The more time you spend answering routine customer service questions and doing data entry, the less time you have to devote to the activities that generate revenue for your wholesale business. Since today’s business environment is more competitive than ever, streamlining business functions has become a top priority for companies that want to grow. An automated order management system can be the key to a smoother, more efficient process.
A sales rep portal that integrates with QuickBooks
The most helpful system is one that’s sophisticated enough to allow web-based order processing that integrates with your existing QuickBooks platform. Your sales reps can see all the information they need – accurate, up-to-date inventory, pricing, and shipping details – from their smartphone or other mobile device. The orders they place can go automatically into QuickBooks, eliminating data entry.
The right sales rep portal will be straightforward to use, enabling sales reps to quickly:
- Sign in.
- Select an existing customer’s account.
- Enter the desired quantities and a PO number using a customized order form.
- Click to submit the order.
If your sales rep needs to double-check inventory availability or see if some special discount applies, the information will be right there. They won’t have to make assumptions or offer up a prayer that the customer’s order will go through as submitted. They will not have to worry about disappointed or angry customers whose orders are delayed because items were not available after all.
Every order is reliably accurate, and it’s processed far faster than using manual data entry.
A B2B customer portal that integrates with QuickBooks
Self-help features can do wonders to streamline your business functions. They can also increase customer appreciation and loyalty because your streamlined system boosts their business efficiency. When wholesale customers can easily access their account information, they can log in whenever it’s convenient to check order status, tracking numbers, pricing, inventory, or place new orders.
The orders they place can go automatically into QuickBooks, eliminating data entry.
They no longer have to interrupt sales reps or office staff with questions and wait for an answer. A system that can block out-of-stock inventory will also keep customers from ordering items that aren’t available.
The more customers and customer locations you have to deal with, the more time-consuming and complex old-fashioned ordering becomes. It’s cumbersome, and manual data entry is an open invitation to errors -- especially when information has to be entered repeatedly to complete the process.
Today’s wholesale customers want to feel – and be – in control. With the right B2B customer portal, you can establish yourself as a strong supplier.
With a B2B eCommerce platform, everyone wins
With the right B2B eCommerce platform, you can free up precious time by eliminating redundant data entry and unnecessary phone or email interruptions. Your sales reps, accounting and shipping people, and wholesale customers will save time, too. You’ll be better organized. And when you know your ordering system is functioning at peak performance, you’ll be less stressed and better able to focus on other vital business priorities.
Please request a demo if you want to learn how Now Commerce can help improve your wholesale order management process.
