Channels
Channel is a new setting for Customers and Contacts to assign them to different:
• Distribution Channels
• Marketing Channels
• Retail Channels
• Sales Channels
This helps automate printing and emailing to assign your correct contact information.
This Solution will provide details. (6727)
Channel is a new setting for Customers and Contacts to assign them to different:
• Distribution Channels
• Marketing Channels
• Retail Channels
• Sales Channels
Channel Tool
The Channel tool lets you set your contact information for a channel.
For example, for "wholesale" (pictured) you might want:
- Logo or branding for your "wholesale" division
- Links to your B2B "wholesale" web store
- Contact info for your "wholesale" team
Then create a "retail" Channel as well and set Customers or Contact to their Channel. Quotes, Orders, and Invoices will automatically use Channel contact info on printouts and emailed PDFs.
This Solution will provide details. (6727)
Store
Store is a new setting for Orders and Invoices to help you sell from different stores.
Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or ecommerce sites. Stores replace Channels, adding features and ease of use like automatic accounting, cash drawers, and more.
This Solution will provide details. (7039)
Store Categories
Store Categories give you the option to override the automatic accounting to segregate results for Stores.
Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or ecommerce sites. Stores replace Channels, adding features and ease of use like automatic accounting, cash drawers, and more.
This Solution will provide details. (7040)
Stores
Stores is the new name for Channels. It now says Store instead of Channel on Customer, Order, and Invoice. Store to new layouts for POS Invoices, E-Commerce settings, and more, where it supports new features for automation.
Stores let you combine or separate results and provide different contact info on orders and invoices for your different brands, divisions, store locations, and online stores.
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Chapter 36 Stores
Stores let you set different addresses for each of your store locations, or online stores. Stores also have presets to separate your accounting, payments, or sales taxes for each.
This chapter collects many settings. You will likely focus on just the ones you want.
Stores Accounting Presets
Accounting Presets let you control accounting for your different Stores, real or online. You may want your Online Store to post income differently to better match its costs.
Connect options that bring in customers and orders automatically, can set Stores, too. This way your accounting or other presets are applied to all transactions for the store.
Stores Changes
For Stores the big change was a rename from Channels. Stores automatically set your contact information on printouts and PDF's.
This Solution lists your choices for using Channels. (6818)
Channels are a new feature to help you connect with your different customers, like:
- customers of your wholesale or retail division
- customers who walk-in, phone-in, email, or buy online
- customers who need printouts or prefer emails
Channels let you set different contact information for your company, so an invoice might automatically print your "wholesale" info or your "retail" info depending on who it's going to.
To use this feature, start with the Channel tool on the System toolbar and create one with your "new" contact info. Then assign this Channel to a Customer or Contact, or a new Quote, Order, Invoice. When you Print it will automatically show your new contact info.
Big Business 11.15 fixes a problem carrying forward to an invoice without having Channel assigned to the Customer or Contact.