LogixOne B2B Portal FAQ's
Q. My orders are not syncing between Zoho CRM and Zoho Inventory
For the synchronisation to work between Zoho CRM and Zoho Inventory it is mandatory that your Zoho Products and Zoho Inventory Sync is working and that the Zoho CRM Products [Product Code] and Zoho Inventory [Item SKU's] are identical.
IT IS ALSO IMPORTANT TO NOTE THAT ZOHO INVENTORY WILL ONLY SYNC ON A 2 HOUR BASIS AND SOMETIMES CHANGES DO NOT REFELECT FOR A FEW HOURS AFTER THAT. OUR SUGGESTION IS THAT YOU CREATE ITEMS WITHIN ZOHO INVENTORY FIRST AND THEN WHEN THEY APPEAR IN ZOHO CRM ADD THEM THEN TO YOUR B2B ACCOUNTS (THAT IS DON'T CREATE PRODUCTS IN ZOHO CRM). YOU CAN ALSO PERFORM AN INSTANT SYNC FROM ZOHO INVENTORY BUT EVEN THIS TAKES SOMETIME TO COMPLETE.
Introduction to the LogixOne B2B Portal for Zoho CRM
The LogixOne B2B portal for Zoho CRM is designed to enable your wholesale customers to place sales orders at agreed pricing directly into your Zoho CRM and Zoho inventory environments. The three videos below detail the features and functionality of ...
LogixOne B2B Portal for Zoho CRM FAQ's
Q1. Can I change B2B Accounts login email? Yes you can change a B2B account login email by updating the 'B2B Account Email' field within Zoho CRM and clicking the 'sync Account to B2B Portal' button. Q2. My customer has forgotten their password can I ...
LogixOne Operator for Zoho CRM
The LogixOne Operator plugin for Zoho CRM turns your Zoho CRM environment into a complete Field Service Management environment. In this video we explain its features and how to use.
How Customers use the LogixOne B2B portal to place orders.
The following video detais how a customer uses the LogixOne B2B portal to place orders.
How to customise your company's LogixOne B2B portal for zoho CRM.
You can customise the look and company information that your customers see when they access the LogixOne B2B portal. This can be achieved by accessing the 'B2B Portal Setup' module that is installed with inside LogixOne. The following can be ...