Marketplace - 888Voip
QuotingBill marketplace - 888Voip
Equipment providers like 888Voip allow you to order hardware for your customers. By leveraging the 888Voip application with projects the time between sending a quote or invoice to shipping and ordering the phones from 888Voip is vastly reduced. Let's look at how we can use 888Voip to improve the overall QuotingBill experience for your business!
Installation
You can find 888Voip right here in the marketplace. Just like any other application click to install and then head to preferences to set up your 888Voip account with QuotingBill!
Configuring
Within the 888Voip application window you'll find in the submenu "Settings" that you need to give QuotingBill your 888Voip credentials. To get these credentials please contact a representative from 888Voip if you're unsure on how to retrieve them. After that, hitting save & test should let you know if everything was correctly configured!
Configuring products
The real power of QuotingBIll x 888Voip comes from the ability to attach products to products from the 888Voip inventory. By configuring a QuotingBill product to a 888Voip Product, the entire system is now made aware that the specific QuotingBill product is tied to 888Voip Product which becomes very handy later down the line when we're working with invoices and projects!
Here's how to configure a product to 888Voip equipment!
Using the 888Voip Direct application
Orders
From here you can view all orders made for every customer with what products they ordered. You can also search for orders too!
In project tasks
The 888Voip application offers a recipe for projects which you can add when creating a new project!
The 888Voip application recipe also offers one task which allows us to order the equipment for that user which you can see here!
From here you can add shipping addresses, check stock and then proceed to ship the desired equipment from 888Voip. You can also choose which shipping method you would like to use. After the order has been made you will be able to view it from the 888Voip application window.
Note: If you checked "Create project" on your quote or invoice this task should already be populated with the correct product.
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