Welcome to the Bizlync Wiki
Your complete reference guide to the Bizlync all-in-one business management platform. Find step-by-step instructions, feature explanations, and tips for every module.
What is Bizlync?
Bizlync is an all-in-one business management platform that connects your Point of Sale (POS), inventory, suppliers, customers, and financials into a single, intuitive system. Every piece of your operation — from ringing up a customer to receiving a supplier shipment — flows seamlessly through one workspace.
Platform Modules
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Creating Your Account
Sign up, verify your email, and access your Bizlync workspace for the first time.
Signing Up
Navigate to the Bizlync web application in your browser.
Click "Sign Up" On the login page, click the Sign Up or Create Account button.
Fill in your email address and create a secure password. Use at least 8 characters with a mix of letters and numbers.
Check your inbox for a verification email and click the link to confirm your address.
After verification you'll be prompted to enter your name and any additional details. Your Organization workspace is created automatically at this step.
First Login
Once your account is created and verified:
- Go to the Bizlync login page.
- Enter your email and password.
- Click Log In. You'll land on the Dashboard.
Account Security
- Use a strong, unique password not shared with other services.
- Enable two-factor authentication if available.
- Never share your login credentials with others — invite them via Inviting Your Team instead.
- Log out when using shared or public devices.
Troubleshooting
Check your spam or junk folder. If it's not there, return to the login page and request a new verification email.
Make sure you're using the exact email and password you registered with. Use the Forgot Password link on the login page to reset your credentials.
Account & Organization Setup
Configure your workspace, invite your team, and customize how Bizlync represents your business.
Your Organization
When you first log in, you belong to an Organization — your private, isolated workspace. All business data lives here. Data is strictly partitioned, so inviting staff members never leaks your information to other accounts.
Team & Roles
Invite staff members from the Settings page by entering their email. Assign one of three role types:
Appearance
Use the moon/sun icon in the top-right corner of the dashboard to switch between Light Mode and Dark Mode at any time. Your preference is saved automatically.
Settings — What You Can Configure
Organization Details
Set your Business Name, Corporate Address, Phone Number, Email, default Currency symbol, and a Logo URL. These details automatically populate across all generated invoices and receipts.
Organization Labels (System-Wide Tags)
Create color-coded labels specific to your organization. These custom tags can be applied across all modules — Products, Inventory, Services, Brands, Vendors, and Invoices — enabling powerful filtering and categorization.
Invoice Customization
Customize the look of your customer-facing invoices:
- Set a primary accent color to match your brand.
- Configure custom Header Text or Footer Notes (e.g., "Thank you for your business! All sales final within 30 days.").
- Receipt Width & Responsiveness: Configure the print width to match your physical receipt printer (e.g., 55mm, 57mm, 77mm, 107mm, 148mm). For ultra-narrow thermal printers below 60mm, the system intelligently reformats the receipt by stacking item quantities and pricing below the product name — preventing overlapping columns and maintaining perfect legibility on narrow paper.
Invoice Numbering Rules
Define how Invoice IDs are generated. Append a custom prefix (e.g., STORE-) and choose between:
- Secure Random alphanumeric keys for privacy.
- Sequential Numbering for traditional bookkeeping, with full control over the starting number.
Custom Roles
Create specialized roles with granular Read/Write permissions across all platform modules — POS, Inventory, Customers, Expenses, Analytics, and more. Assign roles to new or existing staff members at any time.
Shipping Label Designer
Bizlync includes a built-in thermal shipping label generator. Under Settings, specify:
- Label Width & Height (e.g., 102mm × 152mm for standard 4×6 labels).
- Margins, typography scale multipliers (make the recipient name larger, return address smaller).
- Optional All-Caps enforcement and a custom delivery note footer.
Notification Preferences
Accessible via your profile settings, you can toggle global system notifications on or off entirely. You can also granularly enable or disable alerts for individual modules:
- Invoice created
- Payment added
- Return processed
- Purchase Order finalized
- Inventory drops low
Usage Limits & Plans
The Settings page shows real-time progress bars for your monthly quotas — invoices generated, active expense templates, shipping tracking links, and more. Quotas are based on your subscription tier. If you need bespoke limits, your organization can be assigned a Custom Plan tailored specifically to your business.
Inviting Your Team
Add staff members to your Organization, assign roles, and control what each person can access.
