Order Entry (OE)

End-to-End Sales Order Management

Generate quotes, convert them to orders, and seamlessly issue invoices—while maintaining full visibility over every stage of the order lifecycle. OE supports standard and standing orders, forward orders, and back orders to help you realise potential sales, maximise repeat business, and retain customer loyalty.

Flexible Fulfilment Strategies

Accredo OE gives you complete control over how and when back orders are fulfilled. Choose whether to dispatch as soon as each item becomes available or wait until entire orders or quantities can ship together. You can prioritise fulfilment based on customer status, order value, age, or size. Run stock queries to manage fulfilment when supply is limited, or enable automatic fulfilment when sufficient stock is available for all customers.

Accurate Documentation and Branding

Create the documents you need—order confirmations, packing slips, address labels—tailored to your workflows and branding requirements. The OE module ensures everything is generated quickly, consistently, and ready to move stock efficiently out the door.

Customer-Centric Sales Tools

Built-in customer pricing and discount rules ensure orders reflect the correct terms without manual adjustments. Sales reps can view full customer history at the time of entry, enabling more informed service and smarter upselling or cross-selling opportunities.

Inventory Integration and Visibility

OE integrates tightly with Inventory Control (IC) to check real-time stock availability and supports kitsets for bundled product offerings. It also connects to Accounts Receivable (AR) to monitor credit limits and account status during order entry, protecting your revenue and streamlining financial checks.

Monitor Missed Sales and Improve Service

Track unfulfilled or short-supplied items, giving you insight into where customer demand exceeded supply. This helps you make better stocking decisions, recover lost sales, and improve long-term customer satisfaction.

Automation and Operational Control

Configure workflows with order approval rules, batch processing, and automated document generation. These features streamline operations, reduce errors, and give your team the tools they need to handle complex sales scenarios with ease.