Streamline your sales order process from entry to fulfillment with BirdDog Sales Order Manager.
For manufacturers and distributors, the sales order process typically includes several key steps:
- An order is received—whether through a customer service representative, an Ecommerce platform, or another sales channel
- Item availability is verified. If an item is out of stock, it may be placed on backorder or trigger a production order
- In-stock items move forward for credit card authorization
- A pick ticket is then generated and sent to the warehouse for order fulfillment
- Picked items are packaged and rated for shipping
- At the end of the day, your team may process all shipped orders for billing, capture payments, generate invoices, and post those invoices to your accounting system
If your workflow resembles any part of this process, BirdDog Sales Order Manager can help streamline—and in many cases, automate—each step from order to invoice.
Get a Quote Today!
The BirdDog Sales Order Manager Workflow
Step 1: Order Entry
Sales orders in the BirdDog ecosystem can begin in several ways, depending on how your business operates:
- Manual Entry: You can manually enter sales orders using BirdDog’s Customer Service order entry software.
- Automated Entry:
- BirdDog Ecommerce: Orders placed through BirdDog’s native Ecommerce platform are automatically written into your ERP or accounting system.
- BirdDog Connectors: These integration tools automatically pull orders from third-party platforms like Shopify, WooCommerce, Amazon, BigCommerce, Magento, and EDI providers like 1 EDI Source. They can also be configured to capture orders from your ERP system if that’s where orders originate.
- BirdDog DataLink: This automation tool imports files containing sales order data and transforms them into ready-to-process orders.
- CSV Import using BirdDog Sales Order Integrator: For businesses that prefer a lightweight approach, the BirdDog Sales Order Integrator allows you to manually upload CSV files to create sales orders.
Step 2: In-Stock vs. Backorder Validation
After a sales order is created, BirdDog Sales Order Manager automatically checks item availability.
If items are in stock, the process continues seamlessly. If any items are on backorder, the system can be configured to take specific actions—such as generating a production order, notifying staff and customers, or managing partial shipments.
For greater control, BirdDog Order Rules let you customize how the system handles in-stock and backorder scenarios to fit your unique workflow.
Get a Quote Today!
Step 3: Authorize the Credit Card
BirdDog Sales Order Manager includes credit card software that simplifies your credit card transaction processing in preparation for shipping. The platform also supports a wide range of payment gateways for flexible and secure payment processing.
Step 4: Print the Pick Ticket
Once a sales order is authorized and backorders are addressed, it’s ready for the warehouse. BirdDog Sales Order Manager can automatically print pick tickets directly in the warehouse, eliminating the need to transfer paperwork from the back office. Because pick tickets are generated directly from the order and its lines, you can trust that every item to be picked is accurately included—minimizing errors and improving efficiency.
Packing slips can also be printed automatically, ensuring every package is correctly labeled and documented.
Step 5: Shipping Rating
After items are picked, the next step is weighing and rating the shipment. BirdDog Sales Order Manager can calculate freight costs at the order or customer level and is fully integrated with UPS WorldShip and FedEx FreightView. This allows shipping details to be applied directly from your UPS or FedEx station, streamlining the process and reducing manual entry.
Step 6: End of Day Billing and Invoicing
Once orders are shipped, they’re ready for billing. BirdDog Sales Order Manager automatically flags shipped or partially shipped orders for billing, ensuring that only fulfilled orders are invoiced.
Credit card transactions can be captured automatically, and invoices can be posted directly to your ERP or accounting system—closing the loop on your sales order process with accuracy and automation.
Get a Quote Today!
BirdDog Sales Order Manager can be used in pieces! Our products are built to fit you.