UnitePro Order management module allows you to manage order lifecycle from order placement until post-sales. It facilitates flexible order entry, dynamic pricing control, manage inventory and management of complex or bulk orders easily from anywhere at any time.

Order Management

Features of
Order Management

Order Creation

  • Admin Panel – Back-end users based on role permissions.
  • Mobile App – Salespersons or customers can punch orders independently.

Users with defined roles can start creating orders. This feature empowers field teams and customers to place orders without delays.

Order Creation

Picklist Management

  • Create Smart Picklists by combining multiple orders into a single list to reduce back-and-forth and speed up dispatch.
  • Split orders into partial picklists to manage large or urgent orders by stages, zones, or dispatch priority.

Make warehouse operations simpler with an intelligent picklist system.

Picklist Management

Order Status Lifecycle

This feature tracks the entire order journey. It shows the current order status, such as Draft, PI Sent, Confirmed, and Dispatched. Status changes are based on operational progress, ensuring transparency and traceability.

Order Status Lifecycle

Performa Invoice Generation

Generate a draft invoice with one click and email it automatically to customers directly from the system.

Performa Invoice Generation

See how Unite Pro can work for your business.

Product-Wise Remarks

Add short, specific remarks against any product in a B2B order. It is perfect for adding notes like batch codes, delivery preferences, or custom instructions without disrupting your PDF formats.

Product-Wise Remarks

Last Price Visibility

UnitePro displays both the standard product price and the last invoiced price for that customer. You can see details like customer, date, and quantity.

Last Price Visibility

Item-Wise Discounts

Apply item-specific discounts (fixed amount or percentage) while creating the order. The ERP automatically syncs this with your accounting software and reduces the load of manual entry and margin errors.

Item-Wise Discounts
FAQ

Frequently Asked
Questions

What is the difference between ERP and OMS?

An OMS, or order management system is a part of ERP to sync order routing and data through all sales channels. ERP is a broader system that handles different business functions, like sales, inventory, HR, accounting, and more.

What is order management in ERP?

Order management in ERP revolves around an order's lifecycle, from when it’s placed to delivery. It helps manage returns and prevents stockouts.

What challenges does order management resolve?

Order management resolves issues of stockouts, inaccurate shipments, excess shipping expenses, and mismanagement of returns.

What is the difference between ERP and OMS?

An OMS, or order management system is a part of ERP to sync order routing and data through all sales channels. ERP is a broader system that handles different business functions, like sales, inventory, HR, accounting, and more.

What is order management in ERP?

Order management in ERP revolves around an order's lifecycle, from when it’s placed to delivery. It helps manage returns and prevents stockouts.

What challenges does order management resolve?

Order management resolves issues of stockouts, inaccurate shipments, excess shipping expenses, and mismanagement of returns.