Copy Comments
Big Business 9.9 adds Copy Comments in the Customer Card Prefs. This feature copies Comment from the Customer Card to the Private Comments on new Quotes, Sales Orders, and Invoices. (6556)
To enable Copy Comments:
1. Go to Customer Prefs
2. Click on Customer Card Prefs
3. Click the checkbox for Copy Commments
4. Click OK to save Customer Card Prefs
5. Click OK to save Customer Prefs
Address Date
Address Date helps you track updates to contact information by recording the date when address information was changed. You can Add(+) the Address Date column in Customers and it is updated whenever Billing or Shipping Name and Address, Phone or Email are changed.
To see Address Date for Customers, click Add(+) to add a column on Customer List.
This Field is automatically updated when Billing Name and Address, Shipping Name and Address, Phones, or Email are changed.
To disable this feature:
1. Go to the Company card, to the Advanced tab
2. Click the checkbox for Disable Address Date
3. Click OK to save the Company card
Invoice Delivery
Invoice Delivery is an example of deep customization adding to an invoice for delivery.
Customer Comment
Customer Comment appears on the Customer Card now in the lower right so it grows.
This Solution describes its features. (6452)
Customer Comment provides a convenient place for notes. Its features include:
• Grows with Customer Card window resize
• Includes Comment button to open Comment window for editing and spell-check
• Included on Customer in BizApp for iPad or iPhone for updating
• Included on ShipInfo for Middleware/ODBC for updating
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.
Changes to Customer Features
(3266)
Big Business Version 2.5 includes a number of new Customer features and enhancements:
• Auto-Generate Customer Codes
• Require Unique Customer Codes
• Batch Delete Customers and Customer Transactions
• Change the Tax Status of Items on Sales Transactions
• Add Automatic Notes to Sales Transactions
• Warn or Prevent Save of Sales Transactions with out-of-stock Items
• View Inventory Status from Sales Orders and Invoices
• Perform Credit Verification on Sales Orders
• Print Backorders on Invoices
• Standardized Label Support
Billing Addresses
Billing Addresses are an option on Quote, Order, and Invoice, to help with:
• automated billing using EDI, procurement systems, or online invoicing
• automated order processing from web stores, etc
This Solution provides an overview of this feature. (6839)
Billing Addresses are an option on Quote, Order, and Invoice, which may be needed for automated billing.
To use Billing Addresses:
1. Go to the Customer Prefs.
2. In Load Addresses click the checkbox for Bill To.
3. Click OK to save.
Clients will need to restart to see changes.
Billing Addresses Fields are:
Billing Name
Billing Address 1
Billing Address 2
Billing City
Billing State
Billling Zip
Billing Country
Billing Phone 1
Billing Phone 2
Billing Email
New Fields appear on:
Billing tab on Quote, Order, Invoice
Searches for Quotes, Orders, Invoices
Exports from Searches
Imports
Custom Forms
TaxJar Mappings
Folder Mappings
Batch Delete of Customer Cards
(3182)
Big Business 2.5 allows you to Batch Delete Customer Cards which have no transactions. Because this Delete is permanent, you should exercise proper caution in its use. Customers with any transaction history cannot be deleted. Refer to the section on Employee Access Privileges for restricting Access to the Batch Delete tool. You may also want to Back Up your Company data file, or export the selection of Customer Cards you are attempting to Delete, prior to deleting them.
To Batch Delete Customers, using the Customer QuickSearch:
1. Find the selection of Customer Cards to Delete.
2. Click the Batch Delete tool to Delete all Customer Cards in the current Customer List.
Big Business will display a confirmation dialogue offering to Continue or Cancel.
3. Select Continue to attempt to permanently Delete all Customers in the selection.
Big Business will display those Customers who could not be deleted.
If you select one Customer in the List and click Batch Delete, Big Business will display a dialogue with a choice of Deleting the selected Customer, Deleting all Customers in the List, or Canceling.
If there are Customers in your selection which could not be Deleted because they are used in related transactions, Big Business will provide you a list of those Customers which could not be Deleted.
This feature is designed to clean up erroneous imports of Customers and Customers who have no transactions. Using the Import Tag feature in Big Business (e.g. "Imported 3/22/99") you can find all Customers in an import with a Customer QuickSearch.
Customer QuickSearch Save to Disk
This Solution provides a list of the fields exported from the Customer QuickSearch. (3535)
Save to Disk, on a Customer QuickSearch, exports the following Customer information to a tab-delimited text file:
Customer Listing, Company Name, Customer Code, Customer Type, Salutation, First Name, Last Name, Title, Billing Name, Billing Address 1, Billing Address 2, Billing City, Billing State, Billing Zip, Billing Country, Shipping Name, Shipping Address 1, Shipping Address 2, Shipping City, Shipping State, Shipping Zip, Shipping Country, Phone Label 1, Phone Number 1, Phone Label 2, Phone Number 2, Phone Label 3, Phone Number 3, Phone Label 4, Phone Number 4, Price Level, Salesperson, Balance, Terms, Credit Limit, Tax Status, Resale #, Shipping Method, Average Payment Days, Invoice Quantity, On Order, Last Finance Charge Date, Last Payment Date, Last Invoice Date, Receivable Category, Income Category, Custom1, Custom2, Custom3, Custom4, Custom5, Custom6, Custom7, Custom8, Custom9, Custom10, Custom11, Custom12
By opening the export file into a spreadsheet, you can quickly remove unwanted columns of information or save the file in another format.