Database Backup — Overview & module guide

Module: Database Backup v2.3.0

Default module to perform database backup

How to use in BIXCRM (daily operations)

1. Sign in to the admin area with a role that includes Database Backup permissions.
2. Open Backup (sidebar) or search for Database Backup in the admin menu.
3. Start on the Dashboard (if available) to see open tasks, pending approvals, and KPIs.
4. Review Settings after upgrades — new options may need defaults for your company.
5. Create or import master data first; most modules block transactions until masters exist.
6. Run the main business flow (create → submit → approve → post/complete) using the screens listed in Admin menu below.
7. Use Reports / Analytics screens to reconcile stock, finance, compliance, or SLA metrics.
8. For integrations (API, EDI, gateways, tax), confirm credentials in Settings and monitor logs or webhook delivery screens.
9. Train staff with role-based access — give approvers approve permissions only, operators create/edit on their area.
10. If something fails overnight, check BIXCRM cron ran and open the module log / failed queue screen if present.

Admin menu — where to work

Open the Database Backup section in the admin sidebar. Screens your staff may use (depending on role):

• Database Backup

Detailed guide — features, workflows, API & FAQ

Core functions

Use the Database Backup menu in the admin sidebar for dashboards, lists, transactions, and settings.

Recommended workflow

1. Open module Settings and set company defaults, prefixes, and integrations.
2. Create master records (templates, categories, accounts, routes, warehouses, etc.).
3. Create a draft transaction, attach lines/items, and save.
4. Submit for approval if the module uses workflows; approvers open the same record and approve/post.
5. Verify stock, GL, or compliance impact using module Reports or linked core screens (invoices, items).
6. Schedule or run exports/API sync if the module supports external systems.

Permissions

Assign view / create / edit / delete and module-specific actions (approve, export, settings) under Setup → Staff → Roles. Separate roles for operators vs approvers vs read-only reporting.

Client portal

If available, enable portal options in module settings, link customer contacts, and test with a portal login.

Cron & background jobs

Enable BIXCRM cron for retries, alerts, sync, and scheduled reports. Many modules expose a log or queue screen for failed jobs.

One-time setup (first time only)

1. Setup → Modules → activate Database Backup.
2. Setup → Staff → Roles → assign Database Backup permissions (view, create, edit, delete, approve, export, settings as needed).
3. Open Database Backup → Settings and complete company defaults, prefixes, integrations, and notification options.
4. Create master data (warehouses, products, templates, accounts, routes, etc.) before processing live transactions.
5. Enable BIXCRM cron (php /path/to/bixcrm/index.php cron/index) for sync, retries, alerts, and scheduled jobs.
6. Optionally enable REST API / webhooks in module settings if you integrate external systems.

BIXCRM Knowledge Base — usage guide generated from module README and documentation.