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Tutorial: How To Send a No Minimum Product to a Client for Purchase

This is the first in a series of tutorials designed to demonstrate the features of our No-Minimum integration. The video below will show you how to add a logo to a product and then how to share your shopping cart via email.

This is obviously not designed for every order on your site. But if a company emails you asking if you can print them 10 mugs and 25 pens then this function facilitates that very easily and makes the job worthwhile.

It's also great to use if you want to send a client something personalised to say thank you for an order you may have received from them.

Read more: Tutorial: How To Send a No Minimum Product to a Client for Purchase

Xero Integration

ProMart is now fully integrated with Xero Accounting Software. Once the Xero integration is activated all Invoices and Purchase Orders can be directly imported through to Xero.

There are various option for mapping accounts and you can also choose the status of newly imported Invoices or PO's

Due to a constantly changing API for both Xero and Quickbooks integrations we will now we changing £15 per month per integration to cover running costs.

Read more: Xero Integration

New Feature: Additional Costs

Since it's inception we have always setup all the products in ProMart with a maximum of 6 options for print. (Plain Stock, 1-4 Colour, Process Print) Or whatever you wanted to use them for.

This keeps everything nice and simple as the fields are dynamic and you can do whatever you want with them. However this can make it difficult to store all the information you may have available from your supplier. This is why we have now added in the ability to add additional costs to quotes.

Read more: New Feature: Additional Costs

How to Create a Quotation

Creating a quote in ProMart 2.0 is designed to be as easy as possible. The quote edit page is flexible and allows you to quote various different options to your clients to allow them to choose which they would like to proceed with. We can create a new quotation in a few different ways...

Read more: How to Create a Quotation

How To Add a New User to Your Website

In order to create a quotation or raise a task for a customer you first need to add them to your website as a user. You can have multiple accounts for the same company and each different email address requires a new account. In general user accounts are created automatically when an enquiry is made on your website. But you may need to add them manually from time to time. The video below shows how you can add a user to your website.

Read more: How To Add a New User to Your Website

Prospect Database & New Registration Page

We have recently introduced a new section to ProMart 2.0 which allows clients to be able to maintain a separate area for prospect data. If you have purchased a prospecting list from a company data supplier or have gathered information from the internet then this is where you can store it. We can then use that information to automatically populate your websites registration form. This allows faster input of user details.

Read more: Prospect Database & New Registration Page


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