>Viewing articles tagged 'FAQ'

"inc VAT" Prompts When Adding Items on the Website Cart

Synopsis: "inc VAT" prompts when adding items on the cart   Cause: Error prompts when you...
Basic Templates Required during Import with sample data and their order of import

Locate the Import Manager, you may refer to the knowledgebase link below....
Database Migration Process from Hosted Server to your Own Dedicated Server

I. Request for Database Backup and Web Folder Copy 1. Go to https://my.connectedbusiness.com/....
Does Connected Business require SQL Express on each workstation?

This depends on the type of connection to choose from.  If you are connected via LAN, it is not...
Does Interprise Suite Import Transactional Data?

You may import opening balances for customers, suppliers, inventory, and the AR and AP accounts...
FAQ: Cannot Create General Journal Entry

Synopsis: The system will not allow the user to add accounts during General Journal creation....
FAQ: Chart of Account Default Accounts Description and Affected Transactions

SALES Posting Accounts Description Affected Transaction Posting Side Account...
FAQ: Check for Updates Feature

The auto-update engine will update the database and Connected Business Installation folder with...
FAQ: Closing Period in Connected Business

Overview This article describes how to close the Fiscal/Calendar Year inside Connected Business,...
FAQ: Connected Business Cart Rover Integration

  Connected Business Cart Rover Integration Overview Connected Business is a fully integrated...
FAQ: Connected Business Email Account Setup Using Gmail Account

With Connected Business's most recent build, if you set up your email using a GMAIL account, it...
FAQ: Disable Date Filtering in Bank Reconciliation Form

  The default setting for the Bank Reconciliation form enables you to filter banking...
FAQ: How and Where to Place Favicon Image

Synopsis: Where does the favicon image be placed? Solution or Procedure : Creating a Favicon...
FAQ: How Are The Products Images Stored

Synopsis: How does the software know where product images are stored?  Where is that kept in the...
FAQ: How Do I Use The Address Verification Service (AVS)? What Settings Should I Configure?

The Address Verification Service (AVS) is a standard credit card verification feature that...
FAQ: How To Activate Saving Credit Card Information for Interprise Gateway v2.0

By ticking the Is Vault option in Banking > Setup > Credit Card Gateway > User's...
FAQ: How to Allocate a Credit Memo to Posted Sales Invoice

Synopsis: How to allocate a Credit Memo to a posted Sales Invoice Procedure Go to Customer...
FAQ: How to Allow Manually Created Sales Order to Show in the Website

  One of the features included in the Sales Order form is the Webstore Code. It allows you to...
FAQ: How To Batch Convert Sales Order To Invoice

  1. From the Customer module, you can batch convert from Sales Orders to Sales Invoices by...
FAQ: How To Batch Post Sales Invoices

1. From the Customer module, you can batch post Sales Invoices by clicking on the Invoice >...
FAQ: How to Bulk Upload Product Images to the Webstore

This shows you how to upload product images on the webstore using Connected Business 13. It will...
FAQ: How To Convert All Existing Customers to Commercial

1. You may go to the SQL Management Studio and select the desired database. 2. Back up the...
FAQ: How To Create A Manual Credit Card Payment Type In Order To Capture Payment Once Authorization Expired

Synopsis: How to Create a Manual Credit Card Payment type to capture payment once authorization...
FAQ: How To Create Customer Refund

Synopsis: If you need to give back the customer his payment for a disputed transaction or...
FAQ: How to Delete an Open Period in your Current Fiscal Year

Connected Business has allowed for the event that the company would change the length of the...
FAQ: How To Disable Price Scheme Alert on Sales Order

Synopsis A pop-up screen comes up when you enter a line item in a Sales Order: 'The pricing...
FAQ: How To Enable "Blind" Credits Or Direct Refund Using Interprise Gateway

Synopsis: When trying to process a refund inside the application, this message is displayed in...
FAQ: How to Enable, Create, Assign and Modify Product Filter

The Product Filtering feature of Connected Business allows you to control what products can be...
FAQ: How To Include Items with No Allocation in Order Picking Ticket Report

Synopsis: Items with no allocation are not included in the Order Picking Ticket Report....
FAQ: How to Install Two Or More Email Service Manager In One Server?

