Transforming Wholesale Operations: Clare V. Achieves Compliance & Efficiency with JOOR Pay

When operating a complex global wholesale business, efficiency is key to success. This case study explores how Clare V., an LA-based handbags and accessory brand, overcame  the challenges of a time-consuming, non-compliant invoicing process by adopting JOOR Pay—JOOR’s embedded checkout solution. By making the switch to JOOR Pay to handle payment collections, Clare V. achieved significant time savings, enhanced security, and streamlined their invoicing processes.

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Challenges Faced: 

Jenna Pearson, Wholesale Manager at Clare V., works as a team of one as the sole liaison for JOOR, handling everything from creating styles, managing orders, and everything in between, including invoicing and follow-up for shipping. She previously relied on a convoluted system for invoicing—this process involved downloading purchase orders from JOOR, creating a mail merge at the end of each month with invoices to alert customers to confirm order readiness, waiting for responses to confirm shipment, and manually processing credit card payments. In the past, this process was arduous and time-consuming, often requiring long, 10-12 hour workdays.

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Not only was this process time-intensive, but it also posed a significant compliance risk due to the storage of credit card information. The motivation for transitioning to JOOR Pay was to ensure legal compliance and gain substantial time savings.

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Adopting JOOR Pay: 

Upon transitioning to JOOR Pay, Clare V. experienced remarkable changes in their daily operations. Jenna Pearson attests, “I keep a window with JOOR Pay open at all times, utilizing it 7 out of 8 working hours,” highlighting her commitment to adopting the new product. Initially nervous about the transition, she anticipated typical challenges associated with system changes and new products. However, she was pleasantly surprised by the JOOR Pay team's responsiveness to their feedback and ability to adapt quickly to their needs. The brand’s partnership with the JOOR Pay team was instrumental in quickly integrating the platform seamlessly into their workflow.

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Benefits Realized:

The implementation of JOOR Pay brought numerous benefits to Clare V.:

• Streamlined Invoicing: JOOR Pay allows Clare V. to quickly send invoices directly from the order within JOOR as soon as they are ready to collect payment. This eliminates the need to wait until the end of the month to invoice all orders at once. Plus, all of the necessary contact and billing information is already in the JOOR system, reducing the process to a few simple clicks.
• Enhanced Security: With JOOR Pay, Clare V. can offload the need for storing credit card information, thereby ensuring legal compliance. This enhanced security increased the confidence of their accounts.
• Versatile Payment Options: The platform's extensive payment options make it easier for customers to settle their invoices quickly. For example, if they lack sufficient funds on their credit card, they can use PayPal or net terms.
• Convenient Application for Net Terms: Smaller brands typically face challenges when offering terms or factoring to buyers. With JOOR Pay, they can now provide buyers with the option to apply for payment terms, offering a more convenient experience.
• Timely Payments: Invoices can be sent out further in advance, resulting in more timely payments. The ability to resend overdue invoices with a single click, rather than drafting an entire new email, simplifies the follow-up process.
• Dramatic Time Savings: The most significant transformation was in time savings. What previously took 5-6 hours for a monthly mail merge is now completed in just 30 minutes. This streamlined workflow saves the company many hours each month.
  

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Conclusion: 

The adoption of JOOR Pay proved to be a game-changer for the lone team member responsible for managing all aspects of Clare V.’s operations on JOOR and the brand. With the platform's increased efficiency, enhanced security, and versatility, the brand was able to transform their daily operations, reduce working hours, and ensure compliance with industry regulations. Their experience highlights the immense potential of JOOR Pay in simplifying complex operational processes in wholesale sales and accelerating growth in the fashion industry.