New Features in the ONe System – What’s New for You?

We are excited to welcome you to the new year and present the latest updates in the ONe system! January has brought a series of innovative solutions designed to further streamline your daily work. The new functionalities are tailored to meet the needs of both clients and salespeople, with the goal of enhancing the user experience. Here’s what’s waiting for you!

      1. New Permission in the ONe Platform: Price Editing in the Cart

We have introduced a new permission in the ONe system that prevents a salesperson from saving a changed price if the price or margin exceeds the limits of their authorization. Previously, the system verified permissions only at the order submission stage. Now, the salesperson receives this information right at the price editing stage. This change makes the workflow more efficient—salespeople will now know from the very first stage of editing whether they can lower the price or margin for a given item.

For more information about this new feature, check out the article: 

https://support.b2b.one/hc/en-us/articles/26360049808413-New-Permission-in-the-ONe-System-Price-Editing-in-the-Cart 

      2. Removal of "Product Added" Pop-ups After Adding Products to the Cart

With salespeople working in a fast-paced environment where response time is crucial, we’ve removed the "product added" pop-ups that used to appear after adding a product to the cart on the ONe platform. Now, messages will only appear in situations where adding a product to the cart fails. Instead of the standard success pop-ups ("green"), only warning pop-ups ("red") will appear. This change provides salespeople with greater fluidity and efficiency in their work.

      3. Highlighted Record in the Client Search List

In response to the need to accelerate the process of creating carts and offers, we’ve introduced an improvement in the client search feature on the ONe platform. Now, after searching for a client, salespeople can quickly navigate to the client’s card by highlighting the record in the list and pressing Enter. With this functionality, the entire action can be performed using the keyboard, significantly speeding up the process. Salespeople can easily navigate the client list using the arrow keys and, with a single Enter press, go directly to the selected client.

      4. Offer Approval by Supervisor - Marking the Offer Author During Approval

As part of streamlining the offer approval process, we’ve introduced changes to the ONe platform aimed at simplifying the assignment of offers to their authors. Now, when the "Accept Offer" button is clicked, the author of the offer (the salesperson who sent it) is automatically selected in the modal. This means that operators with higher permissions no longer need to manually search for the offer’s author, significantly speeding up the approval process.

Of course, the operator has the option to change the selection to another salesperson if necessary. This change saves time and improves work efficiency by eliminating unnecessary steps in the offer approval process.

      5. Additional Attributes in the Offer Can Be Edited in Non-Editable Statuses

In response to the needs of salespeople who frequently work on offers at various stages of completion, we have introduced a feature that allows the editing of additional attributes in any offer status. Previously, changes to additional attributes were only possible in editable statuses, which sometimes extended the offer processing time, especially when modifications were required after consulting with the client. Now, salespeople can make changes to the attributes regardless of the offer's status, enabling quicker adjustments to meet current needs without needing to change the status. This improvement enhances flexibility and efficiency, reducing the time needed to finalize offers.

      6. Improved Product View in Shipments on the Mobile Version

In the ONe system, we have optimized the display of products in shipments to present them consistently with how they are shown in the cart table. We improved the layout of images and columns, eliminating the issue of image cropping and adjusting the view for mobile devices. As a result, products in shipments now display correctly, speeding up the order submission process and improving the convenience for salespeople, especially when using mobile phones.

      7. Changes in Product Search in the Cart and Offer

To make the process of creating carts and offers faster, we have modified the product search functionality in both the cart and offer sections. With the new settings, salespeople can now navigate through search results using the up/down arrow keys, and the selected item can be added to the cart by pressing the Enter key. The system allows adding a single unit of the selected product with each Enter press, and the suggestion list expands down to the bottom bar if possible within the current component.

     8. Revamp of the Product Catalog View

We have implemented a series of changes in the product catalog within the salesperson's panel. The catalog view has been improved, making it more intuitive and aligned with current UX/UI trends. Now, users can view a larger number of products on the first page compared to before. We have redesigned the filter layout – they are now located on the left side and displayed vertically, with selected filters shown at the top. Additionally, a different background has been applied to categories and filters, improving both their visibility and aesthetic appeal. These changes significantly enhance the speed and ease of browsing products on the platform. The catalog view has also been optimized for mobile devices. Now, salespeople can create orders faster and more efficiently, no matter the device they are using.

      9. Improvement of the Cart View in the Salesperson Panel

We have enhanced and optimized the cart view for both mobile and desktop devices. The cart header has been transformed into a collapsible element. When creating a new cart, it is collapsed by default. The user can expand or collapse it as needed. This allows salespeople to start adding items to the cart immediately after creating a new sale, without the need to scroll down the cart.

We also changed the way the cart's name and number are displayed, moving them to the top of the cart. The button for creating an offer has also been relocated. All these changes are aimed at improving navigation within the cart and streamlining the order creation process.

      10. Cart Import from File Above Stock Levels and Handling of "Block" Labeled Products

In the ONe system, we have introduced a functionality that allows for importing products into the cart, even when their quantity in the order exceeds the available stock, particularly for products labeled with "block."

The new functionality ensures that products labeled with "block" will only be imported into the cart in the maximum available quantity, based on current stock levels. Additionally, the system informs the user about this with a message: "Dear customer, product XYZ has been imported with a quantity of 5 units, as only this amount is available in stock." This solution eliminates misunderstandings and allows the customer to manage their order more easily.

These changes also enable full verification of stock levels, taking into account both the cart warehouse and its associated warehouses. This ensures that the customer is importing exactly as many products as are available, and in case of any import issues, a detailed message is provided explaining the reasons for failed attempts to add products.

This solution allows for importing all available products from an Excel file without the need for manual stock checking, which is especially helpful for orders that include dozens of items. If there are any issues with importing individual product lines, the user is informed about each line in the file where the problem occurred during import, e.g., a product not imported, a product that does not exist, incorrect value, missing quantity, etc.

      11. Relations (Linking) Between Sales and Warehouse Documents

This is another new feature we’ve introduced in the ONe system, which allows for easy linking of sales documents, such as Sales Orders, VAT Invoices, or Fiscal Receipts, with warehouse documents like Goods Issue (WZ) and Goods Return Issue (WZK).

The linking covers various cases, including VAT Invoices, Fiscal Receipts, and Corrected VAT Invoices (FVK). This functionality enables operators to easily navigate between related documents by clicking on the document numbers. The user is automatically redirected to the details of the related document, as long as the sales or warehouse document is available in the ONe system and the link has been properly defined.

If a document is not available, its number is displayed as text. On the Goods Issue (WZ) and Goods Return Issue (WZK) document views, links to related documents such as Sales Orders, VAT Invoices, or VAT Invoice Corrections appear. Users can navigate between them by clicking on the links.

This functionality simplifies document management, improves the availability of related data, and increases operational efficiency. Operators can quickly move between documents, streamlining both sales and warehouse processes.

More details on this functionality will be provided in an article :

https://support.b2b.one/hc/en-us/articles/26298449648541-New-Features-in-the-ONE-System-Relationships-Between-Sales-and-Warehouse-Documents