Role Types
How to Invite a Team Member
Go to Settings → Team (or Users).
Look for the Invite, +, or Add User button.
Fill in the team member's email address and select their role (Admin, Standard, or a Custom Role you've created).
Click Send Invite. An email invitation is dispatched to the user immediately.
The invitee clicks the link in their email and is prompted to either log in with existing credentials or create a new account to join your Organization.
Managing Team Members
Best Practices
- Assign the Admin role only to individuals who need full platform access.
- Regularly review your team list and remove inactive accounts promptly.
- Use Custom Roles to limit access to sensitive modules like Settings and Purchase Orders.
- Keep a record of who has Admin access for security auditing.
Subscription Plans
Four tiers designed to grow with your business — from a new store getting started to a full enterprise operation.
Plan Overview
Feature Comparison
| Feature | Free | Basic | Pro | Ultra |
|---|---|---|---|---|
| Users | 1 | 3 | 10 | Unlimited |
| Products | 50 | Unlimited | Unlimited | Unlimited |
| Invoices / Month | 10 | 100 | Unlimited | Unlimited |
| Point of Sale | Basic | Full | Advanced | Full |
| Inventory Tracking | — | ✓ | ✓ | ✓ |
| Reporting | Basic | Basic | Advanced | Full |
| API Access | — | — | ✓ | ✓ |
| Support | Community | Priority | Dedicated |
Upgrading Your Plan
Navigate to Settings → Subscription or Billing.
Review available plans and their features side-by-side.
Click the plan you want to upgrade to.
Provide billing information if required (new tier or switching from free).
Your new limits and features take effect immediately after confirmation.
Downgrading & Cancellation
- You can downgrade or cancel your plan at any time from Settings → Subscription.
- Downgrades take effect at the end of your current billing period — you keep current features until then.
- Your data is retained for 30 days after cancellation, giving you time to export everything.
- Use the Export tools in each module (Customers, Products, etc.) to download your data as CSV before cancelling.
Custom Plans
If none of the standard tiers fit your business, Bizlync can assign a Custom Subscription Plan with tailored limits and pricing modeled exactly for your organization. Custom plans remain hidden from the public pricing page.
To enquire about a custom plan, contact your account manager or reach out to Bizlync support.
Recommended Setup Sequence
Follow this order when setting up Bizlync for the first time to ensure all data links correctly.
Getting Your Foundation Right
Bizlync works best when data is set up in the right order. Products depend on Brands and Categories; Purchase Orders depend on Vendors and Products; the POS depends on everything being in the catalog. Follow these steps to avoid gaps:
Navigate to Operations & Finance → Vendors. Add each supplier your business sources products from. Vendors are required when creating Purchase Orders.
Navigate to Catalog & Inventory → Brands and Categories. These taxonomy entries keep your product catalog organized and make the POS much faster to navigate.
Navigate to Catalog & Inventory → Products and Services. Create your full catalog, linking each product to a Vendor, Category, and Brand.
Navigate to Catalog & Inventory → Inventory. Verify existing stock counts or manually set opening quantities for products already on your shelves.
Navigate to Sales & CRM → Customers. Pre-load your regular customers so they can be quickly assigned to sales in the POS.
What's Next?
Dashboard
Your daily command center — a high-level view of business health at a glance.
What You'll See
Global Notifications (Bell Icon)
Located beside your user profile, the bell icon opens a dropdown showing all real-time unread alerts. You will receive notifications for the following major events:
Alerts
The Dashboard's alerts section surfaces low-stock warnings when a product's inventory quantity drops below its configured threshold. These alerts remind you to reorder via a Purchase Order before you run out of stock.
Analytics
Your comprehensive business intelligence module for deep-diving into performance metrics.
Date Filtering
Narrow your view to any time window using the quick filters or a custom range:
Financial Metrics
Charts & Breakdowns
Revenue vs. Net Profit Trends
A detailed area chart mapped over your selected date range shows exactly how your top-line revenue compares to your actual bottom-line profit day by day.
Sales by Category
A visual breakdown of which product categories drive the most revenue value — helping you identify your best-performing segments.
Top Selling Products
Identifies your most popular items based on both revenue generated and units sold, displayed side-by-side for comparison.
Point of Sale (POS)
The fastest way to ring up customers and complete sales — optimized for counter and touch-screen environments.
