5 Best Sales Order Software for Businesses

Running your business or managing a firm could be empowering and might give you self-actualization. Still, on the other hand, it could be a hassle too. When it comes to the smooth operation of a business, you not only have to care about revenue and cost but also look over stock level and customer experience.

As technology paces up every day, we are blessed with technology that eases our complex business operations. For example, in the era of cloud computing, we have a cloud-based solution for the ordering process, which is in order management software.

Order Management systems help businesses in countless ways. For example, this could be in the form of real-time inventory tracking, online payments, sales order management, purchase orders, and many others.

Now that you are intrigued by the benefits of Sales order software let's look at the five best sales order software on which you can place your bet.

Part A - Buyer Guide

1. What Is Sales Order Software?

When you sell a product or a service, as you do when running a business, it involves documentation. Think exchange of receipts. You generate an order receipt as soon as you receive a purchase order. Then, as you prepare to dispatch the order, you convert the purchase order into a sales order (SO). Your sales order contains details about your inventory, including the products you have in stock, the ones in backorder, etc.

The purchase end of your operations refers to the sales order you generate to prepare bills and create invoices. So, you see, it’s a long but connected process where going off track at a single step can lead to miscalculations and loss. This is where sales order software comes in handy. It automates the process of preparing sales order receipts, allowing you to leverage the power of technology to eliminate errors and delays.

2. What Makes Sales Order Software So Great?

Sales order software offers some unmissable benefits that improve your performance. Consider the following advantages:

Greater accuracy

A sales order tool automates your workflow - from the point of sale to order verification to inventory tracking. This removes manual errors from the process, leading to greater accuracy.

Less paperwork

When you rely on software to record your transactions, including generations of receipts and converting purchase orders to sales orders, you don’t need to do paperwork quite as much. Everything happens on the cloud, viewable for your entire team. There is no need to prepare, print, or send receipts around.

Minimal time investment

When a powerful tool converts your purchase orders to sales orders automatically, you no longer need to re-enter data multiple times. This cuts down on the time you have to spend on the task.

Better customer service

With all the purchase and sales orders as well as client information stored on the database just a click away, your customer service improves by leaps and bounds. You don’t have to search through piles of files to access the required information when customers send inquiries. You just have to go online, do a quick search, and get back to your clients easily. Also, since the software removes errors from sales orders, you can have more satisfied customers.

24/7 Accessibility

Sales order software is available on various platforms and is mostly cloud-based. This enables you to access it from anywhere and at any time.

3. Why Use Sales Order Software?

Sales order software allows you a cost-effective way to manage your orders. It offers you automation, efficiency, and time-saving capabilities - all combined into one tool. This removes chances of loss and also brings down the need to hire additional staff to handle your sales orders. The right software provides you with reliable, wide-ranging functionalities through which you can perform several tasks easily. So, the question no longer is why you should use sales order software. Rather, it is: why shouldn’t you?

4. Key Features of Sales Order Software

The key features of sales order software include:

Order capturing

A sales order software automates the process of taking orders. As soon as a customer places an order, the software captures it while recording the order and customer details in the database for easy verification down the line. This removes errors and delays from your workflow.

Inventory tracking

Sales order software tracks your inventory and checks if you have enough stock to fulfill the orders your clients place. It updates the stock in real-time and reflects it on the unified dashboard, so you are aware when you are running low or out of stock. This also enables you to place your orders to the supplier in time.

Sales order management

When the inventory check is complete, and it is confirmed that you have the product requested in stock, the sales order software proceeds to the next step: confirming the sales order. This includes the generation of the sales order receipt, listing down the order details such as units ordered, price, delivery timeframe, etc. This is sent to the customer as well as other internal departments for order processing.

Billing and invoicing

Once the sales order is confirmed, it is sent to the relevant department such as production or warehouse, depending on your operations. Once the order is prepared, the finance department prepares the billing and creates an invoice.

Shipment Tracking

This is typically the last step of the order fulfillment cycle, and sales order software can help you with it as well. It coordinates shipping and tracks the order until it is delivered to the customer.

5. Downsides of Sales Order Software

In order to provide you with the full picture of sales order software, we are now going to explore some of the potential downsides the tool can come with. These include:

Costs

Sales order software are tools you have to purchase to start using, just like any equipment for, say, your warehouse. There is either a monthly or yearly fee involved, depending on the software and plan you choose. A few tools might offer free-of-cost plans, but chances are, you would need to invest money in order to access advanced features if you want to scale up. The upside is that though they require financial investment, these tools are worth the cost.

