Sbm Guide

User Manual:

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Welcome to SBM Docs

Simple Business Manager Documentation (version 1.0)

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 developer 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:

Built-in Event Calendar

Built-in Accounting module

Customers & Vendors management

Invoice module

Purchase module

Products module

Recurring Invoice module

Expenses & Incomes module

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

Vendors

Products

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Customers

Income & Expenses

Invoices & 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 Invoice/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 invoices, purchases &

payments

Can add products, customers, vendors, invoices, 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

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

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3. Invoice Created - Customer will be informed that invoice has been created

4. Purchase Created - Vendor will be informed that purchase has been created

5. Payment Created - Customer/Vendor will be informed that payment has been

created

6. Payment Received - Customer will be informed that payment has been received

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, invoice and purchase amounts.

2. Customer Report displays customer related general report.

3. Vendor Report displays vendor related general report.

4. User Report displays user related general report.

5. Tax Report displays tax related data with amounts.

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.com/

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

Feature Request

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

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Support Request

If you can't find answer here in docs, you are suggested to send email to

support@tecdiary.com. 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 support@tecdiary.com

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Installation Guide

We have added the installer for easy installation experience and it can be accessed by

adding /install at the end url.

Step 1: Preparation

Developer License? If you have purchased developer license, please run install

dependencies before following these steps by running composer install

You can access the installer by added /install at the end of your domain i.e,

https: // yourdomain.com / install for main domain installation

https: // yourdomain.com / subfolder / install for sub directory

installation

https: // subdomain.yourdomain.com / install for sub domain directory

installation

You will need to prepare these details (mentioned at installer page)

1. License details:

Purchased by (username/email)

Licence Key / Purchase code

2. Database server details:

Database Hostname

Database Name

Database Username

Database Password User must have all the privileges on the

database

Step 2: Licence Agreement

Please read the license details and accept.

Step 3: Pre-Install Checklist

If there is any server config change required, you will see the details on this page. You

need to resolve these before proceeding to next step. If you are not sure about any issue,

simply Google it or check with your host/server administrator.

Step 4: Verify your License

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Please fill username and license key /purchase code and click next to verify, if you

set error, please double check your purchase details and try again. It still same, please

email to support@tecdiary.com with your license key /purchase code , we will check

and update you.

Step 5: Installation Configuration

Please fill the form with your database server details hostname , database , username

and password .

Please make sure that

database is empty

the hostname is correct

user has all the privileges on the database

Step 6: Create User Account

Please fill the form to create super user account.

Step 7: Finalize Installation

We are almost done, it's time to finalize the installation. If you need some demo data, you

can generate from this page before pressing the Finalize button.

You must press the Finalize installation button to complete the installation.

tip Can I start again? Yes, if there is any issue on any step and you can't pass then you

can cancel and start over again with new database or settings.

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Installation Service

We recommend that you perform installation service yourself.

In case you want to request installation service, please make the payment for installation

fee of $40 by PayPal. If you don't have PayPal account or need to pay by credit card, you

can email to support@tecdiary.com with your First Name, Last Name, Email, Country,

State, ZIP/Postal Code and Company name (company name is optional). We will send you

payment request so that you can pay with credit/debit card.

Once payment sent, you can email your License Key /Purchase Code , Server

Details (access to files and database) with login credentials. We will required 1 working

day to complete the installation. Once done, you will replied with all the details to get you

started with your new business application.

In case we have any server configuration issue, we might need to work with your

host/server admin to resolve it and this time doesn't count in the installation deadline.

If you have any question or require further information, you can email to

support@tecdiary.com

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Credit

Vue.js

The Progressive JavaScript Framework.

Laravel

The PHP Framework For Web Artisans.

Bulma

Bulma is an open source CSS framework based on Flexbox.

Thanks to all great organizations/people who are developing open source

software.

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General Guide

General

Simple Business Manager is designed & developed to suit most of the business needs. We

have tried to keep design and layout simple so that that everyone can easily get going.

The design is responsive as we have added the progressive web app feature to it. SBM

look quite fine on all screen sizes.

You can change the main menus position from settings, it could be on top or left sidebar.

All the tables are filter-able/search-able/sort-able with responsive styles, on the small

screens, you can scroll to left to see data.

