Managing retail online & trade account customers

[singlemalt]

Hi All,

We have long had the problem of managing trade account customers alongside our retail online customers, in the same system.

Most if our business is online retail. Linnworks manages this and stock, just fine.

However 5% of our sales are trade customers, offline, who pay 30 days. Linnworks doesn't seem to really cater for these type of customers. So their orders sit in "open orders" until they have paid. But it's a very cranky and confusing way of doing things.

We use Quickbooks for general bookkeeping.

Any ideas about how we can improve this? Such as a more appropriate piece of software, even. There must be other businesses with the same customer mix.

Many thanks for any ideas.

 

[antropy]

Most if our business is online retail. Linnworks manages this and stock, just fine.

What ecommerce platform?

Paul.

 

[DontAsk]

I don't use Linnworks but how I do it is:

As soon as the order is shipped I mark it as shipped in OpenCart, which I consider to be a completed order.

If the customer has payment terms then the amount owing goes in the accounts as Current Assets -> Debtors, until their payment is reconciled with it.

 

[antropy]

I don't use Linnworks but how I do it is:

As soon as the order is shipped I mark it as shipped in OpenCart, which I consider to be a completed order.

If the customer has payment terms then the amount owing goes in the accounts as Current Assets -> Debtors, until their payment is reconciled with it.

Could you perhaps create some new order statuses and have those treated differently in Linnworks?

Paul.

 

[DontAsk]

Could you perhaps create some new order statuses and have those treated differently in Linnworks?

I think you are responding to the wrong person.

 

[singlemalt]

What ecommerce platform?

Paul.

Hi - we use woocommerce

 

[singlemalt]

Could you perhaps create some new order statuses and have those treated differently in Linnworks?

Paul.

Many thanks, I'll look into that

 

[antropy]

I think you are responding to the wrong person.

Ah yes, sorry.

Not sure if adding order statuses is as easy in Woo?

Paul.

 

[bryano]

Hi All,

We have long had the problem of managing trade account customers alongside our retail online customers, in the same system.

Most if our business is online retail. Linnworks manages this and stock, just fine.

However 5% of our sales are trade customers, offline, who pay 30 days. Linnworks doesn't seem to really cater for these type of customers. So their orders sit in "open orders" until they have paid. But it's a very cranky and confusing way of doing things.

We use Quickbooks for general bookkeeping.

Any ideas about how we can improve this? Such as a more appropriate piece of software, even. There must be other businesses with the same customer mix.

Many thanks for any ideas.

@singlemalt - you may have already discounted this, but why not raise the trade customer sales directly in QuickBooks and invoice from there?

That may mean you need to manually adjust inventory if that isn't in your QB and synched to Linnworks.

Just a thought

 

[singlemalt]

@singlemalt - you may have already discounted this, but why not raise the trade customer sales directly in QuickBooks and invoice from there?

That may mean you need to manually adjust inventory if that isn't in your QB and synched to Linnworks.

Just a thought

Thanks for that - I think this is a possibility because we dont have too many account customers, so it is a possibility