Chapter 69 Cloud Server
Big Business Enterprise supports the option to put the Server in the cloud.
This chapter describes setup and optimizations.
Don't Get/Set/Use
Big Business 13 adds a setting for BigCommerce to ignore Orders but continue to automatically process inventory updates.
Shopify API
Big Business can report Deprecated Calls for the Shopify API you are currently using. Just click the Report button in Shopify Setup and the Paste the result into an email and we can help you update to a more current API version, if needed.
Chapter 74 Barcodes
Big Business has options for using Barcodes, including:
• Alternate Item Codes for matching preprinted Barcodes like UPC's
• printing Barcodes on built-in forms
• printing Barcodes on Custom Forms
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Ecwid Fields
Big Business 12.32 updates Ecwid Fields. Ecwid Connect is an add-on for Big Business that lets it get Customers and Orders automatically or on demand from Ecwid Ecommerce.
Automatic settings are updated. If you have custom Mappings saved, you will need to update them. This Solution provides details. (7176)
Link-Only
Link-Only lets you connect your Items in Big Business to the matching products in your web store. Big Business does this by looking up the Item Code in the Product SKU, for example, and capturing the Product ID. Big Business can then update your online inventory in real time.
This Solution describes this entry. (7171)
Update Availability
Update Availablity lets you update your online inventory in real time. If you have 10 Widgets and sell 2 in your online store, it now thinks you have 8. If you then take a phone order for 5, you need to update the store so it knows there are only 3 left. Big Business can do this for you automatically. (7170)
Upload Items
Click Upload on the Items Search to update Products in your online store.
This tool is restricted by Employee. Once you have Connect enabled for your web store, you must set Allow for each employee.
This Solution provides details. (7168)
BigCommerce II
BigCommerce Connect II extends the connection from Big Business to your BigCommerce store to update Products and Customers, set customer-specific pricing, and more. Fully automatic and fully customizable, it enables powerful functions for wholesale B2B (business-to-business) or retail B2C ecommerce.
This Solution provides details. (7167)
Connecting Remote Client
When you launch Big Business Client it displays any locally available Big Business Server on the Available tab. To connect to a remote Server enter a Name and IP Address on the Custom tab.
This Solution provides instructions for connecting to Big Business Server from a remote Client. (5528)
Customer UoM Count
Customer UoM Count is an option for Part Numbers that helps you manange part numbers for specific customers to include purchase quantities.
This option is designed to work with Units of Measure.
Customer Price
Customer Price is an option for Part Numbers that helps you manange part numbers for specific customers to automate pricing and preset purchase quantities.
Units on Imports
Big Business includes Fields on Imports for Units of Measure:
• UoM Abbrev. - abbreviation for unit of measure
• UoM Count - count for unit of measure
• UoM Qty - quantity for unit of measure
• UoM Price - price for unit of measure
This Solution describes using Units on Imports. (7154)
Web Notify List
Web Notify List shows you the entries you have created for automatic notifications when you click the Web Notify button on the Company card, Company Prefs tab.
Tax Code
Tax Code is a new field on Item card, History tab, used to assign a Code for sales tax lookup. Different systems have different code formats so this is simply a text box.
This Solution provides details. (7129)
TaxJar Categories
TaxJar maintains a list of product categories for items that are exempt or taxed a reduced rates in some jusrisdictions. With this option, you can assign a Code and have it automatically applied. For example, Food & Grocery has the code 40030 and may be exempt from State tax in some states.
This Solution provides details. (7128)
Order References
Order References are extra fields you can import with Orders, namely:
• Ref Order Number
• Ref Order Tax
• Ref Order Total
• Ref Item Tax
• Ref Item Tax Code
These entries are for reference and may or may not be used to replace calculated results. You might use Ref Order Number to have the order number from your web store to put on Notifications.
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TaxJar Response
Big Business uses the Response from TaxJar to record tax details and generate reporting with names of States, Counties, Cities, and Special Districts, along with Rates and Amounts.
This Solution provides details. (7126)
Chapter 28 BizApp Connect
BizApp Connect is an Add-On for Big Business Enterprise to connect a custom app for iPad or iPhone. It uses the Web Server in Big Business Server, a custom data format, and FileMaker , which is Apple's database.
BizApp 13
BizApp is for iPad and iPhone for reviewing Invoices, Customers, and Items from Big Business. To use, you need Big Business Open edition and the Web Server Add-On.