Dashboard

Dashboard has 3 charts at this moment.

The pie chart shows the current month's creations expenses, incomes, invoices and

purchases. Other 2 overview charts show the monthly and yearly total invoices and

purchases amounts. You can change the month & year to display that month & year data.

We would like to listen your feedback to improve and make dashboard more informative.

Calendar / Events

Calendar UI is simple & easy, you can add events and they will be displayed on calendar.

User will get email notification before 2 days and 1 day of the event.

Activity Logs

SMA will automatically logs all the activity in your app for super-admins only.

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Table Design

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Products, Customers & Vendors

Products

Products are the items/services that you sell to your customers.

1. Code - Product's Code should be unique

2. Name - Product's Name

3. Cost - Purchasing Price

4. Price - Selling Price

5. Category - Product Category

6. Details - Product Details

7. Taxes - Attach all taxes, if should select all same and different state taxes.

8. Custom Fields - if added for products by you

As all others, you can add custom fields for products to save extra product related data.

Customers & Vendors

Customers & vendors are quite similar, the customers are attached to invoice while

vendors are attached with purchases. Customer & vendors are essential part of any

business. There are few informational fields such as

1. Name,

2. Company,

3. Phone,

4. Email,

5. Opening balance for customer account,

6. Address,

7. Country

8. State

9. Custom Fields - if added for customers/vendors by you

The Name and State are required. If you need to save more data for customers &

vendors, you can add custom fields for them and those will be added to forms.

Payments

Payments (receiving/sending) are backbone of the any business. You can received

payments from customer by cash, offline accounts, online PayPal and credit/debit card

payments with Stripe, PayPal Pro, PayPal Rest or Authorize.net while you can send cash

payments to vendors.

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The payment can be requested from customers & vendors listing page as you need. The

payments are directly attached to customers & vendors. Payments are not attached to

invoices & purchases. Invoices & purchases will added the grand total to the customers &

vendors balance. Payment request can be automatically generated for invoices and

customer will get email to make payments. For purchases, there is no option to add

payment automatically, it will be added to vendor balance, then you can add payments as

you pay to vendors.

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Invoices & Purchases

Invoices

Invoices pages has Date, Reference, Customer, Status, Grand total and Actions columns.

You can view, email, edit and delete any invoice. The invoices table can be sorted for date

and reference and searched/filtered for date, reference, customer and status. There is

date range input in the table footer to get the periodic invoices.

The add invoice page has the following fields

1. Date

2. Reference

3. Customer

4. Order Taxes

5. Order discount

6. Shipping

7. Order products - you can search products or scan barcode

8. Custom Fields

9. Note

10. Draft - if invoice is still a draft

11. Add payment for invoice

Once you unchecked the draft invoice, the invoice will be finalized and the grand total

amount will be added to the customer balance. If the add payment was checked, the

payment will be added and customer will be notified about the invoice and payment

request.

Purchases

Purchases pages has Date, Reference, Vendor, Status, Grand total and Actions columns.

You can view, email, edit and delete any purchase. The purchases table can be sorted for

date and reference and searched/filtered for date, reference, customer and status. There

is date range input in the table footer to get the periodic purchases.

The add purchase page has the following fields

1. Date

2. Reference

3. Vendor

4. Order Taxes

5. Order discount

6. Shipping

7. Order products - you can search products or scan barcode

8. Custom Fields

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9. Note

10. Draft - if purchase is still a draft

11. Add payment for purchase

Once you unchecked the draft purchase, the purchase will be finalized and the grand

total amount will be added to the vendor balance. You can add payment from vendors list

as you pay to them.

Payments

The payments are not attached to invoices and purchases but to customers and vendors.

You can add payment from payments page or directly from customers /vendors page.

Recurring Invoices

Recurring invoices are the invoice that will be automatically generated after selected

repeat period. Recurring invoice form has the following fields

1. Start Date

2. Create before - number of day to generate invoice

3. Repeat - repeat period for the invoice

daily

weekly

monthly

quarterly

semiannually

annually

biennially

4. Reference

5. Customer

6. Order Taxes

7. Order discount

8. Shipping

9. Order products - you can search products or scan barcode

10. Custom Fields

11. Note

12. Active - only active recurring invoice will be generated be cron job

System will generate invoice for all active recurring invoices along with payment.

