Chapter 82 Interface Basics

Big Business uses a variety of user interface elements to make the UI fast and easy.

This chapter covers basic techniques for data-entry, selecting from lists, adding to lists, and so on. Learning techniques like using Typeahead effectively will save you time.

Please send any questions or suggestions for changes to

  Chapter 317 Filters

Big Business includes Filters on most lists to find what you're looking for,fast. In fact you can turn off the Find Dialog and rely almost entirely on Filters.

Filters appear above the columns in Lists so you just type in what you want to match
• filter Items to instantly see matches for what your customer wants
• filter Contacts when choosing a Ship-To for a large customer or reseller
• fil

  Chapter 319 Networking ToolKit

Networking ToolKit (NTK) enables advanced networking features for Big Business. It extends built-in functions for communication, encryption, encoding, and data exchange.

This chapter provides information about NTK features to simplify specification of custom functions and troubleshooting for advanced functions relying on NTK. (7449)

  Chapter 408 Apple Optimize

Big Business makes many changes to be optimized for Macs. This Chapter lists changes to help spot problems and benefits so they can be applied in other areas.

If you see a change you like, like new formatting of a window, or dislike, send a quick email to with details and we will respond accordingly.

  Chapter 314 MRP

MRP is shorthand for materials requirements planning. Big Business offers simple planning functions so you can see how your orders may need you to build more kits, and your kits may need you to buy components or wait for components on order.

Show Allocated brings up a list of orders, including kits, that need the item you are looking at. In our example, Bike and Bike2 both need BikeWheels, whic

  Chapter 419 Big Business 14

Big Business 14 uses a new Database and is a Universal application that runs natively on new Macs with Apple Silicon and runs natively on Intel processors for Windows.

To start it is identical to Big Business 13 and the two will develop in parallel while Big Business 13 remains the current version and compatible with all systems.

  Chapter 122 Shopify II

Shopify II extends the functionality of Shopify Connect for Big Business.

Options include support for:
• multiple connections
• Default Customer
• Customer Part Numbers

  Chapter 45 Inactive

Inactive lets you hide or prevent the use of entries that are marked Inactive, including:
• Accounts
• Bins
• Contacts
• Customers
• Employees
• Items
• Vendors

This Chapter provides details. (7410)

  Chapter 312 Line Prefs

Big Business provides options for showing Line Numbers on screen for reference.

When this option is turned on, you can click on the Number to see options such as:
• Add Row Above
• Add Row Below
• Move To Row 1

  Chapter 43 Folder Connect

Folder Connect is an add-on to automatically connect to remote folders and check for new files to import. After importing, it can export and send files to another folder.

If you use a service that lets you download files to import, Folder Connect can automate this process. It only takes a phone call to walk through the needed settings, test your desired setup, and go live with auto-connect.


  Chapter 98 My Prefs

My Prefs let you change the look of your Big Business Client and set your preferences for searching, sorting, printing, emailing, and more.

  Chapter 404 Not Found

Not Found refers to features no longer found in Big Business. For continuity, we don't usually delete Solutions and instead keep for reference. Plus, we like the old pictures.

Features in this Chapter are not found in Big Business any longer.

  Chapter 9 Accounting

Big Business simplifies your accounting by letting you choose Categories as defaults to be used automatically for your Customers, Items, Vendors, Banking, or Stores.

For example, you can have Sales Income for products you sell and Service Income for your services. Or, have Retail Income or Wholesale Income, determined by customer.

You must have defaults, to start, and you can simply use these a

  Chapter 311 Gmail

This chapter provides a few tips for configuring Gmail though Google Workspace. This is the business service Google offers for managing your company's email using your own domain and giving your administrator control over users' ability to turn on options such as 2-Step Verification, which is needed to enable App Passwords.

  Chapter 46 Kits

Kits show component items that go into built items.

  Chapter 304 Landed Cost

Big Business 13 adds several options for using Landed Cost to evaluate profitability on Quotes, Orders, and Invoices, and more.

This Chapter collects a few of these new settings and options.

  Chapter 115 Forms II

This chapter continues documentation of the Custom Forms tool built into all versions of Big Business. Big Business 13 adds significant changes, such as automatic saving when you close the window. The goal is a seamless experience, and the new form tool works with existing forms but may change the way you work, such as using Zoom to enlarge contents.

  Chapter 307 Unlock

Unlock options give an employee special access to locked or protected entries. As such, it is recommended you only assign it to a Super User that you can switch to when the need arises. If you use Unlock options with your regular Employee card you will not be able to see which entries should be locked and may make a costly mistake.

Please Unlock responsibly. (7293)

  Chapter 306 Receivables

Accounts Receivable is a key function of Big Business. There are options to set Terms, issue Statements, and generate Reports to manage and reconcile Receivables.

This chapter provides a fresh introduction starting with the newest A/R Reports.

  Chapter 305 Refunds

Big Business keeps past functions and adds new so you may choose when to adopt new options. This chapter covers techniques and tools for giving a customer a refund.

You can create an Invoice with a negative Qty for a merchandise return. And you can create a negative Payment for credit card refund to include in your next Deposit.

Or you can use the Refund tool, which is a Check Run tool for aut

  Chapter 303 Open Notify

Open Notify is a new toolset to generate automatic notifications that make changes, alert users, and post notifications.

This chapter documents changes and additions as they are made.