Importing Tax
Importing Tax on an invoice such as from ecommerce where it is automated works fine.
When importing a Tax amount, it posts the tax to the Account Code in the Tax Status. Check the Customer card for the Tax Status assigned and the required Account Code.
Importing Tax overrides normal calculation of sales tax, ignoring Rates and calculations. If an Account Code is not assigned, then the imported tax amount will be reset to zero.
Matching Name+Address
Matching Name+Address may help with anonymized email addresses on repeat sales.
Sites may assign a relay email address which can impede identifying repeat customers.
By matching Shipping Name + Address 1, their street address, you can match repeats.
Chapter 633 Matching Customers
Matching Customers helps you identify existing customers when importing new sales.
This Chapter covers some general concepts, some of which apply to manual imports, and many of which are for automated imports from online stores or specific channels.
Chapter 232 Edge
Edge lets you keep print quality pictures in a local database for printing and emailing.
Drag and drop a full quality image of any kind and BigBusiness 15 will save it in Docs. A high quality version for screen and print will be created and saved locally for speed.
Stores Customer Terms
Customer Terms is available as a Connect Preset to create new customers with Terms.
Using Stores to sort customers coming from online sales channels you want set Terms. Connect options that bring in new customers
ShippingEasy Timeouts
ShippingEasy Orders can get 200 orders at a time, but needs a little more time to do so.
ShippingEasy Settings let you change your defaults from 50 orders per request, to 200. In doing so, you may need to increase the Timeouts used by ShippingEasy Connect.
Set ShippingEasy Timeouts to 60 (seconds to connect) and 60 (seconds to process). This will avoid Curl Error 28, telling you the defaults of 5 and 7 are not quite enough.
Default POS Customer
Default POS Customer lets you choose a customer for unidentified ShopifyPOS sales.
ShopifyPOS lets you choose Shopify customers or add information like email address. BigBusiness can match them to Customers in BigBusiness using their email addresses.
If a customer is not identified you may want a special Customer in BigBusiness to be used. Note this is not the Default Customer for Shopify but special for ShopifyPOS.
Import POS Orders
Import POS Orders lets you choose Automatic or your own import mapping for sales.
ShopifyPOS lets you makes sales in person using iPhone, iPad, etc.. In doing so, you may or may not identify customers or you may want to use a Default POS Customer.
Start with Automatic to get things working. Then, if needed, create you own Mapping by going to Connect toolbar, ShopifyPOS tool, and Save with a name you choose here.
ShippingEasy Is Redacted
Is Redacted is an important Filter field, telling that Amazon erased names from orders.
Amazon updates orders after 30 days, changing names and addresses to REDACTED.
BigBusiness reads the Is Redacted flag field to know to ignore this "update" to orders.
ShippingEasy Shipment Type
Shipment Type is an important field telling us when, for example, a return label is sent.
In addition to creating a Return copy of an Order, ShippingEasy will let you simply print a "return" label to send for a return request. BigBusiness will ignore this action.
BigBusiness reads the Shipment Type to know to ignore when a return label is sent.
ShippingEasy Filters
Filter fields in ShippingEasy are Is Redacted, Is Duplicate, Is Return, Shipment Type.
By reading these fields, BigBusiness is able to ignore "updates" that are not applicable.
Filter fields are mapped automatically and if you want to change them use Clear Row.