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Customer Sales

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On Hold Message / Statement

Can an "Account On Hold" message be displayed anywhere, particularly in the Account Overview area? Otherwise, the customer or agent will not know until the final stage that the account is on hold.

Kit Builder

Allow a customer to build a product from a 'Kit' of parts that would then add to basket.
Paul Dorey about 1 year ago in GOb2b General (If you are not sure!) / Customer Sales 1

Created a connection to Xero

Xero is very popular and we are considering moving over leaving Sage 50 that crashes on us Multiple times a day! PLEASE PLEASE can you write a new code to support this

Mailchimp integration

Mailchimp integration - Specifically when a new trade account is set up, their email address is added to a mailing list.
Guest about 1 year ago in GOb2b General (If you are not sure!) / Customer Sales 2

Click and Collect

Allow certain users access to stock at other warehouses if they are a collection customer. Sale to be made against that warehouse.
Chris Jones about 1 year ago in GOb2b General (If you are not sure!) / Customer Sales 0

Add Daily Sales widget to dashboard

See at a glance your total sales by day

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.

Order Approval Process

Provide a standard Order Approval Process. This will require the new Security Model to be implemented first. This should also work across groups of accounts - see https://gob2b.ideas.aha.io/ideas/ENG-I-27
Paul Dorey about 1 year ago in GOb2b General (If you are not sure!) / Customer Sales / Security 1

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 7 months ago in GOb2b General (If you are not sure!) / Customer Sales 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