Easily Manage and Optimize Your Sale Prices

The Dynamic Inventory team has developed a user friendly Sales Order Management system that will help streamline your Sales and Order Fulfillment processes.

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At Dynamic Inventory, we understand that accuracy and efficiency play a pivotal role in an organization’s daily sales operations. The Dynamic Inventory team has developed a user friendly Sales Order Management system that will help streamline your Sales and Order Fulfillment processes. Our Sales Order Management system was designed to help companies spend less time entering sales orders and more time generating new sales. Sales orders are created by customer service representatives to track customer purchases. The sales process is typically the first experience a customer has with your organization, and first impressions count. The time and place where this transaction occurs is referred to as the Point of Sale or POS for short. The approved sales order initiates a fulfillment workflow that moves through picking, packing, and often shipping the products. Payment for the sale is either collected upfront or immediately after fulfilling the order. The document used to track the financial responsibility of the customer to the organization is called an Invoice. It’s important to understand this workflow before setting up your sales order management system, so that orders efficiently move from Open to Complete. Dynamic Inventory is a powerful, user-friendly inventory control software solution designed specifically with small to mid-size companies in mind. Our Sales Order Management system is cost-effective and solves many common problems that only expensive enterprise-level solutions have solved in the past.

What Is A Sales Order?

A sales order can be defined as a record that tracks the sale of products from an organization to a customer at an agreed upon price. There are several documents used in conjunction with tracking this record including: Sales Order, Pick List, and Sales Invoice.

1. Sales Order

The order document that details products, prices, discounts, credits and quantities requested from a single customer. Often a sales quote is created before a customer is ready for a more official sales order. You are able to print, or email these documents within Dynamic Inventory.

2. Pick List

A document that displays an organized list of items ready to be picked from specific locations within the organization based on the requested sales order. If the customer requests the organization ship these items a packing slip will be generated after the items are picked and placed into boxes. You are able to print, or email these documents within Dynamic Inventory.

3. Sales Invoice

A financial document that indicates what the organization has sold to the customer with details on products, prices, discounts, credits, and quantities. A receipt may be requested from the customer once payments are made against the invoice. You are able to print, or email these documents within Dynamic Inventory.

What is a Sales Order Management System?

An Order Management System (OMS) is a tool that helps control the process between a customer placing an order and the product going out for delivery. It tracks sales, stock and fulfilment as well as ensures all processes and people in-between are kept informed and up-to-date.

The idea of an Order Management System hasn’t changed in a long time. In this demanding, digital world there is a big difference between a good system and a system that isn’t suitable for growth.

Working closely with stockists and distributors over the last 40 years, our Account Managers at OGL often come across companies using manual systems that take up the precious time of their staff members.

Companies who juggle separate spreadsheets, multiple software products or outdated legacy systems often find they become heavily dependent on staff members not making errors, which becomes a headache for both employees and customers. Businesses find it difficult to grow because of the expense of hiring new staff members to take care of the extra admin workload that becomes a product of an increase in orders.


What is a Sales Order Management System?

It’s important to think of the future when investing in order management software and you need to be sure it’s scalable and will continue to be relevant and up-to-date in future years.

A good OMS needs to do the following essential tasks:
  • Accept an order regardless of channel origin
  • Handle offline sales for a quick quote to order process
  • Organise orders for the warehouse picking team and delivery team
  • Update stock levels across all systems including your online sales channels
  • Track the order process for customers and employees
  • Handle complex pricing structures so all channels and/or customers can receive unique pricing
  • Communicate with sales and company reporting tools to offer stock and sales forecasts
  • Integrate with all other business processes such as accounts, payments, purchase orders and invoicing

Managing customer expectations

Consumer shopping behaviours are changing, and this is largely down to online shopping and the eCommerce giant, Amazon. Customers now expect the same experience as they would buying products at home and there has now become a blur between the B2B and B2C order process.

Amazon has changed the game for wholesalers, distributors and industry leaders to become more responsive.

Customers expect a seamless order journey no matter how they have bought from you. In-store, over the phone, on your website or through your Amazon reseller account, they want you to provide them with a real-time quick, easy and stress-free sales order process. To cover the basics, you need to consider:

  • Communicating regular updates of the order’s journey
  • Quick turnaround and delivery times
  • Quality products at competitive prices
  • Easy to access, friendly customer service
  • Simple returns process

Customers don’t want to wait for information and they certainly don’t want to wait for their products as this could persuade them to look elsewhere for similar products with a better service.

In its fifth annual retail report, SPS Commerce revealed that faster shipping was the fifth biggest factor impacting consumers buying decisions. This means only one thing; distributors, wholesalers, stockists and retailers need to cut the time it takes from when the customer places an order to when they receive it in their hands.

Sales Order Management Systems make multi-channel selling a breeze


The advantages of multi-channel selling are clear, but this has forced companies to implement better, more flexible fully integrated software systems to manage the cross-channel inventory, the increase in order fulfilment plus the need for a quicker turn-around.

The Retail Systems Research Survey showed that legacy systems are a top factor hindering multi-channel execution, with 29% of companies naming legacy systems as their obstacle. Managing stock and processing sales orders through spreadsheets or outdated software solutions is likely to result in stock and order misplacement, which ultimately could harm your company’s reputation.

If your customers experience bad customer service, it gives them reasons to look and shop elsewhere. Manually organising your processes ultimately leads to errors and isn’t scalable for future growth.

The right ERP solution

As your business grows and you take advantage of multi-channel selling, your growth and success could be hindered if the backbone of your business isn’t prepared and suitable for the growth. Investing in the right ERP solution gives you the ability to take control of your business and seamlessly manage customer orders and stock inventory, whilst easily managing your customers’ expectations.

A complete ERP solution will give you one centralised system to manage every area of your business, removing the stress and inefficiency of manual, time-consuming processes. Sales order management and stock control are two of the key areas of your business, but coupled with warehouse management, CRM, and your accounts & invoicing, the right solution can support your business to drive it to the next level.


Automating processes and going digital

Keeping on top of demand and the increase in selling channels by automating processes that once were manual, could change the way you run your business. Don’t let your outdated processes hinder growth and embrace the technology created to make your life easier.

A digital, complete ERP solution will revolutionise your business and you’ll never look back. Not only can the order process, from any channel, be automated but so can the warehouse picking lists, the delivery notes, the regular customer communications and the stock levels.

A digital system can also mean taking advantage of other digital solutions to maximise efficiency and increase profits. Giving your sales reps the ability to place orders immediately when out on-site could increase sales opportunities. Reps can be kept informed with stock levels and pricing structures to allow for better sales negotiations.

Plus, you don’t have to worry about government changes to privacy procedures or making tax digital for example. Your business is always in the 21st century and never hindered by the inability to grow.

When considering your business software solution remember that scalability is key to longevity and having a stable core for your company will give you the best foundations for success.

Embrace OGL's Sales Order Management System to future-proof your business

Don’t let legacy, outdated, disparate systems hold you back from your full potential. Managing orders can be hassle-free with an effective ERP system that will help you maintain everything from order processing to purchasing, stock control, accounts and all your sales channel management from one central system.

Embracing OGL Software will inevitably improve efficiencies to help you buy better and sell smarter to deliver optimum performance.

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Additional Features Of Interest

Dynamic Inventory barcode scanning software is a must-have for modern inventory management operations, and here are the reasons why:


Generate Quotes Before The Sale

Setup a quote, and work through the negotiations with your customers before creating a full-blown order. Easily autofill the information from the quote when your customer is ready to pull the trigger.

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