Growing a product-based wholesale business is hard work that often requires tough negotiating skills. You've probably had customers ask for discounts on all products, custom prices for specific items, and other special incentives.
QuickBooks offers some order management tools, although they are limited. As your business grows, you will encounter these limitations. The solution is to find order management software that is more powerful and designed for B2B companies yet integrates with QuickBooks, so you don’t have to start from scratch.
When do you know it is time to take your QuickBooks order management software to the next level? Let’s take a look at five signs that tell you it’s time to make the move:
Everybody loves taking a new order from a customer. In fulfilling the order, things can get a little tricky. If your business is like most, you haven’t quite found the perfect, streamlined system for efficiently fulfilling customer orders.
Managing customer orders and fulfillment is a continuous journey for any business. For wholesalers, manufacturers, or distributors, the scale of orders is often larger than that of a B2C retailer. Leveraging order management software that efficiently tracks orders and seamlessly transmits them to a third-party logistics provider (3PL) can be pivotal in expediting order dispatch with minimal effort. Partnering with a top-tier service provider not only minimizes errors in the fulfillment process but also reduces shipping costs and provides access to advanced technology that might otherwise be out of reach.
Are there ongoing challenges with your wholesale order processing that are causing headaches? Do you frequently send replacement products or offer discounts due to fulfillment errors? Do customer complaints about delayed deliveries keep you up at night? Are you overwhelmed by handling orders multiple times? Imagine if one innovative solution could address all these concerns. Fortunately, such a solution exists. An online sales and order management portal that seamlessly integrates with QuickBooks can transform your order management system, boosting efficiency, ensuring timely deliveries, and enhancing overall accuracy.
Streamlining your order management process in QuickBooks can significantly enhance your operational efficiency. For wholesalers, manufacturers, importers, or distributors, aligning your processes with QuickBooks can lead to substantial time and cost savings. This involves leveraging sales orders. QuickBooks is designed to optimize your workflow with sales orders for your wholesale customers. Click Home in QuickBooks, and you’ll notice that the sales process begins with a sales order.
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.
If you’re considering implementing an online order management system for your wholesale business, you’ll probably know how it will improve your process. It will greatly reduce manual order entry and the time spent responding to routine customer service inquiries. It will increase efficiency, reduce errors, and eliminate duplicate work.
Few things are more exciting than getting the first sale from a new wholesale customer. After all, selling your products is the reason you're in business. Finally, getting that first sale is often the culmination of a lot of hard work.
However, receiving and fulfilling the order starts a whole new process that can be inefficient, time-consuming, labor-intensive, and vulnerable to mistakes and errors. First, your salesperson has to place the order. Maybe they call the back office, send an email, or maybe write it down and bring it back to the office. Then, someone in your office may need to contact your warehouse or fulfillment center to process the order.
Streamlining your wholesale order management can be very beneficial not only for you but also for your customers. B2B eCommerce can become very complicated when dealing with multiple customers. Here is an example of how order entry software can improve customer management.
