Multi-Customer Matching
Multi-Customer Matching uses 2 Lookups to find one card for a customer with many.
Most customers with multiple Ship-To's have one Customer card and many Contacts. Some have multiple Customer cards, so each may pay separately, but work similarly.
Check the Multi-Customer on the connection and map both Customer Lookup and the Ship-To Lookup (normally for Contact) and it will match one Customer by using both.
MySQL Changes
MySQL Changes are automatic and update your data in MySQL for realtime uses.
When you upgrade your version of BigBusiness and it changes content, your MySQL is automatically updated to include new fields, new types, and, as always, new data.
XML
XML is a data format for sending and receiving complicated data that BigBusiness can handle so you can receive Orders from B2B, procurement, or punchout, automatically.
BigBusiness can then send back Invoices in XML format to your customers' systems.
TLC Tab
TLC Tab shows Profit using Landed Cost, which is automatically updated throughout.
As pictured, Fruit Collection has a cost of $6.99 and an updated Landed Cost of $7.29. The additional $0.30 is calculated by 10% added to the $3.00 container it is built with.
The following entries in this Chapter show setting the Landed Cost % for the container and the automatic result when its cost is changed from $2 to $3 on the Purchase Order.
TLC Components
Show Components from the Item card lets you pull up components for any built item.
In the Items search showing the components you can then +Add columns for Landed. This lets you see which items have a Landed Cost % assigned, in this case, a Decanter.
Glass Decanter is assigned a 10% Landed Cost percentage that is applied to its Landed Cost when changed, and to Landed Cost of all items built from it when its does change.
TLC Update Percent
Update on the Items search lets you set a Landed Cost % for found and selected items.
In this example, we looked at All Items and clicked on the Glass Decanter to add 10%. Clicking Update shows the Change dialog to update 1 selected item's, Landed Cost %.
TLC Update Cost
Update Cost lets you recalculate costs if you have made system changes such as to use Landed Built costs and apply these changes in advance of your new automatic changes.
TLC Update Item
Update Item lets you change the cost of an item when changing its cost on a purchase.
If you say, Yes, to update the cost of the item, in this example changing from $2 to $3, this will change the Glass Decanter item, which will changed its Landed Cost to $3.30.
In turn, the Landed Built function will change the Landed Cost of Fruit Collection to include the $0.30, the 10% tariff for Glass Decanter, to show $7.29 on TLC Profit tab.
TLC Landed Label
Landed Label lets you name the 2nd Profit tab to will show on Quote, Order, Invoice. The original Profit tab remains with Inventory Cost. The new tab with Landed Cost.
The dropdown menu lets you choose LC, Lnd, or initials, gleaned from Company card. For this exercise, TLC is used. Every column uses this label for clarity when viewing.
TLC Landed Profit
Landed Profit lets you turn on a 2nd Profit tab on Quote, Order, Invoice, with Landed. This lets you see Profit using Landed Cost inflated by Tariff percentages, hence TLC.
Go to Item Prefs and click Landed Profit to show this tab, but first set its Label and decide if you want Built items to have their Landed Cost update by their components.
TLC Landed Built
Landed Built lets you set Component to update Built item Landed Cost automatically. This changes Landed Cost on Built items to sum of Components, not Landed Percent.
Changing this setting requires a restart of your BigBusiness Server software to update. With this setting, entering a new cost on a PO will updates cost for its built items, too.
This will give you visibility on the TLC Tab on Quote, Order, Invoice for Built Items.
Chapter 604 Tariff Landed Cost (TLC)
Tariff Landed Cost may help you see rising costs due to tariffs for items in inventory.
Use the Landed Cost functions, plugging in the tariff amount. Enable the Landed Cost tab, calling it TLC, to see the effect of Tariffs on your Quotes, Orders, and Invoices.
Use Update on the Items to change Landed Percentage, Update Costs by calculation, and expect new Costs of Components entered on PO's to update sold Built items, too.
Use AvaTax
Use TaxJar is an optional setting on Tax Status to automatically look up taxes using TaxJar Connect.
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If you check the Use TaxJar checkbox, Big Business will use TaxJar Connect to automatically lookup the tax on Quotes, Orders, and Invoices that use this Tax Status, when they are being saved.
Employee AvaTax
Employee Access lets you set Show AvaTax Lookup to display the AvaTax Lookup button and AvaTax Response. It is not needed for the automatic lookups when saving.
Employees AvaTax
Employees Search lets you Add (+) a Column for Show AvaTax Lookup to see which Employees have this enabled, and to select one or more, click Update and change them.
AvaTax Response
AvaTax Response is the complete response from AvaTax with all results or any error.
AvaTax Reponse only appears when an Employee has Show AvaTax Lookup enabled. AvaTax Response shows on the Shipping tab of a looked-up Quote, Order, or Invoice.
AvaTax Lookup
AvaTax Lookup happens automatically when you save any Quote, Order, or Invoice.
There is also an option to show the AvaTax Lookup button the Expanded tab of each. This is enabled per Employee for those that a need an instant answer to Tax and Total.
Freight Code
Freight Code lets you set the set the default Tax Code to use on Line 1 Other Charges.
FR030000 is the code for Shipping And Handling Combined and is assigned as default.
Merchandise Code
Merchandise Code lets you set the default Tax Code to use on Line 2 Taxable Subtotal.
P0000000 is the code for Tangible Personal Property TPP used for fully taxable items.
Customer Code
Customer Code lets you set a default Customer Code to use when Customer's is blank.
000 is the default entry used to avoid errors as Customer Code is required for lookups.