free erp 2bizbox quick start tutorial

2BizBox® Quick Start

Tutorial

v3.0.0

2BizBox® ERP

[email protected]

www.2bizbox.com

mailto:[email protected]

http://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

Copyright ○C 2010 2BizBox i

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

Copyright ○C 2010 2BizBox 1

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

http://www.2bizbox.com/


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:


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


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.

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.

Main menu

Module view

Quick task list


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

Pick button


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


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


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”.

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.)

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.


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

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

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.


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”.

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

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.


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.

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.

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.


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.


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”.

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

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

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

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

make a search.

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.

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.


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.

To have a better understanding about how 2BizBox works, knowing how these numbers are

changed is helpful.

CREATE ACCOUNT PAYABLE

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:

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

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.


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

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:

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


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


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.


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.

With these On Hand parts, you can ship these parts to customer “ABC Group 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.

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.

Now if you open and check detail for Part “A01-01-100”, you will find that “On Hand” quantity of Part

“A01-01-100” is 10 and On Order is 0. With the On Hand parts, you can ship these parts to customer “ABC Group

LLC”.


The major processes in 2BizBox have been completed. The next section is about accounting

and how to create AR and AR payment.

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:

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


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.

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 - [email protected]

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

mailto:[email protected]