Related Articles
Customising your KBBConnect Documents
Using KBBConnect you can quickly and easily reformat the built-in quotation, invoice and dispatch notes in line with your company standards. Also, you can create your own report templates for both dispatch notes & invoices and create any other ...
How can I check I have the correct prices?
If your discount structure is complex and you are not sure how KBBConnect has calculated your discount, there is a simple way to check, using the KBBConnect Report Wrong Price feature. Within a quotation, select the line in the quote containing the ...
Lead tracking
If you run promotions or advertising campaigns it’s likely that you will want to track the number of potential clients responding to these. You can alter the 'How did you hear about us' field in the Dropdown Options field. To customise the How did ...
Accessing your Suppliers’ Pricelists
Applying for Access to Supplier Pricelists When you first log into KBBConnect, a four step Start-up Wizard will automatically run and will run every time you login to KBBConnect, until you have created a live project. Step 1 of the wizard will allow ...
Setting Discounts and Margins
Setting the correct supplier pricelist terms are essential for getting the most out of KBBConnect. When you have set the correct discount percentage you receive from your suppliers and entered the margin you wish to achieve, KBBConnect will ...