Contact Roles

Big Business includes Contacts which are linked to Customers or Vendors to handle a few basic functions:
• you can list Ship-To Addresses for a customer for easy selection
• you can list Email Addresses for a customer for easy sending of PDF's

Contact Roles are checkboxes that let you set a Contact as:
• Refundee - to set a Mailing Address for Refund Checks
• Email Statements - to set an Emai


New Chapters

To make Big Business easier, we are adding more Chapters to our Solutions database.

(7173)


Chapter 71 Weight

Big Business includes options for Units of Measure, including:
• Abbreviations for units of measure
• Counts for each item's units of measure
• automatic conversion of Price and Quantity

(7152)


Remote Client

Big Business Professional supports Remote Client. Instead of screen sharing or using remote desktop, you can run Client remotely. This requires reliable network access.

Big Business has built-in features for full encryption and file sharing. Just connect Client directly and security and document sharing are included without needing VPN.

This Solution provides setup information. (7164)


Update Weight for Built Items

Big Business 9 automatically updates the Cost for Built Items.

Big Business 9.9 adds the option to Set Built Weight at the same time.

This Solution describes these features. (6497)


Volusion Connect

Volusion Connect is Retired. (7161)


Larger Windows

Big Business includes a few features to make your windows larger so they are easier to work with:
• Auto-Zoom scales windows so the content is bigger and easier to read
• Window Height opens windows taller so you can see more line items

Your settings follow you to any computer you use, so please choose options that work for you everywhere.


Fix XML

Big Business includes an XML Parser which validates and will throw an error like:
-9935 The XML is not valid or is not well-formed

Fix XML is an option to correct incoming XML with syntax errors like failing to encode Ampersand.

(7159)


Alert Notes

Big Business can send you a Note with system alerts from automatic operations like Folder Connect. Just fill in Send Notifications To in the settings for any connection.

In the picture, Folder Connect is importing files from an online folder and getting alerts for Check Customer PO (6306) and Reported (6524), every two minutes.

This Solution provides tips for handling these.


Chapter 65 Units

Big Business includes options for Units of Measure, including:
• Abbreviations for units of measure
• Counts for each item's units of measure
• automatic conversion of Price and Quantity

(7152)


Inventory Reporting

Big Business provides a number of ways to report inventory:
• Item Status - get current counts and values that represent all transactions
• Inventory Sales Analysis - get counts and values for past periods and transactions
• By Warehouse - get counts per warehouse
• Count Sheets - print a list for counting
• Export - export to a spreadsheet or other system for counting or coordinating


Update Margin

Big Business updates Margins for changes in Price and Cost or Landed Cost.

Margin is Price minus Cost, divided by Price. (7140)


Ship To

Ship To has been made taller to fit System fonts.

(7147)


Close Button

Click the Close Button to close any window. On the Mac it is in the upper left. In Windows it is in the upper right.

Click the Close Button on the Toolbar to Exit or Quit the program.

(7146)


Secure Clients

Big Business Client is how your users access your data on your Big Business Server. It is an App that is built for instant access to your latest changes and lets you control what each person can see, change, or create.

To be safe Clients always use built-in encryption, the same security you use when shopping or banking online. Big Business is optimized for in-house use, where you keep your inve


Keep Anyway

When you download Big Business your browser may block the file. Choose the option to Keep Anyway.

If you need help contact support@bigbusiness.com or your system administrator. (7144)


Keep Download

When you download Big Business your browser may block the file. Choose the option to Keep the download.

If you need help contact support@bigbusiness.com or your system administrator. (7143)


Chapter 64 Install

Big Business has always taken a couple of extras steps to install. Way back, it took shuffling nine (9) floppies. Now is download-only and requires overcoming security defaults. This chapter provides details to help you Open or Keep Anyway.

If you need help contact support@bigbusiness.com or your system administrator. (7142)


Forms Tool

Big Business 13 updates the Forms Tool. Now, when you are finished editing a form click the Close Button to close the window and say, Yes, to save changes.

This Solution provides details. (7141)


Landed Margin

Big Business calculates Margins using Landed Cost when Margin Cost in the Item Prefs is set to Landed Cost. If Landed Cost and Landed Cost Percentage are not entered it uses Vendor Cost for the calculation.

Margin is Price minus Cost, divided by Price. (7140)


Landed Zero

Landed Cost is an optional entry which can be used for Quotes and Margins for setting pricing. If you enter a cost in Landed Cost it will calculate a Landed Cost Percentage, which is used to adjust Landed Cost when Vendor Cost changes.

