OrderWise Stock Control and Order Processing Software
Click to view our Introduction to OrderWise video.

OrderWise Overview

For over 20 years we have made stock control and order processing software. OrderWise v6 represents the pinnacle of our achievements over this time. We specialise in this area and it's all we do - day in day out. We do nothing else other than help businesses overcome their stock control and order processing issues.

Most companies look to OrderWise to expand their accounting system that is currently in use as not just an accounting package but also as their stock control and order processing package too. They leave the accounts package doing what it is really great at doing - the accounts - and use OrderWise to be the company wide stock control and order processing system that will link to their accounting system. After all, everyone one knows that they should use the right tool for the job.

OrderWise is a modern, flexible, company wide stock control and order processing software solution with a most remarkable pedigree. OrderWise can be used with telesales teams, automatic web site sales integration, rep sales and trade counter sales. OrderWise can also send information back to accounts software like Sage 50 and Sage 200 such as customer, supplier, sales invoice and purchase invoice information. As all departments use OrderWise, knowing where stock is, what stock to ship and when stock is due in is only a screen away.

Gone are the days when an accounts package alone can deal adequately with the demands of a modern business. Businesses today accept that an accounts package is there to control the business's finances and the control of the sales and purchase of stock is best left to a proper stock control and order processing system. The two subjects - finances and order processing are two fundamentally different aspects to business and in reality need to be treated as such if the business is to benefit from efficient software systems.

OrderWise encompasses key business functionality that most companies have to perform. But OrderWise is not like any other software package, the unique and intuitive way the user interfaces with the software provides an extremely professional, secure and refreshing experience.

Key features of OrderWise include:

  • Stock Control
    • Store multiple part numbers: supplier, customer, manufacturer and alternative
    • Store products in multiple locations and multiple 'bins' within each location
    • Traceability of serial and batch numbered items
    • Expiry date control
    • Have multiple sale and purchase unit quantities such as each's, dozens, hundreds etc. per product
    • Get an actual stock valuation (not just a rolling average valuation like many systems) for right now or at any point in the past
    • Store products against multiple product groups and sub groups for easier reporting and finding
    • In built and unique IntelliSearch Technology for fast and flexible product searching
    • Store set minimum and maximum stock quantities for each product/location combination or use OrderWise's automatically calculated seasonal and variable stock forecasting so you hold less of the products that aren't selling and more of the ones that do, bringing extra sales and profit
    • User customisable fields so you can store information that your company really needs
    • Manage products one by one manually or quickly through mass edit/mass import from Microsoft Excel making 1 or 1,000,000's of products easy to manage
    • Complete automatic audit trail of all stock movements and write offs allowing your business to know where stock has come from and where it went
    • Easily add new products by basing the new one on an existing product
    • Have different selling prices for a product depending on which currency you sell it in
    • Store pictures of your product for printing on quotations or uploading to a web site

  • Sales
    • Manage both prospects and actual clients
    • Raise telephone or field sales orders, credits and quotations quickly easily
    • Print or email Order Acknowledgements, Pro Forma Invoices and Quotations
    • Customise documentation with your company logo and add the fields you want your clients to see
    • Set up alternative products for cross selling to deliver extra sales and profit
    • Set up flexible multiple discount structures for even the most demanding customers
    • Create multiple price lists ensuring you always sell products to customers at the right price
    • Create 'Buy One Get One Free' special offers to deliver extra sales and profit
    • Create 'Multi Savers' to delivery extra sales and profit
    • Integration with your accounts package means credit control is always performed at time of order entry so orders are not taken or sent out for customers that are on credit hold or over their credit limit
    • Easily identify previously purchased products for clients whilst taking their order allowing not only the right products to be added to the sales order but possibly additional products too, helping to achieve extra sales and profit
    • View profitability analysis by line and by order (secure feature)
    • Store unlimited multiple delivery addresses against each client
    • Allow for multiple currencies. With OrderWise you can purchase stock in one currency and sell in other currencies
    • Assign user customisable fields for specific data capture in the sales order and sales order line items. These could be used to store specific customer requirements for example
    • Provide automatic minimum profit warnings so products are not sold at a loss
    • Allocate stock at time of order entry if required or leave allocations for the pickers
    • Automate Credit Card Processing at order entry with SagePay and SecPay
    • Record payments against a specific order or a customer
    • View complete audit trails of all orders, credits and quotations for specific or all customers
    • Copy old orders from one customer or one customer to another customer
    • Store customer notes for colleagues to see important information regarding a customer
    • Use the built in Contact Manager system to record conversations with prospects or clients so that everyone in the Company can be aware of what is happening with an account
    • Examine sales order activity such as order totals or profitability for any given period of time (secure feature)
    • Identify delivery charges / delivery method / route at order entry
    • Identify source of order to calculate rep commissions and streamline advertising costs to the sectors that are not only producing the sales but also producing the profit
    • Identify different required dates and promise dates for each line item if required meaning an order can be part shipped if need be at different dates
    • See free stock holding as and when the line item is added to the order
    • Create 'Schedule Orders' or repeat orders for specific customers
    • Edit RSP's at time of order entry to ensure 'deal is done' scenarios without loss of profit

