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.
Service Code
Service Code lets you enter a code to add to entries, like Orders, coming from a service.
Services for ecommerce can create Customers in BigBusiness and you may want to add WEB- or ABC- to show these came from your web store or "abc" store, automatically.
Adding the code to the ecommerce Order Number will help your team know its source
Code Wildcard
Code lets you enter a prefix for Customers created by a connection or to find matching.
Entering a Wildcard, the At symbol, lets you match Listing with various codes you set.
Multi-Customer Matching
Multi-Customer Matching uses 2 Lookups to find one card for a customer with many.
Most customers with multiple Ship-To's have one Customer card and many Contacts. Some have multiple Customer cards, if they pay separately, but try to work similarly.
Select Multi-Customer in Advanced Settings and map both Customer Lookup and Ship-To Lookup (normally for Contact) and it will match one Customer by using both.
MySQL Changes
MySQL Changes are automatic and update your data in MySQL for realtime uses.
When you upgrade your version of BigBusiness and it changes content, your MySQL is automatically updated to include new fields, new types, and, as always, new data.
XML
XML is a data format for sending and receiving complicated data that BigBusiness can handle so you can receive Orders from B2B, procurement, or punchout, automatically.
BigBusiness can then send back Invoices in XML format to your customers' systems.
Default Customer
Default Customer lets you choose a customer to use for a connection importing orders. This Customer is used when importing Orders if another is not found but that's not all.
Default Customer also works with Customer Parts to use a customer's part numbers to substitute, change quantities, set units of measure, set special pricing for this customer.
To remove Default Customer select the entry and type Backspace / Delete to remove.
Chapter 604 Tariff Landed Cost (TLC)
Tariff Landed Cost may help you see rising costs due to tariffs for items in inventory.
Use the Landed Cost functions, plugging in the tariff amount. Enable the Landed Cost tab, calling it TLC, to see the effect of Tariffs on your Quotes, Orders, and Invoices.
Use Update on the Items to change Landed Percentage, Update Costs by calculation, and expect new Costs of Components entered on PO's to update sold Built items, too.
TLC Landed Built
Landed Built lets you set Component to update Built item Landed Cost automatically. This changes Landed Cost on Built items to sum of Components, not Landed Percent.
Changing this setting requires a restart of your BigBusiness Server software to update. With this setting, entering a new cost on a PO will updates cost for its built items, too.
This will give you visibility on the TLC Tab on Quote, Order, Invoice for Built Items.
TLC Landed Profit
Landed Profit lets you turn on a 2nd Profit tab on Quote, Order, Invoice, with Landed. This lets you see Profit using Landed Cost inflated by Tariff percentages, hence TLC.
Go to Item Prefs and click Landed Profit to show this tab, but first set its Label and decide if you want Built items to have their Landed Cost update by their components.
TLC Landed Label
Landed Label lets you name the 2nd Profit tab to will show on Quote, Order, Invoice. The original Profit tab remains with Inventory Cost. The new tab with Landed Cost.
The dropdown menu lets you choose LC, Lnd, or initials, gleaned from Company card. For this exercise, TLC is used. Every column uses this label for clarity when viewing.
TLC Update Item
Update Item lets you change the cost of an item when changing its cost on a purchase.
If you say, Yes, to update the cost of the item, in this example changing from $2 to $3, this will change the Glass Decanter item, which will changed its Landed Cost to $3.30.
In turn, the Landed Built function will change the Landed Cost of Fruit Collection to include the $0.30, the 10% tariff for Glass Decanter, to show $7.29 on TLC Profit tab.
TLC Update Cost
Update Cost lets you recalculate costs if you have made system changes such as to use Landed Built costs and apply these changes in advance of your new automatic changes.
TLC Update Percent
Update on the Items search lets you set a Landed Cost % for found and selected items.
In this example, we looked at All Items and clicked on the Glass Decanter to add 10%. Clicking Update shows the Change dialog to update 1 selected item's, Landed Cost %.
TLC Components
Show Components from the Item card lets you pull up components for any built item.
In the Items search showing the components you can then +Add columns for Landed. This lets you see which items have a Landed Cost % assigned, in this case, a Decanter.
Glass Decanter is assigned a 10% Landed Cost percentage that is applied to its Landed Cost when changed, and to Landed Cost of all items built from it when its does change.
TLC Tab
TLC Tab shows Profit using Landed Cost, which is automatically updated throughout.
As pictured, Fruit Collection has a cost of $6.99 and an updated Landed Cost of $7.29. The additional $0.30 is calculated by 10% added to the $3.00 container it is built with.
The following entries in this Chapter show setting the Landed Cost % for the container and the automatic result when its cost is changed from $2 to $3 on the Purchase Order.
AvaTax Lookup
AvaTax Lookup happens automatically when you save any Quote, Order, or Invoice.
There is also an option to show the AvaTax Lookup button the Expanded tab of each. This is enabled per Employee for those that a need an instant answer to Tax and Total.
AvaTax Response
AvaTax Response is the complete response from AvaTax with all results or any error.
AvaTax Reponse only appears when an Employee has Show AvaTax Lookup enabled. AvaTax Response shows on the Shipping tab of a looked-up Quote, Order, or Invoice.
Employees AvaTax
Employees Search lets you Add (+) a Column for Show AvaTax Lookup to see which Employees have this enabled, and to select one or more, click Update and change them.
Employee AvaTax
Employee Access lets you set Show AvaTax Lookup to display the AvaTax Lookup button and AvaTax Response. It is not needed for the automatic lookups when saving.
Customer Code
Customer Code lets you set a default Customer Code to use when Customer's is blank.
000 is the default entry used to avoid errors as Customer Code is required for lookups.
Merchandise Code
Merchandise Code lets you set the default Tax Code to use on Line 2 Taxable Subtotal.
P0000000 is the code for Tangible Personal Property TPP used for fully taxable items.