Cloud Server (Update)
Big Business 14 updates Cloud Server, available with Open Edition, to include Setup, new Security, and Support for Windows Server 2022, which is the best used for AWS.
Thumb Image Double-Click
Double-Click is a shortcut to drill down to original data, in this case the attached image.
Thumb Image is an optional field, starting on Item card, where you can Drop a picture. Big Business will automatically attach the original picture in Documents folder (Docs). Thumb Image will create a reduced-size version of the picture to display on Item card.
Double-click to open the picture. The picture also appears in Docs folder where you can Open, Edit, or click Send to make it available to email with Quot... (more)
Thumb Image Drop
Thumb Image is an optional field, starting on the Item card, which is a reduced-sized.
When you Drop an picture file into Thumb Image, Big Business automatically stores the original full-quality picture and makes the thumbnail image to display on the Item.
To test the Thumb Image, go to MyPrefs, User Settings, Picture Prefs and set Always.
Shopify Payment Method
Payment Method in Shopify Settings lets you group Payments created from incoming Shopify Orders so they are easy to see, sort, and select as a group in the Deposit tool.
Big Business users who enable Shopify Connect have usually been entering manually and already have a Payment Method associated with Shopify for this purpose, so it is simply a matter of selecting in the Shopify Settings to have automated entries match.
Note that mapping to Payment Method in your Shopify Mapping will overwrite this.
AWS Terminate Instance
Teminate Instance erases your AWS Instance. Do not use this option without backup.
If you have put a copy of your Data File on AWS to run with Big Business 14 Server and entered any data you wish to keep, copy your Data File back before termination.
If you are simply testing and want to avoid ongoing charges with an AWS Instance, Termination may be effective as it will permanently delete the instance and all content.
AWS Cloud Server
AWS Cloud Server is an example of running Big Business using Amazon Web Services. Deployment requires Open Edition for licensing and includes unlimited Setup Support.
As you will see, setup is fast and easy but has detailed steps that may raise questions. If you are prepared, you can go from zero to hero in under an hour and have it running.
To try this out, you will need an AWS account with payment of any charges incurred. The last step here is Terminate Instance to stop usage, but there may be other ... (more)
AWS Installing Big Business Client
Installing Big Business Client 14 is the last step to connecting to a Big Business Server.
On you local client computer open a browser, go to https://bigbusiness.com and on the Download tab click on Mac Client, Windows Client, or Client SDI (multiple window). For Security, on the Mac go to System Preferences, Security and click Open Anyway. For Windows, click the Ellipsis ..., Keep, Show More, Keep Anyway, and Open File.
Run Client, wait for the Connect dialog and on the Custom tab enter a Name and the... (more)
AWS Installing Big Business Server 14
Install Big Business Server 14 on AWS is the same as for a local computer but remote.
Remote into Windows Server, run the Edge browser, and go to https://bigbusiness.com. On the Download tab, click Windows Server, wait, and click ellipsis... to choose Keep. Show More, Keep Anyway, wait, and click Open File. Run the Installer and Finish.
Start Big Business Server 14 from its Shortcut on the Desktop and follow the prompts to open a copy of your Data File, or the Demo File found in the Program Files folde... (more)
AWS Windows Firewall
Windows Firewall is On by default and you must allow Big Business to communicate.
Click Windows Start, type "Firewall", and find the prompt to Allow An App through. Click Allow Another App and Browse to Program Files to Big Business Server 14.exe.
This requires that Big Business Server 14 is installed, and it will take immediate effect.
AWS RDP Client
RDP Client is a good way to connect to your AWS Server computer to install and run.
In AWS go to Instance Summary and click Connect. There you can Download a file that will open with RDP Client like Microsoft Remote Desktop for Mac or Windows. Click Get Password and follow the steps to Upload private key file to get a Password.
Save the Password to log on as Administrator from any RDP Client to using Public IP.
AWS Instance Summary
Instance Summary in AWS has the tools and information you need to complete setup.
In your AWS Console, in EC2, in Instances click on the Instance ID to open Summary. Connect will set up remote access so you can install Big Business on Windows 2022, Security will let you allow connections through, and Public IP will be used to connect.
See Next Page's (below) for simple step-by-step instructions for each of these options.
AWS Launch Instance
Launch Instance is an orange button that you need once to get to the window pictured.
