Order management software for wholesalers and trade suppliers
Quote to cash, on one screen.
From the first quote to the paid invoice. Every order carries its deposits, deliveries, back orders and supplier purchase orders, so anyone can see where it is up to.
Orderfy is cloud ERP software for Australian wholesalers, distributors and trade suppliers. Its order management runs quotes, sales orders, customer and cost pricing, freight, invoicing and payments, and raises the supplier purchase orders an order needs in one step. It is part of every plan, and invoices sync to Xero.
Built around the order
Open a sales order and you see its quote, its purchase orders, its picks, its deliveries and its invoices.
Margin on every line
Cost, sell and margin are visible while you quote, not after the month has closed.
Xero stays in step
Invoices, payments and contacts sync to Xero, so the books match the counter.
What's in orders
Order Management: 8 features.
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Multichannel order management
Counter sales, phone and email orders, reps on the road, builder projects and orders from your own systems all land in the same place and follow the same steps.
- The counter, the phone and the inbox
- Reps and projects
- Your online store and other systems
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Customer pricing
Trade, builder and retail price lists, tiers with quantity breaks and customer-specific prices. Orderfy applies the right one as the line is entered.
- Price lists
- Pricing tiers
- Quantity breaks
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Cost pricing
Supplier cost, inbound freight, rebates and the cost of the lot you actually shipped. Orderfy carries them through to a true margin on every order.
- Cost by supplier
- Freight in the cost
- Cost by lot
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Sales quotes
Price from your own lists, see the margin, send a branded quote and turn it into an order the moment the customer says yes.
- Fast to build
- Your branding
- Revisions kept
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Sales orders
Deposits, part payments, part deliveries and back orders, followed line by line, so the question "where is my order?" has one answer.
- Deposits and part payments
- Part deliveries
- Back orders
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Freight & charges
Charge freight on the quote, record what the delivery really cost and choose what is passed on, so freight stops quietly eating your margin.
- Freight on quotes and orders
- Delivery methods
- What freight really cost
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Invoicing & payments
Invoice the order, take the payment and let Xero keep up. Proof of delivery travels with the invoice, so there is less to argue about.
- Invoice in full or in part
- Payments against the order
- Credit notes
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Customer returns & RMAs
Authorise the return, bring the stock back in against the original order and raise the credit, with your fees and rules applied the same way every time.
- Return authorisations
- Your return rules
- Checkpoints
Which plans include order management?
Every plan. Quotes, sales orders, purchasing, invoices and Xero are the Core module, which is part of Core, Pro and Max.
How many orders can we process?
Core allows 500 sales orders a month and Pro 1,500. Max is unlimited within fair use.
Does Orderfy work with Xero?
Yes. Xero is built in on every plan: invoices, payments and contacts sync automatically.
Keep exploring
The rest of Orderfy.
Orders that fits the trade.
Talk to us about how you work today, and see Orderfy set up for it.