If you enter zero (0) for Landed Cost it will erase Landed Cost Percentage, too, effectively disabling this option. If you want Landed Cost to be zero (to be use


Mark Shipped

Mark Shipped lets you enter Tracking, which is normally entered by your connection to UPS or FedEx. It sets Shipping Status to "Shipped" and sets Tracking to the entry provided. This information is used for Notify features, which automatically send these entries to your customer. (7138)


Notify Reference

Notify Reference enables automatic notifications.

For an online order, you might put the web order number into Customer PO# so you know how the order was placed. If you want the customer automatically notified, put the same web order number into Notify Ref#, so they will know what order shipped.

Notify Ref# is required so the customer receiving notifications can identify the source. If they re


Chapter 63 Security

Big Business has built-in strong security.

This chapter provides an overview so you can see the importance of Passwords and other Access Controls.

This Solution provides details. (7135)


Geekbench Results

Geekbench publishes results so you can see where your Mac stacks up, performance-wise. This may help if you comparing a choice like Intel i5, i7, and i9.

For entertainment, when we got a new Mac desktop with an Intel Xeon and a new Mac laptop with Apple's M1, we raced them by running Geekbench 4, which must run in Rosetta 2 on Apple Silicon. The laptop won, 5654 to 5395.

(7134)


Security Internals

Big Business includes Security Internals to automatically encrypt all connections. When Updates to the Built-In Database change the Security Internals, you can update Clients when you update Server and get better security.

The following Updates include a New Database, and you might update Clients, too
Big Business 13.06 updates Security Internals.

This Solution provides details. (6766)


Built-In Database

Big Business includes built-in Database software, which means:
• no additional purchase
• no additional installation
• no additional setup or configuration
You simply install Big Business and start it.

For one user only, there is one piece of software. For multiple users, there are two pieces of software:
• Server goes on one computer and manages your Data File
• Client goes on all computer


Instant On

Instant On allows Big Business Client to Sleep. Shut your laptop or leave your computer set to sleep and when it wakes on the same network, Big Business Client will resume working instantly.

This Solution will provide details. (7131)


Note Checking

Note Checking is being Retired. To continue to use this feature you would need to turn it on in Company, Prefs. Leave it Off for instant, Instant On, though.

The Solution describes this setting. (7130)


Shipping Status

Shipping Status is a new Field for showing if an Order has any shipments. If you have UPS, FedEx, or USPS posting shipments, and you have Order Tracking turned On, Big Business will automatically set Shipping Status to "Shipped".

(7123)


Apple Silicon

Apple is making new Macs with its own processors, referring to the new chips as Apple silicon.

Big Business 13 is supported on Apple silicon and runs in Rosetta 2, which automatically translates Intel apps for new processors like M1.

Big Business 13.09 includes a Database Update for compatibility.

(7114)


Rosetta 2

Rosetta 2 enables a Mac with Apple silicon to use apps built for a Mac with an Intel processor. Big Business 13 needs this. The usual question then is, "Is it fast?"
(7113)


Prorated Protection

Prorated pricing lets you purchase an Upgrade at a discount if you have purchased the prior version in the past year. The calculation is simple. If you purchased half a year ago, you get half off Upgrade pricing. If you purchased four months ago, you get two-thirds off. If you purchased less than three months ago an Upgrade is free with Buyer Protection. (7112)


Users First

Users First is a design goal to make Big Business easier for you by making it easier for all users. This is the idea behind Company Prefs that update System Settings for all users and User Prefs where they can then use your System Settings or choose their own. You can also push out changes for users with an Employee Search and using the Update tool to change many at once.

(7111)


Block OS

Big Business now automatically blocks any operating system (OS) that is a problem. This protects you from unplanned system changes that could cause data loss. You can turn this feature Off if needed.

(7110)


Chapter 58 Thirteen

This chapter describes Big Business 13.

(7109)


MySQL 8

MySQL 8 simplifies Password setup.

(7105)


Instant On

Instant On is a new feature in Big Business. New Networking allows Big Business Client to Sleep. Shut your laptop or allow your computer to sleep and when it wakes on the same network, Big Business Client will resume working right where you left off.

This Solution will provide details. (7076)


Unlock Unmark

Mark lets you mark invoices as Sent. The option to mark them as Unsent is hidden. To use Unsent, turn on Unlock Unmark in your Employee card, Access tab.

