RC Swift’s Webstore Integration with Intuit QuickBooks Desktop

Website: RC Swift

Software: QuickBooks Desktop

Business Type: B2B/B2C Retail and Wholesale Distribution

Company Overview

RC Swift is a growing company known for its innovative designs and customer-centric approach. The company sources unique, creative products from around the world, carefully selecting pieces to inspire and captivate their diverse customer base. Over the years, RC Swift has expanded its offerings by incorporating other brands, each bringing a distinct personality and product line to its portfolio.

Challenges

• Integrate QuickBooks Desktop with an ecommerce solution that provides seamless data flow between the accounting system and webstore.
• Streamline product management, pricing, and discounts for various customer segments.
• Enable specialised ordering features for business customers, including sales representatives who place orders on behalf of clients.
• Enhance the customer experience with features tailored to B2B buyers.

Solution

• Integrated Webstore Platform: Utilised Web Ninja’s platform to synchronise product information, pricing, and customer segmentation directly from QuickBooks Desktop to the webstore.
• Custom Pricing and Discounts: Set up unique pricing structures for customer groups, allowing for targeted discounts and promotional offers. Customers can claim rewards, discounts, or bonuses based on purchase history.
• B2B-Optimised Features: Added functionality for express orders, product filtering, and dedicated sections for featured items, new arrivals, and promotions, simplifying repeat orders and product discovery.
• Enhanced Customer Account Management: Provided customers access to the "My Account" section, where they can view back-ordered items, submit product inquiries, and check estimated arrival dates for incoming stock.
• Sales Rep Ordering Capabilities: Enabled sales representatives to place orders on behalf of clients, providing a seamless experience for B2B transactions.
• Automatic Order Imports: Streamlined inventory and order management by integrating order imports directly into QuickBooks Desktop, reducing manual data entry and improving accuracy.

Results

• Customer Convenience: Customers can now easily view back-ordered products and track arrival dates for out-of-stock items on product pages.
• Enhanced Product Pages: Out-of-stock items with pending purchase orders now display restock dates, and products on promotion show both the discounted and original prices, driving transparency.
• Sales Rep Support: Sales representatives can efficiently order on behalf of customers, enhancing client satisfaction and order accuracy.
• Seamless Data Sync: The integration automatically imports online orders into QuickBooks, optimising inventory management and order processing.
• Boosted Sales on Special Items: Promotional products appear with both original and discounted prices, linked to a dedicated specials page, increasing visibility and driving sales.

Conclusion

Web Ninja’s integration with QuickBooks Desktop has allowed RC Swift to streamline operations, personalise customer experiences, and equip their sales team with tools to better serve clients. The added B2B features, along with the automated order processing, support RC Swift’s goal of providing a seamless shopping experience while keeping backend operations efficient and scalable.