Every order delivered and invoiced — without retyping a single one.
Quotes, orders, deliveries and invoices linked end to end — so nothing is typed twice and nothing falls through the cracks.
See the packs| # | Step | Done by |
|---|---|---|
| 01 | CaptureCustomer's PO read from email into a sales order | AI |
| 02 | CheckStock available and customer within credit limit | Rules |
| 03 | ApproveSpecial price below list — approved by sales manager | Your team |
| 04 | DeliverPicking list and delivery order created | Rules |
| 05 | InvoiceInvoice raised from what was actually delivered | Rules |
Where it goes wrong today.
Orders retyped from chats
Customer orders arrive by email and WhatsApp, and someone types each one in.
Promising stock you don't have
Sales confirms an order before checking what is actually available.
Deliveries and invoices that don't match
Customers are invoiced for what was ordered, not what was delivered.
No view of what is open
Nobody can say which orders are waiting, part-delivered or ready to invoice.
Sales Order Management, the way your business runs it.
Quotes to orders
Accepted quotes become orders in one click.
Orders from email and WhatsApp
Customer POs read into sales orders automatically.
Stock and credit checks
Checked before the order is confirmed, not after.
Customer pricing
Price lists and special prices per customer, with approvals below list.
Partial deliveries
Deliver what you have; backorders stay open and tracked.
Invoice from delivery
Invoices match what left the warehouse, every time.
Configured around how you work — and where your process is unusual, we build it.
We run sales order management this way in our own business.
Merchaint runs our own $20M distribution business. We built this workflow because we needed it — and we’ve hit the problems that only show up once real orders, suppliers and customers are involved.
So we won’t ask you for a requirements list. We’ll map how you work, tell you what you need, and keep improving it after go-live as your team finds what it needs next.
Replace it, or automate it.
Sales Order Management as part of a whole new system, or automated on top of the tools you already use.
As part of a full system
Orders reserve stock, trigger deliveries and create invoices in the same system — one trail from quote to cash.
End-to-End Customized Business SystemOn top of what you have
Keep your order system; we read incoming orders from email and WhatsApp so nobody retypes them.
AI AutomationIt doesn't stop here.
Sales Order Management works best connected to the rest of your business.
Common questions.
Can customers keep ordering by WhatsApp?
Yes. Orders can arrive by email or WhatsApp and are read into sales orders for your team to confirm.
What if we can only deliver part of an order?
Deliver what you have and invoice for it. The rest stays on backorder until it ships.
Do different customers get different prices?
Yes. Price lists and special prices per customer, with approval when a price goes below list.
Show us how you run sales order management today.
We’ll show you what it looks like done properly.