Order items for multiple orders electronically with
D&H, Ingram Micro, SYNNEX, and Tech Data
Our complete Distributor Integration
retrieves your pricing & availability, places
electronic orders and tracks your shipments, serial
numbers, & receiving. Learn More...
Placing Electronic Orders - Overview
In this video, we use the Purchasing window to place an order with our distributor, Tech Data, then send the Purchase Order to QuickBooks, and lastly we retrieve real-time order status shipping tracking and serial numbers..
Placing Electronic Orders - Detailed
Demonstrates in greater detail the online ordering portion of our procurement feature set. Includes setting up the electronic ordering and placing an actual order. IT Distributors D&H, Ingram Micro, SYNNEX, and Tech Data are supported.
Many companies in the PC Consulting and IT industry purchase products from PC
industry distributors such as D&H, Ingram Micro, SYNNEX, and Tech
Data. The process of ordering products can become very tedious and time
consuming. Your QuoteWerks order will already contain all the product part
numbers, quantities, pricing, and ship to location - yet when placing an order with
your distributor you would need to call your sales rep and read each part number,
quantity, price, warehouse, and ship to location to him/her during which errors can
be introduced. Once the order is placed, you then need to manually update the
QuoteWerks order with the PO Number, Order Date, and distributor SO Number.
The ability to submit electronic orders online is included in the
Module for QuoteWerks that enables you to place online orders with D&H, Ingram
Micro, SYNNEX, and Tech Data from within QuoteWerks. Order items from a
single order, or combine items from multiple QuoteWerks orders into a single
distributor order. It supports government and educational pricing. For Tech
Data, it even supports Tech Data MyOrderTracker and assists Tech Data
MyOpportunityTracker by optionally supplying end user details with the order.
After the order is placed electronically, the purchase order number, order date,
and distributor sales order number will automatically be stored with your
QuoteWerks order for reference.
When placing distributor online orders electronically through QuoteWerks, there
is an option that will let you flag the order for manual review and release by a
sales rep. This will afford you an opportunity to review the order with your
distributor rep and negotiate pricing without the time consuming process of reading
to your sales rep all the part numbers, quantities, ship to location, etc. You can
also place a note in the order to ask the sales rep to call you to confirm pricing.
No more calling your distributor sales rep only to reach voice mail (understandable
- sales reps can't be on the phone with more than one customer at a time) and then
have to remember try again later in the day to place the order - or wait for a call
back! This is truly the best of both worlds - automation with sales rep
For details on the online ordering offerings and how to get setup to use their
services click here.
United States and Canada
United States and Canada
United States and Canada
Using the Online Ordering Feature
Submitting an Online
Order is easy - simply click on the 'Purchasing' toolbar button.
You can order items from multiple QuoteWerks orders or from the currently open
QuoteWerks order. When you have selected the order(s), you can then choose which
individual line items you would like to order.
On the QuoteWerks 'Tech Data Online Order Form', you can review the order
information and make changes before submitting the order to Tech Data.
You can select the pricing market such as Commercial, Government, and Educational
For license or warranty orders, the end user information can be easily copied from
the QuoteWerks document or manually entered. For orders other than license and
warranty, you can optionally complete the end user information to take advantage of
Tech Data's MyOpportunityTracker to associate this end user with the items being
QuoteWerks fully supports Tech Data's MyOrderTracker service, optionally enabling
you and your customer to receive order status e-mail notifications of key events
such as the order confirmation, order shipment, etc.
Pricing and Availability is retrieved, displaying the real-time quantity in stock
and availability at individual warehouses. Your preferred warehouse is
automatically selected. In addition to typical shipping carriers, you can also
select customer pickup.
After the order is submitted, the SO Number (Sales Order Number), PO Number, and
Order Date columns for each line item will be updated with the Tech Data sales
order number, PO Number, and the date of the order respectively. Additionally,
QuoteWerks will update the QuoteWerks document Unit Cost field with the Tech Data
ordered unit price.
For companies that regularly order from Tech Data, the Online Ordering Module
will save time and money through the elimination of double entry, re-keying errors,
and improved order management by leveraging the product information already in
QuoteWerks orders and automatically updating the QuoteWerks order with the Tech
Data order details.
Online Ordering ROI
The Online Ordering functionality generates a significant return on
investment! By our calculations, if you place 3 orders a week (for 45 weeks),
and save 30 minutes each order, that is a savings of 67.5 hours. If the person
placing the orders salary is $45K per year ($21.63 hourly), then using this
Online Ordering feature would represent a savings of at least $1460 per year.