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
