Changes to Customer Features
Big Business includes a number of Customer features and enhancements:
You can choose from multiple customer shipping and billing addresses on quotes, sales order, and invoices.
Long comments can be included with quotes, sales orders, and invoices.
The Other Charges field includes calculations.
You can adjust the price level for individual quotes, sales orders, and invoices.
Quotes, sales orders, and invoices include a field for shipping weights.
VAT taxes are supported.
You can place customers on credit hold.
You can determine the consequences of a customer exceeding their credit limit.
You can control printing preferences separately for quotes, sales orders, and invoices.
You can determine how many days of transactions to display in the History view of Customer Cards.
See Chapter 3 of the Big Business Users Guide for detailed instructions about existing Customer features. (3069)
Here are some of the advanced Customer Features covered here:
Using multiple Shipping and Billing addresses
Including Long Comments with Line Items
Using Other Charges
Changing the price level for individual transactions
Including shipping weights
Defining complex Sales Taxes
Placing customers on Credit Hold
Setting Credit Checking on Sales Orders and Invoices
Setting printing preferences for Quotes, Sales Orders, and Invoices
Changing how many days of History to view on Customer Cards
Auto-Generating Customer Codes
Requiring Unique Customer Codes
Batch Deleting Customers and Customer Transactions
Changing the Tax Status of Items on Sales Transactions
Adding Automatic Notes to Sales Transactions
Setting to Warn or Prevent Save of Sales Transactions with out-of-stock Items
Viewing Inventory Status from Sales Orders and Invoices
Performing Credit Verification on Sales Orders
Printing Backorders on Invoices
Using Standardized Labels
See Chapter 3 of the Big Business Users Guide for detailed instructions about normal Customer features, such as creating a Customer Card or Invoice.