{"id":34758,"date":"2025-04-29T17:26:41","date_gmt":"2025-04-29T21:26:41","guid":{"rendered":"https:\/\/www.method.me\/?post_type=video&#038;p=34758"},"modified":"2026-01-13T13:47:53","modified_gmt":"2026-01-13T18:47:53","slug":"sales-order-inventory-automation-2025","status":"publish","type":"video","link":"https:\/\/www.method.me\/videos\/sales-order-inventory-automation-2025\/","title":{"rendered":"What Sales, Order &amp; Inventory Automation Should Look Like in 2026"},"content":{"rendered":"\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/1079963477?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"What Sales, Order &amp; Inventory Automation Should Look Like in 2025\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<p class=\"wp-block-paragraph\">Manual processes once worked for smaller teams. Today they expose your business to stock-outs, delayed cash flow, and unnecessary labor costs. Two-thirds of SMB leaders now say automation is <strong>essential<\/strong> to their operations\u2014not optional.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This article summarizes our recent panel discussion with:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Lance Brandow<\/strong> \u2013 Owner &amp; President @ <a href=\"https:\/\/www.brandowconsulting.com\/\">Brandow Consulting<\/a><\/li>\n\n\n\n<li class=\"\"><strong>Ryan Woodbury<\/strong> \u2013 Strategic Partnerships Manager @ <a href=\"https:\/\/www.fishbowlinventory.com\/\">Fishbowl<\/a><\/li>\n\n\n\n<li class=\"\"><strong>Nelson De Miranda<\/strong> \u2013 Sr. Director of Sales &amp; Services @ <a href=\"https:\/\/www.method.me\/\">Method<\/a><\/li>\n\n\n\n<li class=\"\">Hosted by <strong>Matas Pranckevicius<\/strong>, Content Lead @ Method<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;re looking for the quick <strong>automation self-assessment<\/strong> that was shown during the webinar, you can grab it here:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"960\" height=\"540\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/Sales-Order-and-Inventory-Automation-Self-Assessment.jpg\" alt=\"\" class=\"wp-image-34760 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/Sales-Order-and-Inventory-Automation-Self-Assessment.jpg 960w, https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/Sales-Order-and-Inventory-Automation-Self-Assessment-768x432.jpg 768w\" data-sizes=\"(max-width: 960px) 100vw, 960px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 960px; --smush-placeholder-aspect-ratio: 960\/540;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Their advice focuses on fixing the right bottleneck first, choosing tools that integrate with QuickBooks, and measuring results before expanding the project.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-cost-of-manual-work\">The cost of manual work<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Global stock-outs and overstocks erode about <strong>US $1.77 trillion<\/strong> in retail revenue <a href=\"https:\/\/foodinstitute.com\/focus\/why-inventory-distortion-costs-retailers-trillions\/\">each year<\/a>.<\/li>\n\n\n\n<li class=\"\">Large \u201cbig-bang\u201d ERP projects fail as often as they succeed, mainly because workflows are undocumented and staff are not prepared for the change.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Replacing key hand-offs with digital workflows protects gross margin and shortens the order-to-cash cycle without forcing a full ERP migration.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-identifying-the-real-bottleneck\">Identifying the real bottleneck<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"1773\" height=\"2560\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/The-Goal-Novel.jpg\" alt=\"\" class=\"wp-image-34761 lazyload\" style=\"--smush-placeholder-width: 1773px; --smush-placeholder-aspect-ratio: 1773\/2560;width:286px;height:auto\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/The-Goal-Novel.jpg 1773w, https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/The-Goal-Novel-768x1109.jpg 768w, https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/The-Goal-Novel-1064x1536.jpg 1064w, https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/The-Goal-Novel-1418x2048.jpg 1418w\" data-sizes=\"(max-width: 1773px) 100vw, 1773px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Lance Brandow applies Eliyahu Goldratt\u2019s <em>Theory of Constraints<\/em>, as documented in the novel <a href=\"https:\/\/en.wikipedia.org\/wiki\/The_Goal_(novel)\">The Goal<\/a>:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\"><strong>Document one complete order<\/strong> from quote to cash.<\/li>\n\n\n\n<li class=\"\"><strong>Locate pile-ups<\/strong> \u2014 orders waiting in a queue, data re-entered, or inventory waiting for inspection.<\/li>\n\n\n\n<li class=\"\"><strong>Resolve one constraint<\/strong>, measure the impact, then move to the next.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Typical high-ROI starting points:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Manual re-keying of web orders<\/li>\n\n\n\n<li class=\"\">Spreadsheet-based purchasing decisions<\/li>\n\n\n\n<li class=\"\">Paper pick lists that delay shipping<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-two-implementation-examples\">Two implementation examples<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-basin-upfitting\"><a href=\"https:\/\/www.fishbowlinventory.com\/casestudies\/basin-upfitting-cuts-delays-and-boosts-profitability-with-fishbowl\">Basin Upfitting<\/a><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"960\" height=\"540\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/Basin-Upfitting-Case-Study-Fishbowl-Inventory.jpg\" alt=\"\" class=\"wp-image-34762 lazyload\" style=\"--smush-placeholder-width: 960px; --smush-placeholder-aspect-ratio: 960\/540;width:711px;height:auto\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/Basin-Upfitting-Case-Study-Fishbowl-Inventory.jpg 960w, https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/Basin-Upfitting-Case-Study-Fishbowl-Inventory-768x432.jpg 768w\" data-sizes=\"(max-width: 960px) 100vw, 960px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Problem:<\/strong> Thousands of SKUs managed in spreadsheets; frequent stock-outs.