Order Management

Comprehensive order management system covering the complete order lifecycle from creation to fulfillment, with advanced features for purchase orders, sales orders, and complex fulfillment scenarios.

Purchase Order Management

Order Creation & Processing

Streamline procurement with intelligent order creation:

Supplier Management

• Approved Supplier Lists: Maintain curated lists of approved suppliers
• Supplier Performance: Track supplier delivery and quality metrics
• Multi-Supplier Products: Handle products available from multiple suppliers
• Supplier Catalogs: Access supplier product catalogs and pricing
• Preferred Suppliers: Set preferred suppliers for automatic selection

Intelligent Product Selection

• Search & Browse: Find products via search or category browsing
• Barcode Scanning: Add products via barcode scanning
• Bulk Import: Import large orders via CSV or Excel
• Reorder Lists: Quick reordering from historical orders
• Suggested Items: AI-powered product recommendations

Smart Quantity Planning

• Demand Forecasting: AI-based quantity suggestions
• Lead Time Consideration: Factor in supplier lead times
• Economic Order Quantity: Optimize order quantities for cost
• Minimum Order Quantities: Respect supplier MOQ requirements
• Stock Level Analysis: Consider current stock levels and trends

Approval Workflows

• Multi-Level Approval: Configure approval hierarchies
• Approval Rules: Set rules based on order value or supplier
• Approval Notifications: Automatic notifications to approvers
• Approval History: Track all approval actions
• Emergency Approvals: Override processes for urgent orders

Purchase Order Lifecycle

Track orders through their complete lifecycle:

Order Status Management

• Draft: Order creation and editing phase
• Pending Approval: Awaiting approval from designated approvers
• Approved: Order approved and ready to send
• Sent: Order transmitted to supplier
• Acknowledged: Supplier has confirmed receipt
• In Production: Supplier is fulfilling the order
• Partially Received: Some items have been received
• Fully Received: All items received and order complete
• Closed: Order closed with final reconciliation

Order Communication

• Automatic Transmission: Send orders via email, EDI, or API
• Supplier Portal: Give suppliers access to order information
• Order Confirmations: Receive and track supplier confirmations
• Status Updates: Real-time updates from suppliers
• Exception Handling: Manage changes and exceptions

Receiving Process

Accurate and efficient receiving operations:

Scan-Based Receiving

• Barcode Verification: Scan items to verify against order
• Quantity Confirmation: Confirm received quantities
• Serial/Lot Tracking: Capture lot numbers and serial numbers
• Mobile Receiving: Use mobile devices for receiving
• Batch Receiving: Process multiple items simultaneously

Quality Control

• Inspection Checklists: Configure inspection procedures
• Quality Scoring: Rate received items for quality
• Defect Tracking: Record and track defective items
• Supplier Feedback: Provide quality feedback to suppliers
• Quality Reports: Generate quality performance reports

Discrepancy Management

• Quantity Variances: Handle over/under shipments
• Quality Issues: Manage damaged or defective items
• Missing Items: Track and resolve missing shipments
• Return Authorization: Process returns to suppliers
• Credit/Debit Notes: Handle financial adjustments

Sales Order Management

Order Processing

Efficient sales order creation and management:

Order Creation Methods

• Manual Entry: Create orders manually through the interface
• Import Orders: Bulk import orders from external systems
• API Integration: Receive orders via API from e-commerce platforms
• Phone Orders: Streamlined interface for phone order entry
• Recurring Orders: Set up automatic recurring orders

Customer Management

• Customer Profiles: Detailed customer information and preferences
• Credit Management: Track customer credit limits and terms
• Pricing Rules: Customer-specific pricing and discounts
• Shipping Preferences: Customer shipping preferences and addresses
• Order History: Complete customer order history

Inventory Allocation

• Real-Time Availability: Check inventory availability instantly
• Automatic Reservation: Reserve inventory for confirmed orders
• Allocation Rules: Configure inventory allocation priorities
• Backorder Handling: Manage items not currently in stock
• Alternative Products: Suggest alternatives for out-of-stock items

Order Fulfillment

Streamlined fulfillment operations:

Pick List Generation

• Optimized Pick Routes: Generate efficient picking routes
• Pick List Grouping: Group orders for efficient picking
• Priority Handling: Prioritize urgent or VIP orders
• Pick List Printing: Print pick lists with barcodes
• Mobile Pick Lists: Access pick lists on mobile devices

Pick & Pack Process

• Guided Picking: Step-by-step picking instructions
• Barcode Verification: Scan items to verify accuracy
• Quantity Confirmation: Confirm picked quantities
• Pack Station Integration: Streamlined packing process
• Packing Slip Generation: Generate packing slips automatically

Shipping Integration

• Carrier Integration: Connect with major shipping carriers
• Rate Shopping: Compare shipping rates across carriers
• Label Generation: Generate shipping labels automatically
• Tracking Numbers: Capture and share tracking information
• Delivery Confirmation: Receive delivery confirmations

Advanced Order Features

Backorder Management

Handle partial fulfillment efficiently:

Partial Shipment Processing

• Split Shipments: Ship available items immediately
• Backorder Creation: Automatically create backorders for remaining items
• Customer Communication: Notify customers of partial shipments
• Shipment Tracking: Track multiple shipments per order
• Consolidated Billing: Handle billing for split shipments

Backorder Fulfillment

• Automatic Allocation: Fulfill backorders when stock arrives
• Priority Queues: Prioritize backorder fulfillment
• Backorder Reports: Track and report on backorder status
• Customer Updates: Automated backorder status updates
• Expedited Processing: Fast-track critical backorders

Drop Shipping

Direct fulfillment from suppliers:

Drop Ship Configuration

• Supplier Setup: Configure suppliers for drop shipping
• Product Mapping: Map products to drop ship suppliers
• Routing Rules: Automatic routing to appropriate suppliers
• Cost Management: Track drop shipping costs and margins
• Supplier Integration: Connect with supplier systems

Drop Ship Processing

• Automatic Order Routing: Send orders directly to suppliers
• Supplier Notifications: Notify suppliers of drop ship orders
• Tracking Integration: Receive tracking information from suppliers
• Customer Communication: Keep customers informed of status
• Three-Way Matching: Match orders, shipments, and invoices

Advanced Fulfillment Features

Wave Management

• Wave Planning: Group orders into fulfillment waves
• Wave Optimization: Optimize waves for efficiency
• Resource Allocation: Assign staff and resources to waves
• Wave Tracking: Monitor wave progress and performance
• Wave Reporting: Analyze wave performance metrics

Cross-Docking

• Cross-Dock Setup: Configure cross-docking operations
• Inbound/Outbound Matching: Match incoming and outgoing shipments
• Staging Management: Manage staging areas for cross-docking
• Timing Coordination: Coordinate inbound and outbound timing
• Cross-Dock Reporting: Track cross-docking efficiency

Order Analytics & Reporting

Performance Metrics

• Order Accuracy: Track order fulfillment accuracy
• Cycle Time: Measure order processing speed
• Fill Rate: Monitor order fill rate performance
• Customer Satisfaction: Track customer satisfaction metrics
• Cost Analysis: Analyze order processing costs

Business Intelligence

• Sales Trends: Analyze sales patterns and trends
• Customer Analysis: Understand customer buying behavior
• Product Performance: Track product sales performance
• Seasonal Analysis: Identify seasonal ordering patterns
• Forecasting: Predict future order volumes and patterns