Quotations, sales orders and purchase orders with the credit check, stock reservation and delivery dates built in, and a clear list of what is still pending.
Order Management keeps the documents that come before a delivery or a bill. These are the quotation you send, the customer's sales order and your purchase order to a supplier. They record what was agreed without moving stock or touching the books. Around them you get stock reserved for an order and delivery dates per line. You also get a credit check with Credit Control, and a clear list of what is pending. Orders that will never be delivered are closed with a reason. With Purchase Order Automation, Purchase Planning shows what must be bought now, compares suppliers' prices and raises the orders.
Why use it
- You promise stock another salesperson has already soldHere stock can be reserved for an order as soon as it is saved.
- Old orders stay open for months and swell the pending listHere they are closed with a reason and stop counting.
- You do not know which orders are lateHere each line carries its date and the dashboard shows what is late.
- Deciding what to buy takes a day of spreadsheetsHere Purchase Planning lists what must be bought now and why.
- Customer orders arrive by phone and e-mailHere an order placed on the Customer Portal becomes a sales order straight away.
Key advantages
A quotation or an order posts nothing, so stock and the books stay untouched until goods actually move.
A reservation can never be more than the line asks or the stock available, unless the voucher type allows it.
Purchase Planning stores nothing, so every run gives today's answer from stock, orders, production need and daily usage.
Each figure in Purchase Planning opens the vouchers behind it, so you can see why an item is on the list.
Pending-order reports by customer, supplier and item come from what later vouchers actually took.
The orders dashboard shows what is still to be delivered and received, what is late, and what has waited longest.
Business benefits
Promises you keep
Customers are promised stock that is free and set aside for them.
No dead orders
Closed orders stop swelling pending figures, so planning works from real demand.
Buying on time
Purchase orders go out before stock runs short, after comparing supplier prices.
Credit in check
Orders from customers past their limit are caught before goods are committed.
Where it is used
A distributor's sales team books orders against limited stock.
Each order reserves its stock, so two customers are not promised the same goods.
A plant must buy raw material ahead of its production orders.
Purchase Planning counts production need and what is already on order, and raises the purchase orders you tick.
A trader has orders that customers have half cancelled.
The rest is short-closed with a reason and leaves the pending reports.
What it costs, and what it saves
The price list could not be read just now; the pricing page shows today's price.
What it replaces
- Phoning the store to ask if stock is free
- Building a re-order list on a spreadsheet
- Sorting old orders that will never ship
- Searching for late orders by hand
Work out your saving
Your own figures, 26 working days a month. An estimate, not a promise. User licences are priced separately.
What it does for you
Stock reserved for an order the moment it is confirmed.
A credit check on every sales order, before the goods are promised (with Credit Control).
Purchase Order Automation, a feature bought on its own: Purchase Planning shows what must be bought now, compares suppliers' prices and orders it.
Orders that will never be delivered are closed with a reason, not left hanging.
Pending-order reports for customers, suppliers and items.
An orders dashboard: what is still to be delivered and received, what is late, and the orders that have waited longest.