This Solution provides details. (7050)


Print List

Print List has been changed, requiring that you select the rows you want to Print. This is easy to do with:
• Shift-click to select a range
• Command-A to select all
• Command-click to select, selectively.


This Solution describes using on this feature. (7043)


Show

Show replaces QuickFind and adds new options for finding related records. (7041)


Expanded Order

This Solution describes the new Expanded Line Items Tab on Sales Orders. This feature was added in Big Business 2.5, allowing you to see stock levels (Inventory Allocations, Quantity on Hand, etc.) while completing a Sales Order. (3330)


Protect Transactions

Protect Transactions prevent users from modifying or deleting any saved transactions. (7034)


Secure Server

Big Business encrypts all Client connections.

Secure Server is now seamless and set by default.

This Solution describes this option. (7030)


Batch Emails

Batch Emails are a new and open-ended concept. Here are parts you can use:
Email - choose as a printing destination to automatically create new email messages
Send - Docs as attachments or Notes as the message ("thank you for your order!")

Please email to support@bigbusiness.com with questions or needed changes.

This Solution provides setup instructions. (7023)


Sent Documents

Sent Documents automatically adds the PDFs of emailed transactions to the Docs folder of the transactions.

Pictured is an Order that was emailed. The Order was created from a Quote that was also emailed. Both Sent Email are saved as Notes for reference and can be seen from Quote or Order; just double-click to view.

This Solution provides setup instructions. (7022)


Documents on Lists

Big Business lets you attach any file to a Search window like Customers. This can be a convenient place to store attachments like Policies, Terms and Conditions, and so on that pertain to Customers. Moreover, you can click Send to make any attachment available--to Send (Docs) as email attachments or Send (Notes) as email messages.

This Solution provides an example for use. (7021)


FAQ

Email is the simple choice for sending Quotes, Order, Invoices by email.

This Solution describes its use. (7019)


Email

Email is the simple choice for sending Quotes, Order, Invoices by email.

This Solution describes its use. (7019)


Enabling Options

Big Business makes new features optional. This lets you turn them on when you are ready. This also lets you turn them off if they are problematic.

This Solution provides a quick list of options you might consider. (7018)


Send Notes

Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.

When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Text Notes from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in th


Sent Emails

Sent Emails extends built-in Notes to include Emails. Notes then include:
• Sent Notes - messages sent from one Employee to another
• Dated Notes - messages assinged a date
• System Notes - messages from automatic imports and connections
• Sent Emails - copies of sent emails, along with attachments

When saving or printing, choose any Email option and a Note will be saved along with attachme


New Networking

Big Business includes New Networking to support:
• 64-bit Clients
• Sleeping Clients
• Secure Server

Big Business 12.12 updates New Networking. Please update Server AND Clients to use these features. Get Info or check Properties on Clients or email support@bigbusiness.com for help.

This Solution provides details. (7015)


Send Checkbox

Send Checkbox appears in Docs and lets you choose Documents and Notes that are allowed in email. If you don't click Send, the item will not appear in the Send menu.

Emailing Documents and Notes is two steps:
• in Docs click the Send Checkbox to allow a Document or Note to be emailed
• in Print Options use the Send Menu to choose from allowed Documents and Notes

This makes it easy to pick a fe


Chapter 19 Networking

Big Business includes incredibly powerful networking options to simplify setup, connect locally or remotely, host on premises or in the cloud, and much more.

This Chapter will provide details. (7012)


Screen Capture on Windows

One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save seamlessly. Just choose Documents option in Docs Prefs for Filesharing. Then in any window click Docs and click Paste to save a screenshot taken with Print Screen or Alt + PrtSc (for a window).

This Solution provides details. (7011)


Screen Capture on Mac

One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save instantly. Just choose Documents and Notes option in Docs Prefs for Filesharing.

This solution provides details. (7010)


Chapter 14 Documents

Big Business lets you attach any file to any transaction by putting it in the Docs Folder. This is an instant solution for filesharing allowing you to save files where your team can find them. Others can see the Docs you added to an Order when they are creating the Invoice. They cannot see attachments you put with a PO if they do not have access to the PO tool.

This Chapter provides steps for


Emailing with Outlook for Windows

Big Business for Windows can automatically print forms and reports as PDF and attach to new message in Microsoft Outlook.

