Company Sent PDFs

Sent PDFs automatically keeps copies of PDFs sent by emailing or saving PDFs from transactions.

Saving an invoice, the Advanced Print Options let you Email or Save As PDF to send.

Enable Sent PDF in Company, Advanced to have a copy automatically saved in Docs.



  Chapter 213 Company

Company card on the System toolbar collects and protects your system-wide settings.



  Retired ShipStation

ShipStation ODBC was not reliable. Instead of ShipStation API it used older ODBC.

ShipStation API never got traction. It can be readily connected to as a customization.



  WooCommerce Sites Controls

Sites Controls help link your web stores to update inventory and pricing in real time.

If your company has multiple web stores, such as for retail and wholesale, these might need to immediately Update Pricing when your costs change, which BigBusiness does.

Sites Controls help you set Links from BigBusiness Items to your web store Products. Links help you manage which sites get which items' newest prices or inventory counts.



  Sites Controls

Site Controls help you Link your Items and web store Products to automate updating.

If you have more than one web store and rely on Update Product, Update Pricing, and Update Availability options, you need an easy way to see which Items update where.

Site Controls let you set up linking you can view in the Items Search to fully manage.



  WooCommerce Delete

WooCommerce Delete lets you remove unwanted WooCommerce Settings.



  BigCommerce Auto-Create

BigCommerce Auto-Create lets you set Update Products on Auto-Create to create new Products in BigCommerce when you use the Upload option in Items Search.

Link-Only assumes your catalog is perfect and you just need to link Items to update. BigBusiness can set pricing and inventory on BigCommerce the minute it changes.

Auto-Create assumes you want to create new Products in BigCommerce for Items, too. Click Upload on Items and existing will be linked and new be added as possible.



  WooCommerce Upload

WooCommerce Upload lets you Link your Items to your Products in WooCommerce.



  WooCommerce ID Searches

WooCommerce ID can be added as a Column on your Items Search to show you Links.

WooCommerce ID helps identify the Products on your WooCommerce that are linked. Set Update Pricing and when the Item Price changes, the WooCommerce price changes.

You can Find, Sort, and Filter--enter a Hash mark for Not Equal To blank--to see IDs. If there is an ID, that is the Product that will get automatic updates for price or count.



  WooCommerce Warehouse

WooCommerce Warehouse lets you set a default Warehouse for new orders from Woo.



  WooCommerce Multiple Sites

WooCommerce Plugin lets you connect to multiple WooCommerce sites, concurrently.

In Company card, Connect Settings tab, click WooCommerce Settings and click New.



  Barcodes Search

Barcodes Search help you manage barcodes you use for looking up items by scanning.

Barcodes might include any UPC's that are preprinted on products you buy and sell. If you break down, re-package, or split items you may have barcodes for each Unit.

You may also have different barcodes for the same item from different sources. Barcodes Search helps you review and manage these separately from Part Numbers.



  Barcodes Prices

Barcodes help you enter items, which then load their correct pricing based on settings.

Part Numbers, on the other hand, can include a Customer Price or Vendor Cost to use, but only work with their assigned Customer or Vendor and correct settings to activate.

Barcodes are a fast and accurate way to add items without typing or entering yourself.



  Qty Prices Search

Qty Prices Search is a tool for managing quantity pricing entries, which may be many.

Qty Prices Import assumes you are adding new entries for new price breaks and does not delete old or check for duplicates. If you do not Delete you may get duplicates.

To change prices, use the Qty Prices Search to Export and Delete. Then update the exported entries in spreadsheet and import anew.



  Super-Click Sales

Super-Click Sales options let you go from Quotes, Orders, Invoices to the Customer.



  Super-Click Icons

Super-Click Icons help you see where menu choices lead, like to a Search or a History.



  Super-Click Replay

Super-Click Replay rewrites each menu to add Actions to only the best Show options.

For example, Purchases shows Last Purchases and New Invoice creates a new invoice. You get the best Show menu options and most useful Action buttons.



  Pictures PICT Error

PICT was an Apple Macintosh picture format that did not survive due to complexity.

The Database used for BigBusiness recognizes a huge number or picture formats, so you can drag in JPEG or PNG or TIFF, but not PICT. And old PICTs look like this...

If you see this icon it means your picture is PICT format and cannot be displayed. Unfortunately this means the picture needs to be recreated to be in a useable format.



  Super-Click Prefs

Super-Click lets you right-click on a row in a search to use the Show menu for the row.



  Gemini Update

Gemini Update includes changes for Gemini models that are no longer in Preview only.



  Shopify Order Code

Order Code lets you add a prefix like "S-" to order numbers imported from Shopify.

This helps avoid duplicating existing order numbers, which BigBusiness can check for, and lets you sort new orders from Shopify separately from other orders you enter.



  UX Trial

UX Trial lets you try custom settings that help large companies foster independence.

With more users there is a wider range of need ranging from safe to living on the edge. By adding controls, and adding exceptions, you meet needs of newby and power user.



  Default Printer

Default Printer is a custom setting to override printing and extend automatic settings.

It's nice when Print Options are preset and you can just OK to print. As you grow, you may need more options for your different Customers, Stores, Units, Images, etc.

Default Printer helps bring a sprawl of forms into control without editing variations.



  Chapter 63 User Experience

User Experience adds tools to extend protection and flout convention at the same time.

UX Controls let you choose settings that protect data while empowering power users.



  Archive Note

Archive will send a Note to let you know about events with live-archived server data.

The Note pictured says, "no such table" indicating the requested data is not available.