The View Customer and Edit Customer pages now feature Next and Back buttons, allowing you to easily navigate to the previous or next customer while managing customer settings. This enhancement streamlines your workflow and makes customer management faster and more efficient.
New Packer Functionalities
Two new functionalities are now available for users assigned the Packer role. Once logged in, packers can create and submit orders on behalf of customers directly within the system, as well as access shipped orders. These enhancements allow packers to: Add new customer orders while logged in to Paperless Picking. […]
Account Managers for Outlets
You can now assign an Account Manager to individual outlets. (not just the parent company)This functionality was not previously available.To assign an Account Manager to an outlet: Navigate to Customers > Manage Customers. In the Outlets column for the relevant customer, click the plus (+) icon to open the outlets […]
NEW! Order Insights
A new feature has been introduced that provides insights into your customers’ ordering behaviors. Order Insights can be found in the main menu under Customers The default filter is set to 14 days, which helps eliminate the clutter of older customers still present in your system.You can, however, adjust the […]
Past Orders/Reorder
The capability to review and reorder from the most recent 7 orders is an excellent feature of the V3+ Phone App,and it is now also accessible in your Order Management System! You can retrieve past orders and reorder while examining a customer profile or when creating a new order. Upon […]
Print MYOB Invoice
You can now generate MYOB invoices directly from QuickB2B. Firstly, export the Shipped Order to MYOB.The MYOB icon appears in the exported column.Choose the order you wish to print and click the Print MYOB Invoice button.The invoice should correspond with the invoice you have configured in your MYOB.The MYOB icon […]
Repack CSV file
You can now add and edit repacks for the stock manager via an excel CSV file.To access the repack.csv feature navigate to Inventory>Import/ExportLook for export repack and import repack. NOTE: the csv file cannot be used to delete or make repacks inactive
Ability to lock sell price
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.