Fixing common mistakes to reduce order errors in wholesale sales

Posted in B2B sales & distribution.

Imagine your orders are packed and ready to go. Everything seems to be running smoothly until a customer calls in a panic. They’ve received the wrong product, and their own customers are now complaining.

What could have been a simple order now risks damaging a long-standing relationship. Order errors in wholesale sales can feel like a confusing maze, and unfortunately, it’s easy to trip up.

In this article, we’ll unpack some of the most common mistakes businesses make, share stories from companies who faced these challenges, and dive into unique strategies that can help you not only reduce errors but also build stronger relationships with your customers.

What are common order errors?

Before we jump into solutions, let’s take a moment to identify what these order errors typically look like. Here are some of the most common culprits:

  • Incorrect product information: This happens when the ordered item doesn’t match what the customer wanted, like the wrong size, colour, or style.
  • Quantity mistakes: Sometimes customers order too many or too few items because numbers can get misread.
  • Wrong billing information: If the billing address doesn’t match the shipping address, it creates confusion and delays.
  • Late orders: If orders aren’t processed on time, customers may run out of stock or miss deadlines.
  • Poor communication: Misunderstandings between your sales team and customers often start with unclear notes or instructions.

With these common order errors in mind, let’s talk about how to effectively handle them.

Fixing common sales process mistakes

Communicate clearly

Strong communication is key to reducing order errors. When everyone’s on the same page, misunderstandings can be easily avoided.

Quick tip: Create a shared communication channel (like a group chat or project management tool) where order details and updates can be posted in real time. This keeps everyone informed and accountable.

Good documentation is essential. Whenever a customer places an order, make sure to capture clear notes about what they want—product details, quantities, and any special requests. Using a dedicated b2b sales app can help you not only keep track of this vital info but create the orders on the spot.

Also, don’t underestimate the power of a quick follow-up. A simple call or message after placing an order can help clarify details and prevent potential mix-ups down the line.

Boost product knowledge

Having a solid understanding of the products being sold can significantly cut down on errors. Your sales team should be well-versed in product specifications and available options.

Quick tip: Develop a product knowledge quiz that your team can take periodically to ensure everyone stays sharp on the details. This adds a fun element while reinforcing important information.

Regular training sessions can keep everyone updated on new products and changes in inventory. Plus, having easy access to product catalogues via a sales app can make it easier for your team to provide accurate information to customers.

Plus, having easy access to product catalogues via an electronic catalogue makes it easier for your team to provide accurate information to customers.

Create standard operating procedures

Creating and following consistent Standard Operating Procedures (SOPs) can greatly improve order accuracy. By developing clear, step-by-step guidelines for handling orders, your employees have a reliable playbook to refer to.

Quick tip: Involve your team in the creation of SOPs. Gathering their input can help ensure that the procedures are practical and easy to follow, resulting in better adherence.

These SOPs should cover everything from how to enter an order to performing inventory checks, and it’s important to review and update them regularly.

Implement order verification

An order verification process can help catch errors before they snowball. After a customer places an order, your sales team can review it one last time before finalising.

Quick tip: Set up a dual-review system where at least two team members must verify each order. This “check and balance” approach can significantly reduce mistakes.

Consider using a checklist to confirm key details, like product specifications and matching billing and shipping addresses. Many sales apps even come with features that allow you to integrate this verification step seamlessly.

Involving customers in this process can be a game-changer too. Sending a confirmation email with their order details encourages them to double-check and catch any mistakes before it’s too late.

Embrace technology

Technology can be a powerful ally in reducing order errors. A good sales app doesn’t just streamline the ordering process; it can help improve communication as well.

Quick tip: Explore integrating an Order Management System (OMS) that centralises all orders, inventory, and customer communication. This simplifies tracking and reduces the likelihood of errors.

Consider apps that provide real-time inventory updates, so your team avoids selling products that are out of stock. Automatic alerts can help keep everyone informed when stock is running low, reducing the chances of late or cancelled orders.

As highlighted in our post on the costs of manual order entry: Why it’s time to automate sales, using technology can save you time and improve data accuracy.

Provide clear product descriptions

In the world of wholesale sales, clear product descriptions are essential. Vague or misleading info can easily lead to mistakes.

Quick tip: Assign a team member to periodically review and refresh product descriptions based on customer feedback and common questions. This ensures that your listings stay accurate and useful.

Make sure each product has detailed descriptions, covering specifications, sizes, materials, and images. When your sales team has access to well-crafted product descriptions, they can minimise misunderstandings and help customers make informed decisions.

Focus on quality control

Quality control plays a crucial role in minimising order errors. Regular checks on outgoing orders can help catch potential mistakes before they reach the customer.

Quick tip: Establish a reward system for the quality control team based on error reduction. This can motivate team members to be diligent and thorough in their inspections.

Regular checks on outgoing orders can help catch potential mistakes before they reach the customer. This includes verifying that the products being shipped match what was ordered and confirming the correct packaging.

Using a sales app can facilitate this process by keeping a clear record of these checks and allowing for quick retrieval of order history.

Continuous improvement

Finally, make it a habit to continuously evaluate your ordering process.

Quick tip: Schedule a quarterly review meeting specifically to analyse order errors and discuss potential changes. Keeping this regular can foster a culture of improvement.

Regularly reviewing how orders are processed helps you spot patterns in errors and address them effectively. Encouraging team members to share their insights on improving order accuracy can lead to new ideas and solutions.

Conclusion
In short, reducing order errors in wholesale sales involves a balanced mix of clear communication, thorough training, and effective use of technology.

By being proactive and putting structured processes in place, businesses can significantly cut down on mistakes. A well-chosen sales app, used thoughtfully, can support these efforts by enhancing communication and tracking.

With these strategies in hand, you can look forward to smoother transactions, happier customers, and ultimately, a more successful wholesale business. By addressing errors at the source, everyone involved can enjoy a more reliable and efficient ordering experience.

To tackle order errors effectively, having the right tools can make a big difference. Onsight offers a B2B ordering app that helps distributors manage orders more smoothly with real-time access to product and customer info. If you’re curious about how it might fit into your operations, sign up for a free trial to check it out!