Navigating a complex order process is likely a familiar challenge for a manufacturer, wholesaler, or distributor. Each step can be riddled with potential obstacles, from receiving customer orders—ideally error-free—to entering them into your accounting system, dispatching them to the warehouse, and ensuring timely shipping. You can streamline these processes by leveraging order entry software, enhancing your business efficiency and growth.
Order entry software is an innovative solution that seamlessly empowers customers and sales staff to place orders within a unified online system. The most effective platforms integrate effortlessly with QuickBooks or other accounting software, ensuring everyone you authorize has access to vital customer account information. This includes customer-specific pricing, order forms, comprehensive order history, shipping details, and real-time inventory status, all designed to enhance efficiency and support your business growth.
So, how does all of this improve your wholesale business?
Faster order processing time
With the ability for your wholesale customers and sales reps to place orders anytime, anywhere, you eliminate the need for your inside staff to enter orders received via phone or email manually. Customers and sales reps benefit from personalized order forms featuring their specific prices and items, enabling swift order placement. Their order history is readily accessible, allowing them to review past purchases effortlessly. Once orders are entered, they seamlessly integrate into QuickBooks and can be dispatched directly to the warehouse for shipping with just a click—no further handling is required.
Fewer errors
By empowering wholesale customers and sales reps to enter their orders online, your internal team is spared the guesswork of interpreting customer requests. Customized order forms and pricing for each account significantly minimize the risk of errors or incomplete orders. With real-time inventory updates, customers can confidently order available products, eliminating the need for backorder notifications.
More productive staff
When your wholesale customers and outside sales reps have the ability to access their own account information, it liberates your inside staff to focus on tasks that drive business growth. They are no longer tied up with routine inquiries like, “Where is my shipment?” or “Can you check stock levels on this item?” Customers and sales reps can independently find these answers. By ensuring orders are entered just once, you effectively eliminate redundant work, enhancing overall efficiency.
Knowledgeable sales reps
Empower your sales reps with a sales rep portal that provides comprehensive order and payment history for each of their accounts. This invaluable information equips them to address customer inquiries with confidence. A robust online ordering system keeps them updated on available inventory, enabling them to recommend products based on past purchases and effectively upsell new offerings. With all customer data readily accessible, sales reps can concentrate on expanding their sales pipeline, leaving routine customer service tasks behind.
Satisfied customers
With a system that offers a quick, convenient, 24/7 B2B customer portal for placing orders, your customers can bypass the hassle of phone calls or manual order forms. They’ll instantly know if their order is confirmed and receive real-time online updates on its status. This transparency fosters confidence that their orders will be accurate and timely, enhancing customer satisfaction and loyalty to your company.
By integrating order entry software for your wholesale customers and staff, you establish a unified system with which everyone can seamlessly engage. This shared access to crucial information ensures that all parties stay informed, optimizes your order management process, and leads to a more efficient team and satisfied customers.
