Chapter 63 Security

Big Business has built-in strong security.

This chapter provides an overview so you can see the importance of Passwords and other Access Controls.

This Solution provides details. (7135)


  Screen Recording

MacOS Catalina requires permission for Screen Capture.

Without permission, the Docs Screen Capture feauture will return an error:
Error when executing the method "bDoc_New" at line number 6.
The pathname is invalid. File Not Found. Blah, blah, blah.

To fix, enable Screen Recording permission as detailed below. (6992)

To give Big Business Screen Recording permission (in macOS Catalina):

1. Go to System Prefences
2. Choose Security and Privacy
3. Go to Privacy tab
4. Select Screen Recording
5. Click the Lock in lower left to unlock
6. Click the checkbox to give Big Business permission



  Notify Reference

Notify Reference enables automatic notifications.

For an online order, you might put the web order number into Customer PO# so you know how the order was placed. If you want the customer automatically notified, put the same web order number into Notify Ref#, so they will know what order shipped.

Notify Ref# is required so the customer receiving notifications can identify the source. If they receive order confimation from your web store and shipment confirmation from Big Business, they can match the two since both have the web order number.

Notify Ref# can also be an Order Number or ID from their procurement system so they can receive automatic notifications about its status.

This Solution provides details for using this feature. (7137)

To use Notify Ref#, set up automated notification such as Web Notify. Then import Notify Ref# (pictured) or enter on screen using From Quote /Order pulldown to switch to Notify Ref#.


  Add Shipment

Add Shipment lets you enter Tracking, which is normally entered by your connection to UPS or FedEx. It sets Shipping Status to "Shipped" and sets Tracking to the entry provided. This information is used for Notify features, which automatically send these entries to your customer.

Turn on Add Shipment in the Company card, Control Options tab by checking the box for Enable Add Shipment. (7138)



  Landed Zero

Landed Cost is an optional entry which can be used for Quotes and Margins for setting pricing. If you enter a cost in Landed Cost it will calculate a Landed Cost Percentage, which is used to adjust Landed Cost when Vendor Cost changes.

If you enter zero (0) for Landed Cost it will erase Landed Cost Percentage, too, effectively disabling this option. If you want Landed Cost to be zero (to be used for Margins), enter minus one-hundred percent for Landed Cost Percentage. (7139)


  Landed Margin

Big Business calculates Margins using Landed Cost when Margin Cost in the Item Prefs is set to Landed Cost. If Landed Cost and Landed Cost Percentage are not entered it uses Vendor Cost for the calculation.

Margin is Price minus Cost, divided by Price. (7140)

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