Enter a Name, click on an image like Windows, and choose an instance type (t2.xlarge). Go to Key Pair and click Create new key pair, enter a Name, and click Create key pair.
Click Launch Instance or review details here to choose best settings for your situation.
Thumb Image
Thumbnail images are reduced-size versions of pictures or files used for fast display.
Big Business 14 adds the option to display a Thumb Image on the Item card to help you identify the item. The Thumb Image will be automatically created to load quickly.
Pictures added with the Upload tool for ecommerce and documents added in the Docs tool will be eligible for use as Thumb Images with options to view or email the original.
Picture Prefs
Picture Prefs are new in Big Business 14 to show a Thumbnail Image on the Item card.
Shown is the Compact view of an Item card with the new Thumb Image in the center, and Detail Description moved right. Butter is an ingredient for cookies and its picture helps with purchasing and production steps outlined in example to build Real Cookies.
Picture Prefs are added in My Prefs for testing and will be added to Company Prefs and Employees Search options to Add(+) or Update when complete.
Widgets Prefs
Widgets Prefs are new in Big Business 14 to show new widgets, such as for credit card.
Credit Card Widget appears on Customer, Order, Invoice, and Payment, showing the Type and Last Four digits of the card selected and offering a dropdown menu with your options to Edit, Authorize, or Capture.
Shopify Properties
Big Business 14 extends the list of Properties available for mapping Shopify Orders.
As noted elsewhere, the Summer '23 Edition of Shopify adds PONumber to Orders, so this new property and a many others are now in the list, Fields Available for Insertion.
This Solution provides a checklist of included Properties, which might help you spot the one you need. Or, email to support@bigbusiness.com to see if we already know.
Shopify Archived
Big Business Shopify Connect can get orders that are Open and set them to Archived. This ensures each Shopify order is imported into Big Business only once.
Archived orders appear in Shopify Admin under Closed, where you can select orders to Create Shipping Labels, Mark As Fulfilled, Capture Payments, and even Unarchive.
Shopify Auto-Connect
Auto-Connect sets Big Business to check for new Shopify Orders every few minutes.
Auto-Connect runs on Big Business Server so your data is always up-to-the-minute. By setting Send Notifications you designate an Employee to recieve Notes or errors.
Shopify Notifications
Send Notifications lets you choose an Employee to receive Notes from Auto-Connect.
Auto-Connect runs automatically and sends Notes detailing any Alerts or Errors. These Notes appear when the Employee signs into Big Business or Checks For Notes in the interval set in My Prefs.
These Notes show Alerts or Errors that occurred and the data coming from Shopify.
Shopify Orders
Import Orders lets you choose an import option you want for Shopify Orders.
Automatic uses a standard mapping to create new Orders in Big Business. Disabled turns off this import. You may also create your own Mapping using the Shopify tool on the System toolbar, which includes options for creating Invoices in Big Business.
Shopify Customers
Import Customers lets you choose an import option you want for Shopify Customers.
Automatic uses a standard mapping to create new customers in Big Business. Disabled turns off this import, for example to use a Default Customer for all Orders. You may also create your own Mapping using the Shopify tool on the System toolbar.
Shopify Set Orders
Set Orders sets the status of Shopify Orders so Big Business sees them as processed.
Archive tells Shopify to remove the order from the open orders list. Archived can be set independently of payment and fulfillment for maximum flexibility. Archived can also be set automatically or manuall with Shopify to enable the workflow you need.
Shopify Get Orders
Get Orders lets you set which Shopify Orders Big Business finds for processing.
Open tells Big Business to find all orders on Shopify's open orders list. This includes all new orders, paid and unpaid, fulfilled and unfilfilled. Orders that are Archived are not included, so you can use Shopify's Archive and Unarchive controls as needed.
Set Orders then sets Shopify Orders to Archived so they are not processed again. Orders can still be updated for payment and fulfillment within Shopify.
Shopify Access Token
Admin API Access Token allows Big Business to connect to your Shopify Admin with the configuration you set up when you created your custom app for access.
Paste the token you copied from your Shopify Admin. You should have this saved someplace safe because it can only be viewed once in Shopify. When pasted into Big Business it appears with the last four characters displayed, only, to confirm if needed.
If the entry displayed in Big Business does not show the last four characters it it may be an older AP... (more)