September 2019
- Collections for B2B: When using custom collections we also categorize those products for B2B users to browse by Season, Brand, Style or however else you want to organize your products. This is intended to make it easier for dealers to browse and buy your products. The Collections are automatically retrieved and updated when you make changes in your eCom platform.
- Split B2B Orders: Have a purchase order come in you would like to split by warehouse or put on backorder for future fulfillment? You can now select which items you would like to fulfill on a B2B order and it automatically creates the second order with the same order ID but with a -2 to cross reference. Need to split again? We also support -3!
- B2B Discount Upgrade: Last version we announced when you create B2B Orders for your retailers a discount can be applied. Now you can do the same when either sales reps or dealers submit the orders before you confirm the pricing.
- Headers Added to Dealer Orders & Purchase Orders: Now you will be able to see remaining warehouse inventory, Unit Cost, and Extended Price headings on order pages of Dealer Orders & Purchase Orders. No more flipping between screens, all information in one easy to use interface.
- Shopify Success Page Updates: Revising the directions map at the bottom of the success page and making the page narrower to display better on wider full page themes.
- Oversell Shopify Inventory: We heard that occasionally items went oversold when placing dealer orders or B2B orders into Shopify. Now not only do we list inventory prior to confirming the order to prevent oversold, in the event they do the orders will always go through to Shopify meaning you never miss a beat.
- Revised Payment Form: We now provide a native form that works perfectly on mobile/desktop on your page. Users will no longer go to our payment gateway partner checkout form we feel will have a boost on conversions.
- Local Delivery Percent of Sale Freight: As an added way to calculate freight on Local Delivery orders we have made Percent of Sale as an option. If you have a $1,400 order it could be a 20% surcharge to have it delivered to accommodate for various items at different price levels. Shipment Settings > Dealer Options
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Smarter Product Management: To work with your existing workflows, we now scan for duplicate products that get imported in and remove automatically if deleted from your eCommerce platform. The only products that will remain in our system are those still existing inside your eCommerce platform.
- Discount Line Added to Consumer PDFs: Upon initial order placement we have added discounts as a line item to the Order PDF that some dealers may use as receipts for consumers.
- CC Staff Members on Orders: Your retailers could add staff members a few versions ago, but now when their store gets an order in addition to the primary contact others may also be copied on order communications including Shop Managers, Sales Staff, etc.
- Retail Staff Members Can Close Out & Refund Orders: Sales staff at retail locations can now login, find orders for consumers and enter verification codes to close them out. In addition, they can now perform refunds as well with their own specific account.
- Sales Rep Visibility to Dealer Pricing Tier: Sales reps will now be able to see which pricing tier their assigned accounts only are listed at in the system. If you assign specific tiers to reference different programs this will let your sales team know which accounts are eligible or not.
- Sales Rep Inventory Tab: Sales reps in the system are now getting their very own inventory tab to view inventory by warehouse and can see top movers.
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