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)
Customer Comment appears on the Customer Card now in the lower right so it grows.
This Solution describes its features. (6452)
Comment has been added to the Contact Card, Employee Card, and Vendor Card.
This Solution describes its features. (6483)
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,
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)