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Import Sales Orders with Line Items

The ability to import Sales Orders with Line Items, which can be converted to Invoices at the click of a button in Big Business, would enable several useful facilities.

You could potentially generate transactions in a Single-User copy of Big Business on your portable (laptop) and then upload the Sales Orders to your working copy of Big Business when you returned to the office.

You might also
Invoice Line Item Import Fields
Rules for Line Item Imports

Chapter 3 Customer


Closed Sales Orders

Sales Orders have a Closed checkbox, for closing Sales Orders that are backordered, cancelled, or will never be filled. This lets you keep a record of the order while updating inventory allocations. Sales Orders can also be Deleted by clicking the Delete button. (3022)

Chapter 3 Customer


Require Unique Customer Codes

Big Business 2.0 includes the option to require unique Item Codes in the form of a checkbox on the Item Preferences (Item Prefs) card. This is very valuable for data integrity. When users are not forced to use unique codes it is possible to create two items with the same code. Requiring unique codes prevents accidents such as putting the wrong item on a transaction or double entering the item (

Chapter 3 Customer


Out of Stock Items on Sales Orders

When saving a Sales Order it would be helpful to be warned if any of the Items on the Sales Order are out of stock or if the order exceeds current available stock. (3042)

Chapter 3 Customer


Viewing Inventory Availability on Sales Order

When you are placing a Sales Order for a customer it is convenient to know the status of your inventory. (3043)

Chapter 3 Customer


Customer Code on Customer Transactions

“Please make it so that account numbers are printed on the invoices,
orders, statements, etc. Customers would greatly appreciate it.” (3045)

Chapter 3 Customer


Using Other Charges for a Discount

“We have a business that offers a progressive discount based on
the invoice total. Would it be possible to assign a negative value to an item in the "Other Charges" category?”

Yes!

The Calculation of Other Charges on a Big Business Quote, Sales Order or Invoice can be used in a variety of ways including:

-Automatically entering a “Fixed Amount” to be included in the Total, but excluded from t

Chapter 3 Customer


Customer Features

Changes to Customer Features
Big Business includes a number of Customer features and enhancements:
• You can choose from multiple customer shipping and billing addresses on quotes, sales order, and invoices.
• Long comments can be included with quotes, sales orders, and invoices.
• The Other Charges field includes calculations.
• You can adjust the price level for individual quotes, sales orders,

Chapter 3 Customer


Placing Customers on Credit Hold

Placing Customers on Credit Hold
If you have a credit problem with a customer (because of late payments, for example), you can place the customer on credit hold. Depending on the option you choose in the Customer Preferences window, a hold can prevent you from saving an invoice for the customer or simply display a warning message. See “Determining Credit Verification Consequences,” later in this c
Warn or Prevent Save of Sales Orders for Customers on Credit Hold

Chapter 3 Customer


Using Multiple Addresses

It’s not uncommon for a single customer to have more than one address. Big Business allows you to choose from all the addresses entered for the customer, including those entered in the Additional Contacts area of the Customer Card.

This Solution provides instructions for use. (3071)

Chapter 3 Customer


Line Item Comments

If you enter long descriptions in Item cards, these descriptions can appear as comments for line items. See “Including Long Item Descriptions as Comments” in Chapter 5 for more information.

You can read or edit comments by clicking the small document icon in the rightmost column.

This Solution describes using this features. (3072)

Chapter 3 Customer


Edit Other Charges

Other Charges can be chosen for each Quote, Order, or Invoice, and can be used for calculated values. For example, one invoice might include a freight charge based on shipping weight while another might include a rush charge based on a percentage of the invoice total.
You define the charges that you want available through the Other Charges field. You name the field, decide how charges should be ca

Chapter 3 Customer


Choose Other Charges

On each quote, sales order, and invoice, you can choose from the Other Charges fields that have been defined. If you change the Other Charges field when dollar amounts have already been entered, Big Business recalculates the total if necessary.