BizApp 13 is an update using latest versions of Apple's database for testing with Big Business 13 to run on Apple's newest operating system, Big Sur.
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Web Notify Setup
Web Notify is simple to set up. Enter the Endpoint provided by your customer, or for the service you want to notify, and choose a Notify Event, like Order Tracking.
Web Notify Registering
This Solution describes Registering Web Notify. (7121)
Chapter 59 Web Notify
This chapter describes Web Notify tools and features, which are found in System toolbar and tools. (7120)
Web Notify Error
Web Notify will send a Note with an Error if there are any problems with a posting.
The error will include JSON of the posting and response. Json.org tells us JSON is "easy for humans to read and write." It is also easy to Copy and Paste into an email to support@bigbusiness.com.
This Solution tells you how to decipher. (7119)
Order Tracking
Order Tracking is a new feature to put the latest Tracking number on an Order so it can be used in Searches or Notify options.
In the picture Tracking has been added (+) as a column on Orders search, "1z234" has been entered in the column search box above the column, and a matching order has been found.
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Web Notify Settings
Web Notify lets you send notifications to any Endpoint for Webhook, Trackback, or similar.
Web Notify Settings include an Event and Text you want sent when the event occurs.
This Solution details the settings.
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Web Notify
Web Notify lets you send notifications to any Endpoint for Webhook, Trackback, or similar.
Your customers' developers like API's that let them set a Webhook to receive a automatic callback or push notification of a future event, like a shipment.
Now you can set this for them so their system receives instant notification when you ship.
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Shopify Maps
Shopify Connect automatically connects Big Business to your Shopify store. Using the Shopify tool on the System toolbar you can view and edit Shopify Maps to make needed changes.
For example, the Automatic setting for Import Orders brings in Item and Qty but not Price. If you have a special price on Shopify, click to include it and Save As... MyShopifyOrders. Then in Shopify Settings select yo
Custom Validation
Validation is testing that a record is ready to save. An Invoice must have a Customer.
Custom Validation adds tests you have requested. If an invoice has Units of PAL there must be a line item for Pallet Deposit.
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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.
ShipStation PostBack
To connect ShipStation to Big Business you need to set up the Shipping Connect add-on (or let us do this for you) and in the ShipStation ODBC Client configure a Store to use Custom Queries including BatchOrder.sql with contents below.
This Solution provides example of file contents. (7083)
ShipStation ODBC
To connect ShipStation to Big Business you need to set up the Shipping Connect add-on (or let us do this for you) and in the ShipStation ODBC Client configure a Store to use Custom Queries.
This Solution describes creating this setup. (7101)
ShipStation BatchOrder
To connect ShipStation to Big Business you need to set up the Shipping Connect add-on (or let us do this for you) and in the ShipStation ODBC Client configure a Store to use Custom Queries including BatchOrder.sql with contents below.
This Solution provides example of file contents. (7083)
Cash Payment Method
In Store Prefs you can select Payment Methods for Cash, Check, and Card. Cash Payment Method engages features to make change from a tendered amount. It also lets you have the same or different Payment Method for Cash for different Stores, which can help speed up tasks like counting out or making a deposit.
Check Payment Method
In Store Prefs you can select Payment Methods for Cash, Check, and Card. Cash Payment Method engages features to make change from a tendered amount. It also lets you have the same or different Payment Method for Cash for different Stores, which can help speed up tasks like counting out or making a deposit.
Cash Payment Method
In Store Prefs you can select Payment Methods for Cash, Check, and Card. Cash Payment Method engages features to make change from a tendered amount. It also lets you have the same or different Payment Method for Cash for different Stores, which can help speed up tasks like counting out or making a deposit.
Cash Payment Method
In Store Prefs you can select Payment Methods for Cash, Check, and Card. Cash Payment Method engages features to make change from a tendered amount. It also lets you have the same or different Payment Method for Cash for different Stores, which can help speed up tasks like counting out or making a deposit.
Emailing with Rackspace
You can use Big Business Mail to send emails directly, without using a desktop email client like Microsoft Outlook or macOS Mail.
This Solution provides setup details for Rackspace. (6709)
Ecwid Auto-Connect
Ecwid Connect can run automatically to check for new orders. Select someone to Send Notifications To and click the Auto-Connect checkbox, once you have tested your other settings. (7093)
Ecwid Store
Ecwid Connect can automatically assign a Store to new Orders being imported.
Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or e-commerce sites. Stores replace Channels, adding features and ease of use like automatic accounting, cash drawers, and more.
