To stop re-keying customer orders, give trade customers a self-service way to order that writes directly into your ERP: a B2B ordering portal connected through the ERP’s API. Start with your most frequent customers and regular lines, show their real prices and stock, and keep phone and rep ordering available while customers switch.
What does re-keying actually cost?
Every emailed or phoned order is read, checked and typed into the ERP by someone on your team. That adds delay before picking can start, introduces keying errors, and ties skilled staff to data entry instead of customer service.
How do you move customers to self-service ordering?
- Connect to your ERP first. Self-service only works if orders land in the ERP automatically, with the right customer, prices and terms.
- Show their real price. Customers won’t switch if the online price differs from what they’re quoted.
- Make reordering fast. Most trade orders are repeat orders, so open on each customer’s regular lines.
- Start with your top customers. Onboard the accounts that order most often, then roll out further.
- Let reps help. Staff ordering on a customer’s behalf is often how adoption starts.
- Keep the old channels open. Phone and email orders still work while customers move across.
Which orders should go online first?
Repeat orders of stocked lines are the easiest win. Made-to-order items, complex quotes and project pricing can follow once customers are used to ordering online.
How does ordern help?
ordern is a B2B ordering portal that connects to Business Central, MYOB Acumatica, NetSuite and SAP Business One. Web orders arrive in your ERP ready to fulfil, and quick order opens on each customer’s regulars.