Dear CommunityI am looking for recommendations for Sales Order Management software that can integrate well with QBO.All our bookkeeping and accounting is done through QBO, which we love. Ideally, We would like to retain as much of the process within QBO but understand that is does not provide Sales Order Management functionality. Our company is a small UK based supply chain business essentially providing a procurement service for larger companies. We rarely stock any products so that element is not important the key important elements for us are as follows:It must be capable hosting our products and prices (3000 products)Manage our suppliers (approx 200)link multiple suppliers to productsManage my customers delivery sites (200+)create quotationsconvert sales orders from quotations when approvedauto create POs for my suppliers, (needs to create multiple POs from a SO, based on the formation of the original quotation)GRN deliveries of good / services, (inc the ability to partial delivery)(this is our point of sale)Create invoicesManage supplier paymentsManage WIP and Debtors Manage payment receipts Regards & Happy new year Alan

Question

Sales order management software that integrates well with QBO

Forum|Forum|4 years ago
December 31, 2021
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Dear Community

I am looking for recommendations for Sales Order Management software that can integrate well with QBO.

All our bookkeeping and accounting is done through QBO, which we love. Ideally, We would like to retain as much of the process within QBO but understand that is does not provide Sales Order Management functionality.

Our company is a small UK based supply chain business essentially providing a procurement service for larger companies. We rarely stock any products so that element is not important

the key important elements for us are as follows:

It must be capable hosting our products and prices (3000 products)
Manage our suppliers (approx 200)
link multiple suppliers to products
Manage my customers delivery sites (200+)
create quotations
convert sales orders from quotations when approved
auto create POs for my suppliers, (needs to create multiple POs from a SO, based on the formation of the original quotation)
GRN deliveries of good / services, (inc the ability to partial delivery)(this is our point of sale)
Create invoices
Manage supplier payments
Manage WIP and Debtors
Manage payment receipts

Regards & Happy new year

Alan

QuickBooks Online

Fiat Lux - ASIA

How much is your budget and how many user do you need to access the SO Management app? We may recommend an inventory management app with the B2B portal feature to integrate with QBO. You don't need to create quotations manually and let your clients to access the portal, showcase products and pricing on stores with inventory integrated, and take the admin out of the order process.

A

AlanoreillyAuthor

Hi, I dont have a budget as such, Im currently spending arounf £6k per yr on a system that I am not happy with.

I have approx 12 back office staff that would need access

Unfortunately for me, I am at the behest of my clients procurement system so all my order arrive in an email account in PDFs so my staff enter the sales order manually or, convert the quotation that they previously generated into a sales order.