B2B Info Center

Back office and front office operations are often performed by one key individual in small companies. The same person may do sales, customer service, purchasing, and accounting. They probably supervise shipping and water the plants, too! Even though one person or a small team does almost everything, it can help to plan for growth and departmentalize the different functions that they perform. Getting the most out of your QuickBooks accounting software, carefully selecting QuickBooks add-on software, and creative outsourcing can really ease the burden on your key person.

Here are five specific ways small wholesalers can make daily life easier and plan for growth.

A tailored online order management system for your sales reps and B2B customers offers many advantages. By enabling them to place orders and find answers around the clock, your internal team can dedicate their efforts to strategic problem-solving and business growth rather than routine order entry and customer service tasks. This B2B portal enhances customer service by providing instant access to essential information like inventory, pricing, and tracking numbers, eliminating unnecessary delays. Most of your B2B customers and reps will readily embrace this new B2B portal, streamlining their operations.

An order management system that syncs with QuickBooks has many benefits for a smaller wholesale business. It allows B2B customers and outside reps to efficiently place orders and answer customer service questions so your inside staff can use their talents to grow the business instead of spending their days in QuickBooks. Your customers will benefit, too. Here are five reasons they will love an online ordering system.

Choosing the right inventory management system for your company is a pivotal decision. It's a substantial investment that your business will rely on for the long haul. Therefore, selecting a system that aligns with your company’s evolving needs is crucial. While you may not have the budget for a feature-rich program now, focus on inventory management software that covers all the essentials. Here are six fundamental aspects to consider for your next inventory management solution.

A comprehensive order management system improves customer satisfaction and decreases costs by increasing communication among all company departments. Whether you are a wholesaler with many different departments or where a few people wear various hats, every wholesale company can benefit from the increased communication of a well-designed order management system.

Utilizing the right order entry software is one of the most important decisions you can make to reduce data entry, customer service questions, errors, and returns and make your order processing more efficient. Did you know it can help you go paperless as well? While many small business owners are a bit intimidated by the thought of "going paperless", doing so is not only much more efficient for your salespeople, your customers, your warehouse, your managers, and your customer service reps, but it can save you an abundance of hard earned cash as well.

Every wholesaler, manufacturer, and distributor welcomes growth, but transitioning from a small to a mid-size operation brings several challenges. One of the biggest issues is the burden of increased data entry. The more orders you take, the more data you enter and need to share with various departments. Eventually, the amount of information being entered and shared will become overwhelming, and a new process for entering data will be needed.

Many companies utilizing QuickBooks for wholesale operations also cater to individual consumers through a shopping cart system. However, order fulfillment and billing processes differ significantly between these customer types. eCommerce platforms designed for wholesale transactions must address the distinct needs of B2C and B2B sales. Additionally, setting up these customer categories in QuickBooks requires careful consideration to enhance reporting and streamline order management.

When you run a product-based business, it's critical that you have a firm grasp on supply and demand, your inventory levels, plus purchase orders to your suppliers or work orders to your production floor. It's easy to make errors when you don't have an accurate view of your inventory. You could sell products that you don't have in stock or fail to order or produce products on time. You can also make errors if you don’t have an accurate view of your current and future sales.