Order Manager is BizfinityPro’s order processing and inventory management engine, offering advanced sales order processing, purchase order processing and inventory management for offline and online orders.

Features Include:

• Incomplete Carts – keep track of what customers are not buying, as well as what they order from you – build a picture of what visitors put in their shopping carts but don’t check out; use the information to analyze shopping behavior and analyze response to marketing campaigns.
• Incomplete Checkouts – additionally, track the items that visitors are selecting for checkout, but never completing the checkout process
• Unapproved Checkouts – captures information for all checkouts which failed credit card authorization, allowing you to contact the customer to suggest an alternative payment method.
• Completed Checkouts – view a list of all online sales, containing full order information (see Sales Orders below)
• Sales Orders – enter and manage orders (which can also be based on earlier Inquiries or Estimates generated in Sales Manager, or pulled automatically from e-commerce) including quantities and discounts, expected shipping date, salesperson; automatic addressing with manual override; automatic tax and shipping calculation; keep online orders separate, or process all e-commerce and offline orders from a consolidated list.
• Sales Shipments – comprehensive coverage of full or partial shipments with Packing Lists and real-time inventory integration.
• Sales Returns – issue Returns Authorizations (RMAs) to customers, track incoming returns and returns to vendor; issue refunds (including refunds to credit cards or printed checks).
• Package Management – Order Manager calculates the optimal package size and contents (based on dimensions) for each package; the final price quoted to each customer includes a package padding factor + handle fee or markup % at line item or order level; package pricing is based on UPS integration or fixed by quantity, weight, dimension; support is included for UPS EPL mailing label printing.
• Cancellations – fully or partially cancel any inquiry, estimate, unpaid checkout, sales order, purchase requisition, purchase estimate or purchase order; Order Manager releases allocated inventory for any unshipped or uninvoiced item.
• Real-time Inventory – Order Manager tracks a wide range of real-time inventory quantities including Available, Committed, On Order (not shipped), On Order (not received), Shipped but not invoiced, received but not invoiced, outstanding Estimates, and others; track receipts and returns with a single set of inventory across online and offline sales; automatic Balance Sheet update on inventory movement.
• Barcode – support is provided a wide range of barcode formats** for model codes and serial numbers a wide range of barcode formats to track items at the moment of assembly, shipping and receipt.
• Credit Management* – alerts users to sales not paid, customers over credit limit, accounts past due, on hold or in litigation; settings determine whether the system should ignore overlimit accounts, warn the user, or prevent completion of a transaction.
• Back-to-Back Purchasing – automatically build Purchase Orders for out-of-stock items on any sales order.
• Drop Ship – for direct shipment to customers at one or more shipment addresses per sales order, with support for multiple warehouses to determine the point of packing.
• Fulfillment House support builds an export file of all items to ship by your third party warehousing or fulfillment provider – with automatic inventory update where appropriate.
• Batch Processing so that you can, for example, rapidly find all the orders ready to ship, and print Packing Lists for them all in a single stroke.
• Purchase Requisitions – generate internal requisitions requiring approval before issue as Purchase Orders
• Purchase Estimates – record estimates or quotations from vendors for future reference or transfer to Purchase Orders.
• Purchase Orders – create Purchase Orders to replenish stock or back-to-back against specific Sales Orders; build Purchase Orders based on default purchasing criteria (cheapest, fastest, preferred) compared against vendor data stored with each item: cost price, lead time, status.
• Purchase Goods Received – book Items into stock as they arrive; reconcile automatically with Purchase Orders
• Purchase Returns – record Returns to vendors and track status until a suitable replacement or credit is received
• Inventory Adjustments – update inventory levels following physical stock checks or manual goods shipments or receipts; automatic Balance Sheet* update on inventory adjustment (with Accounting Manager Pro)
• Negative Inventory – support for negative inventory (by Preference) in all sales and purchase transactions
• Reports – An extensive range of intelligent and clear reporting features in Order Manager help you analyze orders and inventory; all reports are available in HTML and Excel versions.