Many companies rely on software like QuickBooks to manage their finances, streamlining the accounting process. However, challenges arise when entering sales orders into the system, often resulting in redundant work. Typically, orders are received via email, fax, or phone from sales reps or customers, requiring the QuickBooks user at the home office to input the order into the system manually.
Fortunately, there is a way to avoid this need for double data entry.
Our online order management system integrates seamlessly with QuickBooks, so once an order is entered, it's automatically transmitted into the financial software. At that point, you can choose to send the order electronically to your fulfillment team so that it can be processed and shipped. This eliminates the redundant data entry that plagues other systems and speeds up the order process.
This is just the start of what is possible with online order management. Many B2B providers struggle when customers call to ask about the status of their orders, find out what has already been ordered, and make similar queries. Customers also struggle with the limitations imposed by traditional B2B systems, such as the need to contact their sales rep to buy anything. Such methods may have been acceptable before, but businesses don't have time for that now. Online order management allows you to meet today's demands for speed and responsiveness by allowing your customers to track the status of their orders over the Internet. It lets them order online from you as easily as they would from a B2C company.
This convenience is crucial when engaging with other businesses, often even more so than with individuals. When a business urgently needs a product, the purchasing agent shouldn't have to track down a salesperson to initiate the process. They need to place multiple orders across various companies efficiently and prefer working with firms that expedite this process. Providing these busy agents with a simple URL empowers them to complete their tasks in minutes rather than hours, making you an invaluable partner in their operations.
Benefits to Your Operation
Your customers aren't the only ones who benefit when you streamline your order handling. Since you won't have to take as many orders manually, you'll eliminate many chances for costly errors. Passing data between departments will take a click of a button instead of mistake-prone manual transcribing. This will speed things up while ensuring that the last person in the fulfillment chain still sees precisely what the customer or sales rep originally entered.
The accounting benefits are touched on briefly at the start of this article, and they go beyond integration with QuickBooks. You'll enjoy the lower rate of errors in this sphere as well. Nobody will have to try to memorize the prices of items, decipher quickly scrawled figures, or worry about typing errors when orders are taken. The prices and individual customer discounts will already be in the system and ready to use.
Even with the shift to digital, your new online order management system remains versatile, accommodating customers who prefer traditional methods. When a client reaches out to their account manager to place or inquire about orders, the manager can easily access the portal securely, delivering all necessary services. This streamlined access ensures that everything is readily available, enhancing your representative's efficiency and significantly boosting customer satisfaction.