This Solution provides setup details. (7007)


Emailing with Mail on Mac

Big Business on the Mac can automatically print forms and reports as PDF and attach to new message in Mail.

This Solution provides setup details. (7006)


Chapter 17 Emailing

Big Business makes it easy to email transactions and reports as PDFs. Install our free PDF Emailer software for Windows (already built-in for Mac) and choose Advanced Print Options. You can then select Email (Customer address), Send Email (Customer + Contact addresses), or Save As PDF, for any form. The Email options will automatically print to PDF and attach to a new message in your email prog


New Style

BigBusiness 12 adds New Style formatting for on-screen text. This is a transition that will take time and care but may addresses several key issues:
• Apple changes the System Font each macOS -- New Style will better adapt
• Apple hides the System Font -- New Style may let you pick it (when a menu won't)
• Microsoft varies system appearance -- New Style will better adapt
• Windows Clients sc


Send Documents

Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.

When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Documents from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in the


Second Server

Big Business makes it easy for you to run a second company that is entirely separate. License and run a second instance of Big Business Server and have users connect to either, or both at the same time.

If you second computer, setup is simple. To run both instances of Big Business Server on one computer, use Second Server. It is preset for the networking changes needed, and it will remember wh


Item Prefs

Item Prefs lets you set custom names, default entries, and automatic handling of item-related data. (6990)


Role Name

Role Name lets you see if a Contact is set as:
• Refundee - payee for refund checks when different than Customer Bill-To
• Email Statements - recipient for email statements


Refund Refundee

Refund Refundee lets you set a payee for refund checks when different than Customer Bill-To.


Profit and Loss by Department

Profit and Loss by Department exports Profit and Loss results for Departments, Unclassified (entries without a Department), and Totals. (6976)


Instant Upgrade

Putting new Big Business on ten or 20 computers? Upgrading Microsoft Office or Microsoft Outlook? Getting the newest macOS or Windows Update?

Big Business 12 solves common chicken-and-egg problems so you can install and instantly switch to a new version.

Then, instantly switch again for a new version of Microsoft Office, new macOS, or latest Windows Update. (6974)


Duplicating Kits

When you Duplicate an Item that has a Kit, Big Business duplicates the bill of materials (BOM) so the new item has the same Kit.


Sales Sorted by Customer

The Sales, sorted by Customer (Last Year Comparison, Month and YTD) report is customized to provide invoice totals by customer for a month-to-date and year-to-date and the same for one year prior. The report will contain sales totals for each customer for This Year and Last Year, as well as the Difference and percentage difference, along with City, State, and Phone 4 for each Customer. The repor


Unlock Taxable

Unlock Taxable lets you set select users who can access Taxable and Exempt settings when Lock Taxable is enabled.

This Solution provides details. (6960)


Lock Taxable

Lock Taxable blocks users from change Taxable and Exempt settings on Customers, Contacts, Items, Quotes, Orders, and Invoices.

This Solution provides details. (6959)


Sporadical Trial

We receive a lot of requests to run an additional Trial of an Add-On. This happens when the first Trial goes well, prompting a revision of budget, or shifting of timeline, or an update of items. Meanwhile, the Trial ends and there is just one more thing to test. Now you can just click Trial again.


New QuickSupport

Big Business has QuickSupport built-in. QuickSupport enables remote support. Just turn it On and provide us the ID and we can connect to see and help with any problems.

Big Business 12.6 updates QuickSupport to be compatible with macOS Catalina. Per usual with a big change we try and make it work exactly the same, to start.

(6946)


Ready Checkbox

The Ready Checkbox appears on the Billing tab of Invoices to indicate the invoice will be sent automatically (by EDI, a procurement system, or online invoicing). When sent, the Ready checkbox will be unchecked and the Sent Checkbox will be checked.

To re-check the Ready checkbox manually, you must un-check the Sent checkbox first.

See Sent Checkbox linked below for details. (6842)


Add Contacts

Big Business 11 adds the Contacts tool for quick access to phones, emails, and shipping addresses, where you need them.

This Solution provides details. (6747)


Billing Addresses

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)


System Dates

Big Business uses System Date settings, from the Language and Region control panels on your computer, to display and calculate dates. If you notice a problem, you can Disable System Dates in the Company card, to test. Either way, please contact support@bigbusiness.com with any date-related issues.