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Expenses & Incomes

Expenses

Expenses are any costs incurred in the ordinary course of business. Business expenses

are deductible and are always netted against business income.

Money spent or cost incurred in an organization's efforts to generate revenue,

representing the cost of doing business. Expenses may be in the form of actual cash

payments (such as wages and salaries), a computed expired portion (depreciation) of an

asset, or an amount taken out of earnings (such as bad debts).

Expenses are deduction to your account and are not purchases. Expenses can be

Labor

Insurance

Operating expenses

Rent, utilities, and phones

Office equipment and supplies

Fees, dues, and subscriptions

Advertising, marketing and promotion

Benefits, continuing education or training

Expenses have the follow field be default and

1. Title - Title for the expense

2. Reference - Reference must be unique

3. Amount - Expense amount

4. Category - Expense category

5. Account - Account to deduct expense

6. Details - Details of the expense

7. Custom Fields - Any custom fields added by you for expenses

Incomes

Incomes are any income realized as a result of business activity. Business income is a

type of earned income and is classified as ordinary income for tax purposes.

Sale of product and services should be added by the invoices not income as these are for

any other business incomes. The flow of cash or cash-equivalents received from work

(wage or salary), capital (interest or profit), land (rent), investment, royalties, etc.

For example, fees received by a person from the regular practice of a profession are

business income. Rents received by a business/person in the real estate business are

business income. A business must include in income payments received in the form of

property or services at the fair market value of the property or services.

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Incomes have the follow field be default and

1. Title - Title for the income

2. Reference - Reference must be unique

3. Amount - Income amount

4. Category - Income category

5. Account - Account to add income

6. Details - Details of the income

7. Custom Fields - Any custom fields added by you for incomes

Others

There is no option to attached taxes to the expenses and incomes but if it's useful for

business, we will add taxes to them after your feedback.

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Accounts & Transfers

Accounts

Accounting is the systematic and comprehensive recording of financial transactions

pertaining to a business. Accounting also refers to the process of summarizing, analyzing

and reporting these transactions to oversight agencies, regulators and tax collection

entities. The financial statements that summarize a large company's operations, financial

position and cash flows over a particular period are a concise summary of hundreds of

thousands of financial transactions it may have entered into over this period.

SBM (Simple Business Manager) keeps record of each transaction of your accounts.

The account has following fields

1. Name - Name of the account (will be display on invoice if offline payment)

2. Type - Type of the account

3. Reference - Account number, Payment email or use it as you like (will be display

on invoice if offline payment)

4. Opening balance - the opening balance of the account

5. Details - Any further details of the account (will be display on invoice if offline

payment)

6. Show in offline payments - If you want to accept offline payment for this account.

7. Custom fields - only shown in edit form

You can't save custom fields data while adding the account

, however it can be saved by

editing the account. Edit form will show all the custom fields added by you for accounts.

Transfers

The transfer of the asset/money from one account to another account.

Transfer form is quote simple with the following fields

1. From account - select from account, you are transferring from

2. To account - select to account, you are transferring to

3. Amount - Transfer amount

4. Details - details of the transfer

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Users & Settings

Users

Users are the owner /partners /staff of the company /organization .

There are 3 user roles at this moment in SMB

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 invoices, purchases & payments

Can add products, customers, vendors, invoices, purchases & payments

4. Customer (site customer)

Can update customer company details

Can view own invoice, recurring invoice and payments

5. Vendor (site vendor)

Can update vendor company details

Can view own purchases and payments

Settings

Settings module can perform many system related configuration and has the following

sub-sections.

