GOb2b Ideas Portal
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Customer Sales

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Rating stars to be visible on products

Customers can see at a glance if there is a rating and how many on each product.
ali riley 23 days ago in GOb2b General (If you are not sure!) / Customer Sales 0

Have the option for order confirmations to be sent as an attachment rather than body of text

Would be great if it could be at customer level but also useful at global level.
David Harmes 5 days ago in GOb2b General (If you are not sure!) / Customer Sales 0

On Hold Message / Statement

Can an "Account On Hold" message be displayed anywhere, particularly in the Account Overview area? Otherwise, the customer or agent will not know until the final stage that the account is on hold.
Guest 11 months ago in GOb2b General (If you are not sure!) / Customer Sales 0

Kit Builder

Allow a customer to build a product from a 'Kit' of parts that would then add to basket.
Paul Dorey over 1 year ago in GOb2b General (If you are not sure!) / Customer Sales 1

Mailchimp integration

Mailchimp integration - Specifically when a new trade account is set up, their email address is added to a mailing list.
Guest over 1 year ago in GOb2b General (If you are not sure!) / Customer Sales 2

Created a connection to Xero

Xero is very popular and we are considering moving over leaving Sage 50 that crashes on us Multiple times a day! PLEASE PLEASE can you write a new code to support this
Guest 9 months ago in GOb2b General (If you are not sure!) / Customer Sales 1

Add Daily Sales widget to dashboard

See at a glance your total sales by day
Guest 11 months ago in GOb2b General (If you are not sure!) / Customer Sales 0

Click and Collect

Allow certain users access to stock at other warehouses if they are a collection customer. Sale to be made against that warehouse.
Chris Jones over 1 year ago in GOb2b General (If you are not sure!) / Customer Sales 0

Order Approval Process

Provide a standard Order Approval Process. This will require the new Security Model to be implemented first. This should also work across groups of accounts - see https://gob2b.ideas.aha.io/ideas/ENG-I-27
Paul Dorey over 1 year ago in GOb2b General (If you are not sure!) / Customer Sales / Security 1

Email order confirmation to an account depending on payment method

Functionality so that an additional email address is emailed depending on what payment method their customer uses. They would like it so that accounts@ is emailed when the customer uses Bank Transfer so that it prompts them to check the bank account.
Guest 11 months ago in GOb2b General (If you are not sure!) / Customer Sales 0