Webinar - B2B Portal New Features + Open Q&A

Webinar Notes: 

Order Time - New Features in the B2B Portal + Open Q&A

• B2B Portal 

  • New Features: 
    • The registration link has been added for your customers to self-register.
    • When they enter information into the form it makes them a Lead in Order Time.
    • Once they purchase from your portal they become a Customer.
    • New Shipping Options are now available due to user request. 
      • Shipping Methods
      • Shipping Carrier Accounts 
        • Estimates the Shipping
      • Shipping Calculated When the Order is Received
    • The ability for a Customer to Duplicate a Sales Order while viewing a Past Order
  • Categories: 
    • You can add items to any Categories you want.
    • Customers are added to the top-level Category.
  • More information here: https://help.ordertime.com/help/b2b-portal

• Emails 

  • Under the Customers / Leads / Contacts List 
    • Batch Emailing enabled in the top-left of the list through the Batch Actions drop-down.
    • No need to send a Form now, you can just send a Quote Template.

• Questions 

  • B2B Portal: How does it keep track of Assembly items that are not made yet as it pertains to ordering? 
    • If you have it set to show Items that have zero quantity, it will appear
    • We have a chance to make this a new feature based on our new Can Make field, we'll be working on this.
  • When sending emails to customers, is it possible to send to all contacts? 
    • We can only send to a maximum 500 Contacts at a time so that we don't hit a Spam Filter
  • Do you have time to show us how to set up a basic form email template when sending invoices basic templates? 
    • Went through this on the video, the video will be up in a few days
  • If a customer has 3 contacts, can we send it to all 3 contacts in that customer?  
    • We're going to look into this as a feature.
    • In the mean time, you can go to the Contacts List and select all 3 and then batch email them.
  • Can multiple email addresses be added to a customer so that when the ship doc is synced to QB, the invoices are sent to multiple addresses? 
    • We're going to look into this as a future feature, it requires an option added, or a change to how it syncs.
  • Are you planning to have dashboards in warehouse tab? Pick performance tracking, number of orders processed?  
    • Since all the dashboards are based on Reports we can certainly add that.
    • There are a few different reports we could conceptualize there.
    • Let us look into this as a future feature.
  • When an item is picked - is it taken out of inventory or still there until marked shipped?  
    • 
      
      • Once the Ship Doc is set to Shipped it is committed.
      • Available goes down when that status is selected.
      • For more on this check out: Understanding Quantities in Order Time
• Past Webinars  
  • Head here to see all Past Webinars: https://help.ordertime.com/help/past-webinars
  • Today's webinar will be up in a few days!

For sales inquiries email: kimk@numbercruncher.com

Toll Free 866-278-6243 X 335

Direct Line 954-302-6335 

If you have any questions you'd like answered or topics for future webinars, send them to me at michael@ordertime.com

As always, direct support-related queries to: support@ordertime.com