Chapter 102 Advanced Basics
Advanced Basics helps with more basic operations that make data entry fast and easy.
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.
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.
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