B2B Wave + Microsoft Excel
Track new B2B Wave orders by adding rows to a Microsoft Excel table
Streamline your sales process with this efficient workflow. When a new order is placed in B2B Wave, this task is programmed to add a row to a designated Microsoft Excel table. This allows for easy management and organization of order details. Say goodbye to manual entry and hello to seamless sales tracking.
Streamline your sales process with this efficient workflow. When a new order is placed in B2B Wave, this task is programmed to add a row to a designated Microsoft Excel table. This allows for easy management and organization of order details. Say goodbye to manual entry and hello to seamless sales tracking.
- When this happens...New Order
Triggers when a new order is created.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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Hours Ago CreatedRequired
Created After Date
Try ItApproved
Try ItOrder Status Update
Triggers when an order status is changed
Try ItEmailRequired
Company NameRequired
NameRequired
Is Active
Phone
Pricelist IDRequired
VAT Group ID
Address
Address Line 2
City
State
Country (2-letter code)
Postal Code
Company Number
Tax ID
Sales Rep ID
Customer Reference Code
Same Address For Billing
Billing Address
Billing Address Line 2
Billing City
Billing State
Billing Country (2-letter code)
Billing Postal Code
Billing Company Name
Billing Name
Billing Tax ID
Billing Tax Office
MSRP Pricelist ID
Disable Ordering
Company Activities
Company Activity Id
Privacy Group Name
New Addressbook
Triggers when a new addressbook is created.
Try ItNew Order
Triggers when a new order is created.
Try ItNew Product
Triggers when a new product is created.
Try ItProduct Code (SKU)
NameRequired
Category ID
Category Path
Description
Is Active
Quantity
Status ID
VAT Class ID
Minimum Quantity
Quantity Monitor
Image URL
URL
UPC
MPN
Barcode
Manufacturer ID
Reference Code
Cost
Is Private
Estimated Availability Date
