Products & solutions Inventory & ERP

Sales Order & Delivery

Keep the customer promise moving from order to delivery.

Bring customer requirements, order progress and dispatch conversations together. Give sales and operations a shared view of what has been requested and what still needs to be delivered.

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Inventory & ERP solution illustration
Sales Order & DeliveryPeople, process and next actions.
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Sales Order & Delivery,
explained.

For wholesalers and distributors, a sale continues after the order is accepted. Shared order information helps teams coordinate stock, shipments and customer updates.

01

Customer order context

Keep product requirements and delivery notes connected to the customer so operations can understand the agreement.

02

Commercial handover

Review quantities, agreed terms and exceptions before passing work from sales to fulfillment.

03

Order and shipment visibility

The connected CRM and ERP workflow can bring sales orders, stock, shipments and invoices into one operational view; integration scope is agreed during setup.

04

Customer follow-through

Track questions and delivery conversations against the relationship. Use the outcome to prepare for repeat orders and ongoing account service.

From first action to follow-through

How it works, step by step.

  1. Confirm

    Review the requested products, quantities and delivery expectations with the customer.

  2. Coordinate

    Check availability and assign the operational steps required to fulfill the order.

  3. Dispatch

    Record shipment progress and any change that affects the promised delivery.

  4. Follow up

    Confirm the customer outcome and organize outstanding questions or repeat requirements.

Illustrative use case

A wholesaler handling a split requirement

A customer needs part of an order urgently and the rest later. Sales and operations agree on the handover before dispatch, with the remaining requirement visible for the next customer update.

Sales Order & DeliveryA shared process. A visible next step.
01Confirm
02Coordinate
03Dispatch
04Follow up
Make the demo relevant to your team

Start with your real workflow.

Bring an example order, invoice and dispatch document. Walk through partial delivery, changes and cancellations during discovery so the proposed workflow reflects your real exceptions.

Discuss your requirements
Your questions, answered

Before you get started.

Practical details to help you plan the right setup for your team.

Can this connect to an existing ERP?

The wholesaler solution describes ERP integration. Confirm the supported system, information to synchronize and responsibility for updates as part of the project scope.

How does this help salespeople?

It gives the team delivery context when a customer asks for an update, reducing the need to reconstruct order progress through internal messages.

What about returns or partial shipments?

Include these scenarios in the implementation walkthrough. Agree on statuses and ownership before adopting the workflow.