LogixOne B2B Portal for Zoho CRM
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 ...
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 setup B2B Accounts within Zoho CRM
How to create LogixOne B2B accounts within Zoho CRM. LogixOne B2B portal uses the native 'Accounts' module within Zoho CRM to create LogixOne B2B portal accounts. It is in the Accounts record that you configure the following: NOTE: Configuring an ...
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 ...
How to set up and manage Revenue Discounts for the LogixOne B2B portal.
Introduction Revenue discounts allow you to apply a total order value discount to your customer orders placed via the LogixOne B2B Portal for Zoho CRM. Revenue discounts can be applied on a per account basis. They are calculated based on the total ...
Setting up and applying Tiered Discounts
Introduction Tiered discounts enable you to apply additional discounts to any items ordered by your B2B Portal customers. The discounts are applied based on the quantity of individual items ordered by a particular B2B account. They are typically used ...
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 ...
How to set up Your Zoho Accounts pricing and Discount Groups
Introduction The B2B Portal implementation within Zoho CRM enables you to set the pricing you want that CRM Account to place orders at. This is achieved by updating information in the 'B2B Portal Product List' subform. This subform allows you to ...
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 ...