How Agility OrderPad Fixed Wholesale Millwork’s Pricing Problem
The sales team at Wholesale Millwork had a problem: They were spending a lot of time keeping track of pricing requests. Per a customer’s enquiry, the sales reps would jot down a list of products and prices on a notepad. But if the customer called back days later, there was no easy way to find it. The sales order had to be created from scratch, and any special pricing had to be double-checked. Things got even more complicated if the original rep wasn’t available.
Wholesale Millwork’s leadership believed they could improve this process with Agility’s OrderPad. OrderPad that is a standard feature in Agility ERP software. Think of it as an updated version of the classic sales notepad. Reps can quickly put together a list of products with job-specific pricing. They can then turn the list into an order or save it for later. OrderPad records are saved in Agility, so it’s easy for any rep to find quotes.
“We saw the value in everyone knowing what someone else had quoted (or mis-quoted) without having to get the original person back on the phone,” said T.L. Wright, System Manager at Wholesale Millwork.
OrderPad’s simple interface lets reps build product lists quickly. Account information, inventory levels, and job-specific pricing are displayed on one screen. Adding items to the OrderPad product list is much faster than creating a full quote, so it’s perfect for informal price checks. When the customer is ready to purchase, users can turn the product list into a sales order directly from the OrderPad screen with only one or two clicks.
OrderPad is also available in the Agility mobile app. Outside sales reps can give immediate and accurate quotes during customer visits. Saving the list in Agility means reps don’t have to manually enter the details later.
For Wholesale Millwork’s leadership, it was so important for them that teammates start using it that they took an active role in encouraging adoption.
“We pushed OrderPad to our people by doing things like giving prizes for using it,” says Wright.
Now Wholesale Millwork’s sales team has a much easier time tracking pricing requests. Chrissy Cerillo, sales rep, thinks OrderPad is helpful for any location where more than one person takes customer orders.
“Special pricing and change of quantity are right there,” said Cerillo. “For job-specific pricing, it’s quicker for me than pulling up stock status and entering the customer number. I’m more confident that I’m getting the correct price.”
As a manager who only sometimes takes orders, Wright says the tool is especially useful for someone in his position, since the quotes he creates are saved in Agility for the regular team: “It’s unlikely I will answer the phone next time, but the information is there for whoever does.”
OrderPad has also improved the speed and accuracy of building quotes. Wholesale Millwork’s team can quickly look-up customer pricing or turn a product list into a sales order without starting from scratch.
“I like the speed of getting pricing and being able to change UOM for a customer in the same screen,” said King.