Difference between revisions of "webBooks-Business Configuration"

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* '''Business name'''  
+
* '''Business name''' As the name suggests, this is the name of the business.
  
  
* '''Type'''
+
* '''Type''' This specifies the type of business your organization is. 
  
  
* '''FEIN'''
+
* '''FEIN''' The Federal government is responsible for giving you your Federal Employer Identification Number (FEIN) after you apply for one.  All business types with the exception of a 'sole proprietorship' are required to have this number.  Instead those businesses can use the owners social security number in its place.  However, there are circumstances where a sole proprietorship will be required the use an FEIN too so do your research beforehand.
  
  
* '''Sales Tax'''
+
* '''Sales tax''' There are two options on this line with the first one being the sales tax number for your organization.  The second value contains the sales tax rate that your business will be required to charge on products (and possibly your services).
  
  
* '''Unemployment tax'''
+
* '''Unemployment tax''' Just like the 'Sales tax', there are two values here that correspond to the unemployment number the Federal government has provided to you and the accompanying tax rate.
  
  
* '''Founded'''
+
* '''Founded''' Again, there are two values here that specifies when and where the company was founded.
  
  
* '''Timezone'''
+
* '''Timezone''' This value should correspond to the timezone in which the organization currently resides.
  
  
* '''Operating hours'''
+
* '''Operating hours''' This should be self explainatory - the official hours of business operation.
  
  
* '''Phone & Fascimile'''
+
* '''Phone & Fascimile''' Another set of fields that should be easy to understand, these values define the main phone and fax numbers of the business.
  
  
* '''Website'''
+
* '''Website''' Every business has an Internet presence nowadays, and this is where you would enter that web address.  Please note, you will need to include the 'http[s]://' prefix!
  
  
* '''Main address'''
+
* '''Main address''' This address should correspond to the physical address where the business resides.  If you have a small, home operated business, then this value would be your home address.  On the other hand, if you have several locations, this value should be the mailing address of your head quarters.
  
  
* '''Billing address'''
+
* '''Billing address''' Some companies are large enough to have several different mailing addresses for various departments.  This address should define where your bills should be sent.  If you have a small, home operated business, then you can click the 'Same as Main' button to have the value from the 'Main Address' copied here.
  
  
* '''Shipping address'''
+
* '''Shipping address''' Again, if you are a larger business and you have a specific address where your shipping and receiving take place, enter that address here.  If you are a [https://en.wikipedia.org/wiki/Small_office/home_office SOHO], then you can click the 'Same as Main' button once again.
  
  
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* '''Use BBN & Merchant'''
+
* '''Use BBN & Merchant''' The BBN is a new service of ours that will be coming online towards the end of Q4 2014 or Q1 2015 and will offer webBooks users the ability to see profiles and reviews of business and residential customers so you can determine if you would like to take the job or not.  It is important to note that this is an all or nothing option.  If you opt-in, then you get access to the customer information, but some of your webBooks information is sent to that network.  If you opt-out, then none of your webBooks data is shared, but you also do not have any access to the customer data.
  
 +
The merchant value defines which payment processor you would like to use to conduct credit card and other electronic payment options.  Currently we only have two options (Paypal and Google checkout), but any other processors are welcomed to work with us to get them added in as well.
  
* '''Merchant ID'''
 
  
 +
* '''Merchant ID''' This is the unique identication that your organization uses when working with your selected merchant (see prior bullet).
  
* '''Pay schedule'''
 
  
 +
* '''Pay schedule''' There are two values here that specify when your payroll starts.  If you are a new company, then you will need to select the first day of the first month that your payroll will begin.  If you are an existing company, then you will need to select the first day of the current month when your next payroll will be processed.
  
* '''Pay commissions'''
+
 
 +
* '''Pay commissions'''  
  
  

Revision as of 06:43, 2 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 As the name suggests, this is the name of the business.


  • Type This specifies the type of business your organization is.


  • FEIN The Federal government is responsible for giving you your Federal Employer Identification Number (FEIN) after you apply for one. All business types with the exception of a 'sole proprietorship' are required to have this number. Instead those businesses can use the owners social security number in its place. However, there are circumstances where a sole proprietorship will be required the use an FEIN too so do your research beforehand.


  • Sales tax There are two options on this line with the first one being the sales tax number for your organization. The second value contains the sales tax rate that your business will be required to charge on products (and possibly your services).


  • Unemployment tax Just like the 'Sales tax', there are two values here that correspond to the unemployment number the Federal government has provided to you and the accompanying tax rate.


  • Founded Again, there are two values here that specifies when and where the company was founded.


  • Timezone This value should correspond to the timezone in which the organization currently resides.


  • Operating hours This should be self explainatory - the official hours of business operation.


  • Phone & Fascimile Another set of fields that should be easy to understand, these values define the main phone and fax numbers of the business.


  • Website Every business has an Internet presence nowadays, and this is where you would enter that web address. Please note, you will need to include the 'http[s]://' prefix!


  • Main address This address should correspond to the physical address where the business resides. If you have a small, home operated business, then this value would be your home address. On the other hand, if you have several locations, this value should be the mailing address of your head quarters.


  • Billing address Some companies are large enough to have several different mailing addresses for various departments. This address should define where your bills should be sent. If you have a small, home operated business, then you can click the 'Same as Main' button to have the value from the 'Main Address' copied here.


  • Shipping address Again, if you are a larger business and you have a specific address where your shipping and receiving take place, enter that address here. If you are a SOHO, then you can click the 'Same as Main' button once again.


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


  • Use BBN & Merchant The BBN is a new service of ours that will be coming online towards the end of Q4 2014 or Q1 2015 and will offer webBooks users the ability to see profiles and reviews of business and residential customers so you can determine if you would like to take the job or not. It is important to note that this is an all or nothing option. If you opt-in, then you get access to the customer information, but some of your webBooks information is sent to that network. If you opt-out, then none of your webBooks data is shared, but you also do not have any access to the customer data.

The merchant value defines which payment processor you would like to use to conduct credit card and other electronic payment options. Currently we only have two options (Paypal and Google checkout), but any other processors are welcomed to work with us to get them added in as well.


  • Merchant ID This is the unique identication that your organization uses when working with your selected merchant (see prior bullet).


  • Pay schedule There are two values here that specify when your payroll starts. If you are a new company, then you will need to select the first day of the first month that your payroll will begin. If you are an existing company, then you will need to select the first day of the current month when your next payroll will be processed.


  • 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!