Order Management

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Track orders from start to finish with one solution

Track customer orders and fulfillment workflow by using our simple and easy-to-use Order Management application template. Pre-built reports make it easy to report on your best selling products, VIP customers and much more. As with all our application templates, this one is easily customized to meet your exact needs.

Three Big Wows:

1 Easy, Accurate Order Forms

This application template comes complete with several pre-built forms for fast and accurate order entry. Customize them however you like with drag-and-drop ease.

2 Link Orders with Customers

Connect your Order Management application with our Lightweight CRM application and you can instantly link orders with customers, giving you powerful insight into what your best customers like to buy most.

3 Powerful Reporting

Uncover key insights using this pre-built application using reports for everything from best-selling products to a report on the average number of days it takes to fulfill orders each month.

EXPLORE THIS APP...

1. Click the button that says "Add Order"

You'll link the new order to a contact. Once you click save, click the "Add Line Item" button at the bottom to select products and quantities.

2. Change the status of an order to "Completed"

Then note that "Days to Completion" automatically calculates! Build a column chart to show average Days to Completion by month.

3. Open a product to see its sales history

Each product is tracked by its dollar sales and its volume sales

Getting Started

Installing or building your own Order Management application is fast and easy, requiring zero technical knowledge. To learn how, visit our Getting Started pages or simply sign up for a free trial.