Order review, inventory check & credit control — every order stays in control
Standardize the entire flow from order entry to confirmation: automatically check inventory availability and customer credit limits, pull in price and discount automatically, keep every order change fully traceable, and convert orders to production or shipment in one click — with deep integration across production, inventory and finance.
Sales order list, inventory & credit checks and order status at a glance
End-to-end coverage of the sales order journey, from review to conversion
A review flow is triggered automatically once an order is entered, cross-checking contract terms, price, delivery date and margin; the order can only be confirmed and locked after it passes.
Each order is checked against real-time available inventory, net of in-transit and already-allocated quantities; an alert fires automatically when availability is short, preventing oversold orders.
Set a credit limit and payment terms per customer; before confirmation the system checks the remaining available limit, raising an alert and routing for approval when exceeded — holding the line on bad debt.
Selling price and discount are pulled in automatically by customer tier and pricing policy — no manual price look-ups or calculations, with a single, consistent and error-free pricing basis.
Order delivery dates stay in real-time sync with production planning and procurement stocking; convert to a production work order in one click, with visible delivery dates, controlled kitting and on-time fulfillment.
Any change to amount, quantity, delivery date or price is fully tracked, recording who changed it and the before-and-after values for full audit traceability; critical changes can trigger a second-level approval.
Flexibly adapts to different business models
High-value orders go through multi-level review plus credit-limit checks, with price and delivery date scrutinized at every gate — big deals stay in control with no nasty surprises.
A single order is split by line item into batches and shipped in stages; the system tracks shipped and outstanding quantities so delivery progress is clear at a glance.
Distributors, direct sales and key accounts run on different pricing and credit schemes; price and limit are applied automatically by customer tier, keeping channel orders standardized and consistent.
A closed loop from order entry to conversion for production and shipment
Pick the customer and products to create the order → price and discount are pulled in automatically → enter quantity and delivery date
Trigger order review → automatically validate inventory availability and the customer's credit limit
Confirm the order once it passes review → lock inventory and price → with every change fully tracked
Convert to a production work order or shipment note in one click → fulfill in sync with production, inventory and finance
Questions you may have
Yes. As an order is entered, the system automatically checks each product's available inventory and the customer's remaining credit limit. If availability is insufficient or the credit limit is exceeded, it raises an instant alert and blocks confirmation, preventing overselling and bad-debt risk.
Yes. A single order can be split by line item into multiple batches for partial shipment. The system tracks the shipped quantity and remaining balance of each batch and stays in real-time sync with the shipment and inventory modules, so delivery progress is always clear at a glance.
Yes. Any change to an order's amount, quantity, delivery date or price is fully tracked, recording who made the change, when it was made and the before-and-after values. The trail is auditable, and critical changes can be configured to trigger a second-level approval.
Yes. Once an order is confirmed, it can be converted into a production work order or shipment note in one click, with product, quantity and delivery date carried over automatically. Deep integration with production planning and inventory connects the full flow from order to scheduling, stocking and shipment.
Dedicated 1-on-1 consultant service — see Sales Orders and the full domestic sales flow in action