How to Complete a Sale
Navigate to Point of Sale from the left-hand menu.
Use the Search Bar to find by product name or SKU. Use the Category and Brand dropdown filters to instantly narrow the product grid — ideal for cashiers who prefer browsing over typing.
Click any item card to add it to the cart. In the right-side cart panel, use + / − to adjust quantities, or the trash icon to remove an item.
Click the discount field at the bottom of the cart to apply a flat amount or percentage discount off the grand total.
Click Select Customer to attach the sale to a person for CRM tracking. First-time shoppers? Click Add New Customer directly within the POS to capture details on the fly.
Click Checkout to move to the payment stage. You have several options here (see below).
A success notification appears. Click View Invoice directly from the notification to open and print the generated receipt.
Payment Options
Pay Later (Store Credit)
You do not need to collect payment at the POS. Finish checkout with $0 collected to generate an Unpaid invoice. Payment can be recorded later via the Invoices or Payments module.
Partial & Multi-Tender Payments
In the payment screen, capture the exact amount handed over. You can record split payments — for example, half in Cash and half via Credit Card — in a single transaction.
Bank Transfer
When recording a Bank Transfer, you can input the Sender's Bank Name, Account Title, and Recipient details for complete financial auditing.
Invoices & Returns
Every POS sale automatically generates an invoice here. Manage payments, returns, warranties, and shipping from one screen.
Browsing Invoices
View Modes
Toggle between two views at the top of the Invoices screen:
- Table View — Dense, analytical layout ideal for scanning many records at once.
- Card View — Visual grid layout for browsing with more context per invoice.
Status Tracking
Invoices dynamically track their payment status:
Managing an Invoice
Flag for Follow-up
Check the Flag for Follow-up box inside an invoice to visually highlight it in the grid — useful for chasing outstanding payments or resolving open issues.
Internal Notes
Both Invoices and Customers have an Internal Notes section for private staff comments. These notes never appear on the printed customer receipt.
Applying Late Payments
Open an unpaid invoice and click Add Payment to record money received at a later date. The invoice status and remaining balance update immediately.
Returns & Warranties
When a customer brings an item back, initiate a Return from the invoice screen. You'll be prompted to choose the return type:
Restocking a Returned Item
When processing either a Refund or a Warranty return, you can opt to place the returned item back into your inventory by checking the Restock item option. You will be prompted to log its new Condition and assign a new selling price. How the item re-enters your catalog depends on the condition you select:
Shipping & Fulfillment
From any Invoice detail screen, you can:
- Generate a custom Shipping Label using the layout configured in Settings.
- Add internal Shipping Tracking Links / IDs directly to the invoice.
- Download the label as a high-resolution image or PDF for your thermal printer.
Payments
Your central, global ledger for all incoming money across all invoices.
The Payments Ledger
The Payments screen shows a chronological record of all cash flow received. Every payment — whether captured at the POS, recorded on an invoice, or manually added here — appears in this central ledger.
Manually Recording a Payment
Navigate to Sales & CRM → Payments and click Record Payment (or the + button).
Choose the associated invoice. The system automatically pulls in the remaining unpaid balance.
Type the amount received (partial amounts are supported for installment plans). Select the Payment Method: Cash, Credit Card, or Bank Transfer.
Click Save. The associated invoice instantly updates to Paid or Partial based on the remaining balance.
Customers
Your built-in CRM tool for managing customer relationships and contact information.
Adding a New Customer
Go to Sales & CRM → Customers and click Add Customer (or the + button).
Enter the customer's Name, Email, Phone, Billing Address, and Shipping Address.
Click Save. The customer is now available for selection in the POS and can be linked to invoices.
Bulk Import & Export
The Customers screen supports CSV bulk operations. Click Template to download a pre-formatted CSV, fill it in with your customer list, then click Import to load all records at once. You can also Export your full customer database to CSV at any time.
Customer History & Detail Panel
Clicking any customer in the CRM grid opens a Customer Detail Panel. This panel gives your team a complete picture of that customer's relationship with your business:
Internal Notes
Each customer profile has an Internal Notes field for private staff annotations — allergies, preferences, account notes, or any other information your team needs to know. These notes are never visible to the customer.
Categories & Brands
Taxonomy tools to keep your product catalog organized and your POS fast to navigate.
