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Order Management

Keep control of your sales with easy to track order control

Create partial shipments and partial invoices to reflect the physical processes of your sales.

Try it free for 14 days

Flexible sales

Manage your sales orders in a way that reflect your business processes, including quotes, orders, shipments and invoices, without needing to cross-reference complicated spreadsheets.

  • Partial orders
    Create a partial shipment only when some products of an order are shipped, and create a partial invoice alongside it. The partial invoice is sent to your accounting software, ready for payment, and accurately reflecting when your goods were shipped.
  • Backorder stock
    Products you don’t have on hand are put on backorder. Quickly check the status of orders that are shipped, partially shipped or backordered with the Backorder Enquiry.
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Purchase backordered stock

Don’t lose track of what needs to be bought in order to complete a sales order. Purchase orders can be created from a sales order when you don’t have stock.

  • Automated process
    When you create a purchase order for out of stock items, the default supplier details and quantity required are autocompleted and then linked to the sales order.
  • Stock up and sell
    Once the stock has come in, you can check the Backorder Enquiry and see if your sales order is ready to ship. See what else has partially shipped so you’re always on top of getting your goods out the door.

Set stock aside for sale

Reserve stock for future sales or for specific sales channel. Have visibility on your stock-on-hand so you know when to buy more stock.

  • Product allocations
    Allocated stock is stock that is dedicated to a particular incomplete sales order; this includes inventory with specific batch or serial tracking numbers. Individual orders can be deallocated in order to free up stock and give you flexibility with your sales.
  • Inventory forecasting
    Monitoring the Product Allocations report gives you a strong idea of what goods might need to be purchased in soon. You can filter this report by order date, warehouse, product description and more to avoid stock outs and refine your forecasting.
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Check overdue sales on the dashboard

Sales alerts that let you know which orders are past their ‘required by’ date and need to be fulfilled. Stay on top of order fulfillment with this daily at a glance reminder and ensure your customers are satisfied.

Complete sales cycle

Order management allows you to fine tune your sales process, from quotes to shipments and invoices.

Ship the products you have in stock to your customer, backorder the remaining goods and create the purchase order on the spot; all with the reporting and alerts that make it easy to manage your sales cycle.

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Order Management FAQ

Contact us today if you have more questions about how Order Management can work for your business.

  • Can I auto-disassemble products with serial or batch numbers?

    No. During the disassembly, a serial or batch number must be assigned to all the component products, so these disassemblies must be done manually.

  • Can I have more than one Bill of Material per product?’

    Only one Bill of Material can be used per product to break it down into component products, however a component product can result from more than one disassembled finished good. For example a box of umbrellas can be disassembled into individual umbrellas, and a crate of umbrellas can also be disassembled into individual umbrellas.

  • Where do I turn on disassembly?

    Each product can be toggled as being ‘Can Auto-assemble’ and ‘Can Auto-Disassemble’ on a Bill of Materials. No separate Bill of Materials is needed. Manual disassemblies can be create under the Production menu.

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