To choose an Other Charges field:
• Choose the item you want from the Other Charges QuickPop list. (3074)

Chapter 3 Customer


Price Level

This Solutions describes changing the Price Level in Quotes, Orders, and Invoices. (3075)

Chapter 3 Customer


Defining Complex Sales Taxes

Defining Complex Sales Taxes
Big Business supports VAT (Value Added Tax) and other complex sales tax structures. You can define and use sales tax rates that combine multiple individual taxes—local, provincial, and federal, for example. If you choose the Calculate First option for a tax, other taxes are calculated to include it.

To define complex sales tax structures:
1. Choose Show List from the

Chapter 3 Customer


Customer Preferences Changes

Customer Preferences Changes
The Customer Preferences window includes a number of new features.
Determining Credit Verification Consequences
You can choose what happens when a customer exceeds their credit limit or you place them on credit hold. There are three options:
• Displaying a warning message and preventing new invoices from being saved.
• Displaying a warning message, but allowing new inv

Chapter 3 Customer


Printing Defaults

Big Business lets you set printing defaults for Quotes, Sales Orders, and Invoices. The preferences you set appear in the Print Options dialog box that appears when you print. (3079)

Chapter 3 Customer


Setting the Customer History View Duration

Setting the History View Duration
You can determine how many days of transaction information are displayed in the History view of Customer Cards. The default is to show all transactions, but you can enter a specific number of days if you prefer.
If you set a specific number of days, all open transactions are displayed, even if they are outside the time period you specify. Similarly, transactions d

Chapter 3 Customer


Batch Delete of Quotes

The ability to delete old Quotes en masse has long been requested by Big Business Users who generate numerous Quotes. Many companies have a high Quote to Sales Order ratio. In the end, they may only convert a few Quotes to Sales Orders.

The Items that are sold contain historical transaction information and can not be deleted. The Items that have only been used in Quotes can be deleted by first
Item Batch Delete

Chapter 3 Customer


Using Other Charges for Second Tax

The Calculation of Other Charges on a Big Business Quote, Sales Order or Invoice can be used in a variety of ways including:

-Automatically entering a “Fixed Amount” to be included in the Total, but excluded from the Subtotal and Tax (e.g. flat handling charge)
-Calculating a “Percentage of Subtotal” (e.g. Discount, Surcharge, Freight by value)
-Calculating a “Percentage of Taxable“ (e.g. a seco

Chapter 3 Customer


Credit Verification on Sales Orders

Version 2.5 of Big Business expands the Customer Credit Verification options to include Sales Orders. Earlier versions of Big Business would Warn the User or Prevent Saving of Invoices for those Customers who had been placed on Credit Hold or had exceeded their Credit Limit.

Big Business 2.5 adds the option to Warn the User or Prevent Saving of Sales Orders for Customers who have been placed on

Chapter 3 Customer


Resolving Unapplied Payments

Unapplied Receive Money transactions can result in a Customer Statement with a 0.00 zero-dollar balance, indicating that they have "open" Invoices and offsetting Receive Money payments which have not been applied to their Invoices. (3167)

Chapter 3 Customer


Automatic Notes on Customer Quotes

Use the new Quote Preferences found in the Cust Prefs tool to automatically add any or all of the following Automatic Notes when printing built-in Quote forms:

Customer Code
Customer Listing
Total Quantity (total count of all Items on the Quote)
Boilerplate Text

Read the instructions below for maximizing the benefit of these options. (3178)

Chapter 3 Customer


Batch Delete of Customer Cards

(3182)
Quote Batch Delete

Chapter 3 Customer


Credit Card Processing Discounts

This solution offers one option for processing credit card receipts on which transaction charges are immediately applied and only the net amount is deposited to you bank account. This solution assumes that you do not use Customer Discounts Allowed in their normal capacity (i.e. giving Customers a discount for paying their invoices early, such as 2% 10 Net 30 Terms, which are due in 30 days but of

Chapter 3 Customer



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