Ecommerce order management system

Our ecommerce order management software and common-sense automation strategy will help you sell more and continuously reduce the time, effort, and cost it takes to do it.

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Ecommerce order management software

 

Merge b2b or b2c orders from your online sales channels into ONE unified ecommerce order management system. If you’re shipping from your inventory or drop shipping from your preferred vendors, our joined up order management for ecommerce can streamline and accelerate your order to cash operations

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Joined up sales, fulfillment and accounting

Our Cloud ERP solution is ONE system. Because all of your sales, fulfillment, and accounting data is in one database, there is no data duplication and no multi-vendor integration. 

Our ecommerce order management system gives everyone including your customers one source of the truth for every order and SKU. Our cloud based ERP system eliminates errors and gives you and you team more time to focus on exceptions.

You can connect multiple shopping carts from vendors like Shopify, Magento, Big Commerce, and Woocommerce. You can also connect Amazon Seller and FBA.

Because Salesorder.com is ONE system, you can execute the entire workflow on our platform. You can automate as much of the workflow as is practical. 

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Entire order to cash workflow in ONE system

Because all of the sales, fulfillment, and accounting functions in our ecommerce order management software are joined up and all part of the same cloud based ERP system, you can execute the entire order to cash workflow in one system. 

ecommerce-order-management-system-workflow

Step 1 – Order import:  You can connect multiple carts from the same or different vendors. It takes just a couple of minutes to connect your cart and test the connection. Shopping carts can be individually set to import orders automatically. You can import orders manually if required.

Step 2 – Order creation: Orders can be imported as cash sales or sales orders with a ‘pending’ status. Line Item detail together with the respective tax information is recorded on the sales order. Sales orders appear in the order list.

Step 3 – Approve and Allocate stock:  You can bulk auto, or manually approve orders. Stock allocation can be performed in batches or manually. You can set your ecommerce order management system to automatically allocate stock to orders. 

Step 4 – Create Shipments: Shipments can only be created from orders that have stock allocated. Depending upon your stock levels or priorities, you can create multiple shipments from Sales orders.

Shipments manage and track the journey of SKUs from picking to delivery to the customer. They store all of the shipping information, i.e. shipping method, carrier, shipping address, tracking number and line items. You can sort and create shipments in order of priority according to value or customer shipping address etc.

Shipping preferences (carrier and method) are automatically inherited from preset customer or system settings. You can set shipment priority. Shipments can be merged by customer shipping address.

Step 5 – Picking:  Shipments appear in the warehouse ‘Goods Out’ screen and in the picking list on the handheld barcode scanner. The warehouse management functions are optional at no cost. Scanners are also optional. You can print pick lists if required. Pick orders can be configured.

Step 6 – Packing: Packaging types can be preset. You can configure the packing process. Packing lists can be printed in bulk. Shipments to be packed are displayed on the Pack list screen on the handheld barcode scanner. Pack order can be configured. You can configure the warehouse management system to skip the packing step.

Step 7 – Shipping: Over 140 shipping vendor systems can be connected to the warehouse management system. The integration is via the Easypost API. This integration allows you to add your shipping accounts to retrieve and compare rates and send shipping orders to vendors.

Tracking numbers are returned and stored on the shipment. This data is available from the Sales Order. Shipment status can be emailed to the customer. 

Step 8 – Order shipped: When the shipment is shipped, the commensurate sales order status is updated. Stock levels are updated. Depending upon your cart, our ecommerce order management system can send back the requisite signal to the cart to set the order status.

Step 9 – Update general ledger accounting: With just a couple of clicks, you can update your accounts with a sales receipt (Cash sale) transaction. This transaction updates your back and income accounts in the general ledger. Depending upon your payment workflow /policy you can send a signal to cart payment gateway/processor to capture payment. 

Customized or Automated workflow? Because our ecommerce order management system can be customized, you can adapt and automate the above workflow to streamline your operations. 

Customizable and elastic cloud based ERP system

If your ecommerce order management system currently resembles a software Frankenstein, then you’ll realize you cannot easily adapt and scale. Getting third party apps to talk to one another is hard enough. Customization is often impossible.

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Our customizable cloud based ERP solution was designed from the ground up to be adapted. This means you can make continuous improvements to your workflows and processes, and our software will adapt. 

Simple customizations can be done by your system administrators with just a few clicks. If you need something more complex, then it takes just weeks for us to design and deliver a plugin. Similar to Excel macros, plugins extend the functionality of our platform.

As you grow and your performance and storage needs may increase. Our platform is hosted in an elastic cloud, which means it can automatically expand computing resources such as CPU performance, memory, disk storage, and network bandwidth.     