If you have two databases in one server and you want to install two Email Service Manager on the...
FAQ: How to Print Bank Reconciliation Report

Synopsis: How to Print the Bank Reconciliation Report   Solution: 1. Go to the Banking...
FAQ: How to Set Up Affiliates or Sales Representatives

Sales Reps or Affiliates are very essential entities to market one’s business on the Internet....
FAQ: How to Set Up Tax Schemes

Set Up Tax Schemes Set up the tax schemes according to your requirements. You can configure...
FAQ: How To Upload Images Using The Web Manager

Image Upload Guidelines Read through the Image Upload Guidelines before proceeding with the...
FAQ: How to Use Your Credit Card for Bill Payments

How to Use Your Credit Card for Bill Payments If you use a credit card to pay your suppliers,...
FAQ: How To Void Posted Receipt

  A. Receipt Was Done Within Sales Invoice If the payment was created within the Invoice (Sales...
FAQ: List of Supported Payment Gateways

List of Supported Payment Gateways Authorize.Net CyberSource Beanstream Eway Interprise...
FAQ: Number of Copies Option is Disabled in Print Dialog

Synopsis: The user is unable to choose or set the Number of Copies in Print Dialog. Solution:...
FAQ: Patch to Support New PayPal Security Requirements

Since this new PayPal security requirement is only supported in v16 (16.0.0.500), here is a...
FAQ: Perform Bank Account Reconciliation

Bank Reconciliation is a process of checking and comparing your monthly bank statement with the...
FAQ: Rate Quotes Option is Greyed Out During Shipment if From Web Orders

Synopsis: Rate Quotes option is greyed out or disabled during shipment if from web orders...
FAQ: Response Msg: This transaction has been authorized verbally. Please perform a force transaction manually to capture the funds

Synopsis: After selecting the Verbal Authorize and Force option when creating a credit card...
FAQ: Set up of TaxJar

Login to TaxJar and add the taxable state in state nexus...
FAQ: Shipping Notification Email Does Not Contain an Email Address in 'In To' Field

Synopsis: After completing the shipment, when you click on Send Email in the Shipment Form, the...
FAQ: Supported Credit Card Scanner Unencrypted In ERP Client – The MagShell®900 Magnetic Stripe Reader

For the unencrypted ERP credit card swipe feature, we only support the MagShell®900 Magnetic...
FAQ: Supported Credit Card Swiper for POS and CB Client

Supported Credit Card Swipers Connected Business POS (Web-Based Application), the supported card...
FAQ: What Are The Default Size Dimension For Product Images

Product Images in Interprise Suite and Connected Business eCommerce come in three standard...
How to Back Up and Restore Database in Microsoft SQL Server

Connecting To Microsoft SQL Server Database Engine 1. Open your Microsoft SQL Server2. Connect...
How To Change Database Collation

Change Database Collation Databases that have a different collation with the server are placed...
How to Change the Dashboard in Each Module to Splash Page

1. Go to your Installation Folder > Dashboard > Go to the module folder e.g. Customer 2....
How To Change The Default Skin In The Shopping Cart

Synopsis: How to change the Website’s Default Skin to point to your skin folder. Procedure:...
How to Connect to the Hosted Database through Launch Pad (Web App and Windows App)

Launch Pad Link, Webservices URL, User Name, and Password will be given by the Hosting Department...
How to Connect to the Hosted Database using Webservices

How to Connect to the Hosted Database Using Webservices The service URL will be given by the...
How to create Administrator Mode Shortcuts Without UAC Prompts in Windows 10

