Shopify B2B Order Automation Case Study
Crude coffee roasters are a speciality coffee roasting business focused on small batch roasting for B2B clients.
“As a small to medium enterprise a full ERP system is currently to costly and sophisticated for our needs, however simple applications such as Shopify don’t provide all the functionality needed to support basic B2B needs.”
Ben Lion
Crude Coffee
The Challenge
The majority of our B2B orders would come to us in the form of a PDF file sent via e-mail. We would open the PDF and then manually enter the order into Shopify, although a relatively simple process it relies on ensuring 1: all orders are entered and 2: the order is correctly loaded.
9 out of 10 times this system works, however on the rare occasion there’s some human error a customer doesn’t get their order on-time or they receive an incorrect product. It also consumes time from our roasting team entering orders rather than focusing on our roasting and customer service.
The Solution
The team at PDFDataNet were aware of the Shopify B2B order automation limitations and developed a very simple solution for this.
The solution allows our customers to send their respective purchase orders to a dedicated e-mail address and within seconds the orders appear correctly entered into our Shopify system, this not only saves us time in admin but gives us the total confidence that each weeks orders won’t be missed or entered incorrectly and our customers get the fantastic fresh coffee that they ordered on-time.
