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Ideas

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

Minimum item count before allowing checkout

Only allow checkout if the customer has reached a minimum item total in the basket. This would need to be configurable at the customer level and allow it to be set on the Product/Department level. For instance an item from Department A and 3 items...
Sean Goodwin about 2 years ago in GOb2b General (If you are not sure!) / Customer Sales 0

Minimum order value for trade accounts

We would like the ability to set a minimum order value depending on the trade customer - this could be edited in the trade account admin section.
D Armstrong about 2 years ago in CMS and Admin / Customer Efficiency 0

minimum order value

It would be great to have a minimum order value....so for our instance, we would like customers to have a minimum spend of £75.00. Can this feature be added?
Darren Griffiths about 2 years ago in GOb2b General (If you are not sure!) / Customer Sales 1 Already exists

Shipping Key to have own section in CMS

At the moment, shipping keys need to be manually added to customers and shipping services separately. If shipping keys had it's own section in the CMS (like groups and zones), it would be easier for the customer to add keys to bulk customers and t...
Guest about 2 years ago in CMS and Admin / Customer Efficiency 0

Basket Cross Sell

An additional cross sell area in product editor in the CMS may help to upsell in the basket once certain products are added into the basket. This could appear at the top of the basket to the left of the Quick order feature in a carousel format. It...
Leon Bagga about 2 years ago in CMS and Admin / Customer Efficiency 0

Report Showing Top Products purchased by each Trade account

Top Products purchased by each Trade account. Number of products to be a report parameter
Paul Dorey about 2 years ago in CMS and Admin / Reporting 0 Planned

Organise Top Level Departments in Folders

Is there a way we can add top-level department into folders, just to keep them tidy? For example, we have multiple "Key Customer 1" top-level departments, so if we could put all of them into a folder called "Key Customer 1", this would make it muc...
Paul Dorey about 2 years ago in CMS and Admin / Customer Efficiency 0