This Solution tells you how to enter credentials from WooCommerce into Big Bu
Ecwid Imports
Ecwid Connect uses import mappings to bring in data from Ecwid. To start, choose Automatic for both Import Customers and Import Orders. Then if you need additional information, create your own mappings. (7090)
Ecwid Tokens
To connect Big Business to Ecwid you need to log into your Ecwid Dashboard, go to:
https://my.ecwid.com/store/{store-id}#develop-apps
and click Create to create a new app connection. Then copy the Tokens into Ecwid Setup in Big Business.
This Solution tells you step-by-step how to get Tokens. (7088)
Ecwid Registering
This Solution describes Registering Ecwid Connect. (7087)
Chapter 53 Ecwid Connect
This chapter describes Ecwid Connect tools and features, which are found in System toolbar and tools. (7085)
ShipStation CountOrders
To connect ShipStation to Big Business you need to set up the Shipping Connect add-on (or let us do this for you) and in the ShipStation ODBC Client configure a Store to use Custom Queries starting with CountOrders.sql.
This Solution describes creating this file. (7083)
Chapter 55 Works With
This chapter describes Systems and setups that Big Business 12 works with, including:
• macOS 11 Big Sur that is not yet released by Apple
• Windows 7 that is no longer supported by Microsoft
• new and old email clients like Outlook 2019, 2016, and 2013
No guarantees, but the answer is usually Yes we can make it works as is, instantly, and you can update as needed and have it working again, in
Gmail Authentication
Big Business Mail can send emails directly. For Gmail you need to authorize Less Secure App Access to avoid an AUTHENTICATION error (10113, pictured) in Big Business Mail. Go to your Google Account to Security to Turn On or Learn More.
This Solution provides setup details for Gmail. (7078)
Modified Timestamp
Sales Orders (SO) now include a Modified Timestamp field (ModMyTimeStamp). This field was added to meet a ShipStation requirement for their ODBC Client.
This Solution describes this option. (7077)
Ecwid Error
Ecwid Connect will respond with an Error if there are any problems with a request. If you turn on Auto-Connect you will receive any errors in a Note.
Big Business requires that you map IDs (error pictured).
This Solution provides details. (7073)
Ecwid Settings
To connect Big Business needs Tokens from Ecwid. These are generated in the Ecwid Tokens step described previously and copied into Ecwid Settings in Big Business.
This Solution tells you how to enter credentials from Ecwid into Big Business. (7072)
Save Email from Outlook for Mac
Big Business can save Emails from Outlook for Mac so they are stored in Big Business--attached to any transaction--and can be opened by other users.
Click once to highlight the email, then drag and drop onto Docs folder button on any Big Business transaction. Wait for the Docs counter to increase by one, and it's done.
This Solution provides details. (7070)
Modified DateTime
Sales Orders now include a Modified DateTime field named, ModMyDtTm. Added for ShipStation ODBC Client requirements, and not needed for their Custom Queries, it provides a simple way to see the last time an Order was modified in Big Business when reading from MySQL.
This Solution describes this option. (7069)
WooCommerce Auto-Connect
WooCommerce Connect can run automatically to check for new orders. Select someone to Send Notifications To and click the Auto-Connect checkbox, once you have tested your other settings. (7068)
WooCommerce Imports
WooCommerce Connect uses import mappings to bring in data from WooCommerce. To start, choose Automatic for both Import Customers and Import Orders. Then if you need additional information, create your own mappings. (7067)
WooCommerce Status
WooCommerce Connect finds Orders to import by using their Status. "Get Orders With Status" should be set to "Processing". "Set Orders to Status" should be set to "Completed".
WooCommerce Statuses include:
Pending - order received but unpaid
Processing - order is awaiting fulfillment
Completed - order is fulfilled
WooCommerce Store
WooCommere Connect can automatically assign a Store to new Orders being imported.
Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or e-commerce sites. Stores replace Channels, adding features and ease of use like automatic accounting, cash drawers, and more
This Solution tells you how to enter credentials from WooCommerce into Bi
Verify Peer
Verify Peer is security feature to check the certificates of systems you may connect to such as a payment gateway or ecommerce site. In some cases you may want to disable this feature temporarily.
This Solution describes this option. (7064)
WooCommerce Error
WooCommerce Connect will respond with an Error if there are any problems with a request. If you turn on Auto-Connect you will receive any errors in a Note.
Big Business requires that you map IDs (error pictured).
