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Customer Efficiency

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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 over 1 year 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 over 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 over 1 year ago in GOb2b General (If you are not sure!) / Customer Efficiency 0

Differentiate Order Types in Confirmation Email

Subject: Your Retail order with Acme Ltd (No. WEB112431) Subject: Your Trade order with Acme Ltd (No. WEB112431) Subject: Your Agent Placed order with Acme Ltd (No. WEB112431)
Paul Dorey over 1 year ago in GOb2b General (If you are not sure!) / Customer Efficiency 0