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Easy Excel Ordering Features for Your B2B Clients

Your Cloudfy ecommerce site makes it super easy for your clients to submit their POs in Excel, via upload or email.

order upload button on modern keyboard

Your wholesale clients often place large, complex orders. And they’re not leisure purchasers – they tend to already know exactly what they want to order from you. They just want an easy way to replenish their stock. Plus, entering and processing sizeable orders can be a time consuming and inefficient process for your company as well. What’s more, many of your B2B clients may already prefer the use of spreadsheets to submit their purchase orders – either out of habit or convenience. Either way, if you’re not offering your constituents a simple process to submit their orders with the ubiquitous software that is Microsoft Excel, then it’s only a matter of time until your customers become dissatisfied and seek out one of your competitors who do use an ecommerce software that can transact in this preferred method.

Excel ordering is just one of Cloudfy’s many best-in-class wholesale ordering features, designed to help make order submissions more efficient for your clients and to make the order processing responsibilities more efficient for your back-office as well.

EXCEL PURCHASE ORDER METHODS

excel-file-upload

EZ File Uploads in Your Clients' Dashboards

This process makes it easier than ever for your clients to place a lengthy purchase order because they can just upload their Microsoft Excel file instead of adding each individual item to the cart. We’ll provide your clients with a template for them to populate with the product SKUs, inventory counts and units of sale. When your clients are ready to submit their order, they just revisit their dashboard and click the Upload button. Cloudfy’s then reads the contents of the file and the items are automatically placed in your client’s cart.

EZ Email Attachments

If your clients don’t even want to bother with the portal, and prefer to simply email you their Excel order just like they always have, we can help automate the process on your end. We’ll provide your clients a dedicated email address to submit their orders, such as [email protected][insert_your_site.com]. Your clients will attach the Excel templates to their emails and send. Once your Cloudfy software receives the email, it will strip off the attachment, read the contents, and automatically place the order, or create a quote request, whichever method you designate in your setup.

women typing at desktop

To discover how Cloudfy can make the order submission process more efficient, contact us now to schedule your complimentary demo.

Simplify

Your Cloudfy setup comes complete with a rich slate of automation tools and customer self-service features designed to minimize the reliance on your staff for routine tasks. Less admin burden, simpler IT stack, and smoother customer experiences - all out-of-the-box in a fast, turn-key setup.

Core Benefits - Simplify

Save $$$

Boost your bottom line by lowering your IT costs and reducing your admin expenses. Cloudfy's automation tools can slash your processing costs and eliminate multiple software licenses. Plus, you benefit from the IT savings of a done-for-you SaaS solution over pricey in-house development.

Core Benefits - Save

Scale

Your Cloudfy solution includes the premier slate of b2b ecommerce features for multi-national distribution that can be switched on as your business scales and your needs adapt: EDI ordering, Punchout, Multi-Store Configurations, Multi-Warehousing, Multi-Currency, Multi-Lingual and so much more.

Core Benefits - Scale
Core Benefits - Simplify Core Benefits - Save Core Benefits - Scale

Done-for-you ERP Integration

Cloudfy comes pre-built with integrations to many major ERP systems, so launching your connected ecommerce webstore is just a routine configuration task. This turn-key dynamic expedites your time-to-launch and keeps your costs low.

Complex Requirements? Bring it on!

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Complex Requirements? Bring it on!

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Featured Case Studies

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