  • Web Site Sales Integration
    • Automatically import sales orders placed on your web site or web sites
    • Automatically return stock holding information back to the web site
    • Automatically return order progress back to the web site

  • Despatch
    • Ship orders by due date, route or courier
    • Automatic or manual allocation of stock
    • Automatic totalling of weight and volumes
    • Courier integration with leading courier systems
    • Produce picking notes singularly or consolidate them to make picking stock quicker
    • Email clients automatically as and when goods are shipped
    • Print or email delivery notes and/or invoices to be shipped with the goods
    • Integration with your accounts package means credit control is always performed at time of despatch so orders are not sent out for customers that are on credit hold or over their credit limit
    • Products being shipped can have their bar code scanned to ensure the correct goods are being shipped
    • Complete audit trail of shipments

  • Invoicing
    • Print or Email invoices and credit notes per order or consolidate many orders onto one invoice
    • Send invoice, credit note and customer Information direct to your accounts package if required - no rekeying data
    • Customise invoices and credit notes with your company logo and add the fields you want your clients to see
    • Automatically email invoices and credit notes to clients if required saving money on printing and posting

  • Purchasing
    • Run the 'To Order' reports to view what goods are required to be ordered and automatically make these Purchase Orders up as either official 'Purchase Order' or 'Build Up' status'
    • In built sales forecasting allows for the correct quantity of goods to be purchased for the correct times
    • Slow moving items identified so these are not reordered
    • Fast moving items identified so these can be reordered
    • Support for back to back ordering meaning products for a specific order can be purchased just for that order
    • Support for 'direct deliveries' meaning sales orders can be placed for products and corresponding purchase orders raised to suppliers to ship these goods direct to your customer
    • Support for multiple currencies - buy in one currency and sell in other currencies. Also link other suppliers to a purchase order for freight, shipping and duty which all can have their own currencies
    • Store supplier prices and alternative supplier prices, making sure you purchase at the right price
    • User customisable fields for specific data capture enabling special comments and other data vital to the success of the order to be stored and communicated to the supplier
    • Control the true landed costs of products by letting OrderWise absorb shipping, freight forwarding and duty costs into the products on the purchase order

  • Goods In
    • Intuitive booking in of purchase orders already placed with suppliers
    • Provides exact control of what has/has not been received
    • Complete audit trail of receipts
    • Quarantine suspect goods as they arrive and isolate them from normal stock. Quarantined stock is ring fenced and visible to other OrderWise users but not available for shipping until it has been removed from quarantine
    • Bar code compatible. Goods being received can have their bar codes scanned en mass and then once the goods in process has been completed the goods received can be linked to their respective purchase orders for completeness

  • Business Reporting
    • OrderWise has many standard reports such as profitability reports, customer and supplier reports that can be run through the familiar environment of Microsoft Excel. These reports can be modified by anyone familiar with the basics of Excel
    • Use Microsoft Excel to produce custom reports that analyse the data you have stored in OrderWise to produce meaningful reports for your business

OrderWise also boasts a number of specialist options, designed to help companies that need any or all of the following features:

  • CRM
  • Web Site Integration
  • Credit Card Processing
  • Remote Site Link
  • EDI - Electronic Data Interchange
  • BOM - Bill of Materials / Works Order Processing
  • EPOS - Electronic Point of Sale
  • Size / Colour Matrix
  • Dimensions
  • Telephone Integration
  • Mobile Despatch & Goods In

OrderWise has been designed to be suitable for a wide range of customers an businesses. However, if you have a specific requirement we may be able to add this functionality to OrderWise by developing it for you; providing a first-rate product tailored specifically to fit your needs.

It is not just what OrderWise does, but how it does it, that makes OrderWise so popular and unique.We offer a comprehensive solution including the OrderWise software, migration, training and support for far less than any 'big name' brand to the point where many of our clients have justified the entire cost of OrderWise within one year! We offer a no nonsense approach to doing business, our Business Advisors have years of experience helping clients solve their issues and we always recommend you spend some time talking to them about your issues.

Deciding on the right business software can be a daunting process, but we have over 20 years of experience in providing solutions to companies' stock control and order processing issues, and would be more than happy to answer your questions and provide guidance and advice on the right package for you. You can call our business advisors Monday to Friday 8.45am to 5.15pm for assistance or click here to get a Business Advisor to call you back.

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