Automate Raising Orders

Custom notifications

Assign administrators in your business to receive notifications at various stages of the syncing process. You can also alert specific administrators of certain sync activity, eg the sales manager can receive notifications of successful orders and the IT manager can be notified of failed orders.

Raise orders into each customer’s debtors account

When onboarding a new wholesale customer, simply add them first to DEAR Inventory and then to the Stock2Shop console, ensuring the account codes correlate. This will enable them to start placing orders directly into their dedicated Sage account.

Decide the type of sale documents created in DEAR Inventory

Sale documents in DEAR Inventory are processed in a specific sequence, starting with a sale and ending in a sale invoice. You can determine to what extent a document is processed in DEAR Inventory once a valid order is received from The B2B Trade Store. In other words, you may wish for the B2B Trade Store to create sale orders, leaving you to handle the processing of invoices manually, or you may prefer to automate the processing of the document all the way through to sale invoice.

Ordering tool for sales reps

Your reps can log into their customers’ accounts and place orders on their behalf. Stock2Shop is mobile friendly, making it a useful tool for capturing orders while on the road.

Allow back orders

Enable back orders, allowing customers to continue buying products that are out of stock.

Offer payment by credit card

You can offer customers the ability to pay upfront by credit card, using one of our accepted payment gateways.

Customise order fields

You are able to map the data received on the order to the relevant fields on the DEAR Inventory ales document.

Error management

If an order fails to process to DEAR Inventory, an error will appear in your Stock2Shop console and you will be sent an email notification. The error will give an indication of what caused the failure, and once you’ve rectified the issue, you can reset the order to try again.

Click here to view our DEAR Inventory feature set.

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