App Settings

Application settings are the front-end app configuration with the following options

1. App Name - Whatever you want to call your business application

2. Date format - The date format to be used in the application

3. Initial table row - The number of table row to be display on page load

4. Main navigation position - Position of your navigation menu to top or left

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5. Hide ID column - If you would like to id ID columns on all tables

Invoice Settings

Invoice settings are the invoicing/seller company details with following

1. Company Name

2. Company Registration Number

3. Phone Number

4. Email Address

5. Address

6. Country

7. State

8. 5 Extra detail fields with label and value option

9. Invoice footer - to display at the end of the invoice

10. Logo - if you want to change the logo

11. Template - 3 templates to choose from

System Settings

System level settings with following

1. App Name

2. App URL

3. Timezone

4. Default Account

5. Enable/Disable Stock

6. Email Settings

From Name

From Address

Email Driver

1. Amazon SES

2. Mailgun

3. SendMail

4. SMTP

5. SparkPost

7. Currency Code - 3 digit ISO currency code

8. Enable/Disable PayPal

9. Accept credit/debit card payments with

1. Stripe

2. PayPal Pro

3. PayPal Rest APIs

4. Authorize.net

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If you need any other card processing payment gateway, we can add it for fixed $250

charges (only for you) and$100 for shared (will be added to app for all others).

Email Templates

This page will help you to update email template, the template can be selected from top

right and then you can modify it as you need. Please make sure to not left any tags

opened.

Available variables will be display at the bottom of edit area, you can use any of these in

the template code.

Taxes

You can add all taxes before adding any products and then assign then to products as

you need. Taxes have the following fields

1. Code

2. Name

3. Rate

4. Tax Number

5. Details

6. Compound Tax

7. Recoverable Tax

8. State related Tax

Same State Tax

Different State Tax

For state related tax, only those will be applied who match the same/different state of

invoice settings and customer/vendor settings.

For Indian GST, if same state then CGST and SGST will be applied while for different state

IGST will be applied.

Categories

To add category for products, incomes and expenses. Only category name is required.

Custom Fields

Custom fields allow you to add more form fields to any of the available model of the

application with following

1. Name

2. Slug

3. Type

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4. Required

5. Sort Order

6. Entities

Account

Customer

Expense

Income

Invoice

Product

Purchase

Vendor

7. Description

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Frequently Asked Questions

We have tried to list some frequently asked questions. This page will be updated time to

time with new FAQs.

General

How many products can be managed with this Simple Business Manager?

You can have any number of products.

Can I modify the item?

Yes, as per license.

Can I manage multiple business/companies?

No, you can only manage single business with single installation.

Can I white label it to have my company name and logo?

Yes, you can. Please update the App Name in system settings.

How can I change the invoice logo?

Please upload the new logo from invoices settings.

How can I translate into other language?

No, version 1 only have English language and not translate-able. We add this feature in

future updates.

How can I enable Indian GST?

You don't have to enable it, just add taxes and then assign those to your products.

System will automatically calculate the correct taxes for you depending on the invoice and

customer/vendor states. This is useful for all other countries those uses state related

taxes such as Canada.

Can I install this item on localhost?

Yes, you can install this item on localhost with any web platform xampp, mamp, lamp,

wamp or easyphp. Internet connectivity is required for installation to verify the purchase.

Once installed, you can use it without Internet.

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Can I use it offline if I have installed it on live server?

SBM has option to cache the get requests only. You won't be able to post any data but if

you have visited the page before and Internet is down, you will be able to view the page

(it will be loaded from cache).

Will I get the full source code?

Yes, for Developer and Extended Licenses. For Regular license, you will only get back-end

code and won't be able to modify the front-end.

Can I can sell the products even if I don't have stock?

Yes, you can sell the product even if it's out of stock, system will set the quantity to -ve

and adjust it on purchase.

Why I need to set cron job?

Cron job need to be set to generate recurring invoices and send payment requests for

due payments.

How can I change the view bill promo content?

You can edit the code of resources / views / invoices | purchases | payments /

minimal | simple | modern .blade.php

Users

How many user roles are available?

SBM has 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 invoices, purchases & payments

Can add products, customers, vendors, invoices, purchases & payments

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4. Customer (site customer)

Can update customer company details

Can view own invoice, recurring invoice and payments

5. Vendor (site vendor)

Can update vendor company details

Can view own purchases and payments

Which one is the default user role?

No one is default, after you have added the user, please edit to assign roles.

Where can I assign role to user?

After you have added the user, please edit new added user to assign roles as you need.

Can I add new user role?

No, you can't add new user role.

Payments

What payment gateways are available in SBM?

