B2B Edition Updates

Account Hierarchy is Now Available!

by Sylvia Lin
Last year, we announced the closed beta for Company Account Hierarchy in B2B Edition. This feature unlocks the ability to configure parent-child relationships between different Company accounts and create user roles that allow buyers to
New
Improvement
Buyer Portal
Announcement

New CPQ Launching on Monday March 3rd, 2025

by Mackenzie Mayer
Exciting news! Our new quote interface is launching on Monday March 3rd, 2025 with a ton of exciting updates! Our new CPQ system makes it easier than ever for your sales staff to flexibly and efficiently build quotes for your buyers!
New
Announcement
Buyer Portal
Legacy Theme
Improvement

B2B Edition Updates August 7th, 2024

by Mackenzie Mayer
Support for “Account Created” emails when an individual customer signs up in the Buyer Portal What’s changed? We are now able to send the “Account Created” email when an individual customer registers for an account in the buyer
New
Maintenance
Buyer Portal
Improvement

B2B Edition Updates August 1st, 2024

by Mackenzie Mayer
Order extra fields and Checkout extra fields are now added to an order immediately What’s changed? Order extra fields, and checkout extra fields, including PO Payments will now be added to an order as soon as it is placed and created.
New
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Buyer Portal
Legacy Theme
Maintenance

B2B Edition Update July 12th, 2024

by Mackenzie Mayer
Company control panel update What’s changed? The company detail pages in the control panel have been redesigned in BigDesign. This will pave the way for advanced company account hierarchy which will be delivered later this year.
New
Improvement
Buyer Portal

B2B Edition Update June 28th, 2024

by Mackenzie Mayer
Invoice Links on the Control Panel What’s changed? We’ve added additional links to invoicing in the control panel for quick and easy navigation between orders, invoices, and associated payments. You can now click on the Invoice number
New
Improvement
Buyer Portal
Legacy Theme

Buyer Roles & Permissions Management and B2B Edition Update for Jun 18th, 2024

by Sylvia Lin
Company Buyer Roles & Permissions Management for Buyer Portal What’s new in this release? Previously, there were only three predefined company user roles(Admin, Senior Buyer, and Junior Buyer) available for B2B company users. With this
New
Announcement
Improvement
Buyer Portal

B2B Edition Update Apr 30th, 2024

by Sylvia Lin
Company User Extra Fields Management is Now Available on Buyer Portal! What’s changed? You will be able to add extra fields for company user from Settings > Extra Fields in the B2B Edition Control Panel (App). These extra fields will be
New
Buyer Portal
Improvement
Maintenance

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