Outlets are a feature you can implement if you have a customer that has multiple outlets and the account is paid by the parent company. The parent company and outlets use the same login credentials. The parent company needs to provide each outlet with the login details. Each outlet is […]
Filter Types Vs Unit of Measure (UOM)
Filter Type A Filter Type is an attribute assigned to an inventory item.To add a Filter Type navigate to Settings/ Admin Settings/ Inventory Settings. Filter Types are used to assign items into groups so particular tasks can be performed. Filter types are used when emailing price lists to your customers, printing […]
New Password Email
Any email that contains a new password (includes welcome email and lost password emails) also has a link whereby the user can create their own password. Click on the link, a new page opens.Enter your own password and click save. NOTE: This link is only valid for 30 minutes
Passwords- Things you need to know
Lost Passwords Order Management PanelIf you need a new password to log into the order management panel click on Forgot Password? An email with a new password will be sent to the email address listed in Settings/ Admin Settings under the User Profile. Also read the article on New Password […]
NEW! Generic Phone App
Today QuickB2B Pty Ltd launched a NEW non-branded phone app called B2B ORDERING. It will service customers who do not want their own branded Phone App, but want to do away with emails, text messages, phone calls and hand written notes. It includes all features, in fact the new App […]
Need Help?
QuickB2B have numerous support networks available to you. We encourage you to use our online Knowledgebase and Forums to seek answers to any questions you have. Also available is our online Chat Support. Just click on the Need Help? tab that moves up and down on the left hand margins of this site and […]
Live Support Chat
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 […]