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B2B Portal Integration Enhancements

started a topic over 3 years ago

A few requests for functionality that customers could use:

  • Draft Quotes should be displayed in the portal for customers to convert to orders
  • Print a cart as a quote and save as a draft quote in DEAR Inventory

  •  I would like to see the checkout steps simplified for on account customers. They do not need to enter their address and payment details for every order. I havent used the portal for 7 months so unsure if this has changed, but i ditched the portal because of this. All my customers are on account and their address is already stored in dear.

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