Welcome to SBM Docs

Simple Business Manager Documentation

version 1.1.2

About SBM

Simple Business Manager (SBM) is all in once business solution developed by Tecdiray IT Solutions.

SBM is developed using vue (front-end) and laravel (back-end). All licenses come with source code of back-end but the front-end source code is not included in regular license. If you need to modify the item's front-end for yourself or your clients then you will need to purchase standard or extended license.

This item is compatible with most of the tax systems including SST, VAT and state level taxes such as in Canada & India.

We have tried to make this documentation as comprehensive as we can and will keep update time to time with new details and FAQs. Please read the manual and if you can't find answer to

Some of the main features of the Simple Business Manager are as following:

• Sale module
• Purchase module
• Recurring Sale module
• Items & Item Kits module
• Expenses & Incomes module
• Built-in Event Calendar
• Built-in Accounting module
• Multiple Taxes option
• Multiple Locations option
• Add Custom Fields as you need
• Customers & Suppliers management
• Payments module with online payment options
  • Accept PayPAl payments
  • Accept Credit Card Payments with any of the following
    • Stripe
    • PayPal Pro
    • PayPal Rest
    • Authorize.net
• Custom Fields module to add extra fields to
  • Suppliers
  • Products
  • Customers
  • Income & Expenses
  • Sales & Purchases
  • Custom Field with sort order & following types
    • Text
    • String
    • Integer
    • Datetime
    • Boolean (select yes/no)
• Enable/disable stock feature (Inventory)
• Easily configure-able with Settings module
• Easily update email templates from settings
• Comes with 3 Sale/Purchase/Payment templates
• Comes with 3 User Roles
  1. Super (super admin)
     • Can perform all actions
  2. Admin (administrator)
     • Can't delete any data/records
     • Can add/edit/view almost all data except settings & users
  3. Staff (sales staff)
     • Can't edit any data/records
     • Can't delete any data/records
     • Can only view own added records for sales, purchases & payments
     • Can add products, customers, suppliers, sales, purchases & payments
• Progressive Web App, you can add it to home on your tablet/mobile devices and use as mobile application. All the get requests will be cached but you need to be online to make post/put/delete requests.

Emails

::: warning Disabled on demo! Emails are disabled on demo. :::

System will send emails as following:

1. User Created - User will be informed once created by super
2. Admin Reset User Password - User will be informed once password reset by super
3. Sale Created - Customer will be informed that sale has been created
4. Purchase Created - Supplier will be informed that purchase has been created
5. Payment Created - Customer/Supplier will be informed that payment has been created
6. Payment Received - Customer will be informed that payment has been received

::: warning Require feedback! We will add more email options as we receive feedback from you. :::

Available Reports

We has added 5 reports. For more reports, we need your feedback. Once we have enough data and finalized the reports, we will add them in future updates.

1. General Report displays total income, expense, sale and purchase amounts.
2. Customer Report displays customer related general report.
3. Supplier Report displays supplier related general report.
4. User Report displays user related general report.
5. Tax Report displays tax related data with amounts.

::: warning Require feedback! We will add more reports as we receive feedback from you. :::

Report Bug

You can report issues, bugs and errors at our trello board by adding new can card. The trello board can be found at https://trello.com/b/pxHkpEws/sbm-simple-business-manager

Please test the issue on live demo before reporting and add card to correct list with as much details as you can provide.

We will be working closely with all of you to resolve the issues/bugs/error as soon as possible. However for feature requests, these will be considered for next update except reports related request.

Demo Details

Link: https://sbm.tecdiary.net/

You can select super, admin or staff to login as and try our demo.

Requirements

• PHP 7.1.3+
• MySQL 5.7.8+
• Installer will check other requirements

Feature Request

Please use the trello board to request feature for the future updates.

Support Request

If you can't find answer here in docs, you are suggested to send email to [email protected]. Please be patient while accepting our response as it could take 2 - 5 days to reply your emails.

Partnership/Bulk Licenses

If you are interested in partnership or need bulk license discount, please reach to us by emailing to [email protected]