Plugins
Plugins help you add functionality to your Big Business by connecting other systems.
There are many options to automate emailing, process credit cards, get orders coming from ecommerce or procurement, get sales taxes for many states, and much much more.
ShippingEasy Free Trial
ShippingEasy Free Trial lets you connect to your free 30-day trial of ShippingEasy.
Follow these steps in your BigBusiness to Register, clicking Free Trial, and connecting. This lets you import your Orders from Amazon, Ebay or others you ship.
ShippingEasy Demo File
ShippingEasy Free Trial can be performed with any Data Files including a Demo File.
Big Business installs a Demo File, the jellybean company, so if you don't have or don't want to try with a real Data File you can use a Demo File for ShippingEasy Free Trial.
You just need to put in the Item Codes you will be selling on Amazon, Ebay, etc and shipping with ShippingEasy. This can be done easily with an Item Import.
Intervention
Intervention sets an order to require manual handling, to avoid any automatic errors. Invervention overrides automatic settings such as Auto-Charge and Auto-Invoice.
If an order is set to Auto-Invoice, the invoice will be automatically created when the order is Shipped, unless Intervention is set such as by shipping postings to stop it.
Invervention overrides automatic settings such as Auto-Charge and Auto-Invoice to let you manually enter Other Charges, or convert to an Invoice, without any interference.
Void Intervention
Void Intervention lets you cancel shipping to set the Intervention checkbox on an order.
Using UPS Worldship, FedEx Ship Manage, Stamps.com Professional, etc, a Void can be posted to BigBusiness to when a shipment is canceled. This require special setup.
Void will set Intervention to stop automatic actions like Auto-Charge or Auto-Invoice.
Asterisk Intervention
Asterisk Intervention lets you add an asterisk (*) to a Sales Order Number in shipping to set the Intervention checkbox on the order to override Auto-Charge or Auto-Invoice.
Using UPS Worldship, FedEx Ship Manage, Stamps.com Professional, etc, Sales Order Number can be posted to BigBusiness to add Tracking, set Shipped, and Auto-Invoice.
Adding an Asterisk (*) to the Sales Order Number will also set Intervention to stop any automatic actions such as Auto-Charge and Auto-Invoice.
Freight Charges
Freight Charges are filled in automatically using Freight Rate from Customer or Terms.
Freight Terms let you select a Freight Rate to automatically calculate Freight Charges. And on the Customer card Automatic tab you can select a Freight Rate to use instead.
If a Freight Rate is selected, Freight Charges are automatically calculated and updated. And if Auto-Charge is enabled the Freight Charges result is copied into Other Charges.
Freight Rates
Freight Rates let you choose calculations for automatically filling in Freight Charges.
Chapter 251 Freight Misc
Freight Misc covers various considerations when you turn on Freight Terms features.
Freight is a feature set that replaces Department with Freight Terms and automates. It reads postings from your shipping system to calculate freight costs and charges to add.
Automating Freight is an important step in automating invoicing as detailed here, but is disruptive since it replaces Department well but not entirely. Here is the miscellany.
Ship-To Freight
Ship-To Freight changes the Freight Terms when changing Ship To by clicking Other.
In the picture, Other is clicked in Ship To and shows Live List, preset in Dialog Prefs. Double-clicking Ed in Live List dialog selects him as Ship To and sets Freight Terms.
Live List includes Filters to handle 100's of Ship To's. Clicking Edit in Live List dialog goes to the full Contact card to access History tab with presets such as Freight Terms.
Update Access
Update Access adds access checking to the Update tool for changing records on Searches.
Update is the tool with the magic wand icon found on Searches such as Customers. Use it make changes to several records at once such as setting Credit Limit for a group.
Update has its own Access setting on Employee Access but does not supersede others. Pictured, Terms Access prevents a change to Credit Limits by this employee.
Auto-Charge Freight
Auto-Charge Freight lets you set Other Charges to automatically fill in Freight Charges.
For example, on an Order if Auto-Charge is set, any change to Freight Charges will be copied to Other Charges, so will update when new shipping posts or amounts change.
Auto-Charge lets you preset for a Customer, on the Automatic tab, or click in an Orders Search to instantly update, or Mark, or Update, or set on Order Expanded tab.
Auto-Charge Customer
Auto-Charge Customer lets you set a customer to enter Other Charges from Freight Charges which are automatically calculated by Freight Rate settings.
Auto-Charge is found on the Automatic tab of a Customer card, which is not on by default. In Employee, Access set Show Automatic Tab and Automatic Access to allow.
ShopifyPOS Accounting
Accounting is the backstop that helps ensure all orders and all sales are filled and paid.
ShopifyPOS Connect imports both Orders and Invoices to handle accounting for both.
Big Business helps you manage your accounting and reconcile your bank transactions. Shopify Plugin lets you import both web orders and POS sales by accounting for each.
Big Business automatically imports Payments with Orders and auto-applies them, and also imports paid Invoices from POS sales with Payment Type to automate Deposits.
Shopify Trial
Shopify Trial lets you turn on Shopify Connect with a click to try with Shopify Trial.
Shopify lets you set up a test store for a free trial, so Big Business lets you do same. Go to Company card, Upgrade, Shopify and click the Free Trial button to turn it on.
Invoice Freight Settings
Invoice Freight Settings are copied from Orders when converted and used for updates.
This includes Freight Terms, Freight Rate, and Freight Limit being copied from Orders. Changes to Customers or Contacts to have new settings are not retroactive to Orders.
Invoice Freight Calculation
Invoice Freight Calculation updates automatic freight calculations for partial invoices.
Shipments post to the Order and Freight Charges are calculated which carry forward. On the Invoice if the Subtotal is different Freight Charges are automatically updated.
Shopify Shop App
Shop App orders are imported to Big Business as Orders, separate from Shopify POS.
Shop App lets customers order through Shop.app or using the Shop App themselves. These orders are handled the same as orders coming from your ownShopify Web Store.
This functionality is updated for Since Last that lets you get orders without archiving.
Free Freight
Free Freight lets you override the calculation of Freight Charges using Freight Limit.
When Freight Limit is assigned and a Freight Rate is selected to automatically calculate, Free Freight changes the Freight Charge to zero when a Subtotal exceeds Freight Limit.
Chapter 151 Freight Admin
Freight Admin describes settings and working of Freight Terms to replace Department.
Freight Terms is a big customization that automates Freight Cost and Freight Charges.