ShipStation Auto-Run
ShipStation Auto-Run is not added yet to automate the continuous exchange of orders.
ShipStation Orders will run batches to invoice at end of day and reconcile shipments.
To process, import Customers, then import Invoices, then repeat Customers to check. ShipStation allows a maximum of 200 orders per batch including Redacted or Return.
Exclude Codes
Exclude Code let you set a Prefix to ignore when automatically matching. Some users and companies put ZZ in front of the Listing of Customers that are no longer useable.
For Folder Connect, to import custom files, go to Folder Settings and click Advanced. In the Exclude Code field enter the code you put before defunct customers, such as zz.
This feature is for convenience. Setting Customers as Inactive is an option to consider.
ShipStation Connect
ShipStation Connect helps you ship using ShipStation to get the best rates for carriers.
Stores Locked
Stores Locked is updated to work for Tool Access in addition to All Access, a default.
Stores Admin
Stores Admin will bring together more of the options for Stores to sort orders or sales.
PO Prefix
PO Prefix helps identify the customer for an imported PO by matching coded prefixes.
In Folder Settings enter a number, like 5, of characters for the prefix to use for matches.
PO Prefix is used when multiple customers or no customer is found and the PO Prefix is not entirely numbers but contains a code that the customer uses to separate entities.
Order Auto-Imported
Auto-Imported is added to Reponse to identify Orders imported with Folder Connect.
Folder Connect lets you import Orders from an online folder and send back Invoices. Auto-Import is added in the Response field to clarify an Order is from Folder Connect.
Invoice Auto-Imported
Auto-Imported is added to Reponse to label Invoices for Orders from Folder Connect.
Folder Connect lets you import Orders from an online folder and send back Invoices. Auto-Import is added in the Response field to show when an Invoice can be sent back.
Sent OK
Sent OK lets you know an Invoice was sent successfully using Folder Connect service.
Add the Response column to the Invoices List and you can see automatic task results.
Set Ready
Set Ready shows as an action in the Response to help you track the status of Invoices. Response entries are listed in reverse order with latest entry on the left of a Response.
Depending on your Access you might select Mark Ready or click the Ready checkbox. Ready tells BigBusiness to send the invoice using its Export Invoices settings assigned.
Once the invoice is marked as Ready, it will automatically processed and reset to Sent. An invoice marked as Sent cannot be Set Ready and will have Response of Not Ready.
Conversions Completed
BigBusiness 15 completes more conversions of custom code and UI to modern objects.
Tax Button
Tax Button helps you create customers in AvaTax Exemption Certificate Management.
On a new Customer click the Tax button after filling in Company Name, Code, Email and Shipping Address. This will immediately create a new customer in AvaTax ECM.
Tax Names
Tax Names shows you the name of the Sales Tax for the current Quote, Order, Invoice.
Tax Names is enabled by choosing Use Sales Tax Names in the Customer Prefs screen. This changes the label for sales tax from the word Tax to the name of the selected tax.
Tax Messages
Tax Messages are returned by the Tax Button, when clicked, from the original source.
Pictured, a message from AvaTax, adding a Customer, requires a postalCode, aka Zip. BigBusiness connects you directly to the source and sends you the message, unfiltered.
Contact support@business.com if you get stuck interpretting a random Tax Message. Links on the dialogs take to you to the online Solution for the message which can help.
AvaTax Non-Nexus
AvaTax Connect can use the Non-Nexus Tax Status you choose on the Company card.
AvaTax Connect automatically switches the Tax Status on sales to align the accounting and reporting. Setting a Tax Status to use for non-taxed states completes the reporting.
AvaTax Checklist
AvaTax checklist is an itemized setup list to ensure all transactions are properly taxed.
You will receive a list of steps for creating Sales Tax Payable Accounts and Tax Status entries BigBusiness will choose automatically to align accounting and reporting results.
Tax Mix
Tax Mix lets you run a mixture of sales tax solutions such as using built-in calculations for local and a service for other states where you have economic nexus by volume.
This needs to be coordinated with customized setup for your company and sales taxes. You will receive setup intructions to automate Tax Status settings and service lookups.