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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 12 months ago in CMS and Admin / Reporting 0

How did you hear about us?

To assist with Marketing and ROI calculations it is essential to know what the lead source of your custom is. Could we add a field to the checkout so that we can ask customers how they heard about us so that we can add this data to our CRM?
Murray Greenhill 12 months ago in Web Site 0

Requested delivery date field in checkout

Many of our customers like to place orders ahead of time for delivery on a specific date, this helps with their own inventory and job planning. As requested delivery date is a standard field in most ERP's (I know it is in BC) I think this should b...
Murray Greenhill 12 months ago in Web Site 0

View Products in Basket

Be able to view the products in customers basket
Bethan Daniels 12 months ago in CMS and Admin / Customer Efficiency 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 12 months 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 12 months 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 12 months ago in CMS and Admin / Customer Efficiency 0

Speed up the importing of codes from BC to CMS

Currently it can take minutes to import a code from BC into the CMS. It used to be much quicker importing from Sage to the old CMS. Can this be speeded up to make the process of adding products to the website faster?
Irfaan Merali 12 months ago in Integrations (Sage, Opera etc.) / Dynamics Business Central 365 0

additions to main order

Our customers must meet a minimum order value. However they can make additions (under min value) up until the day before their delivery. Functionality to test if a customer already has an active order in the system. Then allow orders of any value....
Chris Jones about 1 year ago in Web Site 1 Will not implement

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