How customers order
Your customer knows what they want. Take the right order quickly.
For phone, email and account-representative sales where speed matters but pricing and stock control still matter too.
Regular orders do not need a sales pipeline
Many businesses grow through repeat orders from regular customers. These customers do not need a sales pipeline. They need the right products, price and delivery answer quickly.
Send another two cartons of the 20-micron filters, and add the replacement seals we bought last time.
Start with the customer, not a blank transaction
- Customer and contact details
- Billing and delivery addresses
- Previous quotes, orders, invoices and payments
- Open orders and existing backorders
- Notes, calls, emails, SMS and service history
- Assigned account manager
- Customer price type, currency and payment terms
Build the order quickly
1
Find customer
2
Review history
3
Add products
4
Confirm price and stock
5
Set delivery
6
Save Sales Order
- Search products and SKUs
- Choose variations or configured items
- Add labour, freight or service lines
- Use the correct stock location
- Apply quantity breaks and customer-specific pricing
- Review total, tax and margin where permitted
- Record the customer purchase-order reference
Use order history instead of guessing
- Avoid asking the customer to remember your product codes
- See previous quantities and sales history
- Notice unresolved tickets or delivery issues
- Avoid duplicate orders for stock already outstanding
- Identify related products the customer normally buys
Keep order follow-up with the customer and order
- Call when backordered stock arrives
- Ask accounts to review a credit hold
- Confirm a special price
- Send technical information
- Record a delivery promise
- Create a future follow-up task
Help the order desk answer quickly and accurately
Use customer history, pricing, stock and credit information while the order is being taken.
Prefer to talk? Call 02 9299 9959 or talk to a real person.