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QuickBooks Order Management: What SMB’s Need to Know

business_203If you are a small to medium sized business, there is a 95% chance that you are using QuickBooks for your accounting processes. After all, it is the number one choice for accounting in SMB's in 124 countries! And, there are good reasons for this. As the de facto standard, every bookkeeper and CPA is intimately familiar with it and how to manipulate its software to create useful and detailed reports that summarize financial information. It doesn't matter if you are using external financial consultants part-time, fully outsourced accounting firms, or utilize an in-house finance team, QuickBooks handles all of your accounting needs as you grow your business and expand your market share.

One of the key advantages of QuickBooks is how it has adapted to the changing needs of the marketplace. For example, it is now built to take full advantage of the cloud, which means businesses don't have to acquire, maintain, and support an extensive IT infrastructure and the accompanying team of IT professionals. Instead they can grant authorizations to key personnel in the company to gain access to the vital information they need from anywhere in the world at any time. QuickBooks also added the functionality to integrate with cloud applications that are available to SMB's. What does that mean for you and your business as you strategize how to expand your customer base?

One vital function that your sales force needs is to be able to place customer orders, check pricing and inventory, verify existing order status, search customer order history, and set up new customers without wasting valuable time on phone calls, faxes, and/or lengthy e-mails to inside sales support teams. And, now they can - and it is integrated seamlessly with QuickBooks using this cloud functionality.  It almost sounds too good to be true but it is - and your sales team wants it!  And Now Commerce has it!

The Now Commerce portal automatically creates sales orders in QuickBooks without additional manual data entry with the correct pricing and account-specific data for repeat customers. That alone eliminates much of the possibility for errors causing customer relationship problems. This QuickBooks order management portal for sales reps will also create reports showing orders, invoices, payments, net sales, sales receipts, and credit memos - everything the sales team needs to track their performance and ensure they are meeting or exceeding their sales goals. The sales team has everything they need when they meet or contact their customers - no need to hand off to someone else for information or make the customer wait while the information is accessed.

Customers can be set up to have their own portal as well and they can use it easily to make their own routine orders using account specific order forms, check on pending order status, search product categories for their special needs by either keyword or part number, look at available discounts, research their account histories, and verify the payment status of invoices.

The application also facilitates sending shipment requests directly to a third-party warehouse without any additional data entry. Tracking numbers, shipping dates and costs are available in the system. Because the order is sent electronically, there is minimal possibility for errors and the risk of delays and miscommunication.

Now Commerce was founded in 2003 and our sole focus is to make on-line ordering easy for manufacturers, distributors, and wholesalers who use QuickBooks. We are an industry leader and our applications are both easy to use and simple to implement. Our account managers have decades of experience and are dedicated to ensuring our customers enjoy all of the benefits of the sales rep and customer portals and third-party warehouse integration with QuickBooks. order management system