How Does Order Manager Work?

End-to-end workflow

Here is an example workflow:

1. Download orders from selling channel, like Shopify or Bigcommerce.
2. The order has six line items. Of the six, you can fulfill three of them.
3. You split the sale order into two pieces. The first part you send to ShipStation.
4. You ship the order to the customer.
5. Using our integration with Trace AR, our software automatically follows up with the customer to get paid.
6. You create a purchase order in order manager to get the other three line items. 
7. The sales order and purchase order appears in a report that says it is open.
8. When you receive items, create a goods receipt in Connex.
9. Send the rest of the sales order to ShipStation.

Single Source of Truth concept

Order Manager becomes the shared dashboard for operations, finance, and fulfillment teams.

Often, B2B eCommerce sellers have multiple back office systems. These include multiple selling channels, accounting and a shipping tool. Many B2B eCommerce sellers use multiple screens to gather basic order info. One screen has the tracking data. Another has what the customer ordered. Another has the lot and bin numbers. Another screen has whether the order was paid. 

What Order Manager does vs connected systems

Connected systems will keep your accounting tool, like QuickBooks, with your selling channels. Unfortunately, many companies try to use QuickBooks as their source of truth. Accounting systems are not meant to show a high level overview of your business for teams. Not every user needs access to accounting or shipping tools. Order Manager provides visibility without adding user licenses or manual checks.