Industry Updates

Whitepaper Available for Download

Written by Scott Koegler
Published on Wednesday, 12 October 2016
thumb whitepaperLots of orders?  Connect your back-end accounting systems to all of your EDI trading partners or eCommerce platforms to save yourself time and make your customers even happier. 

After 22 years of working with businesses like yours, eBridge Connections created the “8 Do’s and Don’ts of Back-end Accounting Integration” paper. 

Here are the first 2 Do’s and Don’ts: 

1)      Don’t neglect the data created by a sales order

o    You have a marketing manager: they own web content. 

o    You have an accountant: they run with orders and invoices. 

o    You have an IT leader: they manage your systems. 

o    Or, you may be all of these things: a proud entrepreneur

An important question: Who at your business owns the data after a customer clicks ‘Buy?’  

Oddly enough –  many times the answer is, “no one”.  Or the answer is, “Kevin.”  And then Kevin shakes his head.  It’s time to step up, Kevin.  Or, it’s time to appoint a “Kevin” at your company.

Your buyer’s purchase details are created within your online store.  How will you get that vital information from your webstore or eCommerce platform to your accounting system for processing?

2)      Do appoint an ‘order data owner’ at your company

You need someone to be in charge of the data created by your customers as they buy the things you want to sell them.  Buyer and sales data such as:

o    Order/line-level details

o    Customer information including billing and shipping addresses and customer contact info

o    Shipping / tracking numbers

o    Invoices

o    Inventory quantities

o    Product information

Controlling order data flow is the most important step in making sales orders move fast.  And fast sales orders mean fast shipping and invoicing.  Those 2 things mean satisfied customers.   

The math is simple:

Fast sales orders + accurate shipping info to the buyer + invoicing = Happy customers

Read the full paper now.

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