B2B Edition Updates

B2B Edition Update April 4th, 2024

by Sylvia Lin
Keep company account status ACTIVE with no company users assigned What’s changed? Currently, once you removed the last company user from a company account, the company becomes INACTIVE automatically. We introduced a new setting to keep
New
Improvement
Maintenance
Fix

B2B Edition Update March 21st, 2024

by Mackenzie Mayer
Tax Classes on Quote Custom Products What’s changed? You can now enter a tax class when creating a custom product during quoting. This allows the product to be automatically generated with the correct tax class, and therefore correct tax
New
Buyer Portal
Legacy Theme
Improvement

B2B Edition Update March 6th, 2024

by Mackenzie Mayer
Buyer Portal Improvements and Feature Requests Now Available! “X” to close the Buyer Portal What’s changed? We are adding an “X” to the upper right-hand corner to allow users to close the Buyer Portal with ease. The Buyer Will be
New
Buyer Portal
Improvement
Legacy Theme
Announcement

B2B Edition Update March 1st, 2024

by Mackenzie Mayer
The Transactional Email Update is Now Live! What’s changed? The email settings page has gotten a makeover! The new email system will appear and function just like the current BigCommerce transactional email system. This will allow for
New
Improvement
Buyer Portal
Legacy Theme

Transactional Email Update February 27th, 2024

by Mackenzie Mayer
The Transactional Email Update is Here! When? We will begin deploying these changes on Thursday, February 28th, around 8am CST. What’s changing? The email settings page has gotten a makeover! The new email system will appear and
New
Announcement

B2B Edition Update for February 21st, 2024

by Mackenzie Mayer
Quote Only Products in the Buyer Portal What’s changed? It is now possible to quote non-purchasable and out-of-stock products in the Buyer Portal. This feature can be enabled on both the back end for a sales rep and/or on the front end
New
Improvement
Announcement
Buyer Portal

B2B Edition Update for January 24, 2024

by Mackenzie Mayer
Company Credit What’s changed? You can now enable company credit on each company. You can set available credit, limit PO purchases, and put a company on a credit hold. This feature was built with integrations in mind. You can update a
New
Improvement
Announcement

B2B Edition Updates for January 10th, 2024

by Mackenzie Mayer
Quote Template/PDF updates Default Quote PDFs What’s changed? It is now possible to set a default quote template. This template will appear: For users after the completion of a front-end quote request via the download pdf button, and
New
Improvement

B2B Edition Update for December 26, 2023

by Mackenzie Mayer
Quote Shipping and Tax updates Custom Shipping What’s changed? Allows you to create a shipping quote on the fly. Select from the custom shipping methods you’ve created in Quotes settings, and enter the desired shipping cost. Using a
New
Improvement
Fix
Announcement