QuickB2B now have Live Chat support for any technical issues you may want resolved. OPTION 1.When you are in your Order Management PanelClick on the Chat icon (headphones) A pop up window will displayEnter your details and click on Start Chat OPTION 2.Just click on the Need Help? tab […]
Xero App Reviews
It would be greatly appreciated if QuickB2B users could write about their experience so far in the Xero App Reviews. Please share with other Xero users how you are getting on with QuickB2B and how your experience has been so far. What differences it has made to your business? What […]
Customer Online Ordering
QuickB2B offers both Phone App and Online Ordering. The same login credentials are used for both. The URL to your Customer Online Ordering is located on the Company Details page.Navigate to Settings/ Company Details.Its located under the Customer Online Ordering URL title.This URL can be copied and emailed to your […]
Inventory Type
An inventory item now has three attributes in regard to inventory typeStandard, Production and Exclusive. The differences between the three are as follows Standard: items displayed on the phone app and are for general use. Production: item used in the production of another product but is not availablefor ordering by […]
Push Notifications
Push notifications are a great way to communicate to your customers. Common uses for this feature include advising of market prices, trading hours or public holidays, order cut off times, todays specials, delivery truck status, etc. To send push notifications to your customers, click on ‘New Notification’. Leave All Routes […]
Add / Delete Customers
Add Customers Customers/ Add Customer is used to enter a customer manually into the system. Once you have entered their details and clicked save, the customers status will be ‘New’. You must change the status to ‘Active’ on the Customers/ Manage Customers page. Clicking on the text ‘New’ will send […]
Customer Account Checklist
Customer Account Setup Prior to making a customer’s account active the following procedures should be carried out: Check all details are correct and that the email address is active and current. If you already have the customer in your accounting software, ensure that the business name is identical to avoid […]
Sign up
To register for a 30 day free trial go to https://my.quickb2b.com/register Fill in your details and click on the Let’s get started button When we recieve your registration, a company representative will contact you to organise your system activation. On activation you will be sent an email with your user […]
Latest Update to Standing Orders
The latest feature to be added to our OMS is standing orders that can be generated at a specific time on a particular day of the week. With the introduction of time slots, this feature now give you the flexibility to generate repetitive orders at a time that suits you. […]
Approve a New Customer
When you log into the OMS (order management system) the top right link ‘New Accounts’ will show the number of new customers that have signed up to order via the phone app. Clicking on this link will take you to the manage customers page.Here you will see the status column […]