After 6 months of programming we are excited to announce the updated QuickB2B system is now LIVE.The key difference you will notice is faster page loads and responsiveness. Instead of my.quickb2b.com please use go.quickb2b.comYour login details remain the same. You will need to inform your customers who order online, that […]
Editing Print Options
To edit a print template navigate to Settings>Admin Settings>Print Options>Edit Print Layout. The five template that can be edited arePicking Slips, Delivery Dockets, Bin Location Reports, Purchase Orders and Price Lists To preview the layout click on the actual text title. To edit the layout click on the edit icon The […]
Xero Settings
Item Comments:Exporting Item Comments to Xero is also an option.You have a choice to included or omit item comments when exporting shipped orders to Xero. The Xero Setting is:Send Item Comments to Xero: Yes/NoClick Save once a selection is made. The following image shows the item comments included on the […]
Adding Customer Outlets
An instructional video detailing how to add outlets for customers, is now available.Outlets can be implement if you have a customer that has multiple outlets and the account is paid by the parent company. Click here to watch the video (with audio)
Adding Featured Items (V2.0 app only)
An instructional video detailing how to add featured items to your phone apps, is now available.You can add as many items, images and text as you like. The page will just scroll.Its a great marketing tool. Keeps your customers engaged and informed. Click here to watch the video (with audio) […]
Featured Item page
The Featured Item on your phone app is controlled from within the Order Management Panel.Watch the instructional video below for details on how to add content to the Featured Item. The video above is best viewed by clicking on the full-screen icon on the bottom left. The images below show […]
Print Xero Invoices from QB2B
Our latest update allows users to print Xero invoices from the shipped orders page.This is only available if your Xero Settings/Invoice status is set to Invoices Approved.Export your orders to Xero, select the orders and click on Print Xero Invoices. For more information see the following Article: Print Xero Invoices […]
Print Xero Invoices
Xero invoices can be printed from the Shipped Orders page. Watch the instructional video below on how to Print Xero Invoices.ORFollow the instructions and images below. The video above is best viewed by clicking on the full-screen icon on the bottom left. Xero Settings: To enable printing of Xero Invoices: […]
Zero priced Items
From 1/7/2021, any current order which includes an item with a zero price has the total value in red text Clicking on the total will display the items with a zero price in red as well.When editing an order, any item with a zero price will have the text box […]
Add an Order – Categories
Categories have now been added to the Customers Product List on the Add an Order page. Simply click on the category to reveal the items assigned. The item can be added to the order by entering a quantity. Once ordered the item will be saved in the Customers Product List and […]