Music distributors, as an example, make and take returns at the lowest price or cost ever paid for an Item. Big Business includes a custom feature for finding the lowest cost ever paid to a given Vendor or the lowest price ever charged to a given Customer and automatically inserting it, when the Quantity on a Purchase Order or Sales Order is negative.
Update Cost prompt on the Build Bundle tool is removed and automatically updates.
The Import window lets you view, edit, and save Import Settings that can be used by automatic imports, connections to external API's, and the built-in Web API, later.
The Import window can also perform an import, now. When you click the Import button, Big Business may display a confimation dialog asking you to confirm that you want to import now.
This Solution provides details. (6552)
Smart Bundles are replaced by automatic calculation of Bundle Cost in edit and update.
Connect Settings let you set up connections to services like ecommerce, credit card processing, or most Any API.
This Solution provides details. (6852)
This chapter describes Connect tools and features, which are found in System toolbar and tools. There are many tools in Big Business to connect to external systems and exchange data. This chapter give you an overview, so you will know where to go for the tools you need, when you need them. (6863)
Connect Tools make it easy and secure to connect and share data with your systems that handle shipping, payments, ecommerce, sales tax, and more. (6864)
If we seemed to prefer Shopify for B2C retail and BigCommerce for B2B wholesale, it is now clear that anything goes. Big Business works with Magento, WooCommerce, and now Ecwid, too. Pricing is the same for most of these--or anything new--for an instant-on connection to get Customers and Orders flowing from your online stores.
Connect Toolbar lists tools used to customize ecommerce, crm, and more, connections.
We can offer a new way to create Excel files, automatically and with custom formatting, to replace the Applescript way, which is now severly impeded.
If you are using an Applescript customization to generate formatted reports in Excel, it still works, but is terribly slow. Please contact support@bigbusiness.com about migrating to a modern solution.
HubSpot Connect offers a custom connection for Big Business and HubSpot CRM. Fully automatic and fully customizable, HubSpot Connect will let you customize your workflow and automatically coordinate data, reducing duplication of effort or errors.
HubSpot Connect provides a starting point for custom connections to HubSpot CRM.
HubSpot Connect requires a current version of Big Business Open or Built Edition and a list of connections you would like to make such as adding and updating Contacts in HubSpot when they change in Big Business, or vice versa.
This chapter provides reference information for setting up your connections, which is also covered by unlimited setup support if you need additional help.
To connect Big Business to HubSpot you need to log into your Hubspot Dashboard to create an API Key.
This Solution tells you how to generate an API Key. (7402)
Big Business needs an API Key from HubSpot. These is generated in HubSpot Dashboard.
Add Prices is a customization to increase Price Levels and Margins from five to fifteen.
To start it works by adding Prices and Margins to Items for Price Levels 6 through 15. These can be named in Item Prefs, edited in a new Price Levels tab in the Item card, and used for Customers, Quotes, Orders, Invoices.
To maintain new Prices, they are included on Searches, Exports, Update, and Imports.
Big Business lets you have five prices for each item and assign these Price Levels to customers to easily manage retail, wholesale, customer-segment, or web-store pricing.
Assign a name to each Price Level for simple assignment to Customers, to switch on Quotes, to publish price lists, print price labels, and auto-update on your web store.
There are also customizations which you can turn on to get fifteen, or 30, Price Levels.
Big Business uses Price Level 1 as the default price. If you are invoicing a customer who uses Price Level 2 and an item being sold does not have a Level 2 Price, then the Level 1 Price for the item is automatically used.
Price Level Labels can be set in Item Prefs, so you might have Standard and Special set. Using these Labels, if Special price is blank, Standard price is used as the Default Price.
Prices and Add Prices are included on Search where you can Export, Update, and more.
HubSpot Connections shows your list of connections to HubSpot CRM, where you may have more than one to schedule changes to automatic and real-time or in batches.
Hub Button appears on Contact dialog and lets you add the contact to HubSpot CRM.
This button appears with HubSpot Connect enabled and Allow Cloud Services set On.
Click the Hub button to create, update, or open the contact in HubSpot and get the ID. Hub ID can be used on Contacts searches to identify contacts and automate processes.
Cloud Services lets you select whether an Employee can use tools for HubSpot CRM.
HubSpot Connect uses its API Keys to instantly change data in your HubSpot CRM. Turn on Cloud Services in the Secure Web tab of the Employee card to allow them use.
Hub ID is a unique identifier from HubSpot for a record, such as Contact or Company.
Create Contact gets the Hub ID for a new contact to use for identification and updates.
In Contacts Search in Big Business you can Add the Hub ID as a column to use there. You can also use Hub ID as a Yes or No search term in the Find Dialog to find or not.
Create Contact lets you create a contact record automatically in your HubSpot CRM.
Mapping is automatic to put in Company, First Name, Last Name, Email, and Phone.
For additional entries, create your own Mapping in HubSpot tool on Connect toolbar.