Multichannel CRM: Track all interactions and transactions

You can import orders manually or automatically into our ecommerce order management system. When orders are imported the system automatically updates the CRM with the customer’s contact and shipping address details. 

You can track and store each customer profile, contacts, and key addresses. Full searchable history of every transaction from quote to payment, plus notes, event and task tracking.

You can connect your business mailboxes via IMAP to our ecommerce order management software. IMAP is the same connection method as used to read write email from your smartphone. 

You can send and receive email from each customer master. Incoming and outgoing email is filtered by customer contacts, so you’ll only see email from the respective customers.

Most customer service, help desk apps i.e. Zendesk, Freshdesk etc are connected to your business mailboxes/accounts. You can connect our cloud based ERP system to multiple mailboxes i.e. Gmail or Outlook. This means your users can see sent and received emails from one mailbox.

ecommerce order management system integrated email

Automate customer notifications about order status

Every Sales document on our order management for ecommerce system can be sent by email. Depending upon the design of your customer experience we can automate customer notifications. 

Fine tune order capture

In our ecommerce order management system, you can improve or adapt for your process. Customize and configure to set payment terms, calculate tax, apply discounts, preset territories and sales owners, freight terms, commission calculations, billing and shipping addresses, custom Items etc.

Real time stock visibility

Because our ecommerce order management system is unified, your teams always have a real time view of stock levels and velocity. You can set reorder thresholds on SKUs to trigger user action. Just tell us about your inventory replenishment strategy and we’ll work with you to automate inventory purchasing workflows.

If you want your shopping carts to have visibility of stock levels, and take the appropriate action to remove product listings, or show out of stock messages, depending upon the type of cart we can send the requisite signals from our Cloud based ERP system to take appropriate action via the platform’s API.   

Automate approvals and credit control

In our order management system, you can set user permissions for order approval and credit control. Preset credit limit. Record approvals in the built-in document history/audit trail. Configure credit control to automatically trigger activation of ‘customer on hold’, and transaction rules from aging debt or exceeding their credit limit.

Automate stock allocation

If you have enough stock or perfected optimization of your inventory (we can help), you can configure approved orders to automatically allocate stock and progress the order to pick, pack, and shipping. Alternatively, you can partially allocate or manually edit allocation.

Automate back order generation

Built-in automation of the back order (purchase order) generation process can detect stock shortfalls on sales orders, calculate the back order requirement (including preferred supplier minimum order quantities), create the relevant purchase orders, and link the sales orders to the respective purchase orders.

Built in Purchase Order by Item automation can quickly review your SKU levels. Reorder levels (safety stock), supplier minimum orders and lead times can be stored and tracked. 

These metrics can be used by the inventory replenishment Purchase Order by Item functions to analyze and create a summary of requirements and automatically create Purchase Orders. 

Software for warehouse inventory management

Our cloud based ERP system has a built in warehouse management system. You can create and model as many warehouses as you need to organize your ecommerce order fulfillment operations.

 

software for warehouse inventory management
 
 

Streamline picking and packing

Optimize picking and packing workflows, with or without the warehouse management system (WMS). Sort and merge shipments by priority, customer, or carrier, etc. Pick by sku or order. Use the WMS and barcode readers to organize pick routes and track packaging.

Automate shipping

The warehouse management system is integrated with the Easypost API. You can connect to over 140 carriers to review and analyze live rates, send instructions to carriers, and retrieve and print shipping labels.

Tracking numbers are automatically returned to be stored in Shipments. You can send tracking information to customers via Email. 

If you are not using the software for inventory warehouse management you can connect and use Shipstation to automate conversations between your cloud ERP solution and the shipping vendor systems. 

Automate payments

Connect to card and ACH payment processors and gateways to automatically or manually authorize and capture payments. We support Cybersource, Authorize.net, Paypal and USA ePay. 

If your favoured payment processor is not in this list, then please ask. It takes up to three weeks to develop and commission a new payment vendor. 

Ecommerce Order management software = smart business

best order management software for b2b

It’s not so obvious at the time of purchase deploying software from multiple vendors will definitely become a roadblock to your growth.

Growth is data-driven. You need one source of the truth to measure and track what you need to know. You can’t easily get this from multiple databases. It’s hard and confusing work nobody wants to do, not to mention the hours of the valuable time it wastes every day.

Salesorder.com is one ecommerce order management system, in one database. No data duplication, just one application, we call this joined-up thinking. It maintains one source of the truth, gets everyone on the same page and makes your business smarter.