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Ideas

Report Date

All reports to show latest date rather than the oldest first.
Darryl Spencer-Hicks over 1 year ago in CMS and Admin / Reporting 0

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

Display % Margin

Display %Margin on Product Pages and Thumbnails. Calculates %difference between customer selling price and RRP. See https://www.awe-europe.com/brands/Marantz/AV-Receivers/Marantz-CINEMA60BLK-72-Channel-8K-AV-Receiver-Black-CINEMA60BLK
Matt Edwards almost 2 years ago in GOb2b General (If you are not sure!) / Customer Sales 0

Bundle Performance Report

Bundle are posted to the accounts system in two different ways but both make reporting on how often customers order bundles very difficult. Produce a report showing how often Bundles are ordered.
Paul Dorey almost 2 years ago in CMS and Admin / Reporting 0

Option to exclude Agents from being able to use discount codes

For example, we offer a discount off all online orders for customers but as this has no discount code applies even to Agent orders.
Bethan Daniels about 2 years ago in GOb2b General (If you are not sure!) / Promotions 2

Add Squareup as a payment provider

Sqaureup has proved to be much better value for us since changing over in the shop and a lot simpler around compliance.
Liam Godden about 2 years ago in GOb2b General (If you are not sure!) / Payment Provider 1

Customers Logging in but not Ordering Report

Show a report for customers that are logging in but not ordering. Report should have a date range defaulting to last 3 months. It should show the number of logins
Paul Dorey about 2 years ago in CMS and Admin / Reporting 0

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 about 2 years ago in GOb2b General (If you are not sure!) / Customer Efficiency 1

Account Report

Report detailing Account code Purchasers on the account and whether they're account managers or not Their email addresses - Addresses - Phone numbers - Account type (they have type C enabled)
Paul Dorey about 2 years ago in CMS and Admin / Reporting 0

Monthly sales total dashboard to show whether customers or agents placed order

On the monthly sales total it shows the total value or orders placed and total number of orders placed each month. It would be useful if this have a option to display whether or not the orders were placed by customers (retail or trade) or agents.
Heidi White about 2 years ago in CMS and Admin / Reporting 0