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 Cartons
Freight Cartons helps you track the number or packages or boxes for Freight Surcharge.
Freight Charges
Freight Charges helps you calculate an amount to add to the invoice for freight charges.
Email Matching
Email Matching is the best way to import new Customer and Orders from online sales. This finds existing customers, or companies, using email addresses to avoid duplicates.
For Customers that have multiple email addresses, such as companies with employees, it searches Contacts that you have added to the Customer for their people and places.
Freight Terms
Freight Terms lets you add Settings for Freight to set Cost and Charges automatically.
If you offer free shipping or Prepaid freight, you may want to capture shipping Costs. You may also want to zero Charges that were estimated before free theshold was met.
If you offer Prepaid and Add you may want Costs and to apply a formula for Charges.
Freight Costs
Freight Costs help you report your actual shipping costs from your shipping system.
One option lets it read Comments where Published and Negotiated Rates are included.
Cost Comments
Cost Comments is a cost option to read freight costs within Comments from shipping.
Freight Fields
Freight Fields appear on transactions, printouts, and in extended shipping information.
Freight Duplicates
Freight Duplicates can be removed, unlike Departments which they replace.
In the Freight pulldown choose Show List, click a Freight Term, and click Delete.
Assigned, old Freight entries will be swapped to the new one with the same name or erased. This works for customers, quotes, orders, as you duplicate and carry forward.
Freight Automations
Freight Automations let you choose presets to fill in charges and costs appropriately.
Freight Calculations
Freight Calculations help you calculate Shipping and Handling charges for customers.
Departmental Profit and Loss
Department Profit and Loss reports rely on your using Departments as profit centers. You might have Sales and Service as Departments, each with their income and expense.
This is a tall ask and generally requires consensus to create and use your Departments. You might also turn on the Department Mandatory setting found in Employee Prefs.
Using Departments for another purpose is common and Department Prefs extend this. Using Department Prefs you might change to use this setting for Freight Terms entry.
Chapter 709 Department Prefs
Department Prefs let you change the function of the Department field to repurpose it.
Department is in the middle of most transactions and provides an accounting function. If your company has used it for something else because it was convenient here we are.
Department Prefs let you change the function of the Department for another purpose. First up is Freight which lets you select Freight Terms and automate charges and costs.
MyPrefs Department Prefs
MyPrefs Department Prefs should be set to System Settings for consistency.
MyPrefs Department Prefs allow you to switch from the system-wide Department Prefs set in the Company card if ever needed.
In Employees Search you can Add(+) a column to see Department Prefs, if needed. And, you can change Employees' settings using the Update tool and Department Prefs.
Customers Freight
Customers Freight lets you set freight terms for customers to preset their transactions.
On the Customers search click Add (+) and select the Freight column to display. Then, select multiple, such as by Command-click, and use Update to change them.
Contacts Freight
Contacts Freight lets you manage Freight in a Contacts Search to find, display, update. Use the Find dialog or Add (+) Freight as a column in Contacts to see current settings.
For large customers with many locations use Contacts to add their Ship-To Addresses. And, use Contacts Search to Find, Export, or Update many at once for easy managing.
Set POS Status
Set POS Status lets you set POS sales to Archived status if you are using Since Last. This sounds cryptic but makes sense if you use 3rd party tools for order fulfillment.
Since Last gets new orders using Shopify ID's, so without setting Orders to Archived, which may help with order processing. If you still want POS set to Archived you can.
Then your 3rd party tools can process orders using the Status and setting to Archived. POS in-person sales can be set to Archived if they do not need this same processing.
Customer Freight
Customer Freight lets you set freight terms for a customer to preset their transactions.
On the Customer card on the History tab choose a Freight option, such as Prepaid, to have it preset on new Quotes, Orders, and Invoices and to automate Cost and Charges.
Contact Freight
Contact Freight lets you set Freight for Contacts used as Ship-To's for big Customers. This lets you keep different Freight Terms for different locations to use automatically.
For large customers with many locations use Contacts to add their Ship-To Addresses. Using Contact and Update Contact imports is easy to manage hundreds or thousands.
For each Contact you can set their Shipping Method, Freight, and sales tax Tax Status. These entries load automatically when you set Ship-To manually or by Auto-Import.