Running the Connected Business client will always pop up the form User Account Control. "Do you...
How to create and setup Flex Assembly Item

Flex Assembly Items is an assembly item with some added option, it refers to products that are...
How To Create Request for Quote Orders On The Webstore

Synopsis: How To Create Request for Quote Orders On The Webstore Procedure Open the client...
How to Customize the Report

Assuming that you want to add the Notes field in the Sales Order report.  1. Go to Customer...
How to Delete or Remove Build Assembly

Synopsis: How to Delete or Remove Build Assembly Solution:  Connected Business does not have an...
How to Disallow Customer to Add Items to Cart if it is Out Of Stock

Synopsis: How to Disallow Customer to Add Items to Cart if it is Out Of Stock? Solution: You...
How To Edit Credit Card Image in the Website Payment Page?

Credit Card images displayed on the Payment Page are located in Web/skins/<Skin #>/images....
How to Force Sign Out IS Users In The Database – Interprise Suite

Synopsis Logging in to the database prompts:  You are signed in on another computer. Please log...
How to Generate SSL Certification?

Get SSL Certification SSL (Secure Sockets Layer ) is a protocol that ensures a secure...
How to Give Connected Business User Access to the Webstore Admin Page

Any Connected Business user may access the mini admin site as long as he was given access through...
How To Hide Unit Measure In The Website

Synopsis Hiding a unit measure on the Product Page allows the store admin to restrict customers...
How to Install Connected Business through Bootstrap Installer

1. Go to the Support Portal (http://my.connectedbusiness.com/clientarea.php) and log in using...
How To Make Multiple Email Account For Webstore Email Notifications

Synopsis: The Webstore's Default Email Account field can only be assigned with an individual...
How To Make Website A Wholesale Website

Synopsis: How To Create A Wholesale Website Procedure: Go to eCommerce > Setup >...
How to Modify The Order Notification Email To The Customer

Synopsis: How to modify or change the website order notification email that was sent to the...
How to Move the Layout of Facebook Comment to Top of Accessories and Suggestion Items

Synopsis:  How to move the layout of Facebook comments to the top of accessories and suggestion...
How to Print to a Local Printer When Using the Web App

Users have two options when printing in the CB Cloud: the Virtual printer or the Universal...
How To Purchase Support Credits

1. Go to http://my.connectedbusiness.com. Login using the credentials provided to you.. 2. In...
How to Refresh the Entire Cache Database

Refresh the Cache Database This option refreshes the cache database by deleting the old one...
How to Register Your Company Database

Product Registration After installing the Connected Business application, the next step is to...
How to Rename The Database

Renaming Database This option allows you to rename the database into the desired...
How to Reset Demo Database

Resetting Database This option allows you to roll back any changes made to the demo database...
How to Run a Patch Script

How to Run a Patch Script 1. On the server where your SQL Server is installed, navigate to the...
How to run eShopCONNECTED service in Core Edition

How to run eShopCONNECTED service in Core Edition Run "Connected App Config 21" from your...
How To Set Shopping Cart Not To Require Postal Code In Countries

By default, the application requires the Postal Code in every country. However, you can set...
How To Set Up Email Templates for Password Recovery, Customer Welcome and Order Confirmation

Synopsis: How To Set Up Email templates for Password Recovery, Customer Welcome, and Order...
How to Set Up One-Page Checkout

One-page checkout is a shopping cart design where the checkout process can be done in just one...
How to Set Up String Resources for Other Languages in your Webstore

In the Connected Business eCommerce module, string resources are defined only for the default...
How to Set Up the Store to Go Live

Synopsis: After setting up all the products and configurations inside the client application,...
How To Setup Google ReCAPTCHA V3 Keys for Your Webstore

  1. Go to https://www.google.com/recaptcha/admin/create to register reCAPTCHA v3 keys   2....
How To Show Other Country In The Shopping Cart

Synopsis The United States of America and the United Kingdom are the default countries shown on...
How To Show Subcategories With Images

