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 custom shipping method on the quote prevents buyers from selecting another shipping method at checkout.

Calculate rates

What’s changed?

Select a preconfigured shipping method. Note that the buyer will be presented first with the shipping method you specified, but they can select other available shipping methods at checkout.

Customer Choice at Checkout

What’s changed?

Allows the buyer to select from your available shipping options when they proceed to checkout. This is the default option on all quotes until a rate is calculated.

Tax Updates

What’s changed?

After selecting the Calculate rates or Custom shipping method for the quote, tax is automatically calculated based on the rates from your basic or automatic tax setup. However, since the Customer choice at checkout shipping method does not supply a shipping rate until the buyer proceeds to the Shipping step of checkout, selecting this option will cause the tax total to be listed as “TBD”.

The TBD variable is being added to the translation service for the Buyer Portal, watch out for the next B2B edition update.

Buyer Portal Updates

Notes on Shopping List Products

What’s changed?

Buyers can now add notes to a product on a shopping list in the Buyer Portal.

Text Customizer/Translation

What’s changed?

The text customizer/translation tool inside the buyer portal now works with Non-Msf B2B edition stores

Clear/Search Filter Enhancements

What’s changed?

An X was added to the search input when search terms were applied and add “clear” filters were added to the listing page for easy removal.

Junior Buyer Updates

What’s changed?

Junior Buyers can no longer see the order tabs in the Buyer Portal, and improvements were made to ensure that Junior Buyers will not see an add to cart button under any circumstance.

Coming soon in Q1 2024!

  • Transaction email system updates. Allowing for improved customization of email notifications

  • Default Quote PDFs

  • A new quote template option

  • Additional language support for quote PDFs

  • Credit limit/availability module

  • Quote non-purchasable and out-of-stock products (Buyer Portal Only)

    • Send quotes with no discount displayed/Over-quoting (Buyer Portal Only)

    • Send quotes with no option to checkout (Buyer Portal Only)