Why They Matter
Grouping items by Category (e.g., "Electronics") or Brand (e.g., "Apple") serves two purposes:
- POS Speed: Cashiers can use Category and Brand dropdown filters to instantly narrow the product grid instead of typing in the search bar.
- Reporting Accuracy: The Analytics module's "Sales by Category" chart requires products to be properly categorized.
Bulk Import & Export (CSV)
Both Categories and Brands screens (as well as Vendors and Customers) support bulk CSV operations:
Click the Template button to get a pre-formatted CSV with the required column headers.
Open the CSV in Excel or Google Sheets and add your data rows.
Click the Import button and select your completed CSV. All records load instantly.
Products & Serial IDs
Your master catalog for all physical goods, with per-unit traceability via automatically generated Serial IDs.
Adding a New Product
Navigate to Catalog & Inventory → Products and click Add Product.
Fill in the product's Name, SKU, Cost Price, and Selling Price. Link it to a Vendor, Category, and Brand.
If your items come in colors or sizes, use the Variant field. Specify the Condition (New, Used, Refurbished) to clearly distinguish stock types in the catalog and POS.
Enter a Low Stock Alert value. When inventory for this product drops below this number, an alert appears on the Dashboard.
Click Save. The product is now available in the POS and linked to inventory tracking.
Serial IDs (SIDs)
High-value items need per-unit tracking. When products are received through a Purchase Order, Bizlync automatically generates a unique Serial ID (SID) for every single unit received.
Bulk Import via CSV
Have an existing catalog? Skip manual entry entirely:
- Click the Template button on the Products screen to download a formatted CSV.
- Fill in all your products in the spreadsheet.
- Click the Import button to load your entire catalog instantly.
Services
Non-physical offerings like labor, consulting, and repairs — available in the POS like any product, without inventory tracking.
Services vs. Products
Using Services in the POS
Services appear alongside Products in the POS grid. Click a Service card to add it to the cart — it works identically to a product, with adjustable quantity and price, but causes no changes to inventory counts when the sale is completed.
Inventory
Real-time tracking of your physical stock — automatically maintained by POS sales and Purchase Order receipts.
How Inventory Updates Automatically
Manual Stock Adjustments
If you need to quickly reconcile stock due to loss, theft, or an external acquisition without raising a full Purchase Order, you can adjust quantities directly from the Products screen:
Go to Catalog & Inventory → Products.
Find the product row and click the Update Stock icon (the box with a plus sign).
Type a positive number to add stock, or a negative number to deduct it (e.g., −3 to remove three units).
Adding stock instantly generates unique Serial IDs (SIDs) for each new unit. Deducting stock safely trims the matching SIDs. If the adjustment brings the total below the product's safety threshold, a Low Inventory Alert is triggered immediately.
Understanding Costs & Profit Margins
How Bizlync tracks what you spend vs. what you earn — and how profit is calculated across the platform.
The Three Cost Types
Profit Formulas
Purchase Orders
Officially request stock from Vendors. Bizlync distributes shipment costs proportionally and maintains a precise Weighted Average Cost for every product.
Creating & Processing a Purchase Order
Navigate to Operations & Finance → Purchase Orders and click Create PO. Select the Vendor you're ordering from.
Add each product you're ordering along with the wholesale quantity and cost per unit.
Enter the exact Shipment Cost and Taxes / Duty in their respective fields. These will be proportionally distributed across line items.
When the physical delivery arrives, click Process PO. Bizlync will: update each product's Average Cost, add the new quantities to Inventory, and generate a unique Serial ID for every single unit received.
Proportional Cost Distribution
Shipping and tax costs are automatically distributed proportionally across all line items in the PO, not split equally. Higher-value items absorb a higher share of the overhead.
Weighted Average Cost
When a PO is processed and new stock is added alongside existing inventory, Bizlync automatically recalculates the Weighted Average Cost for that product.
Vendors
Your directory of suppliers and manufacturers — the source of every Purchase Order you create.
Adding a Vendor
Navigate to Operations & Finance → Vendors and click Add Vendor. Fill in the supplier's details — name, contact information, and address — then save. The vendor is now available for selection when creating Purchase Orders.
Bulk Import & Export
Like Categories and Customers, Vendors supports CSV bulk operations. Download the Template, fill it in, and click Import to load your entire supplier directory at once.
Expenses & Templates
Track all outgoing costs that aren't directly tied to purchasing inventory — from one-off bills to recurring subscriptions to POS-linked deductions.
