...

Order Management Software for Distribution and Trading Businesses

The best order management software provides an order management solution that efficiently handles the tracking and processing of customer orders from creation to delivery through sales, inventory, fulfillment, and payment.
In wholesale distribution companies, orders can often be received from multiple sources reflecting the need of multiple sales channels such as direct sales, B2B e-commerce platforms, or through brokers or consignment stores. This reality requires effective coordination between multiple departments as well as people, including collaboration between warehouse staff, sales representatives, managers, buyers, delivery staff, and accountants. It also requires collaboration with external entities such as suppliers, distributors, transportation and logistics providers.

How to optimize order management systems using software?

Product Catalog Management

Create Sales Order Swiftly

    An order management app that can be logged in on a smartphone, iPad or laptop can help your sales rep create orders on the go, your consignees can submit orders for you to review, sales orders from other e-commerce platforms can be fetched into the software.

    • With EMERGE’s product management functionality, you can set price ranges, implement tiered pricing, and customize price lists for customers. So when creating a sales order, selecting the right price list or specific selling price for each customer can now be done more accurately and even faster.
    • For direct sales at physical stores that some wholesale distribution companies may have, we offer a Quick Order Creation feature specifically for retail operations when you need a process as fast and simple as a POS system.
    • With clear information about the batch and expiration date displayed along with the item you select when creating an order, we hope to help your sales process be more accurate and use inventory more efficiently according to the FIFO method.
    • Additional Charges can be proportionately added to individual items or to the entire order to accommodate the charging needs of some global wholesale distribution companies.
    • With orders from Shopify, you can easily import into EMERGE. These Sales Orders will be automatically marked as Shopify, making tracking and reporting more accurate.
Multi-Channel Order Management

Manage Purchase Order in order management software

In EMERGE, you can also manage purchase orders efficiently to ensure timely and available sales.

  • Set up a reorder point with a minimum quantity so that the order management system will remind you when inventory reaches the threshold. Purchase orders will be automatically created with the appropriate supplier that you have previously set up, you just need to review and send, no need to worry about accuracy.
  • If you have a lot of orders but want to have a lean inventory, the backorder feature in EMERGE can meet your needs. The system now looks at all your current sales orders and compares them with your inventory and proposes a backorder to the right supplier for the exact quantity of product you need to purchase.
  • Regarding the need to find reliable suppliers for lean inventory management purposes, Supplier Delivery Performance Report will show you supplier’s performance, helping you identify reliable suppliers.
Customer Management

Order fulfillment and Delivery in Order Management System

A good order management software not only provides order management functionality but also tracks the fulfillment process till delivery, making the entire process seamless and efficient.

  • From the sales order, you can quickly create shipments such as partial shipments, full shipments or dropships based on your needs. The delivery status of all shipments is stored in the Fulfillment module, where you can track and monitor shipments as well as generate invoices for them.
  • EMERGE supports a mobile version where you can log in using your smartphone or scanner. This helps your warehouse staff speed up the packing process by scanning barcodes. All information about shipments and orders can be easily tracked on your phone.
  • Additionally, you can create and print barcode labels and shipping labels in EMERGE. We support printing multiple labels at once in A4 size and 1 individual label (5X2.5CM/1.97X0.98IN), a way to save money.

Invoice, Payment and Order Status Tracking

  • Track the status of your orders with real-time updates across stages such as Pending, Confirmed, Processing, Shipped, and Delivered. You can also customize these statuses to suit your business flow. This keeps both you and your customers in the know at all times.
  • By using an order management system, you can set up user access for your employees for financial transparency as well as specify approval processes across sales, invoices, purchases to ensure everything is accurate and under control.
  • In EMERGE, you can easily track invoices and customer payments under Accounts Receivable, and monitor supplier receipts under Accounts Payable. Your financial records stay neatly organized and accessible, with real-time status updates. You can also quickly generate and issue credit notes for customers and debit notes for suppliers.
  • EMERGE also offers an Open API, making it easy to integrate with your existing payment gateways and invoice systems for smoother, automated transactions.
Sync your business in real time

Returns and Exchanges Management

In many wholesale distribution companies, after-sales service such as supporting customer requests after they purchase a product is prioritized. The reason is that this process may define the entire customer buying experience. EMERGE purposely provides a CRM module that helps you organize and centralize after-sales service neatly without disrupting your current inventory and financial reporting.

  • Support cases like returns, exchanges, and replacement requests can be managed effectively in the CRM module. You can easily choose which sales order belongs to which customer and identify which items require support with the help of software.
  • All relevant documents including return/exchange submissions and quotations - can be attached to each support case. The order management system will automatically associate these documents with the correct item, sales order, and customer.
  • If an invoice has been issued for the product that has been returned, EMERGE will automatically issue a credit note to match the invoice. The inventory level will be adjusted accordingly when the item is returned to its designated warehouse.
Accounting integrations

Production Order Management

For some businesses that both manufacture and wholesale, EMERGE offers a Production Module that helps you monitor the manufacturing process in detail.