Learning Curve

Sales order software comes with a learning curve. You will have to invest time in learning how to use the tool. You will also have to train your team and get them on board before you fully implement them into your business workflow.

Incompatibility

This downside occurs when you choose software too quickly without conducting due diligence. You might pick a tool that does not meet your requirement, is hard to use, or is just too pricey for the features that it offers. The best way to avoid this problem is to thoroughly assess your requirements as well as the tool before investing in it.

The drawbacks of sales order software for businesses that we explored above are all manageable if you proactively counter them. In that case, the benefits of using sales order software far outweigh any potential drawbacks, and we highly recommend that you explore them for your business use.

6. Ease of Use

A lot of businesses avoid sales order software because they think it’s too difficult to learn and too complicated to implement. However, that is simply not true. Sales order software is created with various business needs in mind. They are user-friendly and usually have a clean, visual dashboard. That makes them easy to use, just like other apps you use on your phone.

Furthermore, good sales order software simplifies your internal systems by unifying the various ends of your operations – sales, production, finance, shipping, technical, and more – under one platform. This adds to its ease of use, as it provides convenience to all the departments of your enterprise, reducing paperwork and streamlining the workflow.

7. Integrations

When selecting a sales order software, it is wise to look for native integrations that enhance the tool’s capabilities. We suggest looking for the following integrations:

An eCommerce platform: With a tool that has an eCommerce platform integration, you can easily start conducting business online, facilitating customers while also expanding your clientele and boosting revenue.
A POS system - A point of sale system comes in handy for you when you sell products to clients as it automatically tracks inventory. This directly helps you stay in stock at all times and never turn a customer away when they place an order with you.
Payment platform: Look for online payment channel integrations as this will enable your clients to pay you online. You can simply send sales orders and invoices through email and allow customers to pay you with a single click. You get paid faster while your client’s order gets fulfilled sooner quickly, too; it’s a win-win situation.

8. How to Choose the Best Sales Order Software

There are countless sales order tools available in the market – so many that you might feel confused when you begin searching for a suitable tool. To ease the selection process for you, refer to the following list of features you should look out for:

Advanced automation

Since automating your workflow is one of the biggest reasons to switch to sales order software, go for a tool that offers advanced automation. Make sure the software you select integrates the various touchpoints of the sales order fulfillment process and automates every end of the operation for maximum convenience. Also, find a tool that is intuitive for improved performance.

Customization

Don’t opt for a tool that is too rigid in its design. Instead, look for a flexible sales order software - one that allows you to customize the features, integrate others tools that you need, or rebrand the platform in your brand’s image for a seamless user experience.

Scalability

A scalable tool allows you to scale up or down per your requirement as your business shifts down the line. Your needs might expand or shrink with time, but that should be no reason to discard the tool you have spent so much of your time and money on already. A scalable tool comes in handy because it is flexible enough to accommodate your changing needs, removing the need to switch apps in the future.

9 - What is This Software Not a Good Fit For?

While sales order software has extensive capabilities suited to several ends of your operations, its core functionality centers on the order fulfillment cycle. For this reason, this software is not a good fit for solely handling your customer management or subscription management systems.

While the tool can offer some help in both these regards, if you have critical needs pertaining to client and/or subscription management, we suggest either integrating the required tool to your sales order software or investing in a good CRM and subscription management software entirely.

Also, do not base your selection of a sales order software on whether it has, for instance, a CRM feature or not. Instead, when choosing a tool, look out for the crucial sales order-related features we have mentioned above.

10. How to Get the Most Value from Your Sales Order Software

Search for ways to get the most value from your sales order software. This means that you must explore its capabilities fully, try out the features on offer, and also use the integrated tools to enhance its functionality. Make sure that the software you pick comes with strong automation features and is cloud-based, ensuring ease of use no matter where you are.

11. FAQs

Now you are aware of what sales order software is, you know everything it can do for you and why exactly you need it for your business. You also know the challenges it might pose, how you can deal with them, and get the most value out of it. However, in order to remove any confusions or questions you might still have, we are now going to answer some quick queries potential buyers have about sales order management tools. They are:

What is a sales order management system?

