Get Started¶

Supported Browsers¶

• Chrome 10+

• Firefox 4+

• Internet Explorer 9+

• Opera 11+

• Safari 4+

Browser Settings¶

• Enabled JavaScript

• Enabled Cookies

• The minimum screen resolution should be set to 1024 x 768

Administration¶

Here you can set your BizBox Admin: add users, manage their roles and check out your account statistics (storage and traffic). Add individual languages and countries you want to use in BizBox Admin. You can also set E-commerce Settings here (E-shop Settings, Branches, Payment Gateways, Delivery Services Checkouts, Document Sequences and Stock Services) and add Taxes and Charges you are going to use in your business.

Author Tools¶

This module is used to create text content for your websites. Blog, Articles, Data Lists or text Contents.

Sales¶

Customer relationship management. Here are the tools you will need for communication with your Customers. You can add a new Customers, Companies and Partners here and manage all Orders and Shipments.

Dashboard¶

Dashboard is a special type of a module. It does not contain any applications or records you are able to work with. It is a main (starting) module used to inform you about news and the current state of your online store. There are info about the latest orders, sales, websites, projects and other issues displayed.

File Manager¶

File manager serves as storage for all those files you need for the successful functionality of your business. Here you can typically upload your images, documents, but also CSS, JavaScript or any other files you need to build your website and run your business. In the File Manager you can upload any files with absolutely no file format restrictions.

Photobank¶

Photobank is available only in case you have added the Photobank addon to your BizBox account. It allows you to automatically sell images and photos.

Pricing¶

Pricing allows you to create and manage price lists of your Products. Settings for marketing sales are included!

Products¶

Products is a place for creating products that you sell in your e-shop. In addition to traditional products you can also create events (tickets).

Reports¶

Here you can check out and export your sales statistics.

Stocks and Shipments¶

This module contains Stocks and Shipments applications. It is visible only to users with the roles Stock operator and Administrator assigned. It allows you to have one user, who is responsible for the shipments and stocks only.

Websites¶

A website editor is a place for the complete creation of your online store. Websites are made up of pages, which you have to create in Website Editor together with detailed Website Settings. On a website you can also create Website Templates and Code Snippets to make your work faster and easier. The last part of this application lets you manage the localization – Cultures, Culture Trees and Culture Detection Schemas.

Recent Applications¶

All applications and particular records you have used are tracked and you can see them in the main menu which is displayed after you click the current module name in the upper right corner. If you want to jump to one of the recent applications and records, just click its button and it will open.

If you come back to a module, it will be displayed just as you left it - all tabs which you left opened will be open again.

Working with Tabs¶

If you have more tabs open, you can quickly close them by right click on one of them. A context menu appears and you can select if you want to:

• close the tab you have clicked

• close all other tab (and not the one you have clicked)

• close all tabs in current module

Columns¶

In applications the grid with particular columns is usually displayed.

Not all columns have to be displayed as a default. You can display (or hide) columns according to your needs:

1. Run an application which contains the grid (the Orders application for instance).

2. To change the columns displayed, navigate your mouse to a column name.

3. A small arrow on the right side will appear.

4. Click it a menu will appear. Here select the Column option and subsequently select columns you want to display.

5. The grid will reload. You can drag and drop columns to change its order.

Search in Records¶

In applications the grid with particular columns is usually displayed. The grid contains particular records. You can search those using columns.

1. Run an application which contains the grid (the Orders application for instance).

2. Select a column you want to use for searching (it contains values which are relevant for your searching, just like the order number).

3. Navigate your mouse to the column name and click the little arrow which will appear.

4. Navigate to the Filters and type in the value you want to search for.

5. The grid will reload and only the searched records will be displayed. For some columns are Empty Values (displays only values that are not filled in) and/or advanced filtering available. Advanced filtering includes these options: Like (contains the searched value), Exact Value (displays only exact match results), Not like (does not contain the searched value) and Not equal (not equal to the searched value).

