97 results found
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Additional restriction possibilities in B2B Suite
Some restriction possibilities within role assignment are missing, such as regions, supervisors (who then see´s performance of his sales agents).
Current workaround: You can add restrictions based on delivery and invoice addresses. Also you can determine, which contacts and roles a user see´s.
Hypothesis: Additional restrictions would help companies displaying there business hierarchies and needs and therefore automate there work further.
2 votesNo further development of the B2B Suite. Future development will take place in the B2B components.
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Indicate orders by sales representative in all places
It must be indicated in all places when an order has been placed by a sales representative.
3 votes -
B2B Suite: Mail template for pending quote/offer
Like the existing "Orderclearance inquiry" template to inform the shop owner about a pending quote/offer with the sender in CC.
1 vote -
B2B Suite: Release quotes/offers per link
As the person responsible for quotes/offers that need to be released, I may have little time. It would be very helpful to be able to release the quote/offer via link. The link is in the mail that has arrived accordingly after the quote/offer of the customer me in copy as the person responsible.
1 vote -
Mark debtors and employees better
At the moment it is not possible to recognize debtors and employees of the debtor in the administration. It would be good if this can be better recognized in the administration. If necessary, it would be useful to be able to manage customers of the customer directly in the administration (add, edit, delete, etc.).
2 votes -
Generate PDFs of shop data
It should be possible to generate PDFs out of the admin of selected shop data (Products, Orders etc.) and make it downloadable.
2 votesNot enough use cases
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SSO login for debtors
Currently it is not possible for debtors to use their usual company credentials to log in into the B2B Suite. If they could, this would increase the adaption rate and ease up the process working with the Suite.
2 votesHi,
We are looking at this topic as part of B2B Components.
If the topic is still relevant to you, let's talk about it.
Just reply on this message!
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B2B Offline orders
Sales representatives might not always have a good internet connection and therefore can't place an order right away. Some way to be able to place an order offline that get's automatically updated as soon as the connection is back should be there.
1 vote -
2 votes
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2 votes
No further development of the B2B Suite. Future development will take place in the B2B components.
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1 vote
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1 vote
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1 vote
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Managable Baskets per Project
Currently it is not possible to order for multiple projects - you only have one basket at a time. In B2B companies employees might have different projects they work and have to order stuff for. Also, budgets and contingents can only be assigned on role level but not project specifically.
Current workaround: Customizing and/or doing manual paperwork to document project specific purchases1 vote -
1 vote
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1 vote
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B2B Offer duplication
Currently it's not possible to duplicate offers in the B2B Suite
so that you have less effort creating new ones with slightly different nuances.
This would ease up the process of sending out several offers at once to customers.1 vote
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