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The Main Module is a central place to find information or access different areas of InBizness SOHO. This area will likely be limited because it will be a place that someone will want to customize for their own needs. |
The Clients Module has records that can be linked to almost every other module within the system. In this systems, a client record can be linked to an invoice record, an activity record, a purchased item, a campaign and even stored files like pdf files or excel spreadsheets. |
The Contacts Module A client, vendor or sales lead may have multiple contacts within their organization. The contacts module is designed to allow you to have an almost unlimited number of contacts associated with the above companies or independent records of their own. |
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The Vendor Module contains records of the companies which products or services are purchased from. You can use this to track purchases of inventory supplies, purchases of office supplies, tracking of equipment warranty and (my personal favorite) the tracking of conversations with technical support and customer service representatives! |
The Staff Module dedicated for staff members that use the database. Can be linked to almost any module and all new records in any module are automatically linked to the staff member that created them. |
The Leads Module is designed to hold business entity information for future customers. So there is an intention that each lead record will be converted to a client, continued to be worked upon for that purpose or closed as not an option to become a client. |
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The Proposal Module You can enter in the various aspects of a proposal into regular fields. You have an area that allows you to create individual milestones with a low and high bid on the time. These milestones can be sort and the proposed charge is calculated automatically. Finally, you click one button and the entire proposal is compiled and ready for printing or emailing! |
The Quote Module The quote module is basically a lite version of the invoice module. It allows you to create a number of quotes for the client to look at. When the client approves one of the quotes, you can click a single button and all the details of the quote are added to a new invoice. Quotes are also linked to the client file. So you can see all the quotes you have done for a client. |
The Sales Order Module is designed to allow a company to perform split shipments from the same order. You can create invoices in a number of different ways and many companies may never perform a split shipment. However, there are many companies in which split shipment on a customer order is a critical piece of their business. |
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The Invoice Module is where you enter in sales transactions to clients. I've added a number of features including, emailing invoices, multiple payments to an invoice and the ability to create an invoice from a quote. |
The Payments Module is linked to the Invoice module to allow for payment flexiblity such as using multiple payments toward a particular invoice. |
The Inventory Module is used to list all the products or services that you will sell on an invoice. It has a number of features including the ability to deduct from inventory, show you sales history and even calculate reorder amounts. In version 2.0, I've added a number of e-store related features, most of them centered around online sales via PayPal. |
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The Campaign Module is one of my favorites! A campaign can be a milestone for a consulting project , an internal design project, a marketing project or just something that needs to be done but it may need to be linked to any number of clients, events, vendors, emails or finance transactions. |
The Email Module is used to store records for incoming and outgoing emails within the InBizness SOHO database. Each record in the email table can be linked to the other main modules such as clients, campaigns and vendors. There is a lot of potential in this module and chances are it will need to be customized for each business entities unique ways of working with email. |
The Events Module is filled with records that generally come from other modules. For example, you can create a new event from the clients module for a new meeting, call or to do event. The same is for a campaign record. I tend to log all my programming for a customer from a campaign. This means I can even keep track of billable hours this way! |
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The Files Module, as said as it may sound, there are applications other than FileMaker. You might need to use these in your business day and this allows you to link them to different SOHO modules. |
The Purchase Module allows you to create purchase order that is linked to a vendor record and the line items on the purchase order can be linked to inventory records. Purchase Order records can also be linked to Vendor Bill records to see related payment history for the invoice. |
The Vendor Bills Module tracks all invoices linked to your purchase orders and can be linked to both vendor and inventory records. You can also link a vendor bill to a finance record by paying the bill from a finance account and even record the payment transaction on the fly! |
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The Finance Module currently has three main tabs. The first is transactions, which allow you to see all the transactions for an account. The second tab is for accounts such as checking accounts, credit cards, savings accounts, 401K accounts and the like. The third tab is for calculating a budget. |
The Timecard Module is designed to work hand and hand with the staff module but can be easily linked to almost any of the modules within InBizness. This module has the classic timecard needs of a data, a start time, an end time and comments. It also has direct ability to be linked to a campaign, client, staff or event. |
The Equipment Module A place that allows you to quickly enter in the office equipment you are using. You can enter information such as purchase date, related vendor, extended warrarty information and even linked files! |
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The Software Module A place that allows you to quickly enter in the software with license informationyou are using. You can enter information such as purchase date, related vendor, access codes and even linked files! |
The Mileage Module is a quick and easy way to add your mileage for business expense tracking and tax documentation. |
The Credit Memo Module is design to record instances where a customer was issued a refund and you can quickly view all the credit memos given to a client from their client record. This is available via a customer satisfaction tab found within each client record. |
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The Returns Module is design to record instances where a customer was issued a confirmation to return a product for repair or return and you can quickly view all the returns given to a client from their client record. This is available via a customer satisfaction tab found within each client record. |
The Correspondence Module for when you want to create a letter or fax for a client quickly and easily. Along those same lines, you may want to have a record of that correspondence available for historical reference and make that correspondence available to everyone in your business workgroup. The correspondence module for InBizness is design to do just that. |
The Expenses Module, using traditional methods of entering an expense report can be time intensive and then doesn’t provide a digital copy of the transaction within the system. The Expense module in InBizness is linked directly to a tab in the staff module. This allows for quick data entry for the expense and allows for custom programing to help automate the expense tracking process. |
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