The Three Expense Types
Logging an Expense
Navigate to Operations & Finance → Expenses and click Add Expense.
Choose between One-Off, Recurring, or Template based on how this cost behaves.
Enter the Title, Amount, Date, and Category. For Recurring expenses, also specify the frequency (weekly, monthly, yearly).
Click Save. One-Off and Recurring expenses immediately affect your global profitability in Analytics. Templates saved here will now appear inside the POS for cashiers to use.
How Expense Templates Work in the POS
When a cashier adds an Expense Template to the cart, the system assigns it a $0 Selling Price but attaches the template's specified cost. This reduces the net profit of that specific invoice without adding to revenue — perfect for logging petty cash withdrawals, delivery driver tips, or installation fees directly tied to a sale.
Data Migration & Exports
Migrate from another system, perform bulk updates, or prepare clean data exports for your accountant — all without manual entry.
Bulk CSV Import
The following screens all support bulk importing via a downloadable CSV template:
On the relevant screen (e.g., Products, Customers), click the Template button to download a pre-formatted CSV with the required column headers.
Open the CSV in Google Sheets or Excel and populate it with your data. You can map thousands of records in bulk.
Return to the same screen and click Import CSV. All records are loaded instantly — no manual entry required.
Exporting Inventory Reports
Navigate to Catalog & Inventory → Inventory and click the Export button to download a complete .csv spreadsheet reflecting your current physical stock levels and total warehouse value — calculated to the penny using each product's Average Cost.
FAQ & Troubleshooting
Answers to the most common questions about using Bizlync.
Frequently Asked Questions
Bizlync uses structured subscription plans. If you see an error about hitting a limit, you've reached the maximum number of invoices allowed for your current billing cycle. Upgrade your subscription plan for higher capacity, or contact support about a Custom Plan.
Bizlync splits these into two separate sections to keep catalog management distinct from stock & financial reporting.
Products (Catalog Management) is where you build the master list of everything you sell. Here you add new items and define their details (Name, Selling Price, Brands, Categories, Variants, Condition), configure how an item is sold, update manual stock amounts, and import or export catalog CSVs. Think of Products as the definitions of the items in your system.
Inventory (Asset Reporting) is a read-only ledger and reporting tool showing what is physically sitting in your warehouse right now. Use it to track your total inventory valuation (calculated from Average Costs), quickly check how many units are on hand without risking accidental edits to product definitions, and export clean snapshots of current stock levels and total values for accounting, bookkeeping, or physical audits.
In short: use Products to define what you sell and set prices — use Inventory to monitor how much you have and what it is worth to the business.
When you sell a physical Product through the POS, its quantity is instantly deducted from your master Inventory count. You never need to manually subtract sold items. Note: selling a Service does not affect inventory.
Yes. The entire platform is fully responsive. On smaller screens, the left-hand navigation automatically collapses into a mobile-friendly layout, allowing you to check stats or ring up a sale from anywhere.
Navigate to Catalog & Inventory → Inventory, find the product, and manually adjust its quantity to match your physical count. This is called a stock reconciliation.
No. Uniquely generated Serial IDs (SIDs) are automatically assigned by the system — one per unit — whenever a Purchase Order is processed or stock is added manually. This saves significant data-entry time while preserving per-item traceability.
Gross Profit = Revenue − COGS. It shows how profitable your sales are before overhead. Net Profit = Gross Profit − Operating Expenses. It shows the true bottom line after all costs are deducted.
Open the original invoice, click Return, and choose either Refund (money returned to customer, invoice adjusted) or Warranty (replacement unit deducted from inventory, zero-cost line item added to invoice). The system handles all stock and ledger updates automatically.
Yes. Both the POS checkout and the Payments module support partial payments. The invoice status will show as Partial until the full balance is settled, at which point it updates to Paid.
Go to Settings → Invoice Numbering Rules. You can set a custom prefix, switch between sequential and random alphanumeric IDs, and control the starting invoice number.
Your data is retained for 30 days after cancellation. During this window you can log back in and export everything using the CSV export tools available in each module (Customers, Products, Invoices, etc.). After 30 days the data is permanently removed.
Use the moon / sun icon in the top-right corner of any page to toggle between Light Mode and Dark Mode. Your preference is saved automatically and persists across sessions.