Order Management
Create, approve, and fulfil purchase and sales orders in one place — from placement through to delivery with automatic stock and GL adjustments.
Order Management gives your procurement and sales teams a single workflow for managing every order from placement to fulfilment. Purchase orders to suppliers and sales orders to customers both flow through structured creation, approval, and fulfilment steps — with stock levels adjusting automatically at each stage and GL entries posted on receipt and invoicing. Partial fulfilment, backorders, and cancellations are all handled without manual intervention.
Everything you need, nothing you don't
Purchase Order Creation
Create purchase orders from approved supplier catalogues or free-form entries. Define quantities, agreed prices, delivery dates, and payment terms per line item.
Sales Order Creation
Raise sales orders against the product catalogue with pricing, customer delivery address, and requested delivery date — linked to the customer record in the registry.
Approval Workflow
Orders above configurable value thresholds route through a defined approval chain before being transmitted to the supplier or confirmed to the customer.
Goods Received Against PO
Record goods received against each purchase order line by line — with the option to accept partial deliveries and create a backorder for the remaining quantity.
Automatic Stock Adjustment
Stock levels update automatically when goods are received against a PO or despatched against a SO — no manual inventory entry required.
Invoice Matching
Supplier invoices are matched against the relevant purchase order and goods received note — three-way matching flags any price or quantity discrepancy before payment is approved.
Backorder Management
Partially fulfilled orders generate a backorder record automatically — tracked separately and fulfilled when the remaining goods become available.
Order History & Analytics
Full order history per supplier and customer — order frequency, average value, fulfilment rate, and payment compliance — used to inform procurement and sales strategies.
Built for your team
Raise structured purchase orders, track supplier delivery against commitment, and match invoices automatically — reducing the time spent on manual PO management.
Manage customer orders from placement to delivery with automatic stock allocation, despatch note generation, and customer notification at each stage.
Access a real-time view of committed expenditure from approved purchase orders — and rely on automatic GL posting at goods receipt and invoicing for accurate accruals.
Often used together with
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