How an Orders Management Portal Can Improve Your Sales and Customer Service

If you’re looking to improve your sales and customer service, it’s essential to choose the right orders management portal. This software can provide a self-service customer portal that enables customers to track the progress of orders, make claims, and set expectations. It also allows seamless execution across all customer and financial touchpoints, delivering an omnichannel experience that drives customer satisfaction and loyalty.


Customizable orders management portal offer a wide variety of benefits. For example, they allow you to create an intuitive online ordering process with a simple interface. In addition, the platform provides a number of reporting features. The customized interface also allows you to monitor and analyze customer behavior. You can even configure email templates that automatically send messages to your customers following the order, delivery or refund process.

Customizable order management portals provide businesses with the ability to manage multiple orders from multiple channels. These days, customers expect more flexibility in their shopping experience. Some may want their orders picked up in store, while others may want to have them shipped to another location. This can create a logistical nightmare, so order management systems are a great solution. These software solutions can also help online-only retailers manage inventory and delivery more effectively.


A flexible order management portal (OMS) allows businesses to use a single software solution across different departments, including warehouses, call centers, and even the C-suite. It combines online and in-store sales and makes it easy for staff to manage shipments, make modifications to orders, and streamline the return process. This industry-leading solution can help any business meet its order management goals.

A flexible order management portal can also adapt to changing customer buying habits, such as seasonality or strong sales promotions. It is important to be able to easily update and configure rules based on these changes, such as when a Black Friday deal is running, or when a store shuts down. It also needs to be user-friendly, with options like drop-down menus, which are essential for ease of use.

A flexible order management system allows brands to adjust inventory levels and product assortments to meet consumer demands. This technology was extremely important during the recent pandemic, when customers flooded suburbs and resort communities in search of relief. It also gives store associates greater inventory visibility, which prevents them from leaving customers without a sale.

For retailers, managing orders across multiple channels can be a challenge. Customers today expect more options than ever before, and some prefer to choose their pickup time in-store, while others want their items shipped. Managing these different orders can be a logistical nightmare. A flexible order management system combines orders from multiple sources and delivers them through a single portal. This helps even online-only retailers manage inventory and deliver orders quickly and efficiently.

Easy to use

One of the best ways to streamline your sales process is to implement an easy-to-use order management portal. An order management portal can help you manage the entire process, from placing an order to fulfilling it. To create an easy-to-use order management portal, you’ll need to design multiple forms. First, design the dashboard. It will display all of your orders. In the dashboard, you’ll find columns for salesperson, ship date, and ship via. After that, you can configure the Dashboard form to open the MainForm. You can also design custom forms and add payment processing functionality.

An order management system is most effective if it’s integrated with other areas of your business. Otherwise, you’ll miss opportunities to improve customer service and increase efficiency. In addition, the user interface should be easy-to-understand and provide all the information you need to complete your daily tasks. Whether you need to view KPIs or a list of your customers, you need to be able to quickly access and update the information you need.

A good order management system should allow you to automate the order fulfillment process. Features like automatic next-day shipping labels for orders from Amazon Prime and custom invoices for orders from wholesale trade sites are helpful to retailers. In addition to these, a good order management system should give you detailed information about your sales history. With an order management system, you can easily track total sales for a given product, channel, store, or category. Using a good order management system also helps you streamline your processes and save time.

If you’re unsure about which order management system to choose, start by comparing the features offered by different vendors. Brightpearl, for example, offers 24/7 support and ongoing business consulting. A good option for you will be one that allows you to connect with third-party systems, such as a fulfillment center.

Integrates with accounting software

Integrating with accounting software is a great way to streamline bookkeeping and reduce errors. Manually entering data into an accounting program is time-consuming and prone to human error. Accounting software can automate these tasks and streamline the process of closing the till. It can keep track of outstanding invoices, cash flow, and tax liabilities.

Accounting software helps organizations manage day-to-day financial processes, and it also gives business leaders the power to monitor financial data in a single place. Modern accounting software can automatically populate the general ledger from journal entries, which means the CFO has instant access to financial data. In addition to simplifying record keeping, modern accounting software includes reporting and analytics capabilities. Financial leaders can easily analyze a company’s financial health with prebuilt dashboards that display real-time data about critical financial KPIs. For example, they can easily see their debt-to-equity ratio, or find out if their cash flow is in an overflow. Modern accounting software is also cloud-based, allowing users to access financial data from anywhere.

Accounting software should have built-in security, audit controls, and risk management features to protect the data. These features are important to keep an enterprise compliant with SOX regulations and maintain a single source of truth for financial reporting. Another important feature to look for is collections management. This feature allows the collection team to automate payment processes and make ranking customers easier. It can even initiate late-stage collections when a customer has gone bankrupt. Embedded revenue management capabilities help companies use analytics to maximize revenue.

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