Select View¶

Select view is a predefined group of filters. Thanks to that the predefined filters are applied at once. You can create your own views. Apply all of the filters you want and click the little green plus button located in the toolbar. Name this view and it will be saved and available for the future filtering. You are not able to change this view, but you can delete it and re-create it.

Select View is available in following applications: Contacts (Sales), Companies (Sales), Orders (Sales), Withdrawals (Sales), Invoices (Sales), Proforma Invoices (Sales), Credit Notes (Sales), Affiliates (Sales), Partners (Sales), Product Groups (Sales), Scheduled Deliveries (Products), Suppliers (Products).

Business Mode¶

Business Mode is used to work with the real data from your website. Typically you use this mode in case you want to manage your orders and registered users or partners. In this mode you are able to change the websites and its settings just as in the Development Mode. The difference is, that here you have the real (non-preview) data. It means that you are not able to test some functions and settings completely (for example you are not able to create a preview order, cancel it and create a credit note. To perform this, you need to have an order in the Sales module which you can cancel).

Development Mode¶

Development Mode is a complete environment in which you can code and test your website without influencing the real data. In case you will place an order in this mode (in the website preview), it will be automatically displayed in the Sales module as a preview order. It will be visible only in this mode. When you switch to the Business Mode, the preview order created in the Development Mode won’t be present here. In the Business mode only the real (non-preview) data is displayed.

For more info about testing visit related help-site.

Both Modes share the same Projects. The changes you have made in one of the modes are available in the second one as well. The difference between the modes is in the data with which you are working. Business Mode contains real data and Development mode contains only preview data. In Development Mode you are not able to see the real data and in the Business Mode you are not able to see preview data. In both Modes you can edit and set up your website and online store.

If you are in the development mode, you can see a red icon in the left upper corner (next to the account name).

Bulk Actions¶

Bulk Actions allows you to edit and update more records at once. You will select all the records you want to edit and click the Bulk Actions button located in the toolbar. Bulk Actions are available only in some applications because this feature is meaningless for the rest.

There are 4 types of bulk actions you can perform. Not all of them are always available, it depends on the record itself (particular actions can be meaningless for some types of records).

• Add Items - Assigns particular values from select boxes.

• Change Value - Allows you to edit and update the value of the selected property.

• Delete Value - Deletes the values of the selected property.

• Remove Items - Assigns particular values from select boxes.

To use this feature, select the records you want to update. Then click the Bulk Actions button and select the property you want to edit. In the next step specify the action (defined above). According to this selections a particular field for edition appears.

Order Searching¶

In BizBox, there are many places where you need to search for an order: claims, withdrawals, refunded payments, incoming payments and shipments.

In the search field these values can be used:

• Order number

• PO number

• Created date

• Tax inclusive amount (total amount)

• Customer’s e-mail address

• Customer’s company name

• Customer’s tax identity

• Customer’s extra tax identity

• Customer’s company identification number

• Customer’s first name (billing or shipping address)

• Customer’s last name (billing or shipping address)

• Customer’s street address (billing or shipping address)

• Customer’s city (billing or shipping address)

• Customer’s postal code (billing or shipping address)

Quick Order Preview¶

Quick order preview allows you to display details of an order. If you move your cursor over an order number in various applications, the detail of the order will expand. With this feature you can quickly preview an order details, such as customer’s name, address, bought products, price (with and without tax), delivery address, payment method, order state, attachments and more.

Quick Issue Preview¶

Quick issue preview allows you to display details of an issue. If you move your cursor over an issue number in various applications, the detail of the issue will expand. With this feature you can quickly preview the issue details, such as customer’s name, address, bought products, purchase price, product batch, expiraton date and more.

Text Areas¶

For a text area which number of characters is limited, a character count is displayed. When you reach the maximal character number, you can trim excessive characters using the Trim button.