Order Management

Convert the agreed-upon business terms into a reliable sales order that initiates the inventory, production, finance, and delivery processes.

Order management enables a customer's purchasing decision to be transformed into an executable business transaction within the ERP system.

Orders can be entered directly, created from an accepted offer or contract, or matched with a customer's purchase order.

Order creation resources

  • Accepted offer
  • Valid contract
  • Customer purchase order
  • Direct entry from the sales representative
  • Mobile field sales
  • B2B portal or integration
  • Recurring order plan

Order checks

  • Customer and order authorization
  • Product availability for sale
  • Price and discount validity
  • Contract compliance
  • Credit and risk status
  • Stock and capacity
  • Delivery address and method
  • Tax and payment terms

Order lifecycle

  • Draft
  • Awaiting approval
  • Confirmed
  • In the blockage
  • During the welcoming process
  • Partially delivered.
  • Completed
  • Canceled

Order change

Any changes to product, quantity, price, delivery address, or payment terms should be checked according to the order stage and resubmitted for approval if necessary.

Manage the order not as the final record of a sale, but as the fundamental transaction that initiates the execution of the commercial promise made to the customer across the inventory, production, logistics, and financial systems.

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