<\/li>\n\n\n\n<li class=\"\"><strong>Solution:<\/strong> Fishbowl inventory management integrated with QuickBooks.<\/li>\n\n\n\n<li class=\"\"><strong>Result:<\/strong> Inventory now turns every 30 days and revenue is on track to double.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-wearing-williams\"><a href=\"https:\/\/www.method.me\/customer-success\/wearing-williams\/\">Wearing Williams<\/a><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"960\" height=\"540\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/Wearing-Williams-Case-Study-Method.jpg\" alt=\"\" class=\"wp-image-34763 lazyload\" style=\"--smush-placeholder-width: 960px; --smush-placeholder-aspect-ratio: 960\/540;width:721px;height:auto\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/Wearing-Williams-Case-Study-Method.jpg 960w, https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/Wearing-Williams-Case-Study-Method-768x432.jpg 768w\" data-sizes=\"(max-width: 960px) 100vw, 960px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Problem:<\/strong> Seven-day delay between material pickup and invoicing.<\/li>\n\n\n\n<li class=\"\"><strong>Solution:<\/strong> <a href=\"https:\/\/www.method.me\/\">Method<\/a> customer portal captures signatures and triggers automatic invoicing.<\/li>\n\n\n\n<li class=\"\"><strong>Result:<\/strong> Same-day invoices and clear chain of custody, improving cash flow.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-an-automated-workflow-looks-like\">What an automated workflow looks like<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Step<\/th><th>Manual Approach<\/th><th>Automated Approach<\/th><\/tr><\/thead><tbody><tr><td>Sales capture<\/td><td>CSR re-keys orders<\/td><td>API pushes orders into Fishbowl and Method<\/td><\/tr><tr><td>Inventory promise date<\/td><td>Spreadsheet lookup<\/td><td>Real-time availability with auto-generated purchase orders<\/td><\/tr><tr><td>Pick &amp; pack<\/td><td>Paper pick list<\/td><td>Mobile barcode scanning, lot\/serial capture<\/td><\/tr><tr><td>Shipment tracking<\/td><td>Copy\/paste into carrier sites<\/td><td>Integrated label printing and automatic tracking updates<\/td><\/tr><tr><td>Invoicing<\/td><td>Hand-typed in QuickBooks<\/td><td>One-click invoice with embedded payment link<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Each automated hand-off shortens lead time, reduces errors, and keeps QuickBooks as the financial system of record.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-common-implementation-risks\">Common implementation risks<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"960\" height=\"540\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/Pinpoint-your-automation-bottlenecks.jpg\" alt=\"\" class=\"wp-image-34764 lazyload\" style=\"--smush-placeholder-width: 960px; --smush-placeholder-aspect-ratio: 960\/540;width:722px;height:auto\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/Pinpoint-your-automation-bottlenecks.jpg 960w, https:\/\/www.method.me\/wp-content\/uploads\/2025\/04\/Pinpoint-your-automation-bottlenecks-768x432.jpg 768w\" data-sizes=\"(max-width: 960px) 100vw, 960px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Automating flawed processes<\/strong>: Validate and revise the workflow before integrating it.<\/li>\n\n\n\n<li class=\"\"><strong>Skipping a test environment<\/strong>: Clone your data, verify results, then go live.<\/li>\n\n\n\n<li class=\"\"><strong>Neglecting change management<\/strong>: Train users early and show quick wins to maintain adoption.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-next-steps-how-we-can-help\">Next steps: how we can help<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you are ready to reduce manual work and improve inventory accuracy, choose the option that fits your situation:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\"><strong><a href=\"https:\/\/www.method.me\/\">Start a free trial of Method CRM<\/a><\/strong> \u2013 Test two-way QuickBooks sync and custom workflows with your own data.<\/li>\n\n\n\n<li class=\"\"><strong><a href=\"https:\/\/www.fishbowlinventory.com\/demo\">Schedule a Fishbowl demo<\/a><\/strong> \u2013 See demand forecasting, automated purchasing, and mobile barcoding in action.<\/li>\n\n\n\n<li class=\"\"><strong>Book a workflow consultation with <a href=\"https:\/\/www.brandowconsulting.com\/\">Brandow Consulting<\/a><\/strong> \u2013 Map your current process, identify the primary constraint, and receive a phased implementation plan.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Each service is designed for SMB budgets and can be deployed without replacing QuickBooks. Contact us today to begin a pilot and measure results within a single fiscal quarter.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn to align Sales &#038; Finance in QuickBooks for streamlined processes, accurate forecasts, and profitable growth\u2014expert tips from Method &#038; FinOptimal.<\/p>\n","protected":false},"author":62,"featured_media":34759,"template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[229,228,39,6735,4674],"tags":[6830,33,6815,22],"class_list":["post-34758","video","type-video","status-publish","has-post-thumbnail","hentry","category-crm","category-manufacturing","category-quickbooks-accounting","category-resources","category-wholesale-distribution","tag-automation","tag-crm","tag-inventory-management","tag-quickbooks"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What Sales, Order &amp; Inventory Automation Should Look Like in 2025 &#8212; Method<\/title>\n<meta name=\"description\" content=\"Learn how SMBs can eliminate stock-outs and manual data entry with practical sales, order, and inventory automation. Includes real case studies and a workflow checklist.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/videos\/sales-order-inventory-automation-2025\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What Sales, Order &amp; Inventory Automation Should Look Like in 2025 &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"Learn how SMBs can eliminate stock-outs and manual data entry with practical sales, order, and inventory automation. 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