WordPress
WordPress: create and deploy beautiful and coherent design elements across your sites.
BigBusiness: connect with open-source ecommerce WordPress plugin, WooCommerce.
WooCommerce Connect is the BigBusiness add-on that gets new orders, automatically.
Exempt Access
Exempt Access is set in the Employee card, on the Access tab, when All Access is off.
Exempt Access lets the employee use the Tax Exempt and No Expiry checkboxes on the Customer card and Customers search to waive sales tax on the customer's invoices.
Exempt Access is not needed with Update Access (on the same row) or Import tools.
Second Company
BigBusiness makes it easy to run a second company by running a second installation.
Your Data File is all data for one company, including bookkeeping, attached files, etc..
To run a second company, get a second license for the software, and install both. You will receive a link for second installers--to run two Servers and two Clients seamlessly.
Customer Tax Settings
Tax Settings on the Customer card, History tab, help you automate sales tax collection.
Depending on your needs, you might use only Tax Status to record local rates for your combined report of one state, or you may need TaxJar to help calculate in many states.
Settings include Tax Status, Resale Number, a Tax Exempt checkbox, Exemption Type, Exempt States, and Exempt Expiry with a checkbox on top for No Expiry.
Customers by Exempt Expiry
Customers by Exempt Expiry shows you customers with exemption expiration dates.
This chapter shows settings for tax exempt customers like Resale Number and Expiry. This reports lists these settings for easy review, listing Customers by Exempt Expiry.
Chapter 177 Tax Exempt
Tax Exempt options help you waive sales tax for customers who are certified exempt. These override automatic calculations and help to track certification and exempt status.
Automatic calculations, using a Tax Status or service like TaxJar, may determine that no sales tax is collected because a transaction is out-of-state or items are non-taxable.
Tax Exempt applies to taxable transactions where tax is calculated and would normally be collected, but overrides so no sales tax is collected for the customer who is exempt.
Tax Exempt
Tax Exempt options help you waive sales tax for customers who are certified exempt. These override automatic calculations and help to track certification and exempt status.
Automatic calculations, using a Tax Status or service like TaxJar, may determine that no sales tax is collected because a transaction is out-of-state or items are non-taxable.
Tax Exempt applies to taxable transactions where tax is calculated and would normally be collected, but overrides so no sales tax is collected for the customer who is exempt.
Exemption Type
Exemption Type lets you record the reason the customer is exempt from Sales Tax.
Exemption Types for TaxJar are Wholesale, Government, Other, and Non-Exempt.
Resale Number
Resale Number lets you record a reseller certificate provided by an exempt wholesaler.
Auto-Pilot Batch
Auto-Pilot is a new feature to help you fly through your day. Batch is processing all at once, starting with orders coming from ecommerce that can Auto-Import real-time.
If you prefer bring in new customers and orders all at once this can be done manually. Now with Auto-Pilot is can be done automatically, with a click, when you are ready.
In your ecommerce settings set the Description and click the checkbox for Auto-Batch. Then, in Orders look for Auto pulldown with a Batch entry using Description you set.
Shop Check Update
Shop Check is the process that gets new orders from Shopify. It is updated for speed.
BigCommerce Connections
BigCommerce Connect is updated for multiple connections to have one for importing Customers and Orders in batches, and another to update Inventory in BigCommerce.
Customer Warehouse
Customer Warehouse lets you set a default Warehouse on the Customer card, History.
Invoice Total
Invoice Total is added to include on a procurement Invoice when using Folder Connect.
Procurement options let you receive electronic PO's from customers and send invoices.
Invoice Units
Invoice is updated to include for a procurement Invoice when using Units of Measure.
Procurement options let you receive electronic PO's from customers and send invoices.
Invoice Sent
Sent is a status checkbox indicating a procurement Invoice has been sent automatically.
Procurement options let you receive electronic PO's from customers and send invoices. Sent lets you see that an invoice has been sent by Auto-Import, EDI, Folder Connect.
Add (+) a column on the Invoices Search and choose Sent or see it on the Shipping tab.
Invoice Not Sent
Sent is a status checkbox indicating a procurement Invoice has been sent automatically.
Procurement options let you receive electronic PO's from customers and send invoices. Sent lets you see that an invoice has been sent by Auto-Import, EDI, Folder Connect.
If an invoice does not show Sent, it may be queued behind incoming orders. To send automatically, the Invoice must be created from an incoming order and be set as Ready.
Invoice Attached
Where possible a procurement Invoice that was sent automatically is attached in Docs.
Procurement options let you receive electronic PO's from customers and send invoices. Docs keeps any attachments for Orders and Invoices and automatically includes these.
If an invoice was sent by Folder Connect you might find Invoice-Number.xml in Docs. This file is human-readable, with effort, and will confirm what was sent automatically.
Chapter 243 Procurement Admin
Procurement options let you receive electronic PO's from customers and send invoices. This chapter pulls together results you would see and tools you would use to manage.
Invoice Ready
Ready is a custom option for indicating the procurement Invoice is ready to send back.
Procurement options let you receive electronic PO's from customers and send invoices.
Enable From Address
From Address adds your Name and Address to procument Invoices needing Remit To.
Procurement options let you receive electronic PO's from customers and send invoices.
If you customer's procurement system needs Remit To name and address, this does it.
Your system administrator will enable From Addresses in Customer Prefs and Folder Settings and you will find From Address in the Shipping tab of Orders and Invoices.
Invoice Handling
Handling is a custom option for separating handling charges on a procurement Invoice.
Procurement options let you receive electronic PO's from customers and send invoices. These may require your sending Handling Charges as separate from Shipping Charges.
Invoice Due Days
Due Days is a custom option for indicating a procurement Invoice's days for payment.
Procurement options let you receive electronic PO's from customers and send invoices.