This Solution provides details. (7062)
WooCommerce Settings
To connect Big Business needs an API Key from WooCommerce. These are generated in the WooCommerce Setup described previously and copied into WooCommerce Settings in Big Business.
This Solution tells you how to enter credentials from WooCommerce into Big Business. (7061)
WooCommerce Setup
To connect Big Business to WooCommerce you need to log into your Wordpress Dashboard to create a Key for the REST API.
• set Read/Write access
• copy Consumer Key and Consumer Secret into Big Business
This Solution tells you how to generate an API Key. (7060)
WooCommerce Registering
This Solution describes Registering WooCommerce Connect. (7059)
Chapter 54 WooCommerce Connect
This chapter describes Woo Connect tools and features, which are found in System toolbar and tools. (7058)
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)
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)
Credit Limit
Shopify Connect automatically connects Big Business to your Shopify store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.
Big Business 12.18 fixes Import Customers, used by Shopify Connect and other modules that "import" customers, to set the Default Credit Limit. This may help you manag
Shopify Fields
Shopify Connect automatically connects Big Business to your Shopify store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.
Big Business 12.17 adds Shopify Fields like Tipping and Shipping, missing from the short list for custom mapping.
This Solution provides details. (7032)
Shopify ID
Shopify Connect automatically connects Big Business to your Shopify store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.
Big Business 12.17 adds Shopify ID to Customers, Items, and Orders for fast linking and future features.
This Solution provides details. (7031)
One Minute
Big Business 12 adds new support for Remote Client, Secure Mode, and allowing your computer to Sleep. Together these support Instant On for instant access to your data.
There a few situations where you may need to wait one minute:
• Server Update
• Internet Reset
• Loading Docs
This Solution will provide details. (7029)
Outlook Solutions
Big Business prints PDF's of transactions and attaches them to email messages in Microsoft Outlook
This Solution will provide details. (7028)
Las Vegas
To demonstrate remote connections we set up a Mac Mini in Las Vegas. You are invited to connect to the Demo File.
This Solution tells how. (7003)
File Transfer
Folder Connect is an option to import and export files from a remote folder that uses File Transfer. Big Business supports FTP, SFTP, and FTPS protocols.
This Solution provides details. (7002)
New States
Big Business lets you immediately use the TaxJar Connect add-on for getting taxes for New States, where you have a new need to file, without disrupting your existing Tax Statuses for your old states. Also, if you are using TaxJar Connect, you can add new New States readily.
This Solution describes using this option. (6999)
Hide ETA
Hide ETA changes the Order window to omit ETA, making room for Description2, and show Ship Date, instead.
This feature is being tested. (6987)
Item Preset
Item Preset lets you choose a calcuation or automation to apply to the item.
Presets include:
• Built - the item is built from other items
• Bundle - the item includes other items
• Count - the item sets its Qty to a count of other items
• %Taxable - the item sets it Price to a percent of taxable items above it
This feature is being tested. (6983)
Add Column
Add Column let you choose additional columns to show on Search Lists. Click Add (+) and then click on a column to add. (6982)
Email Statements
Emailing Statements is being added as a customization. To start, an Email Statements checkbox has been added to the Contact window that appears from Additional Contacts. This lets you set a recipient. (6979)
Export Invoice
Folder Connect lets you set an online folder to check for import files. This online folder has a unique URL just like any address you put in a browser. Enter the URL carefully so it will always work. If you have any questions, email support@bigbusiness.com for help.
This Solution provides details for entering a Folder URL. (6931)
Dark Prefs
Dark Prefs is a Test for adding Dark or Light appearance. It will not be usable until all screens are updated for color switching.
Choices for Dark Prefs are:
• System Setting
• Classic
• Dark
• Light
This Solution describes the settings. (6958)
TaxJar Report, Expanded
TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar. TaxJar Reports let you Export or Print the data you get from TaxJar--like State, County, and City results--for auditing and reporting.
This Solution provides details. (6890)
Search Extras
Occasionally we receive a request for an extra field to be added to a Search and its Export (or the Update tool that changes many records at once). So now we pop it into the list that you can Add(+) and Export (or the Update tool). Since this does not change the standard Export function it is less disruptive, but you may need to know the following. (6952)
ShipStation Support
ShipStation is a web-based ecommerce shipping platform. It connects to ecommerce providers (eBay, Amazon, etc) and to shipping carriers (UPS, FedEx, USPS) to streamline order fulfillment for online businesses. It is a subsidiary of Stamps.com.
