Sales and new business · Live demo
Trade account order desk
Takes orders and reorders from trade accounts by phone and email at contract pricing, checks stock and books the delivery window.
Talk to Brooke at Kilnridge Trade Supply
Kilnridge Trade Supply is made up. Brooke is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Facilities and office managers want to reorder in two minutes, but calls queue while customer service chases deliveries. Orders taken in a rush miss PO numbers or get the wrong pricing.
How it works
- Answers order calls and emails from trade accounts
- Pulls up the account, last order and contract pricing
- Checks warehouse stock and the delivery cut-off
- Takes the PO number and books a morning or afternoon delivery window
- Enters the order in the ERP and emails the confirmation
- Passes pricing requests for items outside the contract to the account's rep
What it connects to
- KeishaHi, it's Keisha at Linden Crest. Can I repeat last month's janitorial order for the Midtown building, but with five cases of the large gloves instead of three?
- AgentHi Keisha. That's 12 cases of hardwound towels, 8 of can liners, 4 of floor cleaner and 5 of large nitrile gloves, at your contract pricing, $1,249.24 before tax. What PO number should I use?
- KeishaLC-7734. Can it come tomorrow afternoon? Our dock is busy in the mornings.
- AgentYes. Everything's in stock and you're ahead of the 3pm cut-off, so it's booked for tomorrow between noon and 5pm at the Midtown loading dock. The driver will text 30 minutes ahead, and your confirmation is on its way by email.
- KeishaGreat. Do you carry compostable cups too?
- AgentWe do, 12 oz compostable cups at $86 for a case of 1,000. They aren't on your contract yet, so I'll ask Jordan Ellis to send you a contract price today.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Delivery status inbox for trade customers
Answers where-is-my-order emails from trade customers with live truck, stop and arrival details, backorder dates and proof of delivery.
Credit control calls for trade accounts
Calls accounts payable contacts about overdue trade invoices, records promises to pay and passes disputes to the credit manager.
Sales rep morning briefing
Calls each outside sales rep at 7am with the accounts to focus on, quotes about to expire, stock alerts and progress to target.
Want this agent in your business?
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