BEZAR.IOCustom Web Development
A single shrink-wrapped pallet of banded material standing on a concrete loading dock, dock door open behind it.
The pallet is the reason the price cannot be known at checkout.
← All work
Building Materials & Manufacturing

Orders nobody can price at checkout

Freight-heavy orders that close online instead of over the phone. A distributor selling to contractors, where a large share of orders ship by freight and can’t be priced at checkout.

The problem

LTL freight can’t be quoted until someone looks at the pallet. That normally means the customer pays later, by phone, and somebody re-keys the order. We had to let the web store take payment for goods, then collect freight separately, without adding a single step for the sales team.

What we built

  • Integrated the storefront directly with the ERP so orders land as real sales orders, not email
  • Built a payment-hold workflow: reps quote freight in the ERP as they always have, set one status, and the customer is emailed a secure payment link automatically
  • Cleared the hold through the API the moment payment settles, releasing the order to the warehouse
  • Configured gateway fraud rules against the real order profile rather than defaults

Result

  • Nine-step freight workflow, seven steps automatic
  • Sales reps do two things, both inside the ERP they already use
  • Nobody at the company ever logs into the website
9 → 2
steps in the workflow a person touches
0
staff who log into the website
~11 hrs
of inside-sales time returned each week
Estimate Seven now-unattended steps at roughly 2.5 minutes of handling each, across about 40 freight orders a week.

Automation running here

  • Freight orders that clear themselvesA distributor’s reps quote LTL freight in the ERP as they always did, then set one status. Everything after that is automatic: the customer is emailed a secure payment link, the payment settles, the hold clears through the API, and the order releases to the warehouse. Nine steps, seven of them unattended.
See all the automation work →

The order, start to finish

Customeron the web store
Systemautomatic
Your teaminside the ERP
OrderplacedGoodspaidSales ordercreatedFreightquotedStatussetLinkemailedFreightpaidHoldclearedReleased towarehouse
  1. Order placedCustomer
  2. Goods paidSystem
  3. Sales order createdSystem
  4. Freight quotedYour team
  5. Status setYour team
  6. Link emailedSystem
  7. Freight paidCustomer
  8. Hold clearedSystem
  9. Released to warehouseSystem
Two boxes in the bottom lane. Everything else runs without anyone at the company touching it, and both of those happen inside the ERP the sales team already works in. Nobody there logs into the website to fulfil an order.
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