Add New Customer lets you create a New Customer Card from the Customer Search.
This Solution describes this option. (6487)
Customers are the lifeblood of Big Business, which manages Quotes, Orders, Invoices.
By managing key aspects of customer relationships, Big Business makes it easy to sell. These include Terms, Credit, Orders, Backorders, Payments, Refunds, and much more.
This Chapter covers core customer features, and additional chapters cover more topics.
Customers (6409)
Working with Customer Information (6410)
Opening Customer Cards (6411)
Big Business allows you to set up and use multiple billing and mailing addresses for your customers. This solution outlines the process to setup the multiple addresses and explains how specify which to use as needed. (5166)
Default Payment Method lets you set the Payment Method that is preselected for a new Receive Money or the Customer Receipt Import . (6209)
Entering Basic Customer Information (6412)
Its not uncommon for a single customer to have more than one address. Big Business allows you to choose from all the addresses entered for the customer, including those entered in the Additional Contacts area of the Customer Card.
This Solution provides instructions for use. (3071)
Entering Additional Contacts (6413)
Entering Financial Information (6414)
To Enter Financial Information (6415)
Setting Customer Terms (6416)
Defining Customer Terms (6417)
To Define Customer Terms (6418)
A number of features like Shipping, and now Taxes, rely on Addresses on the transaction, so these are added and need configuration.
This Solution lists the current features and can be used as a starting point. (6831)
From Addresses are new Fields on Quote, Order, and Invoice, to be used with Channels, Sales Taxes, and Warehouses.
This Solution provides an overview of this feature. (6837)
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)
Viewing the Customer History (6419)
You can choose whether Big Business shows you Print Options every time you save (Ask Each Time) or automatically prints (Print) or not (Don't Print). (6899)
To View the Customer History (6420)
Understanding Quotes, Sales Orders, and Invoices (6421)
Big Business lets you create and manage Quote, Order, and Invoice transactions to sell.
Use Quote for winning offers, Order for confirming sales, and Invoice when you fulfill. Convert, carry forrward, backorder, or skip ahead, with live updates to inventory, too.
Choose your workflow, control profitability, allocate product, and see your inventory.
To Work with Quotes, Sales Orders, and Invoices (6422)
Entering Customer Information (6425)