Product Update: Improved unsubmitted orders and customer search, default privacy group for new customers and more

Here are the latest product updates:

Updated Brightpearl integration

You can now update your prices and order status from Brightpearl and those changes will sync automatically on B2B Wave.

Related: Brightpearl integration

Updated DEAR Inventory integration

When a new order is created in B2B Wave, it’s now possible to define if that sales order will appear on DEAR Inventory as a Draft or an Authorized sales order. Also, we’ve improved the way we communicate order-related shipping costs to DEAR Inventory.

Related: DEAR Inventory integration

Updated QBD integration

We improved the way we match products between B2B Wave and Quickbooks Desktop in order when updating product prices and quantity.

Related: QuickBooks Desktop integration

Improved sales reps access

We’ve made it possible for a sales rep to have access to all customers. This way it’s not required to assign customers to that rep one by one.

Related: Sales reps

Better discount calculation on product variants

If a product has variants and quantity discounts apply, it’s now possible to calculate the discounts on the total quantity that includes all variants, instead of applying it per variant.

Import payment options

If you import past orders to B2B Wave, you can now import also the payment option that was used for those orders, and store it in B2B Wave.

Improved unsubmitted orders

Your customers will now see the number of unsubmitted orders they have on their account, at the top navigation.

Related: Order management

Search customers using postal codes/zip codes

It’s now possible to search customers using their postal/zip code. The search field supports wildcard match, and this means you can enter the first few characters and it will show all matching customers. It’s not required to write the full code.

Related: Customer management

Default privacy group for new customers

We’ve added the option of setting a privacy group as default, so that all new customers, are automatically added to this group. The privacy group defines which products they can and can’t see.

Related: Customer management