Incomplete Carts – keep track of what customers are not buying, as well as what they order from you – build a picture of what visitors put in their shopping carts but don’t check out; use the information to analyze shopping behavior and analyze response to marketing campaigns.

Incomplete Checkouts – additionally, track the items that visitors are selecting for checkout, but never completing the checkout process,

Unapproved Checkouts – captures information for all checkouts which failed credit card authorization, allowing you to contact the customer to suggest an alternative payment method.

Completed Checkouts – view a list of all online sales, containing full order information (see Sales Orders below)

Sales Orders – enter and manage orders (which can also be based on earlier Inquiries or Estimates generated in Sales Manager, or pulled automatically from e-commerce) including quantities and discounts, expected shipping date, salesperson; automatic addressing with manual override; automatic tax and shipping calculation; keep online orders separate, or process all e-commerce and offline orders from a consolidated list.

Sales Shipments – comprehensive coverage of full or partial shipments with Packing Lists and real-time inventory integration.

Sales Returns – issue Returns Authorizations (RMAs) to customers, track incoming returns and returns to vendor; issue refunds (including refunds to credit cards or printed checks).

Package Management – Order Manager calculates the optimal package size and contents (based on dimensions) for each package; the final price quoted to each customer includes a package padding factor + handle fee or markup % at line item or order level; package pricing is based on UPS integration or fixed by quantity, weight, dimension; support is included for UPS EPL mailing label printing .

Cancellations – fully or partially cancel any inquiry, estimate, unpaid checkout, sales order, purchase requisition, purchase estimate or purchase order; Order Manager releases allocated inventory for any unshipped or uninvoiced item .

Real-time Inventory – Order Manager tracks a wide range of real-time inventory quantities including Available, Committed, On Order (not shipped), On Order (not received), Shipped but not invoiced, received but not invoiced, outstanding Estimates, and others; track receipts and returns with a single set of inventory across online and offline sales; automatic Balance Sheet update on inventory movement*.

Barcode – support is provided a wide range of barcode formats** for model codes and serial numbers a wide range of barcode formats to track items at the moment of assembly, shipping and receipt.

Credit Management* – alerts users to sales not paid, customers over credit limit, accounts past due, on hold or in litigation; settings determine whether the system should ignore overlimit accounts, warn the user, or prevent completion of a transaction.

Back-to-Back Purchasing – automatically build Purchase Orders for out-of-stock items on any sales order.

Drop Ship – for direct shipment to customers at one or more shipment addresses per sales order, with support for multiple warehouses to determine the point of packing.

Fulfillment House support builds an export file of all items to ship by your third party warehousing or fulfillment provider – with automatic inventory update where appropriate.

Batch Processing so that you can, for example, rapidly find all the orders ready to ship, and print Packing Lists for them all in a single stroke.

Purchase Requisitions – generate internal requisitions requiring approval before issue as Purchase Orders
Purchase Estimates – record estimates or quotations from vendors for future reference or transfer to Purchase Orders .

Purchase Orders – create Purchase Orders to replenish stock or back-to-back against specific Sales Orders; build Purchase Orders based on default purchasing criteria (cheapest, fastest, preferred) compared against vendor data stored with each item: cost price, lead time, status .

Purchase Goods Received – book Items into stock as they arrive; reconcile automatically with Purchase Orders

Purchase Returns – record Returns to vendors and track status until a suitable replacement or credit is received

Inventory Adjustments – update inventory levels following physical stock checks or manual goods shipments or receipts; automatic Balance Sheet* update on inventory adjustment (with Accounting Manager Pro)

Negative Inventory – support for negative inventory (by Preference) in all sales and purchase transactions

Reports – An extensive range of intelligent and clear reporting features in Order Manager help you analyze orders and inventory; all reports are available in HTML and Excel versions.