the Knowledge Xfer, Issue 54: Inventory Request Link
Hey Brendan, Welcome back to the Knowledge Xfer! In our last issue we showed you how you can bill for inventory from a 3rd party manufacturer or supplier as your organization. If you missed it, check it out here. This week we're going to highlight a brand new feature many of our customers have been asking for: The ability for reps and distributors to make inventory requests without logging in (even if they don't have a licensed account)! Using a unique link, specific to your organization, reps and distributors can complete and submit an inventory request from any browser without logging in. Seriously?!? What's the catch? Actually, there is one: the individual making the request must use a valid email address that exists as a custodian in your account. This "partial authentication" ensures no random inventory requests from people you don't know. And the best part: using this form will put the request directly into the Console for you. So no more email-phone-call-text-message wrangling of inventory requests from the field. Just given them the link, and that's it. To learn more, check out our Knowledge Base!
All the best, Customer Success To see all of our past Knowledge Xfer issues, check out the Knowledge Xfer archive! |