The call
Forty-one previous orders on the account. The agent finds the part, checks warehouse stock and takes the card without hearing a digit.
Distribution & wholesale
The phone, the rep and the invoice, all writing to one order book.
Distributors still sell a large share by phone and on site visits, and get paid by invoice. The back office takes the call and the order in one motion with the card taken by secure prompt, the rep builds the order in the customer's cellar and syncs from the car, and every invoice carries a Pay Now link so accounts chases fewer of them.
- Called to order
- Paid by secure prompt
- Placed an order by phone
- Straight into the pick queue#000000144 · 312.00 GBP
What you run into
The problems this kind of business actually has.
A second order-entry system for the phone
Phone orders keyed into one tool and re-keyed into the website, with two customer records that drift apart.
Reps who write it up later
Orders taken on paper at the customer's premises and entered that evening, sometimes with the wrong price.
Invoices that need chasing
Days sales outstanding creep up because paying an invoice means a phone call and a card read aloud.
Card numbers in the office
Agents hearing and typing card numbers puts the whole office in PCI scope.
What fits
The features that answer them, across the three products.
Phone orders and MOTOPoint of Sale Live catalogue, negotiated prices, card by secure prompt, order in the pick queue before the call ends.Field salesPoint of Sale Full catalogue and account pricing on an iPad, offline in the cellar, synced from the car.B2B paymentsPayments Suite Pay Now on invoices, deferred capture on despatch, quotes to cash, multi-currency.Saved cards and 3DS2Payments Suite The clinic that orders monthly pays with a card vaulted with the provider.B2B tenders and trade pricingPoint of Sale Net terms, PO references and customer-group pricing at the counter and on the phone.Purchase-based segmentsMarketing Automation Accounts that stopped reordering surface in the At Risk segment on their own.
In practice
Three moments from a working week.
The cellar
Between the barrels, no signal, the order built from the full list with the restaurant's negotiated prices and a deposit on a pocket reader.
Monday, the invoice run
Forty invoices go out with Pay Now on each. By Wednesday half are paid without anyone in accounts touching them.
The products
One Magento, one customer record, one set of numbers.
Everything ebizmarts builds writes to the same Adobe Commerce or Magento Open Source store, so the till, the checkout and the marketing platform see the same customer, the same stock and the same order.
Point of SaleThe iPad and Mac point of sale that runs every sale as a Magento order: counter, phone, field and events.Payments SuiteOpayo by Elavon, Apple Pay and Google Pay, Recover Checkout, saved cards, B2B payments and in-store terminals for Magento.Marketing AutomationCustomers, orders and carts flow into Intuit Mailchimp already scored and segmented, with Pulse journeys on top.
Other industries
Builders', timber and electrical merchantsTrade counters with account customers, yards with no signal, and stock spread between a yard, a warehouse and a website.Furniture, bathroom, kitchen and lighting showroomsMore range than floor space, considered purchases, deposits and balances, and deliveries weeks later.Fashion and beautyLoyalty and gift cards that work in both channels, stores that fulfil web orders, and brands that keep their audiences apart.Sports, outdoor and seasonal retailStock across stores and a warehouse, seasonal staff, two currencies in the drawer, and launches that sell out in an hour.Direct-to-consumer brandsMobile checkouts that finish, carts that come back, segments that start from real orders, and pop-ups and fairs that take real orders.
Questions
What merchants in this sector ask first.
Is a phone order a normal Magento order?
Yes. It is created in Magento immediately with the customer, prices, tender and delivery details, and lands in the warehouse pick queue.
How is a card taken over the phone?
By a MOTO payment through the configured gateway, or by a secure pay-by-link sent by email or SMS during the call. The agent never handles the number.
Can invoices be paid by card without a call?
Yes. The Payments Suite adds a Pay Now link to Magento's invoice email and PDF, and the payment is recorded on the invoice and the order.
What if the rep has no signal?
The catalogue, prices, customers and promotions are on the device. Orders queue and send when a connection returns.
Tell us what you sell and how.
Half an hour on a call and we will map your counter, your checkout and your marketing onto the features that fit, with your own catalogue.