OneDesk for Wholesale Finance Professional Services Automation
How does OneDesk help my Finance team?
Wholesale Finance: Track Order Costs & Client Invoicing
Resolve Bulk Order & Credit Inquiries with Finance Tickets
Wholesale Finance teams, manage customer inquiries about credit terms, large order payment status, or invoice discrepancies using OneDesk ticketing. Capture from sales or directly from B2B clients via portals/email. Custom views like 'Customer Credit Review' or 'Bulk Order Invoice Query' streamline finance. SLAs ensure timely responses to key accounts. Reporting tracks payment cycle times.
Clear Invoicing and Billing for Wholesale Clients
Provide your wholesale clients with a transparent portal to view detailed invoices, track credit limits, and manage payments. They can submit billing inquiries or request statements using specific ticket forms. Live chat can help clarify bulk order pricing or payment terms quickly. This financial clarity is essential for strong wholesale relationships.
Automate Bulk Order Invoicing and Credit Management.
Finance teams in Wholesale manage large-volume invoicing, credit terms for buyers, and accounts receivable. OneDesk's professional services automations simplify these tasks. Our system helps you create workflows to automate invoicing for bulk shipments, manage credit applications from new clients, or follow up on overdue payments. Billing inquiries or credit limit requests can be automatically triaged. They are then assigned to the finance or credit control team. You can also send out automated replies for payment confirmations or account statements. OneDesk’s versatile automations improve cash flow. This is vital for wholesale business health.
Track Finances for Wholesale Orders
Finance teams in wholesale, managing cash flow from large orders, tracking inventory costs, and analyzing profit margins per product line or customer is key. OneDesk provides tools to help you manage the financial aspects of your wholesale operations. Utilize its robust features for budgeting inventory purchases, monitoring accounts receivable from retailers, and generating reports on overall financial health. This helps optimize working capital. The versatility of OneDesk means it can integrate with your accounting systems. Its unique scalability supports growth, handling increasing order volumes and more complex financial transactions.
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