Do you have ongoing problems with your wholesale order processing? Do you consistently have to send out free products or give discounts because an order was fulfilled incorrectly? Do customers complain that they don't get their orders on time? Are you tired of handing orders twice? What if there was one simple tool you could implement to fix all of those issues? Good news - there is. An online sales and order management portal that integrates with QuickBooks can streamline your order management process, increasing efficiency, on-time delivery, and overall accuracy.A B2B sales portal allows your customers and sales reps to enter their orders directly online. By integrating the portal with QuickBooks, the two systems send information back and forth automatically. Your sales portal will always reflect correct product information, inventory levels, and pricing. Meanwhile, new order information will flow directly from the sales portal into QuickBooks.
This smooth interaction between the two systems solves some of the most common order management problems, including:
Order processing bottlenecks.
When your company first started, did you have one person who did everything? He or she took all the orders, kept track of inventory, juggled customer priorities, and sent the order information to your shipping department. Maybe they were the shipping department, too! Maybe that kind of process was adequate in the beginning, but you've probably outgrown it now. Once your business grows to a certain level, it's inefficient for one person to handle everything. Your orders can only ship as fast as they can be processed. If they're out of the office, everything grinds to a halt.
An online order processing portal gives everyone the ability to view order information. That means you can have as many people as needed to work on order processing. If your point person is out of the office, there's no reason why order processing has to stop or even skip a beat.
Human error.
Your sales rep phones in an order, which a customer service representative writes down. That representative passes the order on to someone in fulfillment who types the information into your fulfillment program. Somewhere along the way, information is communicated, written down, or typed incorrectly, and the order goes out with the wrong product or quantity.
An online sales portal eliminates these issues because the information goes straight into QuickBooks as soon as the customer or sales rep orders it. They place the order based on information in QuickBooks, which is readily available for your team members to view. No copying or transcribing is necessary, which means there's less opportunity for human error. Integration with QuickBooks means there is only one database to maintain, and data entry is reduced or even eliminated.
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