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A few months ago we published a post which outlined the new quote method that we were working on. We are now moving into final beta testing and publishing the system ready for ProMart 3.0 users to use.

It's been a lot of work. We have completely rebuilt the system around this new method of quoting and raising orders. For those of you who are used to a more traditional method of quoting with all additional costs displayed (or not) then this quote method is really for you...

Read more: Multi Quote - The Final Furlong

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We have had a number of requests for information on GDPR compliance and ProMart 3.0.

In less than one month, the new EU privacy regulation called the General Data Protection Regulation (GDPR) will come into effect. It imposes strict requirements on the way businesses collect, store and manage personal data.
If you’re unfamiliar with GDPR, here’s what you need to know:

GDPR provides citizens of the EU with greater control over their personal data and assures that their information is being securely protected across Europe, regardless of whether the data processing takes place in the EU or not.

Personal data can be a name, email, address, date of birth, personal interests, unique identifiers, digital footprints and more. Typically, this is the kind of data that is stored in your CRM / ProMart 3.0

We have prepared the following resource that you can reference in order to complete your own company GDPR policies. The way you use the data in your system needs to be outlined in your policy. Its not something we can create for you as it will be specific to the way your company deals with your data.

Read more: GDPR Information

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Great news for all Promos software users. You can now benefit from all the front end features of a ProMart 3.0 website system and continue to use your backend Promos solution. We will also throw in a free ProMart admin account so that you can edit products and optimise and customise your ProMart 3.0 website.

Work The Way You Want to Work

Load products directly into Promos quotes from our regularly updated data directory product feed, or quote in ProMart and then transfer orders directly into Promos! The Choice Is Yours!

Read more: ProMart 3.0 Website & Data Directory Now Integrates With Promos Backend

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We have for some time, been working on our new data directory. Originally designed to power all of our distributor and reseller sites with product data; we have now redesigned the product pages to display pricing, images, templates and other product details. 

Suppliers can upload CSV files or manually alter their product prices and details. Uploading products is free for suppliers access for distributors is £25 PCM. 

Read more: Data Directory Opens for Business

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We have just released the first in a series of new reports. This report is available in the drop down menu under your standard company report. We have also included some additional features that allow you to email the currently viewed filter. As a few have requested this report works with quarterly filters. After we first announced it one client asked for a multi tiered option so we have built this into the system.

Read more: New Report - Individual Multi Tiered Commissions

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We have been working hard this week to get the initial release of the multi-currency system finished. In our release today we have setup automatic exchange rate collection on all ProMart 3.0 sites. This enables ProMart users to provide quotes in over 100 currencies that are automatically updated on a daily basis. Simply select the currency you wish to use on the last tab of the quote edit page.

Read more: New Feature - Multi Currency Quotes

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It's that time of year again, we need to get all of our supplier product data updated... Lots of lovely spreadsheets! If you have data on our systems already we ask that you now register on www.datadirectory.co.uk to download your data sheet for updating. If you don't it's free to add products and we also offer some other useful services to suppliers for free!

On the new data directory you can update products 1 by 1 or you can download amend and upload a formatted CSV file for mass upload. Once uploaded we can provide a data feed for you to provide to other companies or distributors free of charge.

Read more: PromoNet Data Call 2018

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Today we will be rolling out a new credit control feature. This will override the current credit limits and on stop / off stop system. If you choose to continue to use the old credit limits on the user accounts nothing will be affected.

The new system will be available from the invoices drop down menu. Credit limits assigned in the new system work based on domain name taken from the users email address as this is the only constant data point we have...

Read more: New Feature - Credit Control


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