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Customer Efficiency

Specific delivery days for certain customers

having a set day of the week delivery day for certain customers rather than defaulting to the next available day
Guest about 20 hours ago in GOb2b General (If you are not sure!) / Customer Efficiency 0

Account Overview

The account overview page could use some additional information, which I believe would be very valuable to customers and your clients. Things like total balance, available credit, overdue value, due at the end of the month, due in 30 days, end of ...

Search Function in order history

it would be good if customers could search for their order number to see if there's any update or changes on their order. Currently we have customer with a high staff level who need to scroll through pages to find their order.

Total units in order summary

Total units of each product to show in the order summary page, in order for the receiver to double check the quantity before they check out.

Maximum order quantities

Introduce maximum order quantities to prevent certain stores ordering too much.

Ability for customer to download price list

Customers would benefit from being able to request a dynamically produced (eg up to date) download of a price list, showing Stock code / Product name / Customers price / RRP price / Barcode. If quantity breaks & pricing could also be included ...
David Harmes over 1 year ago in GOb2b General (If you are not sure!) / Customer Efficiency 1

Advance Notification for CMS Restarts or Server Maintenance

Currently, if the CMS server restarts while someone is editing content, there's no warning — and unsaved work can be lost without notice. This is incredibly frustrating! It would be a huge improvement to have a notification system that alerts user...
Kevin Beard 9 months ago in GOb2b General (If you are not sure!) / Customer Efficiency 3

WhatsApp integration

More customers are using WhatsApp for business communication. Would be great to have it as a contact option
Jeff Ivey almost 2 years ago in GOb2b General (If you are not sure!) / Customer Efficiency 1

Web Hooks

Provide Web Hooks as part of the API so that customers can commission their own bespoke. For instance a hook on Enquiry Form submitted so they can get someone to do bespoke to poke it into what ever CRM they have
Paul Dorey about 2 years ago in GOb2b General (If you are not sure!) / Customer Efficiency 0

Account Link Failure Notification

Notify a customer when the link to their accounting system becomes unresponsive
Paul Dorey over 2 years ago in GOb2b General (If you are not sure!) / Customer Efficiency 0