We’re starting the year strong with powerful new features and game-changing improvements. Customize your dashboard with new widgets, streamline B2B payments and orders, enhance search with Algolia, and take advantage of the Salesforce integration. Plus, we’ve boosted security, refined order management, and made your storefront even better!
NEW FEATURES
New Dashboard Widgets:
Check out our new dashboard widgets, making all your key metrics super easy to access. Using the drop-down menu, you can smoothly switch between dashboards like Sales, Traffic, Marketing, or Products—where you’ll find everything from your top-selling products and sales trends to revenue breakdowns and shipping insights.
You’ll also have the flexibility to customize your dashboard by toggling between detailed traffic analytics, store sales overviews, rewards status, and top page views. Plus, with the widget selector, it’s simple to add or remove widgets to create the dashboard that fits just right. It’s a straightforward, user-friendly way to stay on top of your metrics and drive your business forward.
Below, we’ve provided some additional details on select widgets to help maximize your dashboard’s potential.
- Top Products Widget:We’ve added a new Top Products widget that highlights your top 5 best-selling items at a glance in the Products tab.
- Store Sales Overview:Easily track your sales from today, this week, or even the past few years; all in one place.
- Sales by Traffic Source Widget:You can easily track where your sales are coming from through the sales tab.
- Page Views Widget:Check out the new top Page Views widget under the Traffic tab in your dashboard.
- Top Shipping Methods:The top Shipping Methods widget is now available under the Shipping tab in your dashboard. Easily see your most-used shipping methods to streamline your fulfillment process.
- Rewards Point Overview:In the Rewards tab of your dashboard, you can quickly check expiring points, points earned this month, total products purchased with points, and more.
B2B Portal:
We've rolled out some cool updates to our B2B Portal that make it easier for everyone to stay in the loop and handle payments. These changes are all about making teamwork smoother and more laid back while keeping things running efficiently.
- Order Email Copy Settings:Now you can automatically send company copies of all order emails, keeping your entire team informed of every transaction. Plus, administrators now receive copies of every order emails as well.
- Shared Credit Cards:We've added a new setting for shared company credit cards. Now, employees can choose from the company’s credit cards during checkout, while admins can add, delete, or update these credit cards.
- Custom Field Enhancements:Easily add and edit custom fields for agent and employee profiles. Plus, we've made it possible to mark specific customer custom fields as editable.
- Employee Reward History:Click on an employee’s profile from either the user manager or company page, and you'll instantly see their complete reward point history right on the front end.
- Employee Default Customer Type:We set a default customer type for employee accounts on the B2B portal.
Bulk Ordering on behalf of Employees:
We've refreshed the PDP with a cool new drop-down that pulls Employee IDs from your customer hierarchy, so when you tag items, they're linked to the right person. Plus, you can easily toggle the bulk purchase feature on or off to suit your team's needs.
- Employee Custom Fields on PDP:We've made it easier to order on behalf of your team—now when you select an employee on the product page, their custom details (like sizing info) load automatically.
- Employee Selection on Order Edit:We've updated our order editor to update employee selection on order item.
- Employee Order Selections:We've refreshed our B2B portal so that when available, employee selections for individual order items now show up right in your order list, making order management smoother.
- Employee Order Reports:Filter and generate order reports for specific employees, with admin printouts now automatically grouping employee-tagged items together for easier tracking.
- Streamlined Order Emails:We've upgraded our order emails to automatically group items by employee ID, and now you can easily send emails just for a specific employee using our new admin tool.
- Employee Edit:Edit employee details on the shipping cart and wish list pages.
- Employee Selection:Choose an employee when moving items from your wish list to your cart.
- Share Your Wishlist with Your Team:Easily share your wish list with any sub-account in your company's hierarchy, so everyone stays on the same page.
- Accounts For Browsing & Wish List’s:You can create account types allowing users to browse and build wish lists without placing orders, perfect for customers who prefer to just explore.
Salesforce - Quote to Opportunity Integration:
- Sync New Quote:We've streamlined things so that every quote created on Cart.com now effortlessly transforms into a Salesforce opportunity. Complete with line items and status mappings for a smooth, one-way sync from your storefront to Salesforce.
- Quote Update:When quotes are updated in Cart.com, we automatically update your opportunities in Salesforce, including shipping details, fees, line items, and quote statuses.
- Covert To Order:When quotes turn into orders (whether on the front-end or backend), they automatically update to accept and link with their related opportunities in Salesforce.