Synopsis: How to show images for each subcategory instead of a bulleted list when a customer...
How to Turn On Inventory Fractional Quantity

Note: We have tested this feature. However, it is an "undocumented" unsupported feature that is...
How to Update Connected Business Website in SP2

Run Connected Database Management Console and connect to your SQL Server. It will automatically...
How to Use the Report Center Interface

How to Use the Report Center Interface The Report Center Interface has all the essential...
HTML5 Client: Using File Transfer

HTML5 Client: Using File Transfer Use the Top Menu for file transfer: Unlike the real RDP...
Image Not Resizing When Uploaded Using Web Admin Console (or Site Editor)

Issue:When uploading an image using the web admin console or site editor, the image gets cropped...
Import data with the new Import Center

Connected Business 23 includes a new and simplified data import tool for administrators to use in...
Installing Connected Business Community Edition

1. Go to connectedbusiness.com. You may either sign up through the Banner slider or go to...
Known Issue: CB Client Apps Font and Text size is very small using super high resolution screens

Synopsis:  The font and text size inside CB were small and couldn't read the data.   Solution:...
List of Supported Payment Gateways

List of Supported Payment Gateways Authorize.Net CyberSource Eway Interprise Gateway...
Manually Install eShopConnected Service

Include eShopCONNECTED  component during the installation Setup Database connection Go to...
Modify Session Expiration of the Admin Site

Spending more time on your admin site, you will notice that extended periods will trigger your...
Orbital Gateway Information

This is the list of general information that Orbital Gateway customers should know.1. Your...
Patch for Auto-Update Feature

The auto-updater encountered an issue when updating the Connected Business Installation folder....
Patch for Connected Business Updater Tool

Before running the Updater, patch first the ConnectedBusinessUpdaterTool.exe to your...
PayPal Express Checkout Payment

PayPal Express Checkout Payment In Connected Business, the PayPal option is included in the...
Rate Quotes Option is Greyed Out during Shipment if From Web Orders

Synopsis: Rate Quotes option is greyed out or disabled during shipment if from web orders...
Running Connected Business Prompts 'Access to the path 'C:\ProgramData\ConnectedBusiness\ConnectedBusiness.exe.config' is denied. Please contact your administrator

Synopsis: Double-clicking the application will prompt 'Access to the path...
Running CuteLiveSupport as a Virtual Application under CBE Website

CuteLiveSupport works as another website with just another port number. To get LiveChat working...
SagePay Test Credit Card Numbers That You Can Use For Testing Integration

These are the list of credit card numbers that you can use for testing SagePay. Please note that...
Setting Up Your Own Blog

Connected Business eCommerce now allows you to create and maintain your own blog in your...
Show On Web and Show Buy Button Are Missing On A Specific Workstation

Synopsis: Show On Web and Show Buy Button are missing on a specific workstation Cause: The...
Unable to Install or failed to download Connected Business components during Installation

Synopsis: After downloading the bootstrap installer, downloading of installation data for the...
Upgrading Connected Business 14 or Lower to Connected Business 18

If you are on Connected Business 14 or lower versions, you need to upgrade your database to...
Upgrading From Connected Business v20 to v21

Upgrading From Connected Business v20 to v21 Upgrading Server Files Download patch zip...
Upgrading Your Connected Business Database

Upgrading Your Connected Business Database This article will guide you through the process of...
Uploading Product Image on the Webstore through Web Manager

Giving Connected Business User Access to Web ManagerAny Connected Business user may access the...
Webstore Order Summary Displays "This shipping option is not supported in your destination address"

Synopsis: After adding items to the cart and proceeding to the shopping cart page, the text line...
What Credit Card Reader to use for Connected Sales iPad?

Synopsis: What Credit Card Readers to Use for Connected Sales iPad.   Solution: To process...
What Is The Web.Config File?

The web.config file is an XML formatted file where the eCommerce’s system settings are defined....