October Luminous Product Update

About this episode

Jared Ward and Billy Bush discuss new features in the October Product Update focused on wholesale management and financial control.

Jared Ward and Billy Bush introduce powerful features focused on wholesale management and financial control for the October Product Update: the Wholesale CRM now includes a dedicated "Sales" tab, offering enhanced functionality like Credit Memo sync with QuickBooks and tagging of contacts to customize notification automations. You can now establish parent/child company structures for retail chains and set unique fulfillment priority overrides at the customer level ensuring key accounts receiv...

People in this episode

Hosts: Jared Ward, Billy Bush

Topics covered

• product update
• wholesale management
• financial control
• CRM features
• customer management

Keywords

• wholesale CRM
• Sales tab
• Credit Memo sync
• QuickBooks
• customer level overrides

Mentioned in this episode

Organizations: QuickBooks

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