Create an Online Order Form (Wholesale)
Create an Online OrderForm where wholesale clients can ask for a re-stock through their portal.
Each time we get an order we need to add manually all items.
- Client enters portal
- Sees all items
- Orders - We get the Sale Order
- We give a price from the price lists
- User pays - We ship.
Jenelia Dcruz commented
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What is happening with this? I would like exactly this. But perhaps each customer sees the price list he is attached to? and they dont necessarily see your whole inventory- just whether an item is in stock or out of stock? so you can decide which customer to allocate which stock to? Would also be good to have different catalogues fro different groups of custoemrs- assuming some groups of customers can't buy certain items.
Rebecca Vorfi commented
This would be very useful feature to hav, after all what good is the client portal without the ability to create an online order form or be able to request a quote based on the previous orders etc.
Nigel Bobs commented
Rather than an online order 'form' the portal should enable the customers (pre-authorised) to be able to:
See available stock or when next available (visiblity of stock levels should be optional)
See the the appropriate price level
Have a guest login for prospective customers ie defaults to retail price
Create favourites list(s) and forward orders by input of date required
print copy orders
email copy orders
digitally sign orders
Enter their purchase order numbers
select payment method (card, credit account etc as determined by vendor)
look at purchase history
report on purchase history
download invoices and statements
see order status
uploading of orders from CSV,excel etc
much of this could be linked to the Commerce product
Dear Systems have many of these features in a B2B portal which I had been using prior to move to Zoho... happy to demo
Any updates on this?
Wojtek Burek commented
Hello! Any news on this? :)
Any news on this?
Having a B2B ecommerce integrated with the client Portal would be a HUGE improvement.
Each time our company gets a new order we need to introduce it manually.
Great idea. Hope it comes soon.
Wojtek Burek commented
Hello Reshma, when do you think this is going to happen? :)