The Advanced Online Ordering can also be used by guests to place orders and pay by credit card.Guests are users that do not have an existing wholesale or retail account. There is a setup process to allow guests to use Online Ordering.If you don’t already have retail sales setup and […]
Standard or Advanced Online Ordering
There are two different interfaces available to your customers for Online Ordering. Standard: A simple interface similar to the add an order page in the order management admin panel. Advanced: (Optional) Designed as an online store with the same features as your Phone App and includes product images, credit card […]
Paperless Packing Status Page
The paperless packing status page shows the stages that orders are at during the packing process and includes 6 packing stages. Pending – has not been selected to pack.Stock Required – Stock needs to be ordered.Awaiting Stock – Stock has been ordered and awaiting delivery.Not Available – No stock is […]
Packing Orders
Packing Orders: The order numbers of all the selected orders are displayed in the top right drop list.Forward and back arrows also display if more than one order is selected. To mark an item as packed.Click the tick box in the Packed column on the right hand side.If an item […]
Selecting Orders
Selecting Orders:Packers firstly need to login, with their Username and password at go.quickb2b.comThe default screen is the Picking Slip view. This is basically the same layout as current orders.To start the packing process. Click in the select boxes in the left column.Click the Pack Selected Orders button at the top […]
Adding a Packer
Adding a Packer:Packers are added to the system in the same way as users. Once created an email is sent with their login details.Once logged in packers can only see the Pick & Pack menus and the orders that they have selected to pack. To add a user as a […]
Paperless Pick & Pack Summary
NOTE: This is an optional module.Please contact QuickB2B if you wish to have this activated in your order management system.Once it has been activated, it needs to be enabled via– Settings>Admin Settings>Other Settings>Enable Paperless Picking– Select Yes and click Save In Summary:The Pick & Pack module enables orders to be […]
NEW! Paperless Pick & Pack
Stage 1 of the Paperless Pick & Pack module is complete. This module allows assigned packers to process orders on screen (computer or tablet) rather than from printed picking slips.Features include user/packer assignment, picking slip view, bin location view, order status page, item comment selections and more. If you would […]
Xero Invoice Setting
The Xero invoice date by default is always the same date as the shipped date.This new setting will allow the Xero invoice date to be the shipped date plus +one or +two days. eg: Shipped date 4/03/22 the Xero Invoice date 5/03/22 or 6/03/22 This is particularly helpful for wholesalers who […]
NEW – Xero Setting
A new Xero invoice setting has been added to Settings>Admin Settings>Xero SettingsIt is titled Xero Invoice Date. Previously the Xero invoice date was always the same date as the shipped date.This new setting will allow the Xero invoice date to be the shipped date plus +one or +two days. eg: Shipped […]