Sales order management is the name for the process of handling a customers order from start to finish. This includes the creation of the order, tracking the order and delivering the order. The sales order process is a company wide process. It involves many different departments. However, our sales order management application helps that process run smoothly. For sales reps, customers and all departments with the organisation.
What Is Sales Order Management?
1 June 2025
There are four main steps in the sales order management process. These are Quoting, Financial Transaction, Order Picking and Logistics. The sales order management process starts at the quoting step. This is where a price for the order is given to the customers from the reps. The financial transaction step is where the order is placed, and the payment is processed. This could be payment on order, or an invoice is set up for a later date.
The next step is the order picking. This is where the warehouse staff members will select the items for the order that need to be delivered. Finally, you will have the logistics step. This is where the delivery of the order to the customer is managed. Every step of the process, your sales reps will be able to use our sales order management app to report on the progress of the order to the customer.
The sales order software will help track purchase orders and automate tasks. This helps to eliminate the risk of human error. Our order management software will then track orders and automate all order management tasks.
Want to see how our sales order management tools could work for your organisation? Contact our team now.