PayPal for online payments while for credit/debit card you can choose from Stripe, PayPal

Pro, PayPal Rest APIs and Authorize.net

Can I have recurring invoice or subscription?

Yes, you can add recurring invoice and system will generate invoice and payment request

automatically once the cron job run.

Errors

Why am I getting CloudFlare Security or Blank error on verification while

installation the item?

If you are not getting any error but blank red alert or CloudFlare Security error mean your

request is no reaching to verification server. Please check that you server is not blocking

the curl request and secondly there are chances that CloudFlare might be challenging

your request due to various reasons. Please check with your host and request them to

white list CloudFlare IPs https://www.cloudflare.com/ips Updating your Anti-Virus and

Browser might help. You can check with your host too.

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You can try different host and/or install it locally with any web platform easyphp / lamp

/ mamp / wamp / xampp .

Why am I getting 500 Internal Server Error?

You shouldn't get such error if the server requirements were fine while installing the item.

500 are server internal errors and you can check your server error log to get more details

of the error, if you are on live server and not sure, you

can check with your host. Once you have the error details please email to

support@tecdiary.com with details, we will check and suggest you the solution.

Why I can't send emails?

Please double check your email configuration details in system settings.

Why I am getting db error and can't login?

Please make sure that your database server is up and running, then check .env file in

main directory for database details.

Why some products are missing from order when I add 100+ products?

There is no restriction in SBM code on the number of order items. If you are having such

issue, please check your PHP configuration file (php.ini) for max_input_vars and set it

to higher number i.e, 10000. You might need to increase max_input_time and

max_execution_time too.

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Developer Guide

What's included

Regular license doesn't come with front-end (vue), feature tests, database migrations &

seed files. These all are included in developer license but developer license download file

doesn't have vendor folder as you can run composer install and for front-end (vue)

yarn or npm i I would recommend you to use yarn.

Modify Order Templates

Order template view files can be found in these folders

Invoice Templates

1. Minimal resources / views / invoices / minimal.blade.php

2. Simple resources / views / invoices / simple.blade.php

3. Modern resources / views / invoices / modern.blade.php

Purchase Templates

1. Minimal resources / views / purchases / minimal.blade.php

2. Simple resources / views / purchases / simple.blade.php

3. Modern resources / views / purchases / modern.blade.php

Payment Templates

1. Minimal resources / views / payments / minimal.blade.php

2. Simple resources / views / payments / simple.blade.php

3. Modern resources / views / payments / modern.blade.php

Modify Email Templates

You can modify the email templates from application but if you need to modify the main

template then you can check resources / views / mail / template.blade.php as all

other templates extends the main email template file.

Developer/Extended License

If you have purchases developer/extended license then you will get the minimal

download file. You can download, open the extracted folder and run the following

commands to install dependencies:

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# Install back-end (composer) dependencies with

composer install

# Install front-end (npm) dependencies with

npm i # with npm

yarn # if you prefer yarn

npm run dev # to compile

npm run watch # to compile and watch

npm run prod # to compile for production

As you know the front-end is Vuejs and back-end Laravel. If you need any help regarding

them, you can visit documentation for at Laravel Docs and Vue Docs.

Where is the manifest file.

Manifest file is being generated with laravel route and you can check manifest method

of the app / Http / Controllers / AjaxController.php

Where is the service worker file.

Service worker is being generated with laravel mix and you can check the

webpack.mix.js

Front-end App

The front end is not api based but tradition web app and the source code can be found in

resources/assets/js/

main app file resources / assets / js / app.js

vue router file resources / assets / js / routes.js

vuex store file resources / assets / js / store / index.js

vue components folder resources / assets / js / components

main scss file resources / assets / sass / app.scss

Support for Modifications

Please be informed that we can't offer support/help for modifications, you need to

manage it yourself. If you don't know then you can hire developer to help you modify the

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item as you need.

Do you provide customization/modification service?

Yes, we do provide customization/modification. We charge $50/hours and availability

depends on schedule. You can email to support@tecdiary.com with your requirements to

get estimate.

I can't find answer in docs?

If you can't find the answer here, you can email to support@tecdiary.com but please don't

ask modification related questions as we might not be able to help you with

modifications as mentioned above.

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