Stores Accounting Presets
Accounting Presets let you control accounting for your different Stores, real or online. You may want your Online Store to post income differently to better match its costs.
Connect options that bring in customers and orders automatically, can set Stores, too. This way your accounting or other presets are applied to all transactions for the store.
Mail Notify Note
Mail Notify automatically notifies you of events using your email address, first.
If your email address is not available in your Employee card, it sends you a Note.
WooCommerce Out-of-stock
WooCommerce Connect lets you set stock for your items so they are not oversold.
Turbo Mode
Turbo Mode groups import and export files for fast processing and clean notification.
BigBusiness allows time for FTP file transfers and runs multiple connections in series. Turbo Mode handles multiple files for one connection at once. This may delay others.
To enable Turbo Mode turn on Enable Timestamps in the Folder Connection settings. If you are using Mail Notify you will automatically receive more orders per email, too.
Chapter 160 Mail Notify Admin
Mail Notify is simple to administer. Start by describing the Event you'd like to report.
Say you would like an email of all orders imported from an online store, every 4 hours.
Email Address
Email Address has been added to Employees Search to help you manage Mail Notify.
Employees' Email Addresses are used for emails sent by Mail Notify for easy control.
Send From
Send From is a checkbox in Mail Notify settings that lets you use the recipient's email.
My Prefs includes your Send From setting where you can enter your email account(s).
Each User can set their email accounts they want to email from with BigBusiness Mail.
Click Send From, after Send Notifications To to use their account to send notifications. Then click Test to verify they receive an email using their current setup and Send Mail.
Ampersand Fix
Ampersand Fix corrects incoming XML files where they are not properly encoded.
This option was applied for some Folder Connect operations automatically and is now optional. In Folder setup, on the Advanced tab, click the checkbox for Ampersand Fix.
Account Code
Account Code helps you manage multiple Customers for one Folder Connect Account.
Code is an entry you create to prepend to Listing, Company Name or Customer Code.
Enter "ABC-" and Big Business will look for "ABC-Company Name" when importing.
To work the Code must be added to Customers for lookup. For ecommerce options this can be done when Big Business adds Customers. For other situations it is DIY.
Multi-Customer
Multi-Customer is a checkbox on Connect options to use multiple customer matches.
If you have one customer with multiple customer cards you can use an ID to separate. This allows you to import orders for any and assign correctly to one match using ID.
Test Success
Test Success is a setting for Notify options to track a task and report only incomplete.
This setting can be automatically assigned by Event choice or customized as you need. Invoice Number reports after checking the saved invoice is completed and not missing.
Real Time
Real Time is an automatic setting for notifications which need to be sent as they occur.
Invoice Number reports when an operation takes an invoice number but does not save. For example, printing needs the number to print but may crash and erase pending save.
Big Business is transactional for data integrity and does not save any changes in cancel. A lost invoice does not change accounting or inventory but may still have incremented.
Triple Check
Notifications let you know about changes, but specific changes like an Order Imported.
Order Imported lets you know when a new order comes in from the selected Account. It is watching for new orders but double-checking and reporting only from an Account.
This helps reporting each account to the right person but can be confusing with many. Also, some notifications triple check and may need the customers' Notify Reference #.
Invoice Number
Invoice Numbers are issued when the invoice will be printed and saved, if all goes well.
Add a Notification for Invoice Number to know immediately when it does not go well. A problem with a computer or printer could prevent saving, or someone might Delete.
Your accountant will like not having missing invoices. Your IT will like knowing to fix.
iPad Barcodes
iPad can read Barcodes using its camera--not super speedy, but camera is always there.
For fast scanning add a bluetooth scanner such as a simple handheld. When you forget, simply tap the Barcode button on the iPad and point the camera at the barcode to read.
Server-Side Optimization
Server-Side Optimization is just a fancy way of saying, runs on Server, so it goes fast.
Mail Notify is updated to run on Server. The report for Customers by Exempt Expiry is also updated. Depending on results, others may follow in short order, that is, asap.
Mail Auto-Send
Auto-Send is the option to automatically send email found in Send Mail account setup.
BigBusiness lets you add your email account in Send Mail setup and set to Auto-Send. Messages created in BigBusiness or in Mail Notify and then be set to Ready and send.q
Mail Ready
Ready lets you set a message as ready to send, so BigBusiness can automatically send.
Mail Sent
Sent is automatically assigned to mail that is emailed successfully.
Mail Skip
Skip can be automatically or manually set for mail that cannot be sent, to stop trying.
Send From
Mail Notify can use the Send From account set on Company card, Advanced Options.
Send From on Company card lets you use a general purpose email account for sending.
To use your own account, add it in Send From in My Prefs where only you can use it.
Then on Mail Notify check the checkbox for Send From next to Send Notifications To.
Mail Notify Settings
Mail Notify Settings let you create custom messages you want emailed to notify you.
For an event like Order Imported you might want an email telling you the new Order #. Choose the Account (Store Name), Event (Order Imported) and add details (Tag Text).
When orders arrive or are shipped you can receive an email wherever you are to know.
Chapter 60 Mail Notify
Mail Notify helps you keep up with Events in your system, such as Orders Imported.
Auto-Connect options get your ecommerce or customer procurement orders on the fly. Auto-Pilot lets you get orders when you're ready. Either way, it's nice to know about.
Mail Notify can send you an email to let know you have a new order or new shipment. Events you need to know about, or share, can be set to fire off emails with full details.
Mail Notifications
Mail Notifications shows you a list of Mail Notify actions. Please name them clearly.
The initial function of Mail Notifications is to let you know about new orders, so New Orders seems like a good name but even better with details of where from or for whom.
Online Orders or ABC Orders might tell you the source or the customer to keep clear. You may have multiple Mail Notifiy actions for automated connections or customers.
Mail Notify
Mail Notify lets you set up automatic notifications by email system changes.