Product Update: Veeqo integration, two-factor authentication, simpler quick ordering, and more

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

B2B Wave + Veeqo

Exciting news: We’re thrilled to announce that B2B Wave now integrates with Veeqo, a leading shipping and inventory management software (US & UK only). Now, you can effortlessly manage shipping details, update inventory, and keep customers in the loop about their orders in one seamless integration. Dive into the thrill of the B2B Wave and Veeqo integration and explore how it works.

Sounds interesting? Contact our support team to learn more about our Veeqo integration.

🔥 HOT NEW UPDATE

Improved security

We’re happy to introduce Two-Factor Authentication (2FA), an extra layer of protection for both customers and admin users on B2B Wave. Double up on protection and take control of your account’s security. With two-factor authentication, your data stays safer, ensuring only authorized access. Discover how you can enhance the security of your account.

📣 WHAT’S NEW IN B2B WAVE

Storefront

Force default product view

You can now force how products appear on your storefront to create a seamless buying experience for your customers. Whether you opt for the structured simplicity of a list view or the visually engaging grid view, you can “lock” the default product layout to the one that works best for your customers and business.

Product filters with extra fields

Enhance navigation on your B2B storefront and offer customers a more personalized shopping experience with our new product filters feature. Learn more about it here.

Quick order

Streamline customer experience for faster and more efficient ordering through the Quick Order menu. Specifically, now customers can:

1. Search and place orders for product variants.
2. Use quantity autocomplete for products for which you’ve set a minimum quantity.

Show Order Admin extra fields on your store

Opt to show Order Admin extra fields on your storefront’s order view page, which is accessible through the Order history menu. Ensure all crucial information is readily available for customers and improve their post-purchase experience.

Filter available products

Create an elevated buying experience for customers by:

1. Allowing them to filter products based on their availability through your B2B store’s category pages.
2. Sort products by what’s available first.

Add +/- buttons to the product grid view

Opt to show +/- buttons in the product grid view as a streamlined and error-resistant method for adjusting quantities.

Control news visibility

Manage news articles’ privacy settings for a personalized and targeted approach to your content distribution.

Integrations

Brightpearl

Optimize stock levels efficiently with our warehouse module, allowing you to update individual warehouse quantities separately in B2B Wave from Brightpearl.

Mailchimp

We’ve made updates to streamline the Mailchimp interface experience on our platform:

1. See unique emails under the Customers field when creating new audiences to export to Mailchimp through B2B Wave.
2. Experience a more refined user interface with larger result boxes when creating new audiences.

Check out how you can connect B2B Wave with Mailchimp.

QuickBooks Desktop

Transform your workflow with our upgraded QuickBooks Desktop connection by:

1. Filtering which customers and products you want to import to B2B Wave; this way, you minimize errors and ensure data accuracy.
2. Importing customer price levels, an update that allows you to maintain personalized pricing strategies without wasting extra time.

QuickBooks Online

Experience greater efficiency with our QuickBooks Online integration improvements:

1. Update and synchronize product pricing automatically using QuickBooks webhooks for seamless price management.
2. Tag line items with specific QuickBooks (QB) Classes for enhanced accounting accuracy.
3. Set the invoice shipping date as the order delivery date and ensure precision and alignment with the actual order fulfillment.

ShipStation

We’ve upgraded our ShipStation integration to allow you to:

1. Enable automatic order creation on ShipStation when you set a specific order status.
2. Use the correct weight metric (e.g., kilos, pounds), if set, when creating orders on ShipStation.

Square and Authorize.net

Allow customers to remove their saved cards from the “Customers Details” page, ensuring heightened payment security and privacy.

Xero

Set a custom due date for invoices using a special order extra field named “Xero Invoice Due Date,” ensuring customer adherence to agreements and streamlining your administrative processes.

Zoho Inventory

Enjoy a smoother connection with Zoho inventory with the following updates:

1. Enjoy faster product imports from Zoho inventory to B2B Wave.
2. Import product descriptions effortlessly from Zoho inventory to streamline the product management process.
3. Ensure data accuracy with improved category and SKU matching when importing products from Zoho inventory.
4. Create sales orders in Zoho inventory and set the salesperson field, if configured on B2B Wave, for a better sales workflow.
5. Opt to commit stock from a specific warehouse when creating sales orders for better inventory management.
6. Configure the B2B Wave and Zoho inventory integration to allow stock updates from a single warehouse.
7. Create sales orders faster through reduced API calls from B2B Wave.

