Update Access

Update Access adds access checking to the Update tool for changing records on Searches.



  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.



  In-Line Item Alerts

In-Line Item Alerts




  Edit Tool

Edit is a new tool for changing entries like Other Charges without opening the record.



  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.



  Freight Limit

Freight Limit lets you set a Subtotal amount for customer orders to receive free freight.

Freight Rate lets BigBusiness calculate Freight Charges using the settings you choose. Freight Limit lets you set a dollar amount for an order subtotal to receive free freight.



  Alert Settings

Alert Settings lets you choose how your team sees Alerts for Customers and/or Items.

Go to the Employee toolbar to Employee Prefs and for Display Alerts choose from:
• Yes (in-line) - Show Alerts in a Modal dialog that must be OK'd to continue
• No - Do not show Alerts
• Yes (aside) - Show Alerts in a dialog at top right that can remain open
• Aside + Items - Show Alerts on the side including for Items on transactions



  Item Alerts

Items Alerts help you remember important product information by showing an Alert!

Show your Item Alerts by setting Display Alerts in Employee Prefs to Aside + Items. Then Add (+) Alerts in Folder tab of the Item card or using the Docs tool on Item card.

When the item is added in Quote, Order, Invoice, Req, PO, Bill or Item Adjustment, the Alert will display in the upper right corner of the screen to read, edit, or cancel.



  Alerts

Alerts let you add alerts for Customers, Vendors, or Items that need special handling.

Alerts appear on the side, with a title, text box, options to edit or cancel, or OK. This makes them perfect for instructions, requirements, follow-ups, and quick replies.



  Backup Settings

Backup Settings let you control when, where, and how often, backup files are created.

In BigBusiness for Windows, *Single-User*, go to System toolbar, to Company card, Company Prefs tab, and click the Backup button to open the Backup Settings.

In BigBusiness *Server* for Windows, you can go to the File menu and select Backup. Click the button for Database Properties to open the Backup Settings.



  Backup Scheduler

Backup Scheduler tab, in Backup Settings, lets you set how often to make backups.



  Backup Configuration

Backup Configuration, in Backup Settings, lets you select files and folder for backups.



  Backup Backup-and-Restore

Backup and Restore, in Backup Settings, lets you select options for backup files.



  Backup Restore

Restore a Backup File, accessed by quickly holding Alt, lets you restore a backup file.




  Windows Backup

Windows Backup lets you set automatic backups of your Data File to cloud storage.



  Freight Calculation

Frieght Calculation automatically calculates Freight Charges using presets you define.

For example, you might set a Freight Rate on a Customer to use its preset calculations. When Shipping posts shipments these presets are used to calculate charges from costs.

Freight Rate is on the Automatic tab of a Customer and its presets edited in Show List.