Convert Orders TaxJar

Convert Orders is updated to use TaxJar for assessing Sales Tax on new invoices.


  Printer Error

Windows 11 printing errors may be fixed by installing the newest Big Business Client. If errors continue, where the same printer with the same setup works for other users, but errors on one workstation, please contact support@bigbusiness.com.


  WooCommerce Payment Method

Payment Method in WooCommerce Advanced lets you group Payments created from incoming WooCommerce Orders so they are easy to see, sort, and select as a group in the Deposit tool.

Big Business users who enable WooCommerce Connect have usually been entering manually and already have a Payment Method associated with WooCommerce for this purpose, so it is simply a matter of selecting in the WooCommcerce Settings to have automated entries match.

Note that mapping to Payment Method in your WooCommerce Mapping will overwrite this.


  Shopify Store

Shopify Connect can automatically assign a Store to new Orders being imported.

Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or e-commerce sites. Stores replace Channels, adding features and ease of use like automatic accounting, cash drawers, and more

This Solution tells you how to enter credentials from Shopify into Big Business. (7916)

For Shopify Store Settings:

1. Go to the System toolbar, to the Company card, to the Connect Settings tab.
2. Click the Shopify button and select an entry in Shopify Listing to open.
3. Click the Advanced button to switch to Advanced Settings.
4. Set Store to the entry you want assigned to new Orders.
5. Click OK to Save settings and then click OK to Save the Company Card.


  WooCommerce Default Customer

Default Customer is a setting in WooCommerce Advanced. If you don't import a Customer or the system doesn't find a match, the Default Customer is assigned to imported Orders.

You might create a Customer you call WooCommerce Orders for this purpose.

Within an Order you can import all contact information, so it is possible to use one Customer card for all WooCommerce orders. Or, use it to catch errors where a customer is not found and manually correct any Orders set to the Default Customer.


  WooCommerce Salesperson

WooCommerce Salesperson lets you set an Employee to be assigned as Salesperson.

This setting applies to Auto-Connect,the fully automated option for getting new Orders from WooCommerce, and overrides the Salesperson assigned to the Customer.

If, for example, you have web stores for B2B Wholesale and B2C Retail, you might want B2B to assign a Customer's Salesperson and B2C to always assign "Web Store".


  WooCommerce Entered By

WooCommerce Entered By lets you preset an Employee to be assigned as Entered By.

This setting applies to Auto-Connect, which is the fully automated option for getting Customers and Orders from WooCommerce, which can Send Notification To someone.

Setting Entered By to the same someone, would indicate who on your team might help. This option is very helpful with multiple web stores administered by multiple people.


  WooCommerce Store

WooCommere Connect can automatically assign a Store to new Orders being imported.

Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or e-commerce sites. Stores replace Channels, adding features and ease of use like presets for automatic accounting, cash drawers, and more.

This Solution tells you how to set Store for WooCommerce into Big Business. (7920)

For WooCommerce Store Settings:

1. Go to the System toolbar, to the Company card, to the Connect Settings tab.
2. Click the WooCommerce button and select a WooCommerce Listing to open.
3. Click the Advanced button to switch to Advanced Settings.
4. Set Store to the entry you want assigned to new Orders.
5. Click OK to Save settings and then click OK to Save the Company Card.