This Solution provides information. (6950)
Chapter 21 BigCommerce Connect
BigCommerce Connect makes it easy to connect and share data with the ecommerce solution, BigCommerce. This chapter describes BigCommerce Connect tools and features, which are found in System toolbar and tools. (6948)
BigCommerce API
BigCommerce Connect allows Big Business to connect and share data with the ecommerce solution, BigCommerce. To connect Big Business needs an API Token which you create in your BigCommerce Dashobard and copy into Big Business.
This Solution describes creating an API Account with BigCommerce. (6947)
Destination States
These states were listed as destination-based (c. 2017):
Alabama (AL), Arkansas (AR), Colorado (CO), Connecticut (CT), District of Colombia (DC), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY), Louisiana (LA), Maine (ME), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Nebraska (NE), Nevada (NV), New Jersey (NJ), New York
Origin States
These states were listed as origin-based (c. 2017):
Arizona (AZ), California (CA), Illinois (IL), Mississippi (MS), Missouri (MO), New Mexico (NM), Ohio (OH), Pennsylvania (PA), Tennessee (TN), Texas (TX), Utah (UT), Virginia (VA).
This list may help you understand your results from TaxJar (only). (6944)
TaxJar Mappings
You can set TaxJar Connect to Automatic for tax lookup from Quotes, Orders, and Invoices. Or, you create your own Mapping by editing the automatic ones and clicking Save As in the lower right.
Big Business 11.27 and 12.6 update Automatic mappings for TaxJar to use Street and City (instead of just Zip).
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Customer Line Numbers
Line Numbers from customer PO's can be added to Orders and included on Invoices. This works for import and export to procurement systems where this is required. For adapting to another use, please contact support@bigbusiness.com. (6936)
Export To
Export To is the destination for export files, such as a remote folder for Invoices that are sent to customers purchasing systems. It can be a full URL, or a relative path, or a folder.
This Solution provides details. (6934)
Import File
Import File is the name assigned in Docs to an online file used to create an entry. For example, using Folder Connect, Big Business might import an order by downloading an XML file. This file is attached to the Order for reference.
This Solution provides details. (6933)
File Kind
File Kind lets you tell Big Business to only look for one kind of file when using automated imports in Connect tools. If you are using Folder Connect to check a remote folder, providing the Kind of file you are expecting reduces the possibility of error or confusion when the wrong kind of file is accidentally dropped in the target folder. If you have any questions, email support@bigbusiness.com
Folder URL
Folder Connect lets you set an online folder to check for import files. This online folder has a unique URL just like any address you put in a browser. Enter the URL carefully so it will always work. If you have any questions, email support@bigbusiness.com for help.
This Solution provides details for entering a Folder URL. (6931)
Folder Errors
When running normally, Folder Connect can report intermittent errors if there is trouble with your Internet connection. Or if you are setting up, it may report an error connecting at all. Or processing it may report an unexpected error like, No orders created. You may receive hundreds of errors that happened overnight--easily deleted--but you will not miss anything important.
This Solution lis
Folder Connect
Folder Connect is an option to import and export files from a remote folder using File Transfer (FTP, FTPS, SFTP). Like other Connect options it is an Add-On that connects out to a service and requires Registration and credentials to set up.
For simple file transfer you could use a service like One Drive or iCloud, instead.
Folder Connect gives you additional security and control to:
• conne
Middleware Trial
Middleware is an Add-On to share data seamlessly with Shipping, eCommerce solutions, and more. It lets you select the data to share, gives you full control of access, and offers 100% uptime.
Middleware Trial is the option to run the Add-On in Trial mode for 30 days. It is easy to try UPS, FedEx, USPS connections or try other shipping solutions, databases, and applications that run your eCommerc
Microsoft Azure
Big Business Server is a snap to deploy on Microsoft Azure. It takes only a few minutes to create a Virtual Machine with Windows Server and install Big Business Server. The trick is to set up the Networking and then put the Public IP into Big Business Clients you are connecting.
This Solution provides brief instructions. (6921)
Ebay Orders
Ebay orders coming through BigCommerce are tricky because are handled as Guest. This means they don't have Customer ID that you can use for Customer Code in Big Business.
This Solution provides options. (6915)
Customer Part Numbers
Customer Part Numbers helps you manange part numbers for specific customers, to:
• automate orders
• simplify invoices
• provide a custom catalog
• map a static catalog to changing products
TaxJar Rates
TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar. TaxJar Rates captures rate information for reporting.
This Solution provides details. (6892)