BIG v2.2 Update
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