Invoices Export
Invoices Export is updated to include Customer Code when exporting for Tax upload.
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 Flex
AvaTax Services in BigBusiness let you flex your insight and analysis in full reponses.
BigBusiness uses Avalara APIs to get customer info and post transactions to get taxes. Responses from these are saved and displayed in their original format which is JSON.
This provides ultimate flexibility in changing Settings, Mappings, and more, and also keeping responses for later Reporting or additional custom functions using this data.
Customer Country
Country is required in AvaTax Customers and set to "US" if not provided in Shipping.
Country is not required for AvaTax Transactions so there is no need US.
AvaTax ID
AvaTax ID helps you confirm customers' AvaTax Exemption Certificate Management.
If you create a new Customer, BigBusiness will automatically add it to AvaTax ECM. If you edit an existing Customer, BigBusiness will confirm it is in ECM and get the ID.
On Customers Search you can Add(+) a column and select AvaTax ID to view these. Using Find you can also search for whether a Customer has their AvaTax ID assigned.
Company ID
Company ID lets you indentify your division when looking up Customers in AvaTax.
BigBusiness assumes your company has one Company ID for your AvaTax account.
Show AvaTax
Show AvaTax displays customers in your Avalara Exemption Certificate Management.
If you are using ECM to let customers upload certs and provide proof of exemptions, it may be handy to check from a Customer what contact information AvaTax is using.
Go to the Customer card, click on the Show menu, and choose AvaTax to display this.
Service Code
Service Code lets you enter a code to add to entries, like Orders, coming from a service.
Services for ecommerce can create Customers in BigBusiness and you may want to add WEB- or ABC- to show these came from your web store or "abc" store, automatically.
Adding the code to the ecommerce Order Number will help your team know its source.
Code Wildcard
Code lets you enter a prefix for Customers created by a connection or to find matching.
Entering a Wildcard, the At symbol, lets you match Listing with various codes you set.
Multi-Customer Matching
Multi-Customer Matching uses 2 Lookups to find one card for a customer with many.
Most customers with multiple Ship-To's have one Customer card and many Contacts. Some have multiple Customer cards, if they pay separately, but try to work similarly.
Select Multi-Customer in Advanced Settings and map both Customer Lookup and Ship-To Lookup (normally for Contact) and it will match one Customer by using both.
MySQL Changes
MySQL Changes are automatic and update your data in MySQL for realtime uses.
When you upgrade your version of BigBusiness and it changes content, your MySQL is automatically updated to include new fields, new types, and, as always, new data.
Default Customer
Default Customer lets you choose a customer to use for a connection importing orders. This Customer is used when importing Orders if another is not found but that's not all.
Default Customer also works with Customer Parts to use a customer's part numbers to substitute, change quantities, set units of measure, set special pricing for this customer.
To remove Default Customer select the entry and type Backspace / Delete to remove.
XML
XML is a data format for sending and receiving complicated data that BigBusiness can handle so you can receive Orders from B2B, procurement, or punchout, automatically.
BigBusiness can then send back Invoices in XML format to your customers' systems.
TLC Tab
TLC Tab shows Profit using Landed Cost, which is automatically updated throughout.
As pictured, Fruit Collection has a cost of $6.99 and an updated Landed Cost of $7.29. The additional $0.30 is calculated by 10% added to the $3.00 container it is built with.
The following entries in this Chapter show setting the Landed Cost % for the container and the automatic result when its cost is changed from $2 to $3 on the Purchase Order.