Becky B - Office Manager, Texas

Beverage Distributor: soda, juice, milk.

Becky said "I have almost 30 schools that enter their own orders on the portal"

  • Becky has about 30 buyers from school districts who log in to the ordering portal and place their weekly orders as well as their fill-in orders.
  • Becky likes that each school can see their own special items and contract prices. She uses Price Levels in QuickBooks Enterprise.
  • Becky also has three merchadisers who service the grocery stores in their vans and enter their invoices on their phones.
  • She sets her Order Bridge for every 5 minutes and she creates Sales Orders in QuickBooks Enterprise.

Becky's Favorite Feature: "The orders go to QuickBooks automatically so I don't need to do them myself"