  • You can create production templates for product lines that have a solid manufacturing progress. These templates can only be viewed by those you have set access to, ensuring that no sensitive information is exposed.
  • From approved sales orders, you can create production orders if an item is out of stock, this is to keep inventory lean and save up cash in stand-still-stock.
  • The entire production line or production order will be tracked with complete information such as the status of each stage along with a bill of materials and more information about batch or expiration.
  • In EMERGE, you can set up base units of measure and additional units of measure. With this approach to products and materials, managing and tracking becomes easier and more detailed. This also helps in manufacturing when some products require complex formulas.
Accounting integrations

B2B Purchase Platform eCart

EMERGE offers a stable and cost-effective order management solution for wholesale distribution companies called eCart. It is a B2B purchasing platform where you can easily invite your customers to shop at your custom store.

  • Set up price lists for promotional campaigns or individual loyalty customers with fixed prices or discounts or tiered prices for each item or even for variant products.
  • The customer’s order will be synchronized and updated with your sales order in standard flow. You can set approvals for sales orders coming from eCart as well.
  • Customers can download documents such as sales orders, shipments, invoices or track the status of sales orders from their side with ease. This way, you can save time for both customers and salespeople while still ensuring a customized shopping experience for the customer.
  • All customer information about their purchases with your company such as the total value of the orders they have made, their purchases in eCart, credit notes, payments or any debts are all stored in the overview for each customer in EMERGE.
Integrate with eCommerce platforms

Integration

  • For accounting: QuickBooks Online and Xero are integrated into EMERGE. You can seamlessly export important financial data like invoices, payments, and COGS inventory adjustments to your accounting software.
  • For warehouse management: Fully integrated barcode inventory software, allowing you to scan items for inventory updates, order fulfillment, and faster shipping processes.
  • For e-commerce: Shopify, Magento and WooCommerce are supported, allowing you to sync your product catalog and import customer orders directly into EMERGE.
  • For invoices and payments: Airwallex and Stripe integrations allow you to send digital invoices and receive payments easily, accelerating your cash flow. Open APIs are also supported in EMERGE if your customers require alternative payment methods.
  • For shipping and fulfillment: we support integration with ShipStation to manage shipping carriers, print labels, and track deliveries for you.

Order management app in wholesale distribution business nowadays and its challenges

Order management plays a crucial role in the effective functioning of businesses, particularly in wholesale distribution companies. The wholesale distribution landscape has undergone notable changes, bringing about new challenges in the realm of order management.

These challenges are often shaped by factors such as rapid technological advancements, changing customer expectations, and the complexities of global supply chain networks. Integrating seamlessly with e-commerce platforms, managing diverse product portfolios, ensuring real-time visibility into inventory, and optimizing order fulfillment processes are among the contemporary challenges faced by businesses in the dynamic field of order management.

Additionally, the need for data security and compliance with evolving regulations poses ongoing challenges in maintaining the integrity and efficiency of order management solutions.

Consequently, order management solutions need to adjust to these changes to maintain seamless and efficient operations. To identify a suitable one for your company, it is essential to first understand the reasons that make such a solution necessary.

Why does your company need order management software?

Because order management software is a pivotal solution in modern commerce, streamlining the entire order lifecycle for operational excellence. This order management solution ensures precision, speed, and adaptability, automating tasks prone to errors and fortifying your business foundation. With seamless integration into essential systems, it creates a unified platform for informed decision-making, improving internal collaboration and providing a holistic view of your business dynamics.

The software’s adaptability is crucial in navigating market fluctuations, changes in customer behavior, and evolving regulations. Its resilience becomes an invaluable asset for companies striving for sustainability and growth. By centralizing information, fostering communication between departments, and breaking down silos, order purchase software enhances overall productivity, creating a cooperative environment aligned towards common goals.

And EMERGE, a cutting-edge order purchase software designed to elevate your business operations. With its user-friendly interface, EMERGE ensures a seamless experience in managing orders, inventory, and customer relationships. It goes beyond automation, offering adaptability to dynamic business needs and providing real-time insights for informed decision-making. EMERGE is not just a tool for today’s challenges; it’s your strategic partner for future success in the ever-evolving landscape of modern commerce.

Other Order Management Features

Frequently Asked Questions

First User FREE FOREVER! No Credit Card Required

{{ errors.first('companyName') }}
{{ errors.first('email') }}

Or

An activation email has been sent.
If you do not receive in a minute, kindly check your spam box, chat with us at the bottom left chat bubble or email [email protected]