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
