Product Update: ACH payments, order editing permissions, improved sales reps portal, and more

We’re constantly working on our product to make your daily workflow more productive and efficient and your experience with the B2B Wave eCommerce platform effortless. Here are our latest product updates.

B2B Wave + ACH payments with Paynote

Easy ACH payments are here! We’re happy to introduce our bright and new payment integration with Paynote SeamlessChex. Now, you can easily receive digital checks, while your customers can skip the complexities of credit cards and embrace a convenient ACH payment alternative. All it takes is -literally- a few clicks! See how the B2B Wave and Paynote integration works and explore our step-by-step guide to set it up on your account.

Sounds interesting? Contact our support team to learn more about our Paynote ntegration.

🔥 HOT NEW UPDATE

Order editing permissions

We’re excited to roll out new order management controls! Select which roles (admins, sales reps, or suppliers) can edit orders based on their status. For example, allow only admins to modify submitted orders to keep things running smoothly. Learn more about order statuses here.

📣 WHAT’S NEW IN B2B WAVE

Account security

Single Sign-On (SSO) authentication

Enhance security, simplify access, and improve the user experience by enabling your team and customers to log in to your B2B Wave store easily using their Azure AD credentials.

Storefront

PDF catalog sorting options

When generating digital catalogs for specific product selections, select how to sort items (i.e., by product name or SKU) and enjoy more control over how you present your product catalog.

Integrations

Fishbowl [BETA]

We’re happy to include Fishbowl in our list of integrations. While still in BETA mode, by enabling this integration, you can:

1. Integrate and sync your inventory from Fishbowl to B2B Wave.
2. Create orders in B2B Wave and send details to Fishbowl.

QuickBooks Online

We’ve updated our QuickBooks Online connection. Now you can:

1. Create inventory items from B2B Wave to QuickBooks Online.
2. Configure payment links on QuickBooks Online invoices to accept credit card or ACH payments.

Square and Stripe

Enable credit memos for payments made through Square and Stripe.

Xero

Apply tracking categories to invoice line times using our Xero integration.

API

Product price adjustments

We’ve enhanced our API to support listing and creating price adjustment records for more flexibility and control. Read more about product options price adjustments, and how you can use our powerful API to set and update them.

Customers

Get more out of B2B Wave’s Customer API with these updates:

1. Set shipping_options via the Customers API, and view them in the response for better control over your customers' shipping preferences.
2. View each customer's most recent sign-in timestamp with the new current_sign_in_at field included in the response.

Orders

Enjoy the latest enhancements to our Orders API:

1. Filter orders by sales reps (sales_rep_id) for better tracking and management.
2. Update order_product extra field values directly through the API for more precise order details.
3. Delete orders with a new endpoint, giving you more flexibility in order management.
4. Access order status history with the new orders/{order_id}/status_history endpoint.

Admin panel

Product status order filter

Filter orders based on the status of the products they contain and make order and management easier. Learn more about product status here.

Invoice-triggered order status changes

Save time with automated order status changes when an invoice is created or paid for a more streamlined workflow.

New weight rate options

We’ve introduced new weight-based shipping options, allowing you to set pricing as either a “flat” rate or a “multiplied” rate. Find out more about shipping options here.

Extra fields for sub-users

‍Sub-customers can now inherit extra fields assigned from their parent customers upon creation, ensuring consistency across your company’s hierarchy. Want to activate this option for your account? Contact our support team.

Sales Rep Portal

We’ve got a few exciting updates on the sales reps front. Now, you can choose to use the following features to manage your team better:

1. Sales rep creation: Sales rep managers can create new sales reps, giving them more autonomy in managing their team.
2. Privacy groups: Sales reps will only see products and categories based on their assigned privacy groups, ensuring better and more focused service.
3. Access to order info: Sales reps with access to all customers can now view all orders, even if these orders are not associated with their assigned customers. To configure this for your account, get in touch with our support.
4. Commissions for all-access sales reps: Include sales reps with access to all customers in commission calculations for more accurate commission tracking.

Find out more about how you can set up sales rep accounts here.

Quotes

Duplicate quotes

Quickly create a copy of an existing quote to save time and improve efficiency when reusing quote details for the same customer.

Imports/exports

Customers

Quickly update customers’ language settings through the customers’ import file. This information now also appears in the export file for better management.

Categories

Manage category privacy configurations in bulk with ease with the categories import file. See how you to do this here.

Product discounts

View and edit the b2b_product_id column in the import file for more accurate product discount mapping.

Reports

Privacy group filter

Gain more precise insights in the Product Sales report with our newly introduced privacy group filter.