Product Update: Improved mobile app, quote design, Captcha on forms, updated Quickbooks Desktop integration and more
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Here are the latest product updates:
Improved quote feature design
We improved the quoting feature look and feel for making it more user friendly.
Related: Quote management
Add Captcha to your contact form
You can now add Captcha to the contact form on your website for guest visitors. Captcha helps prevent spam form submissions that clutter your inbox.
Track who creates orders
We added the option to show who submitted each order in the order list. With this new feature, you can now tell the difference between orders submitted by sales reps versus those placed directly by admins or customers.
Related: Order management
Track created and updated dates for products
We’ve updated the date column on the product list so that you know when it was created and when it was updated. That’s especially useful for companies where multiple people and/or integrations update product details.
Related: Product management
Import and export various additional fields
You can now allow the following:
- Removing parent customer from customers' import
- Importing payment options when importing customers
- Importing images and reference code for product variants
- Importing shipping option and additional custom fields when importing orders (admin panel)
And you can also import extra fields.
Access more fields through the API
You can now expose customer admin fields to the API/customers endpoint.
You can change font sizes and set default values on any form.
Update more data on Quickbooks Desktop
We’ve updated the Quickbooks Desktop integration and you can now update product inventory and prices from Quickbooks Desktop to B2B Wave.
You can also import products from Quickbooks Desktop into B2B Wave using the default category:SKU format that Quickbooks provides. B2B Wave will separate the SKU from the category name and will update the product accordingly.
We’ve enabled adding customer comments into invoices and sales order memos. We’ve also made it possible to automatically update the order status on B2B Wave after an order has been exported to Quickbooks Desktop.
And finally we now support both sales tax and NON-sales tax Quickbooks Desktop accounts.
Related: Quickbooks Desktop integration
New integration with R+L
You can now use an online service called R+L for getting live shipping rates from R+L Carriers.
Related: R+L Carriers integration
New rules and imports on Brightpearl
We’ve made it possible to define the sales channel on Brightpearl based on specific rules. And we’ve also enabled importing products, categories and prices from Brightpearl to B2B Wave.
Related: Brightpearl integration
New mobile app update
Here are the latest updates we’ve added to the mobile app:
We fixed the sync issues and now you can sync with your customers and categories without issue.
Sales reps can now sort products by name, SKU number, and create date. In addition to that they can also view the barcode, and they can switch on “List for quick ordering” and add products to an order using the +/- buttons.
Related: Mobile ordering app