Dynamics 365:

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case study

Expert Review and Solution Composed

Video Walkthrough

Versatile and SIMPLIFIED Order Management Solution

Multi-channel simplified

Face to face, Phone, Mobile, Email, Ecommerce, POS (Point of Sale) or EDI – regardless of how Customers want to interact and buy from you, our order management software has got it covered. Salesorder.com not only joins up and converges your Sales Channels, but gives everyone involved in the Sales process a comprehensive and detailed view of EVERY interaction and transaction.

Adaptable workflow for ANY order management model

Stock & Ship Workflow

Order Capture

Orders from any channel, including FTP or CSV uploads

Approval & Stock Allocation

Check customer credit & stock availability, approve & allocate

Pick & Pack

Pick by Item or Order, Print Pack lists

Ship

Send instructions to shipping vendor, retrieve tracking number and store on shipment document

Invoice Customer

Because the solution has battle tested by CFOs accounting features, there’s no switching between system to cut & send Invoices or update Accounts Receivable.

Manufacture & Ship Workflow

Order Capture

Orders from any channel, including FTP or CSV uploads

Source raw materials

Book stock from Inventory, or get a supplier quote, purchase and receive goods

Build & Track

Track order through manufacture and QA

Pack & Ship

Send shipping instructions to vendor, retrieve tracking number and store on shipment document

Invoice Customer

Because the solution has battle tested by CFOs accounting features, there’s no switching between system to cut & send Invoices or update Accounts Receivable.

Process & Invoice multiple orders in simple clicks

One view of all Orders

Whether they’re captured over the phone, from your Ecommerce shopping cart or built in B2B self service store, our order management software puts ALL of your sales orders are in one list. With one click you can organise views specific to order status or the action people need to to take to move them forward and deliver them.

Authorize & Automate

The order management software can be set up so user roles have the authority to approve Sales and Purchase Orders, and our agile workflow automation engine can be configured to takeover and streamline the subsequent tasks such as sending order confirmations, allocating stock, printing picking and packing lists and organizing shipping.

Prioritise, allocate, pick, pack & ship

The order management software lets you check all you need to know about a product or stock item you sell, prioritise orders and allocate items, manage and create partial shipments and backorders, bulk print picking and packing lists and organise shipping vendors. Accounting software won’t do this, you’ll need a Frankenstein add on.

Invoice multiple Orders

You can select and Invoice as many Orders as you need. In fact with a few tweaks we can automate the entire process for you. This is how ALL order management software should be – No cutting and pasting, importing or duplicating Invoices into a separate accounting system.

Manage shipping vendors

The order management software communicates with one or multiple couriers you can send them shipping instructions, bulk print their shipping labels and retrieve and store tracking numbers in each sales order, so everyone including your customers know what was shipped where by whom.

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