This release includes new features, feature enhancements, and bug fixes.
Summary of Changes in V2.6
- Added Searchable Company Extra Fields for Company Entity
- Extra fields are editable in Merchant-side admin portal
- Company extra fields are searchable in the Sales Rep Dashboard
- Extra fields are available in Company related APIs for corporate account management customization
- Added Company Search functionality for Quote Creation feature
- Added Sales Rep bulk creation and company assignment feature. Merchant can create sales reps in bulk and assign existing companies to sales reps by uploading CSV files.
- Improved Sales Rep Listing and Detail page UI. Added search and filter functionality to Sales Rep Assignment.
- Added Filter Functionality to both merchant-side and buyer-side company level order history pages.
- Improved Responsive Design for BundleB2B Storefront Features on Mobile and Tablet Devices
- Simplified Trade Professional Application Form
- Made company user phone number field optional for user-related features
- Bug fixes
- Added retry logic to prevent PO#/Reference# data from being lost during the checkout process
- Ability to clear out the company price list assignment so that company can use Customer Group Level Discounts
Searchable Extra Fields for Company Entity
Added the ability to configure extra fields per store to meet business requirement for different industries
- Extra fields are available in merchant-side company management functionalities
- Extra fields are included in company-related APIs for storefront customizations
- Extra fields are searchable on sales rep dashboard page
Notes: Extra fields are only visible from the Merchant-side admin portal, if you want to show these extra fields on the storefront theme pages such as company registration form, please use BundleB2B APIs to implement your features that meet your business requirements.
Company Search Functionality in Quote Creation
The sales rep can search for a target company when creating a new quote.
Merchant Management – Sales Rep Bulk Creation
- Merchant can create new sales reps by uploading CSV files
- Merchant can make bulk company assignment to new or existing sales reps by uploading CSV files
- Merchant can download data import report in the APP dashboard
Search and Filter Function for Sales Rep Management Feature
Improved Sales Rep Listing and Detail page UI.
Added search and filter functionality for:
- Sales Rep assignment on the company detail page
- Company assignment on the sales rep detail page
Filter Function on Order History Pages
Added filter functionality to
- Sales rep store-front individual order history page
- Company user store-front company-level order history page
- Merchant-side company order history page
Feature Improvements
- Simplified the TPA by removing or combining unnecessary fields
- Improved Responsive Design for BundleB2B Storefront Features on Mobile and Tablet Devices
- Made company user phone number field optional for user-related features
- Affected Merchant-side Features: Company Creation, Company Bulk Creation Via CSV file, Company management (Add/Edit User), Sales Rep management (Add/Edit Sales Rep)
- Affected Buyer-side Features: Company Account Application (TPA), User Management (Add/Edit User)
Bug Fixes
- Added retry logic to prevent PO#/Reference# data from being lost during the checkout process
- Ability to clear out the company price list assignment so that company can use Customer Group Level Discounts
