Order Management software

Updated: July 31, 2023

Order management software is a crucial tool for businesses to efficiently handle and process customer orders throughout the entire order lifecycle. This software streamlines order entry, tracking, and fulfillment, providing a centralized platform for managing sales orders, purchase orders, and inventory levels. It enables businesses to automate order processing, reducing manual errors and speeding up order fulfillment, leading to improved customer satisfaction. Order management software often integrates with other business systems like inventory management, customer relationship management (CRM), and accounting, creating a seamless workflow for sales and operations teams. With real-time visibility into order status and inventory levels, businesses can optimize their supply chain, ensure on-time deliveries, and make data-driven decisions to enhance overall order processing efficiency and business performance.

See also: Top 10 Online Accounting software

2019. Salesforce added order management to its CRM software


Salesforce has introduced Lightning Order Management, an integration layer that enables seamless order management across sales, service, and marketing systems. The Salesforce solution comprises several key components. Firstly, there is order life cycle management, which is referred to as the brains of the operation by Ball. Customers can begin by creating visual order workflows, and they have the flexibility to switch between systems using an App Picker. The information is seamlessly shared between Commerce Cloud and Service Cloud, ensuring a smooth transition for customers as they move from sales to service. This integration facilitates the processing of customer inquiries regarding orders, including returns.


2018. Zoho CRM enables to convert website live-chats to phone conversations



Zoho has introduced significant updates to its integrated customer experience platform, Zoho CRM Plus. The latest version not only allows customers to engage with businesses through their preferred channels but also enables seamless channel switching for internal teams. Sales representatives can effortlessly transition from website live chats to phone conversations, support agents can handle calls directly from their ticket interface, and marketers can convert social media interactions into tickets for expedited issue resolution. With the new ASAP plug-in for Desk, customers gain access to quick answers from the company's knowledge base, the ability to create support tickets, and the convenience of chatting with support agents directly on the company website or mobile app. The introduction of Blueprint empowers businesses to build and automate processes that span sales, marketing, and support teams. For instance, a sales order Blueprint can involve both sales and support teams, automatically creating a ticket in Desk when a sales order is approved in CRM, and updating the sales order status to "Delivered" in CRM upon completion of the delivery process in Desk.


2018. Shopify now allows to fulfill orders directly from your phone



The Shopify app for iOS and Android has introduced a new feature that enables users to purchase and print shipping labels directly from their mobile devices. With this functionality, you have the convenience of creating and printing labels instantly or saving them for future printing. Additionally, you can efficiently manage your entire shipping workflow from the convenience of your palm. The app provides full access to all the features available in Shopify Shipping, including access to discounted rates with supported carriers such as UPS, DHL Express, USPS, and Canada Post, all within the Shopify app itself. This update empowers you to handle your shipping needs seamlessly and efficiently while on the go.