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7 Ways to Create Orders in B2B E-Commerce

 

7 Ways to Create Orders in B2B E CommerceOne way that B2B ecommerce differs from B2C ecommerce is that there are a number of ways to create an order in the B2B ecommerce space. While both ecommerce spaces take advantage of the traditional shop-and-add-to-cart shopping model, in B2B ecommerce shoppers can create orders in a number of ways. Consider the following:

  • Saved orders. In B2B ecommerce, saved orders are created by shopping and adding items to a cart, but instead of checking out, the order is saved or submitted for approval. The saved order method is often used as a checkpoint in the purchase process to allow for the verification and approval of an order. This ensures the shoppers have the necessary funds available, are only ordering authorized products, or that there order totals have been applied to a specific account.
  • Order from history. This shopping model allows the customer to revisit historical purchases and create a new order based on a previous order. This is often most useful for items that are reordered on a regular basis. Ordering from a historical order is less efficient than other ordering methods as the user must locate the correct previous order to place the new order. This can be dicey if the shopper does not know which order to use.
  • Favorites lists. There are many different uses and benefits for using this order architecture. Lists can be used successfully as a single list for a single user, often referred to as “Save for Later” or “Wish” lists. Multiple lists can be created and employed successfully by company department, by season, by geographic location, or by ship-to address.
  • Suggested purchases. In this model, the customer is presented with a list items from all previous purchases. The user is allowed to manage the list and make changes as appropriate. This model is a useful way to share what users with a similar profile are purchasing, thereby opening up the customer’s mind to new items or to present cross-sell and up-sell opportunities.
  • Quotes. Use of a quoting process as a means for order creation is almost exclusively a B2B ecommerce functionality. In this order creation model, the user creates an online quote and is given the opportunity to print it for internal approval. The quoting system collects user information for follow up on deals that stall and helps drive B2B workflows and inventory. The quoting system should include specific rules to manage expiration on pricing and on how long the quote will stay active in the system.
  • Subscription orders. Often referred to as “automatic reorder,” this order creation model is set up in advance to automatically send a predetermined order at a prescribed interval and is most often utilized with consumables. For this order creation method to be successful it is necessary that the recipient receive advance notice that an order is about to ship with the option to change or stop the order any time before it ships. There are also payment gateway considerations to keep in mind, as credit card information will need to be stored for future purchases rather than validated once and passed through the system.
  • Persistent carts. Borrowed from savvy B2C ecommerce sites, persistent carts in B2B ecommerce “remember” the items that a customer puts into the cart, but abandons before purchase. These carts stay active on the site for a set amount of time so that users can return to complete the purchase. They also allow the company to follow up with the visitor with a triggered email campaign in an attempt to save the sale.

While not every B2B order creation method is appropriate for every B2B ecommerce business, knowing which order creation options are available will ensure that you employ the top methods for your customer base. Allowing customers to purchase in alternative ways ensures that you engage a greater number of your customers in their preferred way ordering method.

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Comments

We also find "upload of orders" from Excel spreadsheets a very popular way for B2B customers to place orders. Most of the seven ordering ways you describe are good for order sizes from 1-20 line items. We process Excel spreadsheets with hundreds of line items into SAP in real time for our client's customers. It's very popular! 
 
Sam
Posted @ Tuesday, June 07, 2011 2:24 PM by Sam Bayer
Hi Sam--thanks for stopping by and offering input on ways to create B2B orders. I hadn't thought of large spreadsheet uploads, but that makes total sense. Do you provide your customers with a spreadsheet template and a few guidelines on how to format their orders? Out of curiosity, what happens on an order where an item is incorrectly formatted or incomplete? I look forward to learning more about this method of B2B order creation. Cheers! Rachel
Posted @ Tuesday, June 07, 2011 3:48 PM by Rachel Rodenborg
Hi Rachel, 
 
Our clients are given an Excel template and we provide a video tutorial on how to use the feature. The upload process is accomplished in two steps. The first "stages" the Excel file and prepares for it to be put into our shopping cart. The user can see...and correct...mistakes here. We then pass the contents into our shopping cart where we perform additional checks...and provide additional opportunities to correct the order. 
 
The initial check is strictly for formatting. The shopping cart checks business rules and product availability in real time. 
 
Sam
Posted @ Tuesday, June 07, 2011 4:12 PM by Sam Bayer
Thanks for the clarification, Sam. A couple more questions: Do customers create their order spreadsheet by referencing an ecommerce site, electronic catalog, or print catalog? If they use an ecommerce site, how does the spreadsheet upload affect the shopping experience? Is this a secured portal situation (where only current customers can see available products and place orders) or an open store where everyone can see what's available, but can't see pricing or place orders? You've got my interest piqued! Cheers! Rachel
Posted @ Tuesday, June 07, 2011 4:21 PM by Rachel Rodenborg
Spreadsheet orders are usually created as outputs from a customer's purchasing system, or as a "sales book" that is shipped to the customer to order from. Upload orders are only available to B2B customers who come to a secure portal. Here is a short youtube video of how it works. <a>http://youtu.be/6jFJ0mioGuY<a>
Posted @ Tuesday, June 07, 2011 8:58 PM by Sam Bayer
Thanks Sam! I will be sure to check it out. Cheers! Rachel
Posted @ Wednesday, June 08, 2011 9:58 AM by Rachel Rodenborg
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