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EZ Excel Ordering Features for Your B2B Clients’ Purchase Order Submissions

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

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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.

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With Cloudfy’s Excel ordering features, you can offer your clients simple tools that make it incredibly easy for your customers to submit their wholesale orders, and just as efficient for you to collect and process those same orders. A win-win! To discover how Cloudfy can make the order submission process, and many other aspects of your B2B sales operation more efficient, contact us now to schedule your complimentary demo.

EASY API CONNECTIVITY

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 (done by Cloudfy), not a big scoping and development project you’d otherwise have to hire a 3rd party for. This turn-key dynamic keeps your costs low and expedites your time-to-launch. All Integrations >

THE CLOUDFY DIFFERENCE

EVERYTHING YOU NEED TO SCALE

Comparable to a Swiss Army Knife, your Cloudfy-powered webstore provides you the premier slate of b2b ecommerce features you can switch on as your business grows – all bundled together in an easy, fast, scalable one-stop-shop solution. Though advanced features like EDI ordering, invoice portals and mobile apps may go beyond your initial requirements, as a fast growing company it’s best to prepare so you can avoid a costly replatforming project in the not-too-distant future. What’s more, Cloudfy’s ability to integrate with virtually any ERP, CRM, e-procurement platform, 3PL or 3rd party software is second-to-none, allowing you to easily pivot when you inevitably upgrade your back-office software.

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FEATURED CASE STUDY

Heineken

Heineken needed to quickly deploy a B2B ecommerce solution to allow their wholesale customers to order online 24/7. From their P.V. Union Brewery in Slovenia, the new client ordering portal would serve nearby bars, restaurants, and distributors with their daily, weekly and monthly orders… Full Case Study

"Great work by the Cloudfy team launching our B2B portal in record time."

Tilen K., Ecommerce Manager, Heineken