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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 almost 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 almost 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 almost 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 almost 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 almost 2 years 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 almost 2 years 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 almost 2 years 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 almost 2 years ago in GOb2b General (If you are not sure!) / Customer Sales 1 Already exists

Tom have customisable pup out windows for Shipping

Shipping can be manipulated for exceeding weights or number of parcels. As the whole idea of your is aimed at B2B, then it would be great to have a feature where we could generate our own custom pop out windows asking for certain criteria to be fi...
Steve Champion almost 2 years ago in Web Site 0

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 almost 2 years ago in CMS and Admin / Customer Efficiency 0