Topic

Setup, access and defaults

Install the module, assign permissions, open the dashboard and configure safe workflow defaults.

7 connected guidesBilty Management
7 guides
Category

Bilty Management

Code-inspected guidance for Britixo Bilty Management v1.0.0 covering three-step Bilty creation, autosave, issue and transit, finance, bilingual English/Urdu PDFs, tenant branding, QR verification, receiver e-sign/POD, WhatsApp automation, reports, REST API, webhooks and tamper-evident audit evidence.

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Bilty Management module overview

Bilty Management module overviewUnderstand the complete Bilty lifecycle from draft creation and issue through transport, finance, PDF, public verification, e-signature, WhatsApp, reporting, API and audit evidence.

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Install and activate Bilty Management

Install and activate Bilty ManagementInstall the self-contained bilty_management module through the normal Britixo module lifecycle without editing core, theme or shared vendor files.

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Assign Bilty Management staff permissions

Assign Bilty Management staff permissionsGrant View, Create, Edit, Issue, Finance, Fleet, Reports, API, Settings and Audit capabilities using least privilege.

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Open the Bilty Management dashboard

Open the Bilty Management dashboardOpen the operational dashboard and review the three-step creator, live summary, KPIs, transit flow and recent issued Bilties.

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Replace the Britixo dashboard with Bilty Management

Replace the Britixo dashboard with Bilty ManagementRoute authorised staff to Bilty Management as their default operational workspace using the tenant-level replacement switch.

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Configure the Bilty draft lock and autosave delay

Configure the Bilty draft lock and autosave delaySet the concurrent-edit lock window and live autosave delay within the supported configuration ranges.

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Configure Bilty numbering and new-draft defaults

Configure Bilty numbering and new-draft defaultsSet the issued-number prefix, daily sequence width, default delivery type and default Bilty type for new drafts.

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