Unlock Bill of Materials
Unlock Bill of Materials lets you override locking of the BOM tool for any Employee.
BOM Locking protects allocations by not allowing changes to a BOM while allocated.
Move To
Move To lets you move Line Items on a Quote, Order, or Invoice using pop-up menu.
Right-click on a Line Number and from the pop-up menu choose Move To and Row #. This will move the selected item to the new row and renumber all rows in a new order.
Line Numbers are an optional feature enabled in System Prefs or My Prefs, Line Prefs.
Add Row
Add Row lets you insert a line item in a transaction when you are using Line Numbers.
On a Quote, Add Row helps you organize items and insert a new one in its best place. Add Row Above and Add Row Below help you add a new blank row where you need.
Show Menu
QuickFind is a new feature for Big Business 4, which helps you quickly find related entries. Hold the mouse down on the QuickFind icon (pictured) and a pop-up list appears.
Customer Card:
• All Quotes
• Open Orders
• All Orders
• Attached Notes
• Items Purchased
• All Purchases
• Last Purchases
Customer Search:
• Contacts
Vendor Card:
• On Hold POs
• Open POs
• All POs
• Attached Notes
• Items Purchased
Item Card:
• Inventory Warehouses
• All Quotes
• Open Sales Orders
• Opens Sales Oreder Line Items
• All Sales Orders
• Open Purchase Orders
• Open PO Line Items
• All Purchase Orders
• Attached Notes
• Built Items
• Component Items
Make A Payment
• Reconciliation
• Bills Paid
Receive Money
• Customer
• Deposit
• Invoices Paid
Data Driven
Big Business makes it simple to manage automatic actions by making them data driven.
Examples include:
• Notify Ref # - automatic web notifications only happen for Orders with a Ref # here
• eCommerce ID - automatic updates to pricing or availability are for Items with an ID
• Ready - automatic actions like sending an invoice happen after Ready is checked
If you want to know which Invoices are Ready or Sent, just Add (+) a Column that contains the Data you want to see, like the Ready checkbox.
Chapter 102 Advanced Basics
Advanced Basics helps with more basic operations that make data entry fast and easy.