Overview:
Many companies in the PC Consulting and IT industry purchase products from PC industry distributors such as Tech Data. The process of ordering products can become very tedious and time consuming.  Your QuoteWerks order will already contain all the product part numbers, quantities, pricing, and ship to location - yet when placing an order with Tech Data you would need to call your sales rep and read each part number, quantity, price, warehouse, and ship to location to him/her during which errors can be introduced. Once the order is placed, you then need to manually update the QuoteWerks order with the PO Number, Order Date, and Tech Data SO Number.

An Online Ordering Module is available for QuoteWerks that can place online orders with Tech Data from within QuoteWerks.  Order items from a single order, or combine items from multiple QuoteWerks orders into a single Tech Data order.  It supports government and educational pricing, Tech Data MyOrderTracker, and assists Tech Data MyOpportunityTracker by optionally supplying end user details with the order.  After the order is placed electronically, the purchase order number, order date, and Tech Data sales order number will automatically be stored with your QuoteWerks order for reference.

When placing Tech Data online orders electronically through QuoteWerks, there is an option that will let you flag the order for manual review and release by a sales rep. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. You can also place a note in the order to ask the sales rep to call you to confirm pricing. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back!  This is truly the best of both worlds - automation with sales rep service! 

For details on the Tech Data online ordering offerings and how to get setup to use their services click here.  The Tech Data online ordering works with the USA division of Tech Data only.

Online Ordering Licensing:
The Online Ordering Module licensing is sold per site as an annual subscription.  You will only need one license no matter how many users you have at that site. The Online Ordering Module requires at least one Real-time Data Module license (subject to reserved concurrency) be available at that site.

The Online Ordering Module is sold as an annual subscription of USD $399 per year. By our calculations, if you place 3 orders a week (for 45 weeks), and save 30 minutes each order, that is a savings of 67.5 hours. If the person placing the orders salary is $45K per year ($21.63 hourly), then using this Online Ordering Module would represent a savings of $1460 per year.

Using the Online Ordering Module:
Submitting an Online Order to Tech Data is easy - simply click on the 'Online Order' toolbar button.



You can order items from multiple QuoteWerks orders or from the currently open QuoteWerks order. When you have selected the order(s), you can then choose which individual line items you would like to order.



On the QuoteWerks 'Tech Data Online Order Form', you can review the order information and make changes before submitting the order to Tech Data.



You can select the pricing market such as Commercial, Government, and Educational pricing.



For license or warranty orders, the end user information can be easily copied from the QuoteWerks document or manually entered. For orders other than license and warranty, you can optionally complete the end user information to take advantage of Tech Data's MyOpportunityTracker to associate this end user with the items being ordered.



QuoteWerks fully supports Tech Data's MyOrderTracker service, optionally enabling you and your customer to receive order status e-mail notifications of key events such as the order confirmation, order shipment, etc.

 

Pricing and Availability is retrieved, displaying the real-time quantity in stock and availability at individual warehouses. Your preferred warehouse is automatically selected. In addition to typical shipping carriers, you can also select customer pickup.



After the order is submitted, the SO Number (Sales Order Number), PO Number, and Order Date columns for each line item will be updated with the Tech Data sales order number, PO Number, and the date of the order respectively. Additionally, QuoteWerks will update the QuoteWerks document Unit Cost field with the Tech Data ordered unit price.

For companies that regularly order from Tech Data, the Online Ordering Module will save time and money through the elimination of double entry, re-keying errors, and improved order management by leveraging the product information already in QuoteWerks orders and automatically updating the QuoteWerks order with the Tech Data order details.