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Order Management

Streamline Your Order-to-Cash Process

From order entry to delivery, manage your entire order lifecycle with multi-channel support, CRM, and seamless QuickBooks integration.

60%
Faster Processing
90%
On-Time Delivery
Zero
Double Entry
Multi
Channel Support

Order Management Features

Complete order lifecycle management from entry to delivery.

Sales Order Processing

Create, edit, and manage sales orders with real-time inventory allocation and profitability analysis.

Purchase Orders & Need Lists

Generate purchase orders from demand forecasts and need lists. Track PO lines and link to inbound shipments.

Multi-Channel Orders

Import orders from Shopify, eBay, and Shein into a single unified workflow with e-commerce pick slips.

Order Merging

Merge multiple orders for the same customer with preview and validation before execution.

ShipStation Integration

Sync orders and inventory with ShipStation for shipping labels, carrier rate shopping, and tracking.

CRM & Customer Management

Manage contacts, companies, and leads with QuickBooks customer sync and sales rep assignment.

Unified Order Workflow

All your orders in one place, automatically synced with QuickBooks.

1

Order Entry

Manual, import, or e-commerce

2

Validation

Inventory check

3

Allocation

Reserve inventory

4

Fulfillment

Pick, pack, ship

5

Invoice

Auto-sync to QB

Complete Order Capabilities

Everything you need to manage orders at scale.

Sales order creation and management
Real-time inventory allocation
Order merging with preview
Profitability analysis per order
Margin exception reporting
Below-cost approval workflow
Multi-channel order import (Shopify, eBay, Shein)
E-commerce pick slip generation
ShipStation order and inventory sync
Purchase order management
Demand forecasting and need lists
Inbound shipment tracking
CRM with contacts, companies, and leads
QuickBooks customer sync
Sales order fulfillment workflow
Order status tracking
Order history and analytics
Vendor contact management
Price list management

E-Commerce Integrations

Import orders from your sales channels automatically.

Shopify
eBay
Shein
ShipStation

Ready to Streamline Your Orders?

See how InfoSight can automate your order management with a personalized demo.