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Customer Efficiency

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Account Overview

The account overview page could use some additional information, which I believe would be very valuable to customers and your clients. Things like total balance, available credit, overdue value, due at the end of the month, due in 30 days, end of ...
Guest 4 months ago in GOb2b General (If you are not sure!) / Customer Efficiency 1

Search Function in order history

it would be good if customers could search for their order number to see if there's any update or changes on their order. Currently we have customer with a high staff level who need to scroll through pages to find their order.
Guest about 2 months ago in GOb2b General (If you are not sure!) / Customer Efficiency 0

Ability for customer to download price list

Customers would benefit from being able to request a dynamically produced (eg up to date) download of a price list, showing Stock code / Product name / Customers price / RRP price / Barcode. If quantity breaks & pricing could also be included ...
David Harmes 7 months ago in GOb2b General (If you are not sure!) / Customer Efficiency 1

Sorting Function

The sort function defaults to sorting by recommended. It would be better for us if it defaulted to A-Z from the start rather than having to change it. Also when it does sort, it does so by the descriptions for the products and not the stock codes ...
Vincent Carroll about 1 month ago in GOb2b General (If you are not sure!) / Customer Efficiency 0

Web Hooks

Provide Web Hooks as part of the API so that customers can commission their own bespoke. For instance a hook on Enquiry Form submitted so they can get someone to do bespoke to poke it into what ever CRM they have
Paul Dorey about 1 year ago in GOb2b General (If you are not sure!) / Customer Efficiency 0

Account Link Failure Notification

Notify a customer when the link to their accounting system becomes unresponsive
Paul Dorey over 1 year ago in GOb2b General (If you are not sure!) / Customer Efficiency 0

WhatsApp integration

More customers are using WhatsApp for business communication. Would be great to have it as a contact option
Jeff Ivey 9 months ago in GOb2b General (If you are not sure!) / Customer Efficiency 1

PO Upload - Enhanced Quick Order

While there is a quick order by CSV upload, some customers have asked if its possible to upload a PO to create an order. Essentially, this could skip a lot of checkout steps too, going to a final confirmation. This may require OCR recognition, and...
Leon Bagga 12 months ago in GOb2b General (If you are not sure!) / Customer Efficiency 1

Improve Order Placed by Account on Hold Email/Over Credit Emails

Add the Accounts Order Number in the Title and a link to it in the GOb2b Admin Section in the Body
Paul Dorey about 1 year ago in GOb2b General (If you are not sure!) / Customer Efficiency 0

Use A Department as Cross Sell

Where a range of products are all likely to have the same Cross Sell then use a Department. e.g. if you are selling TVs with out aerials then you could use the Aerial department as Cross Sell on everyone. You would need to be able to add other pro...
Paul Dorey about 1 year ago in GOb2b General (If you are not sure!) / Customer Efficiency 0