Allow multiple sales representatives for customers
We have identified an issue with invoice delivery within the B2B portal that is causing complications for our finance team and customers.
Currently, when a customer places an order via the portal, the invoice is automatically sent to the email address of the person who placed the order, rather than the default email address designated for invoicing. While we understand this is the intended functionality of Cin7, it results in invoices being sent to unmonitored or incorrect contact addresses, especially as some customers have over 20 unique log-ins.
I was advised that setting up a sales representative log-in for the portal directs the invoice to the default email address. However, the system currently only allows one sales representative per customer.
To resolve this issue and prevent the manual effort of downloading and forwarding invoices each month, it would be extremely helpful if we could have the option for **multiple sales representatives** per customer account. This change would ensure invoices are consistently sent to the correct finance contact's default email address.
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Our internal workaround for this is to add inhouse team members as customer contacts and have everyone ticked to receive emails.
The problem we have is some customers only want Order Confirmations to go to one contact and Invoices to be issued to a different contact. Current system doesn't allow this which is frustrating.
I have been advised via your support team that when ordering via the B2B portal, the invoice only goes to the email address of the person who has logged in to place the order. The invoices doesn't go to the default contact or any of the contacts selected “ticked” to receive emails (bar the one who placed the order).
We wouldn't want to sent the invoice to all contacts as there are some customers with multiple sites under their account and this means that some contacts may receive invoices that are not for their specific site.
This is an issue with ordering via the portal. Invoices are sent to the correct place when we manually enter the order.
I appreciate that maybe the system is set up in such a way so that the order confirmation goes to the email address of the person who placed the order however, It's not unreasonable for customer to ask to have invoices sent to an accounts email address.
The request is to make a change so that all invoices go to a specific email address no matter how the order was entered on to the system.
Totally agree, and you would think such a simple improvement to make.
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