B2B Edition Update for January 24, 2024
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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 company’s available credit via API so that it always stays in sync with your ERP, or accounting software. You can read more about this feature here: https://help.bundleb2b.com/en/articles/8573779-credit-availability
Invoice Settings Page
What’s changed?
The invoice settings page has been redesigned in BigDesign. It is now not possible to toggle the checkout product style. All Buyer portal merchants will get the new product checkout style by default.
Buyer Portal
Quoting without a discount, and without Checkout
What’s changed?
A setting was added inside the quote will determine whether:
A discount is shown or hidden on the quote
If checkout is prevented, or allowed on the quote
This will display or hide discount and/or checkout on:
The email PDF
The PDF accessed within the Buyer Portal
The quote detail within the Buyer Portal
Coming Soon!
Transactional Emails
Our new transactional email system will be in production in the coming weeks. Our new email system will appear and function just like the current BigCommerce transactional email system. All previous historical templates that were edited will be applied at the time of system migration. If you made any changes to the B2B edition default templates - these changes will be moved over into the new system. All email templates that were unedited, and using the default B2B edition email templates will automatically have the new defaults applied. Once this feature is live you can reset any old template to default to apply the new and improved templates. We recommend moving to the new templates soon after the feature launch for the best experience.
Quoting Non-purchasable and Out-of-Stock Products in the Buyer Portal.
Allow non-purchasable and out-of-stock products to be added to a quote, on both the back end by a sales rep and/or on the front end by a buyer. Allows buyers to purchase these quotes by substituting for custom_items added at checkout. Check out this B2B Ninja doc for more details on how it will function, and allow these use cases.
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