One record per person - people at the same company group into one account view.
B2B account review
step 1: review with a note - step 2: an admin confirms (both audited)
Accounts and Pricing
Set % off RRP per customer tier - broadest first (brand / supplier group), then category, then a specific product. The most specific rule wins.
View only - B2B pricing is edited by Sales (sales / sales manager / admin). Your role can browse every rate and preview what a customer pays, but changes are refused by the server. Roles are set in Administration.
By category (refines the brand rate for a product line - overrides the brand rate)
Categories come from the products themselves. To add one, set it on a product in Inventory - it appears here, in quotes and on the store feed as soon as the product saves.
Per-product override (a specific product: % off RRP - wins over its category and brand rates)
What the customer pays (the price a B2B customer sees, worked off RRP)
Preview tier
Accounts
Create staff logins, reset passwords, and manage your own password.
Create or reset a user
Public sign-up is off - accounts are created here only. Entering an email that already exists resets its password and signs that user out of all sessions.
Team members
Everyone with a Quasar HQ login. Click reset to generate a new temporary password.
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Change your password
Signed in as .
Orders
Every quote, order and invoice. Search by number (Q-xxxx, INV-xxxx) or customer, or open the order browser to find one to view and edit.
Linking marks the lead Converted, so it moves to Resolved. It preserves the order items, pricing and notes. If only the lead or order has a Customer CRM link, the other side adopts it.
No lead selected yet.
Review account
Save this filter
Saves the dropdowns and the search box as they are now, so you can come back to this view from Saved filters.
Import from Xero
Pulls an invoice already issued in Xero into Orders by its invoice number. An existing linked order updates in place; an unlinked number creates a new order.
Pulls every Xero invoice for each customer you pick into Orders, matched through their name. An existing linked order updates in place; an unlinked one is created. This can take a moment for a customer with a long history.
Refund
New contact
Billing address
Street address, city & country use the fields above.
Shipping address
Reassign customer
This order is locked, so its customer can only change here as an audited correction - not for routine changes.