Big Business includes Deposit on the Sales Order import mapping. This allows you to import a paid amount from an online store and have it automatically converted into a Payment.
Big Business 12 updates this feature to create Prepayments.
This Soution describes this feature. (6636)
When you are placing a Sales Order for a customer it is convenient to know the status of your inventory. (3043)
Use the new Order Preferences found in the Cust Prefs tool to automatically add any or all of the following Automatic Notes when printing built-in Sales Order 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. (3264)
The ability to delete old Sales Orders en masse has long been requested by Big Business Users. (3212)
Big Business prints Shipping Labels for packages and large envelopes. You can print these labels from Searches or from individual transactions. If the sheet labels you are using have been used previously, you can specify the the row and column of the first available label to use the remainder of the sheet. (3204)
From time to time a customer may wish to return an item and you may need to generate an RMA or Return Merchandise Authorization. This solution outlines how to perform this process and to receive the items back into inventory. (5171)
Scheduling Customer Sales Orders is a frequent topic for support inquiries. Industries such as manufacturing often receive single orders, which specify multiple future shipments at specified dates or intervals, and "drop dates" after which the order should be canceled if undelivered.
Big Business does not include any any tools directly designed for tracking:
• Multiple ship dates on a single customer order
• Drop dates, after which the order should be canceled
This Solution provides several suggestions which creative users have suggested for scheduling Sales Orders. (3562)
Check Order # in the Sales Order Prefs. This feature applies to the Sales Order tool, when using the using the Edit Order # option. It also applies to Imports, including Cloud Services and Web API.
(6554)
Big Business 13 adds new Closed options for Orders. In addition to the Closed checkbox on the Order window, there is now a Mark Closed option on Orders Search.
Closed Orders:
• are locked so they cannot be changed
• cancel any Qty Open and update Allocations
• lock Invoices [new]
• can be Unclosed [new]
Cannot Close Orders is a new setting in Employee Access that lets you Block employees from closing sales orders.
Big Business 13 adds Restricted Access settings to the Employees Search and the Update tool for changing many employees at once. The choices are Block and Allow.