Customer Features


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 User’s 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 User’s Guide for detailed instructions about normal Customer features, such as creating a Customer Card or Invoice.



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