This Solution provides instructions for disabling this feature if needed. (6938)


Send Attachments

Send Attachments puts a Send Checkbox in Docs, to choose Documents and Notes that are allowed in email, and a Send Menu in Print Options for selecting which to send.

Emailing Documents and Notes is two steps:
• in Docs click the Send Checkbox to allow a Document or Note to be emailed
• in Print Options use the Send Menu to choose from allowed Documents and Notes

This makes it easy to pick a fe


Purchase Weight

Requisitons, Purchase Orders (PO's), and Bills include Weight which totals the Ship Weight for their items. (6925)


Non-Nexus Tax

Non-Nexus Tax lets you select the Tax Status to be automatically assigned when shipping to States not included in your Nexus States list.

This Solution provides details. (6923)


Nexus States

Nexus States let you list the states you need to collect Sales Tax for. This works with automation to switch the Tax Status on sales, lookup taxes using TaxJar Connect, and so on.

This Solution provides details. (6922)


Exemption Type

Tax Exempt makes it simple to override tax calculations for tax-exempt customers.

This Solution provides details. (6855)


Last Cost Update

Last Cost Update is a date for tracking the last date cost was updated for an Item. It is automatically updated when a Cost is changed or can be changed on the Item, by Import, or using Update in the Items Search.

This Solution describes using on this feature. (6602)


Department Mandatory

Department Mandatory lets you require a Department entry on all transactions. If you use Departmental Profit and Loss reports, this setting may help.

This Solution describes this setting. (6916)



Secure Help

Modern browsers alert you to non secure links, so we have updated the links to Help.


Smart Clean

Smart is generally a matter of opinion so we always have an option to Enable or Disable any smart feature, where the system makes a decision for you. Clean means fixing a false step like cut-offs from using too large a font or pixelation when enlarging a Classic icon (pictured). Since each person can choose Font Size or Icon Prefs, this setting lets Big Business make these fixes (or not).

This


Separate Windows

Big Business 12 uses separate windows on Windows (SDI). Previous versions use an application window that sits in the background (MDI).

Big Business 12.8 updates Client to improve Quit. Choose Quit from the File menu in the toolbar to Quit.

This Solution will list any hiccups. (6902)

jSDI


Resource-Free

Program Resources including pictures and text are being updated to current, non-resource formats.

This Solution will list any hiccups. (6901)


Legacy Networking

Legacy Networking suppresses new features like:
• Sleeping Clients

This Solution provides details. (6900)


64-bit Client

64-bit allows for massive improvements including:
• optimization for future operating systems
• unlimited resources for performance and scalability


Smart Save

Smart Save allows instant updating of records. For example, if you are entering an Order and make changes to a customer address or credit card details these changes can be immediately saved so they are available to others and not lost if you cancel.

This Solution will provide details including instructions to disable if unwanted (6896).


Cloud Optimized

Cloud Optimized describes changes in Big Business Server for better performance on shared hardware and remote connections. If you put Server on Amazon, Azure, or another VPS or remote solution, reports and other operations can be slow. Cloud Optimized reports use modern, in-memory processing.

This Solution provides additional details. (6895)


EDI Reference

Big Business 11.20 updates Middleware to include return fields for EDI including:
• EDI_Reference
• EDI_Date
• EDI_Time
These allow your system(s) for EDI to post back transaction updates, like showing an invoice was sent via EDI, in exactly the same way Shipping posts back Tracking so any Big Business user can see what they need to confirm and details they might need to follow up.

This soluti


Advanced Bill Prefs

Advanced Bill Prefs include:

• Edit Ext Cost - lets you edit extended cost to calculate unit cost

(6881)


Bill Prefs

Bill Prefs include:

• Default Entry Tab - set the Bill or Expanded Bill tab to open automatically

• Receive Over - lets you set a warning or prevent save of Bill that receive over the amounts specified on your PO

• Print In Notes - automatically include Vendor Code, Our Customer #, Total Quantity, or Boilerplate text in the Notes box when printing built-in Bill forms

(6880)


Advanced PO Prefs

PO Prefs include:

• Add PDF

• Edit Ext Cost - lets you edit extended cost to calculate unit cost

(6879)


PO Prefs

PO Prefs include:

• Next PO # - set the number for the next PO

• Default Entry Tab - set the PO or Expanded PO tab to open automatically

• Print In Notes Field - automatically include Vendor Code, Our Customer #, Total Quantity, or Boilerplate text when printing built-in PO forms

(6878)