The Best Online Sales Order Management Software

What is Sales Order Management?

The sales order, aka SO, is an order issued by a business or sole trader to a customer. A sales order may be for products or services. Sales order management software platform involves processing quotes, invoices, sales orders fulfillment, dropship, shipment, packing list, order returns, purchase orders, payments, inventory, field sales and service, work orders, and more. Datamoto cloud-based sales order processing software provides all these functionalities in a single platform.

Key Features and Benefits of Sales Order Management Software

Sales Order

Packing List

Advance Payment

Return Order

Customization

Pending Fulfillment

Order Merge

Delivery Note

Order to Drop Ship

Cancel Order

Status Auto Change

Inventory Auto Booking

Order Split

Work Order

Supplier Drop Ship

Email

Inventory Tracking

Advance Search

Lot Fulfillment

Sales to Purchase

Auto Invoice

Print Orders

Quote to Order

Report

Quote to Cash in Sales Order Management System

You have sent a quote to your customer and then you start negotiating with the customer to win the deal. You can track every state of Quote in Datamoto. Finally, you won the business. Now time for you to convert this Quote to a sales order. In Datamoto, it is just one click to convert a Quote to Sales Order. More on Sales Order Management Software

Order Fulfillment – Split and Merge

Datamoto makes the complex fulfillment process very simple. It allows you to combine all the orders from the same customer if shipping addresses are matched. You can fulfill items from specific warehouses or specific lots and split the order if needed. You can also save the fulfillment and complete the pending fulfillment later. It generates invoices automatically and adjusts stock levels in the inventory. You can print the packing list and delivery note. More on sales order fulfillment

Sales Order to Purchase Order

You want to create a purchase order for items when you get a sales order from the buyer. Datamoto allows you to instantly convert a Sales Order into a purchase order and send it to your vendor. It is useful for traders and dropship sellers. More on the purchase order

Sales Order to Work Order

You manufacture or assemble products. Your receive an order for products. Now, you want to create a work order to start manufacturing or assembling products. Just by one click you can create work order from a sales order. More on the work order

Pick, Pack and Shipping

Datamoto Sales Order Management Software provides pick, pack, and ship functionalities. Pick will allow you to pick the items from the warehouse. It automatically deducts the items stock quantities. The pack allows you to assign a shipping tracking number. The ship automatically generates the invoice and packing list which you can print.

Drop Ship for Seller and Supplier

You are a drop-ship seller. You can use Datamoto’s normal sales order process to book your customer’s orders. Once an order is created, you can create drop-ship purchase order against the customer’s sales order. If you are a Drop Ship Supplier then you can create a drop-ship sales order from a drop-ship purchase order. When a drop-ship sales order is fulfilled, it automatically adjusts the packing list and delivery note with proper shipping and billing addresses as well as the seller’s address. More on drop-ship order

Goods Issues

A sales order management software creates goods issues or delivery notes document every time goods are delivered. Datamoto’s sales order management system creates delivery notes every time an order is fulfilled. More on sales order management software

Return and Cancel Sales Order

Datamoto sales order management software supports the return and cancellation of an order. If a sales order is already fulfilled and you receive the return of the delivery, you can process the return. It automatically adjusts the inventory and issues an invoice. Similarly, is a sales order is not yet completely fulfilled then the customer can cancel the order for the remaining unfulfilled order.

Quote to Order in Sales Order Processing Software

A sales order processing software must support the quote to order. Quote to order allows you to convert a quote to a sales order. This means you can track the corresponding quote from the sales order or vice versa.

Order to Invoice

Order to invoice is how the sales order processing system automatically creates invoices from an order. When you fulfill a sales order a corresponding invoice is automatically created. The invoice has the link to the sales order. Moreover, you can do partial fulfillment of an order and generate multiple invoices. If the current invoice in draft mode, the system automatically updates the existing invoice.

Field Sales and Service

Field service management software, aka FSM, most commonly used by companies who need to manage regular maintenance, installation, service, or repairs of systems or equipment for their clients. Field sales and service management refer to the field sales and services with functionalities such as work order, purchase order, estimate, invoice, inventory, timesheet, scheduling, dispatching, billing, accounting, and other back-office systems. More on field service management software

Sales order Management for Wholesaler

Wholesale order management refers to any and all actions taken by your business that relate specifically to orders placed by wholesale customers. The key functionality that is needed in wholesalers is: a) your inventory and order must be integrated, b) a quote to sales order to fulfillment to packing list to invoice must be supported, c) purchase order must be an integral part of the sales order.

Sales Order Management for Manufacturer

Manufacturing sales order management software is a vital tool that can optimize manufacturing operations. Datamoto’s order management software provides sales orders, invoices, quote, purchase orders, payment processing, multi-warehouse location, stock transfer between warehouses, tracking items, and much more. It can also instantly create bills of materials, work orders, print packing lists, and issue goods to help you streamline the manufacturing process.

Sales Order Management for B2B

Sales order management for B2B, or business to business, is where Datamoto cloud based sales order application shines. It provides all the functionalities from quote to invoice and purchase to invoice including an advanced inventory system. Since it is already integrated with Quickbooks, you can continue to use Quickbooks accounting and leverage simple to use advanced order management and inventory functionalities from Datamoto.

Sales Order Management for Small Businesses

It is important to have effective software for sales order management for small businesses to succeed. A small business must have a simple application that is easy to use and delivers all the functionalities such as inventory and order management. Depending on the use cases, a small business may also need to run field service operations. Providing all the functionalities with QuickBooks accounting integration helps small business to run their business effectively.

Single Platform Multiple Warehouse Management

Datamoto sales order management platform allows you to maintain multiple warehouses in a single system. You can receive items in any warehouse and you can fulfill your order from any warehouse. All the transactions are tracks with the inventory.

Complete Inventory Control System

Inventory management software is a software system for tracking inventory levels, orders, sales, deliveries, bills of materials, and work orders. Purchase order and invoice features are usually integrated with inventory management software. Datamoto enables CRM with inventory management software. A sales order and inventory are linked to the inventory items and can be tracked. When you fulfill an order from a particular warehouse, the stock level of that inventory is automatically adjusted. More on inventory management software

Inventory Reports for Better Picture

To get a better picture of the inventory you have multiple options: a) you can set the trigger to alert if the stock level goes below of certain level, b) instant report of the current stock level at each warehouse, c) find out the current valuation of the invetory.

Key Functionalities of Datamoto Sales Order Management Software

Advance payment or Layaway for a sales order. Generate advance payment invoice. You can add multiple payments to this advance invoice. More on order advance payment layaway
Track every sales order, quote, invoice, and inventory items. For every transaction, all these documents are automatically linked.
Order cancellation and returns are supported and invoice and inventory are automatically adjusted.
Track every sales order, quote, invoice, and inventory items. For every transaction, all these documents are automatically linked.
One invoice for one sales order even if the split fulfillment
Incremental editing of the sales order.
Sales order email notification to the customer.
Advance search functionality to find the document.
Sales order template customization.
Purchase Order and Inventory

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Online Sales Order Management Software