B2B Info Center

As your business evolves beyond the confines of manual data entry, embracing an order management system becomes essential. This innovative software streamlines order entry and processing, automating much of the manual workload. Many systems offer dedicated portals or online interfaces specifically for the sales department. Through a sales rep portal, sales representatives can effortlessly access customer accounts and inventory and place orders without the need to contact the office, enhancing their efficiency and productivity.

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.

For small and medium-sized businesses, QuickBooks is the go-to accounting software. For a manufacturer, wholesaler, or distributor, QuickBooks doesn’t entirely cover all your needs when you have customers, sales reps, and inside staff who need to place and manage orders and access customer and product information. While you want to limit access to QuickBooks to your back office, adding order management software lets you easily share information with everyone.

Here are ten tips on what to look for when choosing QuickBooks-integrated order management software. 

Outside sales reps play a pivotal role in your B2B operations as a manufacturer, wholesaler, or distributor. Leveraging independent sales reps can significantly enhance customer relationships and drive business growth. However, managing them efficiently can be challenging. By equipping your sales reps with advanced sales rep software, you empower them to better serve your customers and optimize the order management process.

One of the most important factors in the success of a wholesale business is the efficiency of the order fulfillment process. Order management software that integrates with QuickBooks can prevent mistakes and delays in your fulfillment process. Your sales reps and office team will be more productive, and your B2B customers will enjoy 24/7 online convenience that will make you their preferred supplier. 

 Every business owner understands that inventory is a vital asset. QuickBooks, a robust accounting program, efficiently tracks your business finances while offering several versions that excel in inventory management. Selecting the correct version of QuickBooks is crucial for those running a product-based business. Utilizing the appropriate version can provide the necessary inventory accuracy and functionality, helping you sidestep the costs and complexities of additional inventory management software.

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.

As your business grows, so do the number of orders. More orders lead to more invoices, which in turn means more forms, more data entry, and more information being transferred across departments. It's all too easy for a form or crucial piece of information to get lost in the shuffle. An online ordering system, specifically designed for wholesale and seamlessly integrating with QuickBooks, is a powerful tool to maintain efficiency and organization. It streamlines your order management process, closing any gaps where orders might slip through. With such a system in place, you'll experience enhanced accuracy in order fulfillment and improved communication between your team and your customers.

Here are four specific ways an online ordering system can help keep you organized:

Companies constantly seek innovative ways to reduce expenses and boost revenue in the ever-evolving business landscape. Enhancing employee productivity through creative solutions, rather than expanding your workforce, is a time-tested approach. To elevate the efficiency of your outside sales team, consider equipping them with advanced tools like a sales rep portal. By leveraging sales rep software, you can significantly enhance your reps' performance while elevating customer satisfaction. Explore the transformative potential a sales portal holds for your sales representatives.

An online ordering system has many benefits for a business. It frees up sales reps, streamlines accounting, improves order accuracy, and increases efficiency. They also have several advantages for your wholesale customers. Here are five ways your customers will benefit from an online ordering system.