Big Business includes powerful networking options to simplify setup, connect locally or connect remotely, host on premises or host in the cloud, and much more.
Big Business Support includes unlimited setup help, configuring your accounting or your networking. You may also need professional help.
Instant-On lets your BigBusiness Client computer Sleep and resume when it wakes. Shut your laptop or allow your computer to sleep and when it wakes on the same network, Big Business Client will resume working right where you left off.
Solutions is our online database that lists most options for Big Business.
When you see a list (pictured) there are several buttons you can use to navigate:
• Thumbnail (white) is a button with a graphic that you can click to show detail
• Title (blue) is a button that you can click to show detail
• Next (green) is a button that you can click to go to the next detail entry
• Chapter (grey) is a button that you can click for a list of entries in the same chapter
At any time you can click Help or other entries in the toolbar to start a new search.
Help is a new column on the Reports list, making it easier to find help. Just click the number of the help document, like (1234), and it will open the current entry from bigbusiness.com/help in your browser.
The bigbusiness.com web site got a new framework for 2022. Function and layout are largely the same. Brash, brisk, and brief are the new guidelines. Some icons have been changed to protect their innocence. The purpose of the web site is to host online help.
The hope is that you click around and find some Solutions, Chapters, or Contents, and find something new that you can adopt, adapt, and iterate on.
The content of Big Business changes frequently, but the program stays the same. Changes are often additions, an option you turn on to do things differently, or not. So it is always perfectly safe to ignore the changes and keep doing what you're doing.
Big Business uses new networking that supports Sleep. Your computer can Sleep and when it wakes your Big Business Client can instantly reconnect.
This only works if your secure connection has not been reset by events such as switching networks by moving your laptop or restarting Big Business Server.
If your secure connection is reset you should wait for one minute while Big Business Client times out and gives you the option to Quit. This usually takes 45 seconds.
Shopify Editions are updates in Shopify billed as creative, productive, and powerful.
BigBusiness adds changes to Shopify Connect options to use newer Shopify Editions. Adding new Custom Apps lets you use new options like Admin API Access Tokens.
This Chapter will provide instructions for setup.
Shopify lets you enable Custom Apps so you can use Big Business Shopify Connect.
In Shopify Admin, go to Settings, App And Sales Channels, and click Develop Apps. Click Allow Custom App Development, read the warning, and click Allow Custom App Delopment, again.
Big Business needs you to Create a Custom App to allow Big Business to connect.
In Shopify Admin, go to Settings, App and Sales Channels and click Create An App.
Big Business needs you to configure your Custom App in Shopify to allow access.
In Shopify Admin, in your Custom App, go to Configuration, Admin API Integration. Scroll to Orders and click write_orders and read_orders will also select. Click Save.
Big Business needs you to Install your Custom App you have created and configured.
In Shopify Admin, after saving Configuration, click Install App to enable app access.
Big Business needs the Admin API Access Token created with you new Custom App.
In Shopify Admin, after you installed your Custom App, you can get API Credentials. For security, you can only Reveal token once. Click to reveal. Copy for safekeeping.
Shopify Endpoints are addresses where Big Business Shopify Connect would connect.
These can now include a Version to enable new features or continue with an older one.
In Shopify Admin, you can only view the entire Admin API Access Token one time.
BigBusiness displays tokens the same way, all hidden except for last four characters. If needed create a Custom App, or Uninstall app and install again to create new token.
In BigBusiness Client, on Company card, Connect Settings tab, is Shopify Settings.
BigBusiness updates Shopify Settings to show the last four characters of your Access Token for reference and adds a Delete button for removing old connections.
To enter a new connection, enter Description as the name of your Custom App setup, enter Admin URL checking twice, Copy and Paste your Access Token and click Test.
Description lets you enter a name on a connection in Shopify Settings for clarification.
When creating your Custom App in Shopify Admin consider the name of the program connecting, bigbusiness16, plus a dash and number, bigbusiness16-2, for 2nd instance.
This helps creating a new connection before deleting an old connection and testing first.
Admin URL is a Shopify Endpoint minus the resource, so https:// followed by store-id dot myshopify dot com slash admin slash api slash [version] slash. It should be exact.
After entering Admin URL and Access Token you can click Test to see if it connects. If this says Unable To Connect, re-check the URL that it uses myshopify.com, ends with slash, and so on. Also check the Access Token had matching last four characters.
Admin API Access Token allows Big Business to connect to your Shopify Admin with the configuration you set up when you created your custom app for access.
Paste the token you copied from your Shopify Admin. You should have this saved someplace safe because it can only be viewed once in Shopify. When pasted into Big Business it appears with the last four characters displayed, only, to confirm if needed.
If the entry displayed in Big Business does not show the last four characters it it may be an older API Key from a prior iteration of Shopify, which may continue to work.
Get Orders lets you set which Shopify Orders Big Business finds for processing.
Open tells Big Business to find all orders on Shopify's open orders list. This includes all new orders, paid and unpaid, fulfilled and unfilfilled. Orders that are Archived are not included, so you can use Shopify's Archive and Unarchive controls as needed.
Set Orders then sets Shopify Orders to Archived so they are not processed again. Orders can still be updated for payment and fulfillment within Shopify.
Set Orders sets the status of Shopify Orders so Big Business sees them as processed.
Archive tells Shopify to remove the order from the open orders list. Archived can be set independently of payment and fulfillment for maximum flexibility. Archived can also be set automatically or manual with Shopify to enable the workflow you need.
Import Customers lets you choose an import option you want for Shopify Customers.
Automatic uses a standard mapping to create new customers in Big Business. Disabled turns off this import, for example to use a Default Customer for all Orders. You may also create your own Mapping using the Shopify tool on the System toolbar.
Import Orders lets you choose an import option you want for Shopify Orders.
Automatic uses a standard mapping to create new Orders in Big Business. Disabled turns off this import. You may also create your own Mapping using the Shopify tool on the System toolbar, which includes options for creating Invoices in Big Business.
Send Notifications lets you choose an Employee to receive Notes from Auto-Connect.
Auto-Connect runs automatically and sends Notes detailing any Alerts or Errors. These Notes appear when the Employee signs into Big Business or Checks For Notes in the interval set in My Prefs.
These Notes show Alerts or Errors that occurred and the data coming from Shopify.
Auto-Connect sets Big Business to check for new Shopify Orders every few minutes.
Auto-Connect runs on Big Business Server so your data is always up-to-the-minute. By setting Send Notifications you designate an Employee to recieve Notes or errors.
Online Help helps you find out how Big Business does work, or could work, and why.
On many screens an information button [i] takes you to the online help entry, for help. There you should find descriptions, details, picture, and links to Chapter or Next Page.