Edit Price Lists page:When editing the cost price of an item, the list price is adjusted automatically by the established markup percentage.You now have the functionality to lock the sell price. Adjusting the cost price will not update of the sell price when locked.Locking the sell price can be applied […]
Next Delivery changes
There has been an update to the Next Delivery/ delivery routes If you have setup a delivery route and assigned it to be Next Delivery only, you will now see a toggle switch in edit customer settings. If you enable next delivery for a customer you will then need to […]
New Picking Slip Print option
A new Picking Slip Print Option has been added to Admin Settings. It can be found in Print Options>Picking Slip Print OptionsIt is titled – Item Names Grouped by CategoryThis setting will print the picking slip with items grouped under category titles. The Picking slip will resemble the following sample.
Excluded Delivery Dates
New functionality has been added to manage public holidays and excluded delivery dates.Now when you exclude a date for delivery you also have the option to offer an alternative delivery date. Setting a excluded delivery date 1. Click on Add a Date2. Select the excluded delivery date3. Enter a title […]
Fixed Price Markup
A new markup column has been added to Customers>Manage fixed Prices. The fixed price and markup percentage will change dynamically to assist in setting the correct margins to customers fixed prices.
Delivery & Fuel Levy Tax Settings
New settings have been added to the Delivery Fees and Fuel Levy.These settings have been introduced so they can match the chart of accounts in your accounting software. Please select your Account Settings and Tax Rates for the delivery charges and the Fuel Levy. The Delivery Charge settings can be found […]
Pinch Plus Integration
Pinch Plus Chrome Extension integrates seamlessly with QuickB2B QuickB2B has teamed up with Pinch Payment solutions to streamline invoicing.Collect payments effortlessly from your customers via direct debit for both credit cards and bank transfers. Pinch Pre-Approval allows you to store your customer’s payment method of choice securely and charge it […]
Pinch Customer Details
Now that you have installed the Pinch Plus extension there are many useful features associated with customers. To display the options, in QuickB2B navigate to Customers>Manage Customers and click on a customer name. The initial options include sending Pre-Approvals and invite to the Pinch Customer Portal Pre-Approval is a Pinch […]
Add Pinch Plus to QuickB2B
Once your Pinch Account has been approved you’re ready to add the Pinch Plus Chrome extension to QuickB2B. This will allow you to collect invoice payments effortlessly from your customers via direct debit for both credit cards and bank transfers. Both automatic and manual payment options are available. See the […]
Pinch Account
If you want a great solution to collect payments effortlessly from your QuickB2B customersvia direct debit for both credit cards and bank transfers, you will need a Pinch Account. Call Heather on 0419 994 768 to organise setting up a Pinch Payments accountor CLICK HERE to send us an email. […]