Reducing manual trade-account administration

A growing ecommerce business was manually moving new trade-account information between forms, spreadsheets, WooCommerce and its operational system.

The process depended on repeated data entry, role mapping and manual status updates, creating delays and increasing the risk of mistakes.

The solution

A structured Power Automate workflow was designed to capture account data, apply the correct WooCommerce customer role, maintain a central processing record and prepare the information required by the operational system.

The result

  • A clearer onboarding process
  • Less repeated data entry
  • Improved processing visibility
  • Recorded errors and statuses
  • A defined route for future integration