- Quote Expiration/Cancelation:When a quote is canceled or expired, the opportunity status updates in Salesforce.
- Salesforce Order Editor:We've added clickable links in the order editor so you can jump straight to your Salesforce orders and customer records for a seamless experience.
SPS Commerce:
Our SPSCommerce integration allows you to effortlessly sync purchase orders between SPSCommerce and your storefront, either manually or automatically. SPSCommerce integration is free for all Enterprise and above plan levels.
- Sync Purchase Orders from SPSCommerce:You can quickly accept or reject purchase orders from your storefront.
- Shipping Updates to SPSCommerce:When you ship out items in storefront, we send shipping updates to SPSCommerce automatically.
- Create Invoice in SPSCommerce:you can setup to create invoice in SPSCommerce from storefront.
Algolia:
- Index Improvement:We've supercharged our native Algolia integration with fresh attribute fields including sale price, descriptions, stock status, product flags, and previous item numbers. We've also enhanced category handling with full parent hierarchies and smarter multistore filtering for an even smoother B2B commerce experience.
- Integration Improvement:We've upgraded our Algolia integration so that when you search or click the icon in the autocomplete widget, you'll be forwarded to a URL of your choice with your query intact—and you can now enable InstantSearch in our app settings to automatically generate a customizable results page.
- Catalog Sync:We've fine-tuned our Algolia catalog queries for a faster, smoother sync on our B2B Commerce Platform.
Email Template Improvements:
- Default Email Settings & Widget:We've rolled out refreshed default email settings and new email widgets. Plus, it’s loaded with default content and 9 pre-built email templates to get you started even faster.
MFA for Customer Logins:
We've rolled out Multi-Factor Authentication (MFA) for customer logins, just like for admins. Now, customers can verify their identity via email or text for added security.
FEATURE IMPROVEMENTS
- Block by Geo location:We are now including visitor’s geo info to the session and let you easily set up rules for blocking traffic from specific regions, giving you even more freedom to tailor your store’s experience.
- Reward Points Page Tweaks:We've fine-tuned our Reward Points pages on both the My Account and Admin sides by moving navigation links to the bottom of the grid and relocating the Manage Reward Points button into a collapsible header. We also fixed a pesky bug that was causing scrambled data when navigating between grids.
- Improved Customer Search:We've fine-tuned our search on the Customers and Orders lists so that whether you type FirstName LastName or LastName, FirstName you’ll easily find matching records and enjoy a smoother experience on our platform.
- Ship To Customer Search Upgrade:We've revamped our orders list so you can now easily search for ship-to customer names using either first last or last first input, making it easy to find the orders you need.
- Time Since Field Updates:We've now added support for TIME SINCE conditions on store level custom fields just like the ones on customer level, and you can also trigger customer events using a time since date-based store custom field.
- Mass Product Editor:Easily update variant inventory details like ItemNumber, stock, and product status all at once.
- Shipping Label:We’ve added shipping label history so you can easily review past labels, and you can now pay your account balance directly from the platform.
- Enhanced Search Insights:You can track your search history, even the times when no results come up. This update gives you extra insights to fine tune your experience on our B2B commerce platform.
- Multiple Store Export Selections:When customizing a customer's data export, you can now select several stores or even all of them at once.
- Option to Hide Support Chat:You can toggle off the support chat to keep your admin area clutter-free.
- Free Subscription Credit Authorization:Streamline how you access and manage your subscription credits. You can authorize an amount on free subscription as credit card verification, ensuring a secure and hassle-free experience every time you subscribe.
- VeraCore Shipping Sync Option:We’ve enhanced our VeraCore integration to automatically skip non-shipping items.
BUG FIXES
- Smooth Visitor Sessions:We've fixed a glitch where clearing filters on visitor sessions would sometimes cause a temporary lag in updates.
- Avalara Performance Boost:We've resolved Avalara timeout issues that were slowing down admin tasks and affecting checkout times.
- Avalara Tax Commit Fix:We've fixed an issue with our Avalara Tax plugin. Orders now properly commit tax when paid, shipped or closed.
- Price Calculator Import:We fixed a bug with the Price Calculator Import so that when you’re using the Specified Base Price option, the 'Specify Base Price' field now updates just as it should.
- Wishlist Fixed:We've fixed a glitch where deleted wish list items were causing unexpected issues, so everything now runs smoother.
- Tax Display Fix:We've squashed a bug in the admin order editor that was messing up tax displays when shipping discounts were applied.
- Guest Account Issue Fixed:We fixed guest accounts issue when store requires login.