![]() ![]() The invitation link will be exportable into a customer CSV file so it can be added to email campaigns via 3rd party applications.Ĥ. The ability to send out B2B Portal invites to multiple customers at once. Easy portal access for field Sales Representative that place orders on-site on behalf of customers (Impersonation of portals).ģ. The ability to add text and info to the log-in page where information can be added on how to apply for an account and how to log in etc.Ģ. Add carton/item volume and pack quantity to product dimensionġ. Shipping notes as a column in sales listġ5. Add an SKU mail merge field for Service items/Additional Charges for Sale and Purchase documents.ġ4. The user can select from the below options:ġ3. We will add the list of recipients for every email template. Default email Address for pack and pick lists. Assigning warehouse pickers to a sales order. Add a Free Shipping option to Cin7 Core Sale module.ġ1. Delivery (required by) date for orders awaiting delivery on the dashboard.ġ0. Refinements to Sales – Fulfilment View Filters (Order Authorised, Stock is On Hand (ideally Available), Pick has not been started).ĩ. Have an automatic process that would put a customer account on hold if overdue payment has been detected.Ĩ. Add a checkbox to put a customer account on hold manually. More options to put a customer on Credit Hold. Separate Undo and Void buttons away from each other to reduce a chance of voiding an order by mistake.ħ. Additional Mail Merge field for drop ship items in a Sales Order.Ħ. ![]() add 1 as the initial quantity instead of 0 as it does now).ĥ. Add a general settings parameter in the sales section that will drive the initial quantity in a sales order (e.g. Define the default quantity on a sales order. Next available date for out of stock items – add a ‘Verify sales order’ function to show details of arriving stock and add an option to the Product Availability report to show the dates for items On Order.Ĥ. The content will be available in all shipping related templates as a mail merge field.ģ. We will add the ‘Shipping Notes’ text area where you can place any relevant shipping info. ![]() Having a field or option to enter the contact details for shipping. Shipping contact & memo (Advanced Feature Sale). Add the ability to mark a Quote as ‘rejected’.Ģ. ![]()
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