How to Scale Cannabis Sales Through a B2B Marketplace

New features in v2.3 Create a Shopping Cart or Order from a file - This new feature gives both buyers and sellers a new way to shop! Create a Shopping Cart from a file: For a seller - You can pre-configure a shopping list CSV file with your Product inventory and send it to your customers. Your customers can update the "Quantity" in the CSV file to what they want order, then send it back to the seller as an "Order sheet". The seller then uses the new "Upload products from file" feature to quickly create the Order for the customer (see below). For a Buyer - Keep track of your re-order needs day to day using a pre-configured shopping list CSV file. When it is time to place your Order, use the new "Import from file" feature to quickly create a Shopping Cart and place the Order. Create an Order from a file: An efficient way of working with off-line customers - For customers who routinely order certain products, you can pre-configure a shopping list CSV file with those Products. Either the customer can update the "Quantity" in the CSV file and send it back, or the seller can do this for the customer. The seller then uses the new "Upload products from file" feature found under "Add Order" to quickly create the Order for the customer. CRM Enhancements - In the Vendor Panel under Orders > Customers, the following CRM enhancements: Send an email to Customers with a file attachment - The "Send email" function allows a Vendor to send an email to their customers. You can now add a file attachment to the email. For example: promotion information or product brochure. Improvements to the "Customer Statistics" Report - On the Customer Statistics report, use the "Period" date fields to see sales statistics over a specific time, like "This Week", "This Month", "Previous Month" and more. Auto-assign a Manger to a new Order - Under the Notes tab, you can assign a Manager to a customer account. Now, when a new Order is placed by that Customer, the Manager assigned to the account is automatically assigned to the new Order. This is important if you want to track Orders by Manager and use the standard “Sales reports” to see total orders by Manger. Customer list improvements - The top "Customers" list now shows Customer details for manual Orders placed for off-line customers, called "My Customer Contacts". In addition, the Manager assigned to the customer account is displayed. Easier to create a manual Order - From the Customers list, if you select a Customer a new "Create Order" button allows you to quickly create an Order for that Customer. Important Note: The "Customers" CRM feature of OneBonfire is a powerful tool for managing customer activity. It contains customer's information like license and address, their Order history, notes on account activity and reporting. A company will not appear in the "Customers" list until one Order is placed by that company. That Order can be placed directly by them by shopping on the OneBonfire Marketplace (these are on-line customers) or by the seller manually creating an Order with a "My Customer Contacts" (these are off-line customers). Integration with CannaSpyGlass - OneBonfire now supports integration with CannaSpyGlass. Lookup company license information - Use the CannaSpyGlass database to look up a company's license information. From the Vendor Panel go to Vendor Tools, Integration, and select "CannaSpyGlass". Find ancillary businesses - Use the CannaSpyGlass business directory to find various product and services providers supporting the industry. From the Marketplace go to Shop Now > Adjacent Products and Services > click on "Business Directory by CannaSpyglass". Custom permissions for "My account users" - A Vendor Administrator can now restrict the access of other users in their account. For example, one user can get to Orders but not Products (order fulfillment manager) and another user can get to Products but not Orders (product manager). To use custom permissions, in the Vendor Panel, go to Vendor Tools > My account users > (select a user) > click on the "User permissions" tab. Product "Options" - The new "Options" functionality allows a Product to have additional options that the customer must select from when ordering a Product. The "Options" don’t have a quantity of their own but can have different price adjustments. To use “Options”, in the Vendor Panel, go to Products > Options. An Option has “Variants” that create the list of items and associate any price adjustments with it. An Option gets associated to a Product using the new “Options” tab on the Product page.For more information on Product "Options", see the Help Center on Options Product "Features" - The new "Features" functionality adds additional properties to a Product for more information. To use “Features”, in the Vendor Panel, go to Products > Features. A Feature has a “Purpose” and "Style" that determines how the information is displayed. A Feature gets associated to a Product using the “Features” tab on the Product page.For more information on Product "Features", see the Help Center on Features Product "Variations" - The new "Variations" functionality groups together similar products that differ from each other only in one or a few features. To use “Variations”, in the Vendor Panel, first go to Products > Features and create a Feature with Purpose set to "Variations as separate products" or "Variations as one product". A Variation gets associated to a Product using the new “Variations” tab on the Product page.For more information on Product "Variations", see the Help Center on Variations  

New features in v2.2 New "Customer Contacts" - In the Vendor Panel, a Vendors can now manage their own customer contact list. This is for a Vendor's customers who have not signed up on the OneBonfire Marketplace: Manage your own "My customer contacts" - Under Orders > Customers, a new "My customer contacts" button will take you to your own contact list. Add or Import your Contacts - Use the "+ Add" or "Import" functions to create your contact list. Note: Use the "Export data" function as an easy way to create a spreadsheet for importing contact data. Export your Contacts - Under Settings > Export data, select "My customer contacts" and export your current contact list. Note: This is also an easy way to create a data loader spreadsheet for importing contact data. Create an Order for your Contacts - Under Orders > "+ Add order", you can select from your contact list when manually creating an Order. Click the "Customer information" hamburger, then choose the customer from your list. All Customer Orders appear in the CRM - Both on-line Orders (placed by a customer through the marketplace) and off-line Orders (created manually using a customer contact) appear together under the "Customers" CRM. CRM Enhancements - In the Vendor Panel under Orders > Customers, the following CRM enhancements: New "Customer Statistics" Report - A new "Customer Statistics" report allows Vendors to see important sales metrics. This includes First Order Date, Last Order Date, Number of Orders, Last Order Amount, and Total Order Amount. Assign an Account Manager - You can now assign a Manager to a customer account and search for customers by Manager. This is found under the Notes tab. Manager is also found on the new "Customer Statistics" report to allow reporting by Manager. Send an email to Customers - A new "Send email" function allows a Vendor to send an email to their customers. For example: promotion information or product brochure. Message with Customers - New "Contact Customer" and "View Messages" functions allow a Vendor to easily send and view all Messages with a customer. Quick link from Order to CRM - On an Order, a new quick-link will go to the customer's CRM pages. Download Vendor's Catalog in PDF - On the Marketplace in a Vendor's Micro-store, there is a new "Download PDF" button. This allows either the Vendor or the Vendor's customer to generate a product catalog in PDF format. Messages Notification Improvements - On the Marketplace, the message notification icon now displays the number of unread messages. Wish-Lists Enhancement - In the Vendor Panel, a Vendor can now see any users who have added their products to a wish-list. This new feature is found under Orders > Wish lists Integration Improvements - In the Vendor Panel, integration with Metrc and GrowFlow is more seamless with new buttons found on both the Orders and Products pages. Recycle bin - In the Vendor Panel, a new "Recycle bin" allows a Vendor to recover deleted products, orders and promotions. This new feature is found under Settings > Recycle bin  

OneBonfire now supports integrations with Metrc and GrowFlow.OneBonfire Integration allows vendors to import products and export orders to/from external systems. Metrc — You can import your products from Metrc into OneBonfire for listing them on the marketplace. This makes filling in your product catalog easy. Also, with the Metrc Tag ID automatically associated with each product, you can re-synchronizing any changes to name or quantity.GrowFlow — You can import your products from GrowFlow into OneBonfire for listing them on the marketplace. Also, you can send your Orders from OneBonfire into GrowFlow. For GrowFlow users, our integration streamlines the process of loading products with inventory into OneBonfire and then sending back to GrowFlow orders received. For more information on how to use our Metrc and GrowFlow integration, see the Help Center under the topic Vendor Panel → Integration