Wyatt - Customer Service Manager, Ohio

Importer/Distributor: auto parts

Wyatt said "I gave my two big B2B customers their own portals and that saved me time spent in QB"

 

  • Wyatt has over 1,000 items in QuickBooks Enterprise.
  • He uses NowCom's Order Management features to bridge his Shopify ecommerce orders to QB as Sales Receipts and bridge his dealer orders to QB as Sales Orders.
  • Wyatt makes special b2b order forms for each of his two big oem customers. They use the ordering portal for regular orders and drop-ship orders.
  • He uses special pricing for each customer.
  • Wyatt said he had a b2b ecommerce system at his last company and it was great. They called it a vendor portal.
  • He uses QB Wholesale and Manufacturing edition. 

Wyatt's Favorite Feature: "Some of my orders have a hundred lines on them so hand entering those used to be a nightmare"