Customers

Order payment for disabled users

Allow disabled customers to settle outstanding invoices and recover revenue from inactive accounts.

Independent sub-customers’ privacy

Opt to assign sub-customers to different privacy groups than their parents for a more flexible and tailored customer management experience.

VAT number validation

Validate the VAT number of EU customers through B2B Wave to minimize errors and ensure accurate invoicing.

API

API key generation

Enhance control, security, and flexibility with our new multiple API keys feature. Generate new keys, determine which API endpoints they can access, and restrict them for use by specific IP addresses. Learn more about multiple API key generation.

Products

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

1. Refine precision with your product imports using the newly added manufacturer_id, package_quantity, and package_quantity_measurement_unit_id fields.
2. Unset product privacy groups through our API with a simple, straightforward process.

Customers

Include and set payment_options, privacy_groups, and locale easily through our Customers API, ensuring adaptability to diverse customer needs.

Orders

Experience an elevated order creation process through B2B Wave’s API. With our latest improvements, you can:

1. Define shipping_option_id and shipping_costs, if provided.
2. Include total_volume in the orders response
3. Include total_weight in the orders response. When returned, this field also appears on Zapier.

Categories

Utilize the new privacy_groups, subcategories_private, and is_private fields and easily manage product categories through our powerful API.

Admin panel

Products

Enjoy increased control in managing product statuses by choosing to override product status rules. Also, you can opt to specifically allow manually applied product statuses to overhaul the “Backorder” and “Out of stock” status rules. Learn more about product status rules.

Customers

Filter customers based on their assigned privacy group and manage your diverse buyer base more efficiently.

Orders

We’ve upgraded our Orders menu to allow for smoother navigation and enhanced functionalities through these updates:

1. Allow order creation directly from the Admin Panel for convenience, seamless transactions, and improved customer service for buyers who prefer placing orders through email or phone.
2. Start order numbering from a specific digit (150, rather than the default 1) to align order numbers with your existing systems and improve order management processes.
3. Add, change, or remove coupons directly from the order’s page easily and gain flexible and efficient control over discount management.
4. Choose to display available product quantity when editing orders for increased accuracy in inventory management.
5. Choose to prevent invoice creation for unsubmitted orders and align billing seamlessly with finalized transactions.
6. Recover deleted orders quickly through our “Restore Order” feature and minimize the impact of accidental deletions on your order management workflow while preserving data integrity.
7. Track orders effortlessly by filtering orders using their ShipStation order number.

Profile settings

Customize your online B2B store’s contact form email settings and set communication channels and their recipients to ensure that you promptly respond to customer inquiries.

Sales Reps Portal

We’ve got a few exciting updates on the sales reps portal front:

1. Give sales reps managers access to their assigned sales reps’ customers and orders.
2. Allow sales reps to edit ordered products or add products to their assigned customers’ orders for more flexibility.
3. Choose to enable sales reps to export customers.
4. Opt to allow sales reps to view their customers’ unsubmitted orders, giving them real-time visibility.

Learn more about setting up sales reps’ accounts.

Suppliers

Order messaging

Allow configured suppliers to send messages directly to buyers about their orders, improving communication, transparency, and efficiency throughout the ordering process.

Payments

Payment due date for bank transfers

Set a payment due date for new orders for customers who select the bank/wire transfer option. In addition, you can quickly identify overdue payments and keep track of your settled transactions with the ability to filter your orders based on their payment status. Enjoy more predictability in your cash flow and improved efficiency with order processing.

Imports/exports

New orders email notifications

Add or update who can receive email notifications for new orders easily using the email_new_orders column in the customers sample import file, the existing customers export file, or via the column matching functionality. Read all about importing and exporting customers.

Reports

We’ve refined the details of our reports. Now, you can:

1. Filter the Product Sales and Customer Product Sales reports by delivery date for more targeted results.
2. Enjoy a thorough overview of order activity on your B2B store with the freshly introduced Order Summary and Order Summary by Status Change reports.

Email templates

New customization option

We’ve introduced another customization option in our email templates. Specifically, you can add order.admin.fields.* to the list of variables for email templates, which corresponds to Order Edit (admin) extra fields.