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)
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 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 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 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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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.
Entered By is an Employee assigned automatically in BigBusiness to new transactions.
Store POS Presets let you assign Entered By by matching the Register ID for each sale. You can create an Employee called, Front Register, for example, and know it was used.
Sometimes a register belongs to just one person, like Joe's iPhone, or used by several. Please contact support@bigbusiness.com if you need changes or help sorting this out.
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.
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)