Revision as of 13:52, 1 July 2014

The 'Business Configuration' module is the second of three mandatory modules used within webBooks. The function of this module is to define the various information that pertains to the business such as its name, addresses, operating hours, and more. Like the 'System Configuration' module, you most likely will not return to this extension very often.

Tabs

Each module will contain several tabs that help group the various types of associated information. Below we will cover the details of each one currently available in the latest release of the module.

?

This tab is found in each module as the way to access helpful documentation and, when clicked, will load this wiki page for the module. Of course you can always go directly to our wiki and read through the entire software documentation.

General

Also found in most of the available extensions, this tab provides the general information associated with the module. Below you will find the details of each field available on the form.

• Business name

• Type

• FEIN

• Sales Tax

• Unemployment tax

• Founded

• Timezone

• Operating hours

• Phone & Fascimile

• Website

• Main address

• Billing address

• Shipping address

• (coming soon) These options will become active within the next version or two.

• Use BBN & Merchant

• Merchant ID

• Pay schedule

• Pay commissions

• Departments

• Positions

• Freight accounts

• Bank accounts

• Credit cards

Locations

This tab defines the additional locations to the business.

Vendors

to do

Providers

This tab contains the same layout as found in the 'Vendors' tab, however, this tab deals with all the service providers that your organization deals with.

Data

to do

Buttons

The buttons located in the header of each form will be covered below (see the respective sections above for inline buttons).

Save

The only button available in the header of the 'General' tab, click this button once you have filled out all available fields to save your configuration. It is important to note that this ONLY saves information listed on this tab - no others!