Shopify ID
Shopify ID is automatically saved for each Customer, Order, Product for fast lookup.
On Customers Search in BigBusiness you can Add (+) a column for the Shopify ID. In the Find dialog you can also search Shopify ID using a pulldown for Yes or No.
This makes it easy to find your Customers who have Shopify accounts and use Show.
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.
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 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.
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.
Edit Tool
Edit is a new tool for changing entries like Other Charges without opening the record.
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.
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.
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.
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.
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.
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
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.
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.
Backup Restore
Restore a Backup File, accessed by quickly holding Alt, lets you restore a backup file.
Backup Backup-and-Restore
Backup and Restore, in Backup Settings, lets you select options for backup files.
Backup Configuration
Backup Configuration, in Backup Settings, lets you select files and folder for backups.
Backup Scheduler
Backup Scheduler tab, in Backup Settings, lets you set how often to make backups.