for the payment
so it can be traced. It is not recommended but “none” or a memo can be added if
the check/wire number is not available.
3) Click “2Add” to receive AR payment.

AR will be closed automatically if all money has been received.

Many related GL transactions have been generated automatically during the entire process.
In Invoice Detail screen, a “Transaction” tab in the table area will show the details about all
related GL transactions.

CONGRATULATIONS
Done! Pat yourself on the back.

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C 2010 2BizBox 20
About 2BizBox

 Our goal is to offer worldwide manufacturing businesses free ERP software and to give
them the ability to setup ERP system with the lowest cost, and then to make the
businesses more successful.
 Just download, install, setup and use 2BizBox software. All manufacturing businesses
can utilize computer applications to improve manufacturing management.
 2BizBox is an independent, privately held company located in Wichita Falls, Texas.

Contact Information

 For general information - info@2BizBox.com

 Business Address: P.O. Box 8143, Wichita Falls, Texas, USA 76307