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Sales Order Management Feature | Cloudfy

  • Quote Workflows
  • Integrated | Phone Ordering
  • Customer Service Ordering
  • Back orders and Pre-Orders
  • Excel Purchase Orders | Order Management
  • Subscription Ordering | Reordering tools
Sales Order Management

Sales Order Management for your B2B Ecommerce Store

Cloudfy streamlines the order management processes including the sales forecast, invoice, excel purchase orders, and more. This allows businesses to integrate the entire sales and purchasing process into one system.

Sales Order Management management system

Feature Spotlight

Quote Workflows

If your products are bespoke, your shipping is complex or your prices aren’t stored in your ERP, Cloudfy gives you the ability to collect your customer’s request online, calculate your pricing and push that number back to your client’s shopping cart, along with an automated notice.

Read more about Quote Workflows

Benefits of Sales Order Management Feature

Sales Order Management streamlines the entire order processing workflow, from order creation to fulfillment. This efficiency leads to quicker order fulfillment and happier customers.

Automation in Sales Order Management minimizes manual data entry, reducing the risk of errors that could lead to incorrect shipments, billing discrepancies, or customer dissatisfaction.

Effective Sales Order Management allows businesses to track inventory levels in real-time. This prevents overstocking or stockouts, optimizing inventory turnover and reducing carrying costs. Read More

Timely order processing, accurate shipments, and transparency in order tracking contribute to improved customer satisfaction. Satisfied customers are more likely to become repeat buyers and brand advocates.

Sales Order Management systems offer customers and employees real-time visibility into the status of orders. This reduces customer inquiries and enhances communication throughout the order lifecycle.

A well-integrated Sales Order Management system can provide recommendations for complementary products or upgrades, increasing the chances of cross-selling and upselling.

Sales Order Management systems generate data on order patterns, trends, and customer behavior. Analyzing this data helps businesses make informed decisions about pricing, inventory, and marketing strategies.

Different departments, including sales, finance, and inventory management, can access centralized order information, leading to improved inter-departmental communication and collaboration.

order management system ecommerce
order management system in ecommerce

Sales Order Management features automate repetitive tasks such as order entry, invoicing, and shipping notifications. This frees up employee time for more strategic activities.

Efficient order processing reduces the time it takes for customers to receive their orders. This can be a competitive advantage, especially in industries where quick delivery is important.

Sales Order Management ensures that orders are processed in compliance with company policies and regulatory requirements. It also generates accurate documentation for auditing purposes.

A sophisticated Sales Order Management system can accommodate various order types, customer-specific pricing, and personalized order configurations, enhancing the customer experience.

Historical order data helps in demand forecasting, enabling businesses to adjust their production and inventory strategies to meet future customer demand effectively.

Sales Order Management systems can integrate with other business software like Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), and shipping platforms for seamless data flow.

As businesses grow, Sales Order Management systems can handle higher order volumes without compromising efficiency or accuracy.

Sales Order Management

Excel Purchase Orders

With your Cloudfy B2B ecommerce platform, clients can effortlessly submit their purchase orders in Excel format either through uploads or email submissions, streamlining the ordering process for increased efficiency and convenience.

Integrated Ordering

Cloudfy offers integrated ordering solutions tailored to each customer's specific integration and extension needs, such as AS2 EDI, cXML, API, FTP, Punchout, and more. It can enhance your transaction processes in various ways based on which integration you opt for.

Subscription Ordering tools

Subscription ordering is easier than ever to implement in your Cloudfy webstore. Your B2B ecommerce business can benefit from the efficiency of this out-of-the-box feature to offer recurring orders for items ranging from magazines to grocery products to prescriptions.

Order Management

Your customers will be able to review their order activity on login, making it easy to print off invoices and orders or view order status. Additionally, customer orders are visible from the CMS and the power management system allows you to quickly see customer order history, order patterns and send targeted newsletters and promotional emails based on this data.

Phone Ordering

With Cloudfy you can easily place orders against a customer account with our telephone ordering functionality which is managed through the Admin CMS. This enables you to add/remove products, select customers, take credit card payments, place in the customer’s cart, or allow payment on account.

Reordering tools

Cloudfy, offers a variety of easy reordering tools designed specifically for wholesalers and manufacturers to offer your clients the best and easiest possible purchasing experience for high-volume, repeat PO submissions. These tools also make processing orders easier for your back-office team so you can automate, simplify and save.

Customer Service Ordering

Help your customer service team provide impeccable support for your users through the Cloudfy Customer Service Center module. Customer service teams can help customers place orders, select the right items, view products, and look at customers’ previous order history, order patterns, as well as review items they have looked at.

Back orders and Pre-Orders

Cloudfy lets you enable backorders and pre-orders for specific products or customers, set time limits for order availability, and combine rules as needed. You can also fix a certain calendar window during which these orders are available, and automatically shutdown the functionality after the expiration date.


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