More business means more orders. More orders mean more invoices. That means more forms, more data entry, and more transferring of information between different departments. It's easy for a form or piece of information to get lost in the shuffle.
An order management system specifically designed for wholesale and integrated with QuickBooks is an effective tool for staying efficient and organized. It helps you streamline your order management process and eliminate cracks in which orders could disappear. With a system in place, you'll see increased accuracy in your order fulfillment and improved communication between your team and your customers.
Here are four specific ways in which a wholesale order management system can help keep you organized:
You may receive orders from various sources, including phone calls, emails, and conversations between sales representatives and customers. Without a designated method for submitting orders, it's easy for some to go unnoticed.
Implementing a B2B ordering system that integrates with QuickBooks is the most effective way for your wholesale customers, sales reps, and staff to place orders. Most wholesale customers will appreciate the simplicity and 24/7 convenience of ordering online, which will likely become their preferred method.
As a result, you will quickly notice that the majority of your B2B orders are being placed online. This transition will minimize data entry errors and decrease the likelihood of orders falling through the cracks. Additionally, it will enable you and your team to efficiently track every order within the system.
Your system should be connected to QuickBooks so that whenever an order is placed, QuickBooks is automatically updated. This integration eliminates the need to manually re-enter order information into your accounting software, which can be time-consuming and prone to human error.
Additionally, your order management software should pull product information directly from QuickBooks, ensuring that both systems have consistent data at all times. When you need to update product information, you can do so in QuickBooks, and the ordering system will automatically reflect these changes, including updates to inventory and custom pricing. Discover the benefits of integrating your QuickBooks with your order entry software.
Customer inquiries about order status, inventory, or pricing can frequently interrupt daily processes. When a sales representative receives such an inquiry, they often have to stop what they’re doing and contact office staff to get the necessary information. This may involve making phone calls to the warehouse or distribution team to track down the order's location. After gathering this information, they then have to call the customer back to relay the details.
By the time this process is complete, the sales representative has lost valuable time, and their other work has been disrupted, resulting in a negative experience for the wholesale customer as well. This method can easily lead to disorganization.
A wholesale ordering system that syncs with QuickBooks allows customers or sales reps to check the order status directly. This effectively eliminates the need for emails, phone calls, and follow-ups.
One of the greatest advantages of an ordering system is that customers can fill out their own orders. They can go online 24/7 to enter their orders directly. This information is then automatically accessible to accounting, distribution, and any other teams that may need it. This automated process eliminates the need for manual communication between departments, which often leads to mistakes.
Say goodbye to inefficient and outdated order methods, such as paper forms, emailed requests, and phone orders. This system allows your wholesale customers, sales representatives, and staff to quickly find answers to their questions regarding inventory, pricing, order history, tracking numbers, and more. Explore how an order management system that integrates with QuickBooks can help streamline your office processes.