OMS
Every order, invoice and customer in one place
From the moment an order arrives, by rep, portal, email or a photo on WhatsApp, to the day it's paid. No retyping, no spreadsheets on the side.
Five things OMS does best
Turn any order message into a sales order
Jerry reads orders sent as photos, PDFs, emails or WhatsApp messages, matches each line to your products, units and prices, and creates a draft sales order for your team to check.
Know moreAll your orders, in one inbox
Orders from reps, the customer portal, WhatsApp, email and phone land in one inbox. Filter by status, channel or customer and act without switching tools.
Know moreBuild any order in under a minute
Create standard, partial and special orders with the customer's pricing, stock and tax applied as you type.
Know moreRepeat last week's order in one click
Copy any past order into a new one, adjust it and confirm. Ideal for customers who order the same things every week.
Know moreQuotes that turn into orders, not follow-ups
Create, send and track quotes for each customer. When the customer says yes, convert the quote to an order in one click.
Know moreWhat Jerry does in OMS
Automation
- Turn any order message into a sales orderDocument to sales order
- Payments chased without anyone chasingPayment reminders
- Statements out on time, every monthStatements and invoice distribution
- Turn what Jerry finds into tasksTask creation
- Only the odd orders need a humanApprovals and exceptions
- Reports written for youAuto-generated summaries
Insights
- Ask your business a question, get an answerAsk your data
- See how much cash is stuck, and with whomLate payers and blocked cash
- Know why a rep is behind, not just that they areRep performance analysis
- Hear about the unusual before it costs youAnomaly alerts
- Your weekly management pack, built for youManagement reports (MIS)
Everything in OMS
All 46 features, grouped by category. Each one opens its own page.
Sales · 16
- Unified order inbox
- Sales order creation
- Clone order
- Quote management
- Order approval workflows
- Stock check on every order
- Pallet and cart sizing
- Order confirmation
- Customer records and groups
- Inactive customer alerts
- Customer-specific pricing
- Promotions and offer schemes
- Returns management
- Document to sales order
- Approvals and exceptions
- Customer support on WhatsApp
Inventory · 7
Finance · 9
Reporting · 10
Admin · 1
Add the apps your team needs
Every product shares the same orders, stock and customers, so nothing is typed twice.
