As a manufacturer or wholesaler, your company likely manages a substantial volume of orders across a diverse product range. It's crucial to implement an exceptional online order management system that seamlessly integrates with your existing infrastructure. Opting for software specifically designed for wholesalers and manufacturers not only streamlines your back-office operations but also empowers your sales reps and customers to place orders online and access their account information effortlessly. This straightforward enhancement ensures your business operates smoothly, with orders dispatched efficiently.
QuickBooks Integration
QuickBooks stands as the preferred choice for small and medium-sized enterprises. By integrating an order management system that directly connects with QuickBooks, you significantly enhance your operational efficiency. This seamless connection ensures that information flows effortlessly between the two systems, saving you valuable time that would otherwise be spent on manual data entry. When a customer or sales representative places an order through the management interface, it is automatically recorded in QuickBooks, eliminating the need for additional office handling and minimizing the risk of errors.
Customer Management
The online order management system you select should offer your wholesale customers a straightforward, efficient, and personalized online sales experience, enabling them to effortlessly order products from your company. Additionally, it should allow them to track their order status right through to delivery. By granting customers access to their information, you eliminate the need for them to reach out to your sales team with basic inquiries they can resolve independently. Key features to consider in your customer management software include:
Customized Order Forms
- A customized order form that allows your customers to find the products they normally order quickly.
Order information and history
- Let your customers check on the status of their orders and provide them with additional order information to limit support queries. Additionally, let your customers check out previous orders that they have made with your company.
Stock information
- As a wholesaler, you spend a lot of time informing customers about the stock on hand for a variety of items. Allow them to gain access to real time stock information directly.
Shipping information
- Let your customers check out their shipping details as soon as an order is shipped.
24/7 Availability
- Give customers access to their account information 24 hours a day from wherever they are.
Sales Rep Management
Ensuring your team can swiftly access and relay information to customers is crucial. Order fulfillment can be time-intensive, so equipping your sales reps with the right tools is essential for them to work efficiently and effectively. Key features to consider for your sales reps in an online order management platform include:
B2B online order forms
- Make it easy for your sales team to place customer orders online from wherever they are. The home office will no longer have to decipher sales reps orders or input them in again into QuickBooks because it will all be automatic.
Customer specific pricing
- As a wholesaler, you may have different pricing structures based on a variety of conditions like order size and customer type. With access to this data, sales reps will be able to make deals on the spot.
Track and access customer information
- Your sales reps should be able to quickly access customer information to provide a better sales experience.
Warehouse Integration
To ensure these new systems operate seamlessly, it's essential to incorporate warehouse integration. Key features such as real-time data synchronization, electronic order transmission for shipments, and accessible shipping information streamline logistics, guaranteeing precise order fulfillment. When evaluating the ideal order management system for your business, consider features that enhance customer experience, empower sales representatives, and optimize logistics.