A sales order management system is a type of software that handles your entire order fulfillment cycle. From the time a client places an order, through sales order confirmation, to invoicing and billing, and finally, shipping and delivery, your sales order management system is actively at work. It tracks your orders, verifies stocks, carries out the sales processes while ensuring the workflow remains smooth and your clients receive their orders on time.

Do I need sales order software?

If you have a new business setup with only a few customers, you can get away with not using sales order software. However, as your client base expands and your business grows, you will need sales order software. If you want to avoid manual errors, lags, and backlogs in your orders, it is highly recommended to use sales order software. As this tool automates your work processes, it enables you to deal with large volumes of orders, deal with several suppliers easily, and avoid mistakes that would upset your customers and damage your market reputation.

What does good sales order software do?

A good sales order software provides a fully-automated solution that is also flexible enough for you to customize it per your requirements. Furthermore, it is scalable and supports your growth as a business by empowering you to add or remove features at your convenience.

Part B - Individual Product Overview

Sales order software can add speed, accuracy, and efficiency to your daily operations, leading to improved performance. You can rely on this tool to get more work done in less time while ensuring greater customer satisfaction. When used correctly, you can gain a lot from this tool.

We will now explore our top five list of the best sales order tools. We explain their most useful features, price plans, customer reviews, and more. This detailed analysis will help you make an informed decision when selecting the most suitable software for yourself.

1. ZarMoney

zarmoney

Product Overview

ZarMoney is a cloud-based sales order software for businesses. It allows you to track your orders and transactions remotely. At the same time, it integrates all the touchpoints of your order fulfillment cycle. Also, providing practical solutions to your estimate and quotation, invoicing and billing, and shipping and warehouse management needs.

Features

1099 preparation
Accounts receivable transactions
Accounts payable transactions
Online payment processing
Aging tracking
Approval process control
Bank reconciliation
Billing
Invoicing
Cash management
Check processing
Chart of accounts
Funds transfer
Contact database
Contingency billing
Customer statements
Customizable invoices
Connection with over 9600 banks
Multi-login
Warehouse management
Inventory tracking
Multi-location support
Multi-currency support
Automated taxation
Custom tax order
Journal entries
Profit and loss statements
Alerts and reminders

Top Three Features

The top three features of ZarMoney include:

1. Sales Order

zarmoney features

ZarMoney streamlines your entire sales process through its advanced sales order feature. You can gain complete insights into your customers' orders, allow partial payment of invoices, and track backorders. The tool also enables you to manage prepayments and deposits easily, improving your customers' experience with you.

2. Quick Sales

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ZarMoney offers a Quick Sales feature for cash and carries orders. Simplify your invoicing process by entering the order details on one screen, eliminating the need for a two-step invoicing process. You can receive payment quickly through Quick Sales.

3. Online Payment

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ZarMoney enables you to accept payments online easily with integrations of such widely used payment platforms like PayPal and Stripe. You can also accept prepayments or deposits on your customers’ orders. You can then apply it to future purchase-related invoices easily. Through this feature, you get paid faster as well.

Price Plans

Entrepreneur: $15 / month / 1 user
Small Business: $20 / month / 2 users
Enterprise: $350 / month / 30+ users
Free trial

Pros

The tool is scalable
It has a clean and easy-to-use user interface
It has strong data analysis features.

Cons

The app does not offer a free plan

Integrations

AutoEntry
PayPal
Stripe
Google Calendar
QuickBooks Payment
Braintree
CyberSource
Authorize.Net
Gusto
Mailchimp
Zapier
Shopify

Average Rating from Top 3 Software Directories

ZarMoney’s average rating, according to the top three software directories, stands at 4.73.

Testimonials

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Customer Support Options

Knowledge Base
FAQs/Forum
Phone Support
Email/Help Desk
Chat
24/7 (Live rep)

Support Platforms

Web
Mac
Windows
Linux
Chromebook

Bottomline

ZarMoney leverages the power of AI to modernize your sales order process, so it is more efficient and productive. Since it is cloud-based, you can access it from anywhere no matter what time of the day and perform multiple functions easily. It allows you to manage all your customers’ orders and also track your inventory. Plus, you can send alerts and reminders to